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. If your customer does not have a card on file, you can add it now or they can add it to their account lat 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 or to quickly jump to the customers account.

The order receipt will give you a quick breakdown of the order. At the bottom, you can hover over In Trial to see when the trial will end. If you'd like to visit your customer's Union account, click on the name in bold

Under Paid Orders, there should be no new paid order. However, if you would like to see the order confirmation, click All "n" Orders.

Scroll down to Subscriptions and you should see the state of the pass is In Trial. *Pro-Tip: Hover over the "In Trial" to see when the trial ends

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