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Core | Plans - Free or Paid Trial

How to set up and run free or paid trials in PushPress Core using a punchcard plan, landing page, and QR code check-in flow.

Written by Jessica Hamel

Overview

Trials (free or paid) in PushPress work best as a self-service flow — prospect signs up online, pays if applicable, signs the waiver, then checks in on arrival. This article walks through the full setup.

Who can do this: Admin


Step 1: Set Up the Trial Plan

  1. Go to Plans in the Control Panel.

  2. Create a new plan with the following settings:

    • Plan Type: Punchcard

    • Punches: 1 (or more for multi-visit trials)

    • Price: $0 for free trial, or your trial fee for paid

    • Expiration: 1 week is standard — adjust as needed

    • Waiver: Attach your gym waiver so it's required at signup

  3. Save the plan.


Step 2A: Online Signup (Recommended)

Directing prospects to sign up online before arriving handles payment, waiver, and data entry without staff involvement.

  1. Get the landing page URL for your trial plan:

    • Go to the plan → click the three dots menu → select Landing Page

    • Copy the URL or download the QR code

  2. Share the link on your website, social media bio, and anywhere you promote trials.

Why online signup works better:

  • You know ahead of time who's coming and have their details in the system

  • Paid trials are collected automatically — no awkward payment conversations on the gym floor

  • Waivers are signed at the time of signup — no chasing signatures on arrival

Step 2B: Walk-In Signup (In Person)

For prospects who show up without signing up in advance:

  1. Open the trial plan landing page on a tablet or desktop at your front desk.

  2. Hand the device to the prospect and let them complete signup themselves.

  3. This captures their details, payment (if paid trial), and waiver without staff data entry.


Step 3: Check In

Once the prospect is in the system:

  1. Have them check in via your standard check-in process.

  2. Check-in verifies:

    • They have a valid plan (paid if applicable)

    • Their waiver is signed — if not, it will prompt them to sign before proceeding

    • The punch is decremented from their punchcard

    • If it was a 1-punch plan, the plan status moves to Completed


Troubleshooting

Prospect checked in but waiver wasn't collected

  • Confirm the waiver is attached to the trial plan in the plan settings

  • If the waiver was skipped, find the member profile and send the waiver manually

Paid trial didn't charge on signup

  • Verify the plan price is set correctly (not $0)

  • Check whether the member completed the payment step during signup

Prospect shows as a duplicate or merged account

  • This happens if the email was already in the system — check the existing profile and assign the trial plan manually

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