--- title: [V2] Services and products > Trials overview description: Configure global trial settings in MyStudio — visibility, taxes, processing fees, registration sources, and trial statuses — all in one place. --- [Skip to content](https://help.mystudio.io/v2-services-and-products-trials-overview#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) # \[V2\] Services and products \> Trials overview ## Trials let customers try your services before committing to a membership. This article covers the global settings that apply to every trial.  ###### Updated: June 2, 2026 ### Table of contents - [Permissions and accessibility](https://help.mystudio.io/v2-services-and-products-trials-overview#permissions-and-accessibility) - [Trials at a glance](https://help.mystudio.io/v2-services-and-products-trials-overview#trials-at-a-glance) - [Trial settings](https://help.mystudio.io/v2-services-and-products-trials-overview#trial-settings) - [Visibility](https://help.mystudio.io/v2-services-and-products-trials-overview#visibility) - [Tax and processing fees](https://help.mystudio.io/v2-services-and-products-trials-overview#tax-and-processing-fees) - [Source: How customers find your business](https://help.mystudio.io/v2-services-and-products-trials-overview#source) - [Statuses: Customize your trial status and conversion system](https://help.mystudio.io/v2-services-and-products-trials-overview#statuses) - [Related articles](https://help.mystudio.io/v2-services-and-products-trials-overview#related-articles) - [Was this article helpful?](https://help.mystudio.io/v2-services-and-products-trials-overview#was-this-article-helpful)   ---   ### Permissions and accessibility #### Staff access: - **Admin:** Full access - **Manager:** - Has access to view trial setup - Does not have access to edit - **Staff:** No access #### MyStudio plan restrictions: - None     [^ Back to top](https://help.mystudio.io/v2-services-and-products-trials-overview#TABLE) ---   ### Trials at a glance | **If you want to...** | **Go to...** | | --- | --- | | Create a free or paid trial | [Create a trial](https://help.mystudio.io/v2-create-a-trial?hsLang=en) | | Manage trials or trial statuses | [Manage trials and trial statuses](https://help.mystudio.io/v2-manage-trials-and-trial-statuses?hsLang=en) | | Fix a problem with a trial | [Trials troubleshooting](https://help.mystudio.io/v2-trials-troubleshooting?hsLang=en) | | Auto-update active to enrolled status | [Trial status conversion automation](https://help.mystudio.io/trial-status-conversion-automation?hsLang=en) |     [^ Back to top](https://help.mystudio.io/v2-services-and-products-trials-overview#TABLE) ---   ### Trial settings **Where:** Services and products \> Trials \> Settings   ![Services and products \> Trials \> Settings](https://help.mystudio.io/hs-fs/hubfs/Knowledge%20Base%20Article%20Screenshots/V2/V2%20-%20Services%20and%20Products/Trials/Services%20and%20products%20%3E%20Trials%20%3E%20Settings.png?width=670&height=368&name=Services%20and%20products%20%3E%20Trials%20%3E%20Settings.png) [^ Back to top](https://help.mystudio.io/v2-services-and-products-trials-overview#TABLE) --- ### Visibility Use the **Show trials on sales channel** toggle to control whether customers can find and register for trials. | **Toggle** | **What happens** | | --- | --- | | On | Trials are visible and open for registration across all sales channels | | Off | Trials are hidden and no one can register, including staff at the Point of Sale |   When toggled on, trials will be available via: - Staff Point of Sale - Public Point of Sale - Your website (if applicable) - Member app - Web app - Any shared trial links   **Sales channel trials URL:** - Share the provided link with customers to show all published trials. Click **Copy** to copy the link.   **Change display name:** - This controls how the trials section is labeled for this section, including what customers will see on the Point of Sale.   ![Screenshot 2026-06-01 at 2.02.11 PM](https://help.mystudio.io/hs-fs/hubfs/Knowledge%20Base%20Article%20Screenshots/V2/V2%20-%20Services%20and%20Products/Trials/Screenshot%202026-06-01%20at%202.02.11%20PM.png?width=670&height=326&name=Screenshot%202026-06-01%20at%202.02.11%20PM.png)     [^ Back to top](https://help.mystudio.io/v2-services-and-products-trials-overview#TABLE) ---   ### Tax and processing fees **Apply taxes:** - Toggle on to collect sales tax on trial purchases. Enter the percentage you want to charge.   **Apply processing fees:** - Processing fees are charged by credit card companies and your payment processor. Choose who covers them:   | **Option** | **What happens** | | --- | --- | | Absorbs fees | Your business pays the fees | | Pass on to customers | The customer pays the fees | Click **Save** when done.     [^ Back to top](https://help.mystudio.io/v2-services-and-products-trials-overview#TABLE) ---   ### Source: How customers find your business Toggle on **Enable source field while customers register** to ask customers how they found your business during registration. Sources are displayed as options customers can select. Default sources include: - Member referral - Google - Facebook - Studio location   To add a custom source: 1. Click **+ Add new** 2. Enter the source name 3. Click **Save**   ![Screen Shot 2026-06-01 at 15.48.46 PM](https://help.mystudio.io/hs-fs/hubfs/Knowledge%20Base%20Article%20Screenshots/V2/V2%20-%20Services%20and%20Products/Trials/Screen%20Shot%202026-06-01%20at%2015.48.46%20PM.png?width=670&height=343&name=Screen%20Shot%202026-06-01%20at%2015.48.46%20PM.png)   [^ Back to top](https://help.mystudio.io/v2-services-and-products-trials-overview#TABLE) ---   ### Statuses: Customize your trial status and conversion system Trial statuses track where a customer is in the trial process. Default statuses are listed below.   | **Status** | **Type** | **Description** | | --- | --- | --- | | Active | Active | Assigned to all new trials | | Enrolled | Win | Customer enrolled in a membership | | Cancelled | Loss | Customer did not enroll in a membership | | Did not start | Loss | Customer did not enroll in a membership |   To add a custom status: 1. Click + Add new 2. Enter the status name 3. Click Save   **Note:** All custom statuses are classified as an active type of status.   ![Screen Shot 2026-06-01 at 16.02.16 PM](https://help.mystudio.io/hs-fs/hubfs/Knowledge%20Base%20Article%20Screenshots/V2/V2%20-%20Services%20and%20Products/Trials/Screen%20Shot%202026-06-01%20at%2016.02.16%20PM.png?width=670&height=515&name=Screen%20Shot%202026-06-01%20at%2016.02.16%20PM.png)   [^ Back to top](https://help.mystudio.io/v2-services-and-products-trials-overview#TABLE) ---   ### Related articles - [Create a trial](https://help.mystudio.io/v2-create-a-trial?hsLang=en) - [Manage trials and trial statuses](https://help.mystudio.io/v2-manage-trials-and-trial-statuses?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-services-and-products-trials-overview#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).   ---   - 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