Create a free trial plan as a plan template. Rather than directly entering them as a lead or getting them to fill out the Lead Capture Form you can assign them this free trial plan. This way they will be able to check-in to class and you can ensure they get the waiver signed too. There is a parameter on the plan setting which is 'Trial Membership' if you toggle this to 'Yes' it will also put them in Lead section too!
Best Practice - Inputting members for a free trial
How to get members in the system, wavered up for a free trial

Written by Chris McConachie
Updated over a week ago
Updated over a week ago