---
title: [V2] Manage trials and trial statuses
description: View and manage live and draft trials, update participant statuses, track conversions, and add custom statuses in MyStudio.
---

[Skip to content](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#main-content)

English

Show submenu for translations

[![MS\_appicon-2](https://help.mystudio.io/hs-fs/hubfs/MS_appicon-2.webp?width=63&height=63&name=MS_appicon-2.webp)](https://help.mystudio.io/?hsLang=en)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Go to mystudio.io](https://www.mystudio.io/)

[Go to mystudio.io](https://www.mystudio.io/)

 Hello. How can we help you?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.mystudio.io/?hsLang=en)
2. [Version 2 \[V2\]](https://help.mystudio.io/version-2-v2?hsLang=en)
3. [Services and Products](https://help.mystudio.io/version-2-v2?hsLang=en#services-and-products)

# \[V2\] Manage trials and trial statuses

## Manage live and draft trials, update participant statuses, and track conversions.

###### Updated: May 28, 2026

### Table of contents

- [Permissions and accessibility](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#permissions-and-accessibility)
- [Live trials](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#live-trials)
- [Draft trials](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#draft-trials)
- [Trial statuses](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#trial-statuses)
  
    - [Update a participant's status](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#update-a-participants-status)
    - [Add a custom status](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#add-a-custom-status)
- [Related articles](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#related-articles)
- [Was this article helpful?](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#Was-this-article-helpful)

 

---

 

### Permissions and accessibility

#### Staff access

- **Admin:** Full access
- **Manager:** View only access
- **Staff:** No access

 

#### MyStudio plan restrictions

- None

 

 

[^ Back to top](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#TABLE)

---

 

### Live trials

**Where:** Services and products \> Trials \> Live

You will see the live trial table.

 

| **Table headers** | **What it does** |
| --- | --- |
| Name | Displays trial name and net sales. Trial name can be clicked on to edit trial setup |
| Status | Displays a green Live button to indicate the trial is live |
| Registered | Number of total registration for a trial. The number can be clicked on to view registrants |
| Conversion% | Displays the percentage of registrants that signed up for a membership after registering for a trial |
| Last updated | Displays the date the trial was last edited and saved |
| Actions | - **Duplicate:** Copies the trial into the drafts section   - **Copy URL:** Copy the registration link. This link is active and can be sent to potential customers.   - **Unpublish:** Removes trial from live and goes into draft. The links for the trial will no longer be active.   - **Preview:** Opens the active trial link in a new tab for quick viewing and signups   - **Delete:** Removes the trial completely and can no longer have registrations |

 

 

[^ Back to top](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#TABLE)

---

 

### Draft trials

**Where:** Services and products \> Trials \> Live

You will see the draft trial table.

Note: Registrations and net sales from a previously published version will appear here.

 

| **Table headers** | **What it does** |
| --- | --- |
| Name | Displays trial name and net sales. Trial name can be clicked on to edit trial setup |
| Status | Displays a grey Draft button to indicate the trial is not live |
| Registered | Number of total registration for a trial before it was unpublished. The number can be clicked on to view registrants |
| Conversion% | Displays the percentage of registrants that signed up for a membership after registering for a trial |
| Last updated | Displays the date the trial was last edited and saved |
| Actions | - **Duplicate:** Copies the trial into the drafts section - **Publish: ** - **Delete:** Removes the trial completely and can no longer have registrations |

 

 

[^ Back to top](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#TABLE)

---

 

### Trial statuses

Statuses appear in trial analytics, the conversion table, and can trigger campaigns.

| **Status** | **Meaning** |
| --- | --- |
| Active | In the trials; hasn't enrolled in a memberships or canceled |
| Enrolled | Signed up for a membership |
| Canceled | Tried your services; not interested |
| Did not start | Signed up for the trial but never used it |

 

 

[^ Back to top](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#TABLE)

---

 

#### Update a participant's status

Status updates are manual by default. Bulk updates are not supported.

