Trial Class Signup

the trial signup block lets prospective members book a trial class directly from your landing page — with optional whatsapp otp 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 club 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 24 hours before the class via whatsapp no login or password is needed at signup — the prospect uses whatsapp otp to verify their phone number 📝 visitor flow form entry — the visitor picks a class and fills in the form otp verification (if enabled) — a 6 digit 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 ✓ — email — ✓ 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 otp verification toggle otp on in the block settings to require phone verification before booking 6 digit code sent via whatsapp 5 minute expiry max 3 otp requests per phone every 15 minutes max 5 verify attempts per otp if otp is off, the prospect books immediately after filling the form — faster, but without phone validation 💬 whatsapp messages three automatic whatsapp messages are sent throughout the trial lifecycle message when who receives it otp during signup prospect booking confirmation immediately after signup student + guardian (if linked) — includes class date, time, address, directions, and cancel button 24 hour reminder one day before the class student + guardian — sent daily by cron at 9 am myt guardians are automatically included when the student has a guardian linked and guardian notifications are enabled whatsapp messages use your club'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 otp required — turn whatsapp otp 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 up to 5 students in one submission the form has an add student button that appends additional student cards each student has its own custom field values if the registrant's name matches a student card, that student is treated as a "self" entry (same person signing up for themselves) otherwise, students are treated as dependents of the registering parent — 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 (dob, ic, emergency contact, etc ) switch billing type from trial to a paid plan (monthly, package, etc ) 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 a tenant referrals record is created linking the signup to the referrer the lead source is tagged as referral (instead of trial signup ) the referrer earns their reward once the trial student converts to a paid plan and makes their first payment → see referrals docid 560q3gqpfb0lk4qtmfcd4 for the full referral flow ⚙️ class setup requirements for a class to appear in the trial signup dropdown go to club → classes → \[class] → edit enable trial bookable on the class optionally set a trial fee (free or paid) and max trial sessions (default 1) → see trial billing type docid\ y6e9yg3o1avwe6bjof6ar for more on how trial fees work and how trial credit is redeemed on conversion 🔒 rate limiting & security the trial signup endpoint is public (no auth required to submit) and protected by per ip rate limit (20 requests per minute) per phone otp cap (3 otp sends per 15 minutes) otp verify attempt limit (5 attempts per code) class level controls (only trial bookable = true classes accept bookings) this prevents spam and abuse without creating friction for real prospects