Members & classes
Trial settings
These settings control the public trial sign-up form that prospects use to register for a trial session on your website or at a kiosk. Every sign-up arrives as a lead in your club.
Navigate to Settings > Trial to configure the form. You then manage incoming sign-ups under Leads and Trial classes.
Date selection
Three switches decide whether and how prospects pick a time:
| Setting | Description |
|---|---|
| Time selection | Prospects pick a session of their class straight from the timetable (only sessions that accept leads, for the next four weeks). Off: the form has no time section at all. |
| Mandatory date selection | A session has to be picked before the form can be sent. Only applies while a session can still be booked -- if everything is full, prospects can still send the form and ask to be contacted. |
| Any time | You also take walk-ins. A prospect without a booked time is told to come by whenever it suits them, instead of waiting for you to get in touch. Does not hide the time selection. |
What a prospect without a booked time sees and receives:
| Any time | Option under the sessions | Lead status | |
|---|---|---|---|
| Off | "No suitable time? Contact me" | "Request received -- we'll be in touch" | New |
| On | "No suitable time? I'll just drop in" | Drop-in welcome with your upcoming classes | Contacted |
A prospect who books a session gets the booking confirmation instead. All three emails can be edited or switched off under Notifications. The full flow is described under Trial classes.
Required fields & self sign-up
| Field | Description |
|---|---|
| Phone required | Makes a phone number mandatory on the form. |
| Minimum self sign-up age | Sets the age from which prospects may sign up on their own. Younger prospects need a guardian (payer), in line with the chosen member demographic. |
Website integration
The trial form can be embedded as a widget on your club website. To learn how to connect your website to Omoplata, see Integrate with your website.