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
Access Package Details:
After logging into your AgencyHandy account and clicking on the "+ Create Service" button, you can navigate to the service creation form.
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)
Locate Trial Period Option:
In the package details section, find the Trial Period option.
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.
Complete Package Creation:
After setting the trial period, proceed to fill out the remaining package details (package name, what's included, duration, and amount).
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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