IN BRIEF
Submitting a Trial enrollment request from the Customer Portal/Mobile App allows guardians to request a one-day Trial for a student to try a class before committing. Trial enrollments are free, count toward class capacity, and require staff approval before they become active. This article explains what Trial enrollments are, how they work, and how customers submit the request.
Overview
A Trial enrollment is a one-day enrollment type used when a student is scheduled to attend a single class session to “try out” the class. Trial enrollments:
- Are free within the System
- Count toward the class’s maximum capacity
- Must be approved by staff when submitted through the Customer Portal/Mobile App
- Generate an Online Activity request that requires an approval or denial
If a customer submits a Trial request online, they will receive an email confirming that the request was received and later an email indicating whether the request was approved or denied.
Trial Tracking Promo Codes
Using a Promo Code configured as a “Trial Tracking” type overrides the Allow Visitors to Request a Trial Enrollment setting under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION. When this Promo Code is used, the System submits a Trial-type enrollment regardless of whether that setting is enabled or disabled.
Accessing the Feature
Customers submit Trial requests directly from the Customer Portal/Mobile App when selecting classes.
Step-by-Step Instructions
Submitting a Trial Enrollment Request
Trial enrollments are submitted following the same workflow as Active enrollments. However, if the business has enabled the option to Allow Visitors to Request a Trial Enrollment under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION, the Customer Portal/Mobile App will display an additional Request a Trial option alongside Enroll Now! for eligible classes.
To submit the request:
- Log into the Customer Portal/Mobile App.
- Select the desired class.
- Choose Request a Trial.
- Complete the checkout process.
- Submit the request.
After checkout:
- The System creates a Trial-type Online Activity request.
- An email is sent to the customer confirming receipt.
- Once a staff member approves or denies the request, the System sends a follow-up email indicating the decision.
Additional Details About How Trial Requests Behave
- If a class meets multiple times in a single day (for example, Monday 7:00 PM–8:00 PM and 8:00 PM–9:00 PM), the System creates the Trial enrollment for all timeslots associated with that day. This is based on how the System processes class enrollments.
- If a class meets on multiple days (for example, Monday 7:00 PM–8:00 PM and Wednesday 8:00 PM–9:00 PM), the student is enrolled only for the specific date selected for the Trial.
- Trial enrollment availability may be affected by the setting Restrict enrollment start date based on class start time under SETTINGS>CUSTOMER PORTAL>OTHER SETTINGS>CLASS REGISTRATION.
- If the System is configured to allow visitors to request enrollment in a full class, customers may submit Trial requests even when the class is full, because Trial requests are not auto-approved.
- Trial enrollments are never submitted as Waitlist enrollments. Waitlists are intended solely for enrollments that would become Active if approved.
Troubleshooting & FAQs
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Why does the Trial enrollment show multiple times on the same day?
- If the class has more than one timeslot on that day, the System creates the Trial enrollment for all timeslots because it treats the class as a single unit with multiple meeting times.
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Why was a Trial created even though the setting “Allow Visitors to Request a Trial Enrollment” was disabled?
- A “Trial Tracking” Promo Code forces the enrollment type to Trial and overrides this setting.
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Why was the Trial not submitted as a Waitlist request when the class was full?
- Trial enrollments are never submitted as Waitlist-type enrollments. Waitlists apply only to enrollments intended to become Active when approved.
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Why can customers request more Trials than available openings?
- If your system is configured to allow visitors to request a class that is full, it is possible to submit more Trial requests than there are available openings in the class (as Trial requests are not auto-approved). Trial enrollments are never submitted as a Waitlist enrollment, as Waitlisted enrollments are intended to only be approved to an Active-type enrollment.