1. Go to **Contacts \> Participants \> Trials.**
2. Find the customer.
3. Update their status.

 

**Tip:** To automatically update an active status to an enrolled status when their phone number or email matches an active membership, enable the [Trial Status Conversation Automation](https://help.mystudio.io/trial-status-conversion-automation?hsLang=en).

 

 

[^ Back to top](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#TABLE)

---

 

#### Add a custom status

1. Go to **Services and Products \> Trials \> Settings.**
2. Find **Customize your trial status and conversion system** section.
3. Click **+ Add new**.

 

**Note:** Custom statuses still count as **active** in analytics.

 

 

[^ Back to top](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#TABLE)

---

 

### Related articles

- [Trials overview](https://help.mystudio.io/v2-services-and-products-trials-overview?hsLang=en)
- [Create a trial](https://help.mystudio.io/v2-create-a-trial?hsLang=en)
- [Trials troubleshooting](https://help.mystudio.io/v2-trials-troubleshooting?hsLang=en)
- [Trial status conversion automation](https://help.mystudio.io/trial-status-conversion-automation?hsLang=en)

 

 

[^ Back to top](https://help.mystudio.io/v2-manage-trials-and-trial-statuses#TABLE)

---

 

**Still need help?** Contact your MyStudio account manager or reach out to [our support team](https://help.mystudio.io/chat-with-a-live-mystudio-team-member?hsLang=en).

 

---

 

- [Navigation & FAQs](https://help.mystudio.io/navigation-faqs?hsLang=en#main-content)

    - [Code Ninjas Onboarding](https://help.mystudio.io/navigation-faqs?hsLang=en#code-ninjas-onboarding)
- [Classic Version \[V1\]](https://help.mystudio.io/classic-version-v1?hsLang=en#main-content)

    - [Analytics](https://help.mystudio.io/classic-version-v1?hsLang=en#analytics)
    - [Payments](https://help.mystudio.io/classic-version-v1?hsLang=en#payments)
    - [All Customers](https://help.mystudio.io/classic-version-v1?hsLang=en#all-customers)
    - [Participant Management](https://help.mystudio.io/classic-version-v1?hsLang=en#participant-management)
    - [Member Migration](https://help.mystudio.io/classic-version-v1?hsLang=en#member-migration)
    - [Leads](https://help.mystudio.io/classic-version-v1?hsLang=en#leads)
    - [Primary Customers](https://help.mystudio.io/classic-version-v1?hsLang=en#primary-customers)
    - [Communications](https://help.mystudio.io/classic-version-v1?hsLang=en#communications)
    - [Attendance Automations](https://help.mystudio.io/classic-version-v1?hsLang=en#attendance-automations)
    - [Program Automations](https://help.mystudio.io/classic-version-v1?hsLang=en#program-automations)
    - [Event Automations](https://help.mystudio.io/classic-version-v1?hsLang=en#event-automations)
    - [Lead/Trial Automations](https://help.mystudio.io/classic-version-v1?hsLang=en#lead-trial-automations)
    - [Custom Automations](https://help.mystudio.io/classic-version-v1?hsLang=en#custom-automations)
    - [Task Manager](https://help.mystudio.io/classic-version-v1?hsLang=en#task-manager)
    - [Point of Sale](https://help.mystudio.io/classic-version-v1?hsLang=en#point-of-sale)
    - [Attendance](https://help.mystudio.io/classic-version-v1?hsLang=en#attendance)
    - [Class/Appointment Calendar](https://help.mystudio.io/classic-version-v1?hsLang=en#class-appointment-calendar)
    - [Retail Order](https://help.mystudio.io/classic-version-v1?hsLang=en#retail-order)
    - [Staff Schedule](https://help.mystudio.io/classic-version-v1?hsLang=en#staff-schedule)
    - [Trials](https://help.mystudio.io/classic-version-v1?hsLang=en#trials)
    - [Memberships](https://help.mystudio.io/classic-version-v1?hsLang=en#memberships)
    - [Class Schedule](https://help.mystudio.io/classic-version-v1?hsLang=en#class-schedule)
    - [Events](https://help.mystudio.io/classic-version-v1?hsLang=en#events)
    - [Retail](https://help.mystudio.io/classic-version-v1?hsLang=en#retail)
    - [Sales Channel](https://help.mystudio.io/classic-version-v1?hsLang=en#sales-channel)
    - [Integrations](https://help.mystudio.io/classic-version-v1?hsLang=en#integrations)
- [Version 2 \[V2\]](https://help.mystudio.io/version-2-v2?hsLang=en#main-content)

