Trial-to-member conversion

Trial-class registrations with status and a convert-to-member action.

A trial is only an entry point. The goal is conversion: turn the prospect into a paying member.

Trials dashboard

Admin panel → Trial classes → Registrations.

Useful columns:

• Trial date.
• Status: Confirmed → Attended / NoShow / Cancelled.
• Source (public page, manual entry).
• Action: convert to member.

Mark the trial outcome

On trial day, the coach (or you) marks:

• Attended → prospect tried the class.
• NoShow → didn't turn up.
• Cancelled → bailed beforehand.

Convert to member

On a registration in Attended status, click Convert to member.

Kimono:

1. Checks whether a Member already exists with that email in your organization. If so, links the trial to that existing member (no dupe).
2. Otherwise creates a new Member from the registration info (name, email, phone, age).
3. The original prospect profile stays linked for traceability.
4. You land on the new member's profile, ready to subscribe them to a plan.

Conversion is idempotent. Click twice — Kimono won't create two members; it relies on email dedup + a link stored in metadata.

Use case — typical post-trial sequence

Monday: a kid tries the class, the coach marks Attended.

1. Tuesday: the parent gets an automatic thank-you email linking to suitable plans.
2. Wednesday: you call personally to offer the signup.
3. If yes: from the trial entry, Convert to member → subscribe to Kids €30/mo.
4. Invoice #1 generated, card payment → member becomes Active immediately.

Use case — re-engage no-shows

Filter registrations on NoShow + Cancelled. Action Targeted email: "Sorry we missed you. Here's a fresh slot to retry."

Use case — trial saturation

A trial slot stays full 2 weeks ahead. Strong signal.

• Open an extra slot.
• Check your conversion rate on that slot (if it converts well, it's profitable).
• Prep a waitlist message for prospects who can't find space.

Conversion stats

Under Trial classes → Statistics:

• Trials per month.
• Confirmed → Attended rate.
• Attended → Member rate.
• Average lag between trial and conversion.
• Best-performing source (public page, manual).