How to Create Free Trials

You can set a free trial period for a product and choose what happens when it ends. This lets you offer free service for a limited time and control the next steps afterward.

Trial end options

At the end of a trial, the subscription can:

• Continue as normal, renewing at the standard price and cycle.
• Automatically cancel.
• Automatically migrate to a different product.

Enable a free trial for a product

1. Navigate to Settings > Product Catalogue or go to Store Catalogue directly.
2. Select the product or create a new one.
3. Go to the Billing tab, then open Product Trial.

You will see the following options:

Forcing a trial

You can set the trial as optional or mandatory. If optional, clients can skip the trial when ordering. Choose the trial type during order setup.

Pre-expired notification

Set how many days before the trial ends to trigger notifications or actions, like sending emails to clients.

End of trial action

• Continue (default): The product continues as usual after the trial. There will be a charge after the trial and the price may change.
• Migrate: Moves the trial to another product, running any related provisioning commands, ideal for switching products or changing package limits.
• Cancel: Ends the trial immediately.

Client options during trial

When a client is on a trial, the status appears in their client area. They can end the trial early, which triggers the chosen end-of-trial action: continue, migrate, or cancel.