Payments & billing · Plans & pricing

Offer a free trial on a plan

Add a free trial to any subscription plan. Members enter their card at signup, get full access during the trial, and are billed automatically when it ends unless they cancel — no manual follow-up needed.

How trials work

A free trial removes the biggest barrier to the first signup. You set a trial length in days on a subscription plan; new members enter their card up front at checkout, get full access immediately, and the first charge happens automatically when the trial ends — unless they cancel before then.

During the trial the member shows up with a Trialing status. Your plans list has an 'In Trial' column so you can see how many people are currently trying each plan, and the members list lets you filter to everyone in trial.

Setting it up

The trial length is set when you create a plan — it's part of the price itself. If you want to add or change a trial on an existing plan, archive that plan and create a new one with the trial you want (the Duplicate action makes this quick). Existing subscribers aren't affected by archiving.

Trials and the rest of your toolkit

Trials pair well with other growth features: the referral program can give invited friends a free trial automatically, and abandoned checkouts are captured as leads so you can follow up with people who started signing up but didn't finish. If a trial member doesn't convert, they'll appear with a churned status you can filter for and win back with a coupon.

Step by step

  1. Open Payments → Membership plans.
  2. Click 'New plan' (or Duplicate an existing plan).
  3. Fill in the plan details and choose Subscription.
  4. Enter the number of days in the trial field.
  5. Save and mark the plan public.
  6. New signups on this plan now start with a free trial automatically.

Good to know

  • Put the trial on your headline plan — it's the single biggest lever for first signups.
  • 7 to 14 days is a common sweet spot: long enough to build a habit, short enough to keep urgency.

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