Daily Business with Trials: Setup, Transfers, and Adjustments
Trials are a great way to introduce new clients to your classes — and Zooza gives you full flexibility to manage how they work. Below you’ll find the most common trial-related actions and how to handle them step by step.
How can I make sure parents can’t choose their own trial start date — only the next available one?
You can control which trial dates appear on your website directly in the course settings.
Go to:
Course > Settings > Trial > Sessions Shown in Form
Here you can decide whether to:
Show a fixed number of future sessions, or
Show sessions within a specific date range (for example, always the next three weeks).
How to transfer a trial booking to another class
If you just need to move one session, open the registration → Attendance → click Book a session, then select the new date and class.
If you’re moving the entire trial registration to a different class:
Open the registration detail.
Go to the Class section and click Transfer.
Select the new class (you can filter by course or location).
Click Transfer to another class → Continue.
The registration status will remain Trial started.
Choose the next session date.
Keep the payment unchanged if it’s already paid — tick Do not change payments.
Decide whether to notify the client about the change (checkbox).
Confirm by clicking Continue.
Go to Attendance to hide or add sessions as needed.
When transferring a trial, how do I hide old sessions and add new ones correctly?
You can manage attendance flexibly:
Click Hide to remove a session. This hides it from reports and from the client’s view. The client won’t get notifications for it.
Click Book a session to add a new one.
You’ll find both options in the Attendance section of the registration.
How to reschedule a single trial session
Go to the registration → Attendance.
Click Hide to remove the original date.
Click Book a session to add the new date.
The client and instructor will both receive a notification and see the updated session in their profile.
How to reserve a seat for the trial participant
If you want a trial participant to keep their seat reserved in the class until they either enrol or are marked as lost, go to:
Course > Settings > Trial > Reserve seat for trial attendee
and check the box.
How to change the trial duration (e.g. more than one session)
To set a longer or paid trial, open:
Course > Settings > Trial
Under Trial type, choose between:
Free trial (single or multiple sessions), or
Paid trial (single or multiple sessions).
You can also adjust the unit price per session here.
How to allow only trial bookings in classes
If you want clients to book only trials (and not full enrolments), open:
Course > Settings > Online Registration (Edit)
Under Registration Options Shown on Website, select:
Trials only
(or any other option that fits your setup).
Tip
Most trial settings are controlled at the course level — so each course can have its own unique setup, payment type, and visibility rules.
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