Trials

Give customers a free period before billing starts, with cooldown rules to stop trial farming.

A trial gives a customer full access to a subscription product for a set period before the first charge. If they don't cancel, it converts to a paid subscription automatically.

Dashboard → Content → Trials. Needs trial_read. Subscription products only.

Enabling trials on a product

1. Go to Content → Products → (your product).

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

3. Set the Trial Period, for example 7 days.

4. Optionally enable New Customers Only.

5. Optionally configure cooldowns (below).

6. Save.

Access begins as soon as the trial starts. If the customer doesn't cancel before the end date, the subscription converts to paid automatically at the listed price. The rest of the product form is covered in Creating a Product.

Trial settings

Field	What it does
Allow Trials	Enables trials for this product.
Trial Period	Length of the trial, in days, weeks or months.
Revoke immediately when canceled	Removes access the moment a customer cancels during the trial, rather than letting it run to the scheduled end.
New Customers Only	Only customers with no prior orders of this product can start a trial.
Customer must have no orders in the last X days	Store-wide cooldown. Blocks anyone who bought anything from you recently.
Allow Repeat Trials	Permits a second trial after a cooldown.
Customer must not have ordered the product in the last X days	Per-product cooldown. Only applies when Allow Repeat Trials is on.

Leaving Revoke immediately when canceled off is more generous, but someone can then start a trial, cancel straight away, and keep access for the full period. Turn it on where the perk has real value.

Choosing cooldown settings

The cooldown fields stop trial farming, where customers cycle free periods instead of paying. How aggressive to be depends on what you're selling.

Your situation	Suggested setup
Standard rank trial	New Customers Only on, repeat trials off. Simplest and hardest to abuse.
Win-back campaign for lapsed subscribers	Repeat trials on, per-product cooldown of 90+ days.
High-value perk	New Customers Only on, Revoke immediately when canceled on.
Low-risk cosmetic	Repeat trials on, short cooldown. Abuse costs you little.

How a trial runs

A trial begins at checkout once the customer opts into the subscription, and gives them the product's full subscription benefits. Cancel during the trial and access is revoked immediately if the revoke toggle is on, otherwise at the scheduled end. Once cancelled or expired, access is removed and billing stops.

Managing trials

Content → Trials lists every trial: active, completed and cancelled.

Column	Meaning
Trial ID	Unique identifier. Quote this to support.
Customer	Who started it.
Product	What is being trialled.
Status	Created, Active, Canceled or Completed.
Created	When the trial record was made.
Starts At	When access begins.
Ends At	When it converts to paid, or is revoked.

Filter using the controls in the top right: Checkout ID, Subscription ID, Customer, or Status. Clicking a trial opens its detail view, where you can end the trial early. You can also end one early from the related subscription.

Checking whether trials are working

Check Analytics → Recurring Payments after your first month.

What you see	What it usually means
High trial starts, low conversion	The perk isn't compelling, or the trial runs long enough that the novelty wears off before the charge. Try shortening it.
Low trial starts	Customers can't find it, or don't trust it. Make the free period explicit on the storefront.
Good conversion but churn at month two	The trial oversold what the product delivers.