Creating an Enquiry into a Trial

 


· When a clients is already register in software as Enquiry following are steps to convert the member into a Trial.

  • Search the Client using his mobile number in client search option
  • Then click on Free Trial icon across the client name
  • Update the Mandatory details in the fields
  • Click on Update and it will direct to page where list of membership which can be given for trial are available.
  • Select the Trial Start Date .
  • Select total no of Trial Period in days
  • Select the number of days trial is allowed for
  • Maximum trial amount (This will allow to add membership till a specific amount only)
  • Then click on the plus sign located on the membership which need to be added.
  • Then select Session Handled (Session Owner)
  • Then click on submit and the Trial will be assigned.

 

· When a client comes for enquiry (not registered in software) and wants a trial, below are steps to create Trial.

  • Search the client in the client search option.
  • Now click on free trial.
  • Enter the mandatory details in the fields and click on save
  • Then it will direct you to page where list of membership which can be given for trial are available
  • Select the trial start date 
  • Select the trial period days (validity)
  • Select the no of days trial is allowed.
  • Maximum trial amount (This will allow to add membership till a specific amount only)
  • Then click on the plus sign located on the membership which need to be added.
  • Then select Session Handled (Session Owner)
  • Then click on submit and the Trial will be assigned.