Updated: June 2, 2026
Table of contents
Permissions and accessibility
Staff access:
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Admin: Full access
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Manager:
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Has access to view trial setup
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Does not have access to edit
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Staff: No access
MyStudio Plan Restrictions:
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None
Trials at a glance
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If you want to... |
Go to... |
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Create a free or paid trial |
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Manage trials or trial statuses |
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Fix a problem with a trial |
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Auto-update active to enrolled status |
Trial settings
Where: Services and products > Trials > Settings
Visibility
Use the Show trials on sales channel toggle to control whether customers can find and register for trials.
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Toggle |
What happens |
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On |
Trials are visible and open for registration across all sales channels |
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Off |
Trials are hidden and no one can register, including staff at the Point of Sale |
When toggled on, trials will be available via:
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Staff Point of Sale
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Public Point of Sale
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Your website (if applicable)
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Member app
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Web app
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Any shared trial links
Sales channel trials URL:
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Share the provided link with customers to show all published trials. Click Copy to copy the link.
Change display name:
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This controls how the trials section is labeled for this section, including what customers will see on the Point of Sale.
Tax and processing fees
Apply taxes:
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Toggle on to collect sales tax on trial purchases. Enter the percentage you want to charge.
Apply processing fees:
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Processing fees are charged by credit card companies and your payment processor. Choose who covers them:
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Option |
What happens |
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Absorbs fees |
Your business pays the fees |
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Pass on to customers |
The customer pays the fees |
Click Save when done.
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:
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Member referral
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Google
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Facebook
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Studio location
To add a custom source:
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Click + Add new
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Enter the source name
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Click Save
Statuses: Customize your trial status and conversion system
Trial statuses track where a customer is in the trial process. Default statuses are listed below.
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Status |
Type |
Description |
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Active |
Active |
Assigned to all new trials |
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Enrolled |
Win |
Customer enrolled in a membership |
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Cancelled |
Loss |
Customer did not enroll in a membership |
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Did not start |
Loss |
Customer did not enroll in a membership |
To add a custom status:
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Click + Add new
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Enter the status name
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Click Save
Note: All custom statuses are classified as an active type of status.
Related articles
Still need help? Contact your MyStudio account manager or reach out to our support team.