Trial Class Signup
The Trial Signup block lets prospective members book a trial class directly from your landing page — with optional WhatsApp phone verification, automatic reminders, and integration with your leads and referrals pipeline.
Add the block to any landing page via Growth → Landing Page.
🎯 What It Does
A prospect visits your landing page, fills in a short form, and is automatically:
- Registered as a trial student in your academy
- Enrolled in the selected class with billing type: Trial
- Logged as a lead (source: trial_signup) in Growth → Leads
- Sent a WhatsApp confirmation with the class date, time, and directions
- Reminded before the class via WhatsApp
No login or password is needed at signup — the prospect can verify their phone number via a WhatsApp code instead.
📝 Visitor Flow
- Form entry — the visitor picks a class and fills in the form
- Phone verification (if enabled) — a code is sent to their WhatsApp; they enter it to verify ownership of the phone number
- Confirmation — the class is booked; a WhatsApp message is sent with the details
Fields on the form
Field | Always required | Optional (admin configurable) |
|---|---|---|
Full name | ✓ | — |
Phone (WhatsApp) | ✓ | — |
Class selection | ✓ | — |
Consent checkbox | ✓ | — |
— | ✓ | |
Date of birth | — | ✓ |
Gender | — | ✓ |
Address | — | ✓ |
School / workplace | — | ✓ |
IC / passport | — | ✓ |
Emergency contact | — | ✓ |
Guardian details (for minors) | — | ✓ |
Custom questions | — | ✓ — add unlimited Q&A fields |
Admins choose exactly which optional fields to collect, and whether each is required.
🔐 WhatsApp Phone Verification
Toggle verification on in the block settings to require a phone check before booking — a code is sent via WhatsApp for the prospect to enter. If it's off, the prospect books immediately after filling the form — faster, but without phone validation.
💬 WhatsApp Messages
Automatic WhatsApp messages are sent throughout the trial lifecycle — a verification code during signup, a booking confirmation immediately after (with class date, time, address, directions, and cancel button), and a reminder before the class. Guardians are automatically included when the student has a guardian linked and guardian notifications are enabled.
WhatsApp messages use your academy's per-tenant WhatsApp quota. If quota runs out, messages are skipped and logged in Email Logs for visibility.
🧩 Block Configuration
In the landing page editor, add the Trial Signup block. Three layout variants:
Variant | Style |
|---|---|
Embedded | Full-width form inline on the page |
Card | Centred card with shadow — focal point |
Split | Form on one side, image on the other |
Per-block settings:
- Heading & subheading — customise the form title
- Button text — the submit CTA
- Success message — what prospects see after booking
- Consent text — override the default disclaimer
- Form image (split variant) — hero image next to the form
- Classes offered — filter which classes appear in the dropdown (only classes marked Trial bookable show up); each class shows its name, time, location, and trial fee in the dropdown
- Field visibility & required — toggle each optional field
- Phone verification required — turn WhatsApp verification on or off
- Custom questions — add Q&A fields specific to this page
- Mode — choose how the form behaves:
- Full account — creates a parent account and trial student records, ready for class booking
- Lead only — collects the contact info without creating accounts; the submission shows up under Leads → Inquiries
Multiple students per submission
A single parent can register more than one student (e.g. siblings) in one submission — the form has an Add student button that appends additional student cards, each with its own custom field values. If the registrant's name matches a student card, that student is treated as a "Self" entry; otherwise, students are treated as dependents and a parent account is automatically created or linked.
👥 Managing Trial Signups (Admin)
In Growth → Leads
All trial signups appear under the Trial Signups filter with the source trial_signup. Each lead shows contact details, the selected class, preferred date, and any custom answers.
On the student profile
When you open a trial student (status = Trial), a Trial Signup banner appears at the top with a Complete Registration button. Clicking it opens the full profile form to collect any missing details, switch billing type from Trial to a paid plan, and change status from Trial → Active. Once converted, the student stops receiving trial-specific reminders and enters your regular billing and communication flow.
🎁 Referral Integration
The trial signup form also captures referral codes. When a visitor lands with ?ref=CODE (stored in a cookie), that referral is attributed to the signup — the lead source is tagged as referral instead of trial_signup, and the referrer earns their reward once the trial student converts to a paid plan and makes their first payment.
→ See Referrals for the full referral flow.
⚙️ Class Setup Requirements
For a class to appear in the trial signup dropdown:
- Go to Locations → [Location] → Classes → [Class] → Edit
- Enable Trial bookable on the class
- Optionally set a Trial fee (free or paid) and Max trial sessions
→ See Trial billing type for more on how trial fees work and how trial credit is redeemed on conversion.
🔒 Security
The trial signup form is public and protected against spam and abuse — rate limiting, verification attempt caps, and class-level controls all work together so real prospects aren't slowed down while automated abuse is blocked.