Trial Period

A Trial Period defines a free or discounted duration that customers receive before regular billing begins. Trial periods are configured at the settings level and then attached to individual rate plan prices.

Default Trial Periods

BillHive includes common trial durations:

Managing Trial Periods

View All Trial Periods

Navigate to Settings > Billing Strategy. The Trial Periods card on the right shows all configured trial periods with their opt-in status.

Create a Trial Period

1. Click the Add button on the Trial Periods card.
2. In the modal, enter:
   • Period Name — A human-readable label (e.g., “60 Days Free”).
   • Term — The numeric value (e.g., 60).
   • Period — The unit: Day, Week, Month, or Year.
3. Click Save.

Enable / Disable a Trial Period

Toggle the switch next to any trial period to opt it in or out. Only opted-in trial periods appear when creating rate plan prices.

Field Descriptions

How It’s Used

When creating or editing a Rate Plan Price, you can check the “This rate plan has a trial period” checkbox and select from the opted-in trial periods. During the trial:

• The customer is not charged (or charged a reduced amount, depending on configuration).
• After the trial expires, regular billing begins at the rate plan price.
• The trial period is displayed as a badge on the product details page (e.g., “14 Days Trial”).

Best Practices

• Keep trial periods standardized across products for a consistent customer experience.
• Use the Require Billing at Signup setting on the rate plan price to control whether payment details are collected during the trial.
• Monitor trial-to-paid conversion rates in the Analytics dashboard.