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:

   • Log into your AgencyHandy account

   • Click on the "Service" section in the left column

   • Choose the "Service" you want to add a trial period to. Click the Edit button. It will take you inside the service.

2. Select Packages:

   • Click the "Package Details" section

   • Select the "Package" you want to add trial period.

3. Locate Trial Period Option:

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

     

1. 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.

2. Complete Package Creation:

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

3. 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.