Typical use case
A free trial was offered to a customer verbally, during an in-person meeting, and needs to be applied to the user account.
Free trials can be invoked by a customer through a free trial sign up link, or your reseller user account. The intent of this topic is to detail how to apply a free trial to a user’s account.
Directions for setting a trial
- Login to your Reseller account.
- Tap Users on left sidebar.
- Tap the user to edit.
- Look for the free trial card on this page.
- Select the length of the free trial.
- Tap Set trial button.
Don’t see the free trial card?
The option to offer a free trial to a customer expires after one month from the sign up date
