[V2] Manage trials and trial statuses

Updated: May 28, 2026

Permissions and accessibility
Live trials
Draft trials
Trial statuses
- Update a participant's status
- Add a custom status
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Permissions and accessibility

Staff access

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

MyStudio plan restrictions

None

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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

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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Registered	Number of total registration for a trial before it was unpublished.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

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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

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Update a participant's status

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

Go to Contacts > Participants > Trials.
Find the customer.
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.

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