Setting the Trial Period for a Service

The trial period feature allows users to offer potential clients a free trial of a service package, enabling them to experience the service before making a financial commitment. This can increase client engagement and lead to higher conversion rates.

Benefits

  • Client Attraction: A trial period can entice clients to try the service without any upfront cost, increasing interest and engagement.

  • Risk Reduction: Clients can assess the service's value and suitability, reducing their perceived risk in making a purchase.

  • Feedback Opportunity: Offering a trial allows users to gather feedback and make improvements based on client experiences.

Pre-Conditions

  • Active Account: Users must have an active account on AgencyHandy.

  • Login Required: Users must be logged in to their AgencyHandy account.

  • Package Creation: The trial period can only be set while creating or editing a service package.

Steps to Use

  1. Access Package Details:

    • After logging into your AgencyHandy account and clicking on the "+ Create Service" button, you can navigate to the service creation form.

  2. Add Packages:

    • Click the "+ Add More Packages" button to initiate the creation of a new package. (You can click here to know how to create a Service)

  3. Locate Trial Period Option:

    • In the package details section, find the Trial Period option.

  4. Set Trial Duration:

    • Click the Add Trail Period button. A prompt will appear asking you to specify the duration of the free trial in days.

  5. Complete Package Creation:

    • After setting the trial period, proceed to fill out the remaining package details (package name, what's included, duration, and amount).

  6. Save Changes:

    • Click the Next button to continue and save your changes, moving on to the next sections of the service creation process.

Important Notes

  • Clear Duration: Specify a realistic and clear duration for the trial period to manage client expectations.

  • Trial Terms: Consider outlining any terms or limitations of the trial period to avoid misunderstandings.

  • Monitoring Feedback: Use the trial period as an opportunity to gather feedback from clients to improve the service.

  • Client Communication: Clearly communicate the trial period details in your service descriptions to inform potential clients.

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