How free trials for Member Plans work

When you create (or edit) a recurring or multiple payment Member Plan you'll have the option to enable a free trial period:

This is 100% optional so feel free to keep the toggle off if you don't want a free trial for your plan.

If you enable the trial, when someone goes to join this plan, they will see that it has a free trial period and have to enter their credit card details upfront to join the plan and get access to any pages/content to which the plan grants access.

If you want to offer a trial period without requiring a credit card upfront, we recommend you instead create a Free Member Plan and set an expiration date on it.

After a member has started or finished a trial, if that member cancels the plan and tries to rejoin in the future, they will not get another trial. Instead, they will be charged immediately. If you need to give them more free time, offering them a coupon would work well.

If the member is on a trial and switches to a different Member Plan of yours with a different trial length, their new trial length with take into account any days they spent on their previous plan's trial.

If the member was previously on any paid plan of yours and is now trying to switch to a different paid plan that has a trial, they will NOT get a trial and will be charged right away when they switch.  This also applies to members who have canceled a previous plan and are attempting to join a new paid plan that has a trial.

Member Emails Sent

TRIAL IS STARTING
As soon as their credit card is submitted, the trial period begins, and your member will receive a trial is starting email. You can edit the wording in Customize > Member Emails > Trial Is Starting.

WELCOME EMAIL
Your members will also receive a welcome email with details about the plan and trial they just joined. You can edit this email by going to Customize > Member Emails > Welcome Email.

TRIAL IS ENDING
Additionally, your members will receive a reminder email about the trial ending 3 days beforehand. You can edit this email by going to Customize > Member Emails > Trial Is Ending. However, if you set a trial length of 1 day or 2 days, this Trial is Ending email will not be sent.

SUCCESSFUL CHARGE RECEIPT
After the trial ends, your members will be charged immediately and sent a receipt email which you can edit in Customize > Member Emails > Successful Charge Receipt.

For more information on why we send these emails, we recommend you read this help doc about complying with Visa's credit card trial requirements.

Adding Trials To Existing Plans

If you enabled (or edited) a trial period on an existing plan, it will NOT be retroactive. For example, say Jane Doe joined a Member Plan of yours 30 days ago, and at the time, you did not have a trial. If you now enable a trial for the plan, Jane will not be affected by it, only new sign ups to the plan will be.

How to Extend Trials For Members

If you ever want to extend a trial for one of your members, you can do that manually via your Stripe account:

  1. Log into your Stripe account.
  2. Click Customers on the left:
  3. Find the customer you want to extend the trial for and click on them.
  4. Click the Update subscription icon:
  5. Under the Pricing section, click the dots in the bottom right next to 'Trial', then click 'Update trial period':
  6. Change the trial end date to whatever you want, then click 'Update subscription' in the top right:
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