Log in to your PushPress Core account.

Select Plan on the lefthand menu and then select plan categories.

Click the "+" button and create a category and name it Trials (if you use the PushPress Grow system the name Trials must be used!)

Next, click plans on the left hand menu to begin creating your plan.

Select "+ plan" and the creator pop up will appear. Select "Session Pack" slide in from the right side of your screen.

Create a name for the plan, select "Lead" as the status, and ensure you select "Trials" as the plan category.

If this will be a free trial enter 0 in the billing option. If you will be doing a paid trial plan enter the price you wish to offer. If a paid trial you will have the option to add a set-up fee and include tax if your area requires tax for services.

Next select the class types that you wish to allow your Trials to reserve classes. This could be all of your class offerings or only a select few that are geared toward your Trials.

Set Session to the desired number of classes you wish to allow the prospect to Trial. For example, A Free Trial Class Plan would select 1 session. If you plan to offer a Free Week Trial it is suggested to select the number of classes you wish to offer in 1 week. If you are open for 5 days select 5, if you are open for 7 days select 7!

Select next at the bottom of the screen.

Choose your settings for "Online Sales" and ensure that the toggle for "Publish Sales Page" is toggled on. If you toggle that off you will not be able to produce a link to use in marketing, social media or your website.

Choose where you would like the Trial page to be displayed, our recommendation is to remove it from the member app but leave it available in the Staff App Kiosk as well as the Website Plan List.

Add a Thank you message that you would like members to receive following their sign up and ensure the "Allow class booking" box is checked!

Add a short and/or a long description that will be displayed on the landing page for prospective members to read about what the Trial Plan offers.

Click the Save button and you are done!

Log in to your PushPress Core account.

Select Appointment then Appointments on the lefthand menu and then select the gear icon for setup.

Click the "+ Type" button and create a Appointment Type and name it whatever you choose to call meetings.

Next, select how long these appointments should last on the schedule, who will be available to be booked and the general hours that these will be offered. If you have multiple staff members accepting these appointments ensure they set their own personal Working Hours in their "Edit Coach Profile" section of PushPress.

Select settings and choose any minimum booking notice, buffer times before or after the appointment and how often these appointments will show as available. (i.e. every 15 minutes or every 30 minutes).

If you are using PushPress Grow navigate to "Notifications" and turn all booking notifications and reminders OFF to ensure there are not duplicates being sent.

Hit Save on the top right corner.

Now you will need to create the Appointment Package. Start by clicking "Packages" at the top of your screen.

Select "+ Package" and the right hand builder will appear.

Name the package what you would like to be customer facing. (i.e No Sweat Intro, Free Consultation, etc.)

Select the appointment type you just created - often the same as the Package Name.

Add 1 Credit and select expiration for the credit.

Add a Short and/or long description to describe the expectations for this appointment and hit Save!

Click the 3 dots next to the Package you created and then select landing pages to get the link you can use for marketing, social media and website promotion of your CTA!