---
title: Trial Class Signup
slug: trial-class-signup
createdAt: 2026-04-22T07:26:38.763Z
---

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:

1. Registered as a **trial student** in your academy
2. Enrolled in the selected class with **billing type: Trial**
3. Logged as a **lead** (source: `trial_signup`) in Growth → Leads
4. Sent a **WhatsApp confirmation** with the class date, time, and directions
5. 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

1. **Form entry** — the visitor picks a class and fills in the form
2. **Phone verification** (if enabled) — a code is sent to their WhatsApp; they enter it to verify ownership of the phone number
3. **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 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.

:::hint{type="info"}
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](docId:560q3GQPFb0Lk4QtmFcD4) for the full referral flow.

***

## ⚙️ Class Setup Requirements

For a class to appear in the trial signup dropdown:

1. Go to **Locations → \[Location] → Classes → \[Class] → Edit**
2. Enable **Trial bookable** on the class
3. Optionally set a **Trial fee** (free or paid) and **Max trial sessions**

→ See [Trial billing type](docId\:Y6e9yg3O1AVwe6bjOf6ar) 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.