Attach Free Trial with the Register

Union allows you to quickly attach a "Free Trial Until" subscription pass to any member using the Register. This comes in handy for cases when a user is upgrading their subscription mid billing cycle. Also see our video tutorial for additional support! 

In the Union admin interface you can access a specific member's info page (pictured below) by using the global search, or clicking on a member's name (in bold) in a report or registration list. Once you have located the user, click the register icon in the right corner.

Visiting the Register directly from any member info page auto-fills the member selection. Then select Passes and click the cart icon against the subscription you need to add.

Click the date selector to choose when their free trial is valid until.

Click Card on File and add any notes for the order. You can choose to send a confirmation email (simply, deselect) and then click Checkout.

You should see a green Success notification at the top that includes the order number. Select to view order

Click on the students name in bold

Under Paid Orders, there should be no new order.

Scroll down to Subscriptions and you should see the state of the pass is In Trial

Hover over In Trial or see Current Period to see when their trial ends.

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