How do I create a trial payment plan for my group classes?

To create a trial payment plan for your group class Services, navigate to the Services page and find the service for which you wish to create a trial payment. Click the Update button on that service and navigate to the Payment tab. Click the Edit button (the pencil icon) and scroll down.  

Click the Create Payment Plan button. 

Then select Single visit (cash or credit) as your payment plan template. 

Next, specify the details of your trial payment plan. 

• In the name field, we recommend the name of the service followed by the plan type. E.g. My Little Mozarts Trial - Single Visit
• If this plan will be made available for self-booking, provide a description in the description field that indicates this plan is for one-time trial visits. 
• If booking a trial should also reserve a future time-slot for the student in case they convert, enable Should the participant be pre-enrolled for future group class dates (unpaid). 
• For extra visibility on the Today Dashboard, we recommend enabling Should a group class or appointment booked with this plan be spotlighted in the Today dashboard. This allows your staff, managers, and owners to be aware when a trial student is attending a group class today. 

• To easily track group class trial students though the client lifecycle, we recommend assigning the following lifecycle statuses when clients book with this trial plan:
  • Client lifecycle status after booking: Prospect (trial)
  • Client lifecycle status after attending: Prospect (trial follow up)
  • Client lifecycle status after cancellation: Prospect (follow up)
• If you are an Opus1.io PLUS customer, you can also auto-tag clients that book with this plan by creating tags in the Assign tags to clients who book this plan field. 
• Click ADD SINGLE VISIT GROUP CLASS PLAN when complete.

Finally, click 'Enable for Self Booking' and then 'Update Service' to save your payment plan.

Optional: Pre-Enrolling Clients for Future Group Classes After a Trial

When pre-enrollment is turned on, the client will still be charged for the trial (if it’s a paid one), but all future group class dates are added to their calendar right away. This essentially “saves their spot” for the class.

From the client’s profile, it will look as if they’re enrolled for all group class dates. However, there won’t be an active subscription yet — meaning the client won’t be billed for the full enrollment until you confirm it.

To confirm enrollment, open the client’s profile, locate the date when you want their regular enrollment to begin, and click Enroll. The system will create the subscription and process payment at that time.

If the client decides not to continue after the trial, simply click Update on the next group class date, then select the three dots beside their name and choose Unroll from Group Class. This will remove them from the future dates while keeping the trial record intact.