Core | Plans - Free or Paid Trial
Jessica Hamel avatar
Written by Jessica Hamel
Updated over a week ago

Free Trial | Let's make it simple... 3 Easy Steps

This HELP Doc outlines best practices for Free Trials on PushPress Core. It will effortlessly and efficiently ensure each Drop-in purchased the plan and has a valid waiver signed with little to no interaction or time spent from staff.

Step 1 - Set Up

Verify you have your Free Trial Plan setup and configured correctly.

Plan Type Is Punchcard

Punchcard - 1 punch for one, or add for more to allow for X number of visits during a time period.

Cost - $0 or dollar amount for paid trial

You can adjust this if you want 3 punches etc.

Choose your expiration. 1 week is most common.

Step 2

Part A - Purchase ahead

You want to link the Landing Page for this Free Trial plan on your website, social media Instructions on how to find Landing Page link

We typically see 90% or more of free trials purchased ahead of time online, rather than just showing up. Signing up online helps you in 3 ways:

  1. Knowing ahead of time expected free trials, names etc as their details are now in the PushPress system.

  2. Collecting payment for paid trials without pulling a coach away from class, avoiding having coach to ask for payment before or after class (which is often forgotten)

  3. Waivers will be signed online as it requests signature at sign up.

Step 2

Part B - In Person

Person walks in and wants to try out a class? No problem!

Bookmark the Landing Page link used in Part B on an iPad, Android tablet or even desktop browser so you can pull it up quickly, hand the tablet to them and get them to go through the process rather than you doing the data entry for them. This way you can multitask and manage multiple people at once.

OR even better display a QR code! Lead scans in the QR code, fills out information, pays with saved payment method on phone and signs documents. Effortless for your staff and easy for your drop in.

Here's a sample here made easily on Canva.

To create a QR code - enter url to drop in in QR code maker.

Step 3 - Check in

Now that all your Drop-ins are in the PushPress system through Part B or Part C make sure you get them to Check-in. This will verify the following:

  1. They have paid (if applicable) and have a valid plan

  2. They have signed the waiver. If not, it will present the waiver for them to sign on the tablet and not let them proceed without signing

  3. It will decrement the punch from the Punchcard and set that plan status to 'Completed' (if only valid for 1 punch)

HELP

If you would like more information or need further assistance, please use our HELP DOCs, just like this one or reach out through intercom, the little blue box in your CORE account or email us at support@pushpress.com. Our team is here to help.

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About PushPress

PushPress is a gym management software that can help you a lot in managing your gym. We've helped thousands of local gyms streamline and professionalize their businesses with our intuitive, powerful solution for managing fitness facilities - all from the palm of their hands! Want to take charge? Give us 3 minutes on the phone or schedule an in-person demo today!

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