    - [Insights](https://help.mystudio.io/version-2-v2?hsLang=en#insights)
    - [Payments](https://help.mystudio.io/version-2-v2?hsLang=en#payments)
    - [Contacts](https://help.mystudio.io/version-2-v2?hsLang=en#contacts)
    - [Amplify](https://help.mystudio.io/version-2-v2?hsLang=en#amplify)
    - [Communications](https://help.mystudio.io/version-2-v2?hsLang=en#communications)
    - [Services and Products](https://help.mystudio.io/version-2-v2?hsLang=en#services-and-products)
    - [Attendance](https://help.mystudio.io/version-2-v2?hsLang=en#attendance)
    - [Rank Promotions](https://help.mystudio.io/version-2-v2?hsLang=en#rank-promotions)
    - [Marketplace](https://help.mystudio.io/version-2-v2?hsLang=en#marketplace)
    - [Tools](https://help.mystudio.io/version-2-v2?hsLang=en#tools)
    - [Sales Channel](https://help.mystudio.io/version-2-v2?hsLang=en#sales-channel)
    - [User Settings](https://help.mystudio.io/version-2-v2?hsLang=en#user-settings)
- [Stripe](https://help.mystudio.io/stripe?hsLang=en)
- [Twilio](https://help.mystudio.io/twilio?hsLang=en)
- [Amplify](https://help.mystudio.io/amplify?hsLang=en)
- [My Account](https://help.mystudio.io/my-account?hsLang=en#main-content)

    - [Plan and Billing](https://help.mystudio.io/my-account?hsLang=en#plan-and-billing)
    - [Users and Permissions](https://help.mystudio.io/my-account?hsLang=en#users-and-permissions)
    - [Business Profile](https://help.mystudio.io/my-account?hsLang=en#business-profile)
    - [Business Account Management](https://help.mystudio.io/my-account?hsLang=en#business-account-management)
- [Member App Actions](https://help.mystudio.io/member-app-actions?hsLang=en)
- [Business Management App](https://help.mystudio.io/business-management-app?hsLang=en#main-content)

    - [Business Manager App Sections](https://help.mystudio.io/business-management-app?hsLang=en#business-manager-app-sections)
- [ATA](https://help.mystudio.io/ata?hsLang=en)
- [Business How-To's](https://help.mystudio.io/business-how-tos?hsLang=en)
- [Multi-Location Franchise System / Management](https://help.mystudio.io/multi-location-franchise-system-management?hsLang=en)
- [Referral Program](https://help.mystudio.io/referral-program?hsLang=en)
- [Custom App Set Up](https://help.mystudio.io/custom-app-set-up?hsLang=en#main-content)

    - [Google](https://help.mystudio.io/custom-app-set-up?hsLang=en#google)

[![MS\_appicon-2](https://help.mystudio.io/hs-fs/hubfs/MS_appicon-2.webp?width=63&height=62&name=MS_appicon-2.webp "MS_appicon-2")](https://www.mystudio.io/)

MyStudio.io Help Center

<https://www.facebook.com/groups/mystudioapp>

Copyright © 2025, MyStudio