Trials

Give customers time-limited access to a subscription before they’re charged.

Requirements

  • Pro (Tier 2) plan

  • Trials are subscription-only (not available on one-time products)

Enable trials on a product

  1. Go to Content → Products → [Product].

  2. In Lifetime → Trial configuration, enable Allow Trials.

  3. Set the Trial Period (e.g., 7 days).

  4. (Optional) Turn on New Customers Only to block returning users.

  5. (Optional) Configure cooldown rules (see below).

  6. Save.

Access begins immediately when the trial starts. If the customer doesn’t cancel before the end date, the subscription converts to paid automatically.


Trial configuration (fields)

  • Allow Trials — enable trials for this product.

  • Revoke immediately when canceled — remove access as soon as a user cancels during the trial.

  • Trial Period — length of the trial (days/weeks/months).

  • New Customers Only — only customers with no prior orders for this product can start a trial.

  • Customer must have no orders in the last X days — global cooldown blocking users who bought anything in your store recently (optional).

  • Allow Repeat Trials — permit additional trials after a cooldown.

  • Customer must not have ordered the product in the last X days — per-product cooldown for repeat trials (only applies if Allow Repeat Trials is on).


How trials work

  • Start: Trial begins at checkout after subscription opt-in.

  • Access: The customer receives the product’s subscription benefits for the trial period.

  • Cancel during trial: Access is revoked immediately if the revoke toggle is enabled; otherwise it ends at the scheduled time.

  • End:

    • If not canceled, the trial converts to a paid subscription at the listed price.

    • If canceled or expired, access is removed and billing stops.


Manage trials

Go to Content → Trials to see every trial on your store active, completed, and canceled. The table shows:

  • Trial ID — unique identifier for the trial

  • Customer — the customer who started it

  • Product — the product being trialed

  • Status — the current state of the trial

  • Created — when the trial was created

  • Starts At — when the trial access begins

  • Ends At — when the trial is scheduled to end (and either convert to a paid subscription or be revoked)

Filter the list using the buttons in the top right:

  • Checkout ID — find the trial tied to a specific checkout session

  • Subscription ID — find the trial tied to a specific subscription

  • Customer — show all trials for one customer

  • Status — filter by Created, Active, Canceled & Completed.

Clicking a trial opens its detail view, where you can end the trial early if needed. You can also end a trial early from the related subscription.

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