When you are ready to start using the Free Trial feature, for now, the feature must be switched on by a DaySmart Recreation staff member by emailing [email protected].

There are two global settings company wide to decide on, Limit per Customer and Look Back Period. What this allows you to do is select the number of free trials a customer can take in a specific time period and how frequently that time period is wiped clean.

This setting below means a customer can attend 2 free trials every year. Leave these fields blank to have no restrictions.

Once this feature is turned on, you will see a new option in your Class and Per Session type of Seasons.

Click on the "Programs" drop down to access your Seasons page.

Select a Season that you want to turn Free Trials on for. Within the Season settings, you will notice a toggle for Free Trials. Once this is turned on at the Season Level, it will turn it on automatically at each level and roster.

Your first setting is for Max registrants. This is the number of free trial customers allowed per event.

Cutoff is the next setting. This can be used if you want to hold slots in your roster size for paying customers and limit the number of free trial slots available.

Signup start represents the number of days ahead of the event that the free trial will display for enrollment.

Signup ends represents the number of days ahead of the event that the free trial will no longer be available to enroll.

The "Limit per customer" is a carry over from the Company Settings that can be adjusted for each season if you would like.

A Registration Email template can be created ahead of time and added here. This can be used to pass along any additional details your customers may need to prepare them for their free trial.

From the Season setting page, click on the Levels tab on the left hand side.

This will display all existing Levels for the Season and allow you to create new Levels. In this case, we will select an existing Level to view.

Click on the Level Settings tab on the left hand side.

Scroll down to the Free trials section. By default, the free trials section will be toggled on. You can, however, choose to have Free Trials on for some levels and off for others.

For all values at the Level settings, the season settings will carry over by default. These values can be changed for the Level.

The limit per customer is also carried over from the initial Company settings unless a different value was set at the Season level.

An alternative Registration email can be assigned at the Level.

From the level page, a list of program rosters (classes or camps) will display. Select one to view.

Click on the Details tab on the left hand side.

On the lower right side of the details area, you will see a "Free Trials" toggle. If you choose to turn free trials off for this roster, you can. Otherwise, the same settings from the level, will be carried over to the roster.

If you prefer to change your signup start or end to be "hours" instead of "days", there is a toggle to switch this.

When you are ready to add a customer to a free trial, from the roster tab, click the "Add" option and select from the drop down "Add Free Trial".

Start typing in the customer's name until it appears in the drop down to select from.

Once you have chosen the correct date for the free trial, press the Next button.

From the Roster page, the Free Trial members will have their own section. If you click on the "?" icon next to number of events enrolled, you will be able to see the date and time the customer signed up for.

Click on the Stoplight (3 vertical dots) next to the customer's name. Choose the "Edit Free Trial" option.

Unselect the original date for the free trial and select the new date. Press "Next" once you have made your change.

From the Roster section of the program, click on the Stoplight menu next to the "+Add" button. Select the Sign-In Roster Report

On the Sign In Report, a status of "Free Trial" will display next to any customer that is attending an event.

If you choose to view the Normal Roster format which displays the customer details, there is a also an additional flag to display which customers are enrolled as Free Trials.

From the Global Search box, type in "Daily Checklist"

The Daily Checklist reports back alerts that the front staff should be aware of such as expired memberships, waivers that need to be signed, team balances, birthdays, and now if a Free Trial member is coming in.

A checkbox has been added to the "Options" section of the Customer Search report to be able to report on only customers that have been added to rosters for free trials. The other important box to check will be the "show group information". This allows you to see which free trial roster the customer is signed up for.
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