What is an intro offer
An intro offer is a package or subscription that can be purchased one time. This is great for offering new students an opportunity to try your services OR a chance for existing clients to try a different service or test potential membership packages.
The system enforces this restriction by checking the client’s purchase history. If a client has already purchased the specific intro offer, they will be blocked from buying it again. However, clients can purchase different intro offers if they meet the eligibility criteria.
New students only: Client who has never made a purchase with the business
Clients who have attended free classes or created an account but have not made any purchase are still considered new.
New + existing students: Any client, can only be purchased once To modify eligibility settings for intro offers, navigate to Settings > Pricing Options, select the specific intro offer, and change the eligibility toggle to "New & Existing Students." This allows existing students to purchase the intro offer.
To allow clients to purchase multiple different intro offers while preventing repeat purchases, mark each intro offer as an "intro" in the pricing option settings and enable the setting that blocks clients who have purchased any restricted pricing option.
To avoid unnecessary restrictions, consider removing global sales caps if the one-per-client restriction is sufficient. This ensures that the offer remains available while still limiting purchases per client.
If you need to allow a client to purchase an intro offer again, you can temporarily remove the "intro offer" restriction from the pricing option. Open the pricing option in your admin settings, remove the intro-offer limitation, save your changes, and set the pricing option to active. Complete the purchase for the client and re-enable the intro-offer restriction after the sale.
How to create a 7 day free trial (video below):
Setup > Pricing
Tap Add New > subscription
Check the option to Make This an Intro offer
7 Day Free Trial for subscriptions If a client’s intro offer is pending activation and they want to book a virtual or on-demand class:
Activate the Offer Through Attendance:
Have the client attend and be checked into their first eligible class to activate the offer.
Adjust Enrollment for Earlier Activation:
If the offer is tied to a future-dated class, either:
Wait until the activation date to book.
Adjust the enrollment by removing the future class and enrolling the client in an earlier class.
First Period Discount on Subscriptions
7 day free trial no charge Subscription-based intro offers with a single billing cycle may display confusing language at checkout, such as recurring terms. To address this, create the offer as a one-time pack instead of a subscription. For example, set a fixed price with a defined expiration period (e.g., $99 for 14 days).### Why Do Intro Offers or Pricing Options Show as "Sold Out"? Intro offers and pricing options may appear as "sold out" or unavailable for purchase or booking due to specific configuration settings. Below are common causes and solutions to resolve these issues effectively.
1. Purchase Limits Set Too Low
If the overall purchase limit for a pricing option is set too low (e.g., 1), it will appear sold out after the limit is reached. This can happen even if the limit is intended to restrict purchases per client. Solution:
Edit the pricing option settings.
Increase the "Maximum number of purchases" or leave it blank for unlimited availability.
Navigate to Setup > Service Types > Advanced Access Settings to adjust this setting.
2. Intro Offer Restrictions
Intro offers may restrict usage to one per client. If a global sales cap is also applied, the offer may appear sold out after one purchase. Solution:
Temporary system issues may allow duplicate purchases if the first purchase is not recorded on the client’s account. Once the account records are updated, the system will block additional purchases as expected.
Remove the global sales cap while keeping the one-per-client restriction.
Go to the pricing option’s Advanced Access Settings and clear the "Maximum number of purchases."
3. Class Type Eligibility
If an intro offer is configured for specific class types (e.g., livestream only), it won’t appear as an option for other class types. Solution:
To restrict its applicability, open the Pricing Option Settings for the intro offer, navigate to Advanced Access Settings, remove the "All in-person classes" option, and explicitly select the classes you want the intro offer to apply to.
Update the pricing option’s settings to include the desired class types.
Save the changes and test the booking.
4. Inactive Pricing Options
Setting a pricing option to inactive removes it from the pricing list, making it unavailable for purchase. Solution:
Reactivate the pricing option if you want it to be available for new purchases.
Note: Existing memberships remain unaffected.
5. Trial or Intro Offer Not Appearing
If a trial or intro offer doesn’t appear for a client, it may be due to:
Credits already used.
Class types not included in the offer. Solution:
Review the pricing option’s settings to ensure it matches the intended access.
Update eligible classes and save.
6. Duplicate Memberships Blocked
If a client already has an active membership of the same pricing option, the system may block additional purchases. Solution:
Enable the setting that allows staff to sell duplicate pricing options.
Go to General Business Settings and turn on the toggle for duplicate sales.
FAQs
Can a client purchase the same one-time intro offer again? No, the system blocks repeat purchases of one-time intro offers, even if the client starts the booking flow.
Why was a client able to purchase an intro offer twice? This can happen due to temporary system issues where the first purchase is not recorded. Once the issue is resolved, the system will enforce the restriction.
How are "new clients" defined? "New clients" are those who have never made any purchase with your business, regardless of account creation date or attendance at free classes.