How To Convert Free Trials Into Full Term Bookings
If you have not yet set up free trials for your Team Sports activity and would like to do so, please read How To Setup Free Trials In Team Sports
Within your Team sports activity, select Booked in
Click the Action cog next to the free trial customer you wish to convert
Select Convert to Full Booking
Select Customer Term Dates
Please check that the dates are correct for the free trials and normal sessions
Ensure that you also check the prices for each session in the Total Fees section
Convert the Adjustments into invoices or approve and email draft invoice created
Send the invoice to the billpayer
Email Confirmation To Customers
The customer should receive an automatic email if...
The trial session was yesterday
They weren't absent for your trial
They have no more active bookings in the activity
They haven't received a "your free trial has ended" email before
How Settings Work
No obligation free trial + Pro-rata: customer must pay for free trials and all future sessions
No obligation free trial (no pro-rata): customer must pay for all sessions (ie full price)
Free trial + Pro-rata: customer only needs to pay for future sessions
Free trial (no pro-rata): customer must pay for all sessions except the free trials