Free Trials

Free Trial functionality is built into WHMCS. This will automatically terminate an account x days after ordering and send an email to the client.

To set up this promotion, you must configure the free trial product and then configure the promotion code.

Configure a Free Trial Product

To configure a free trial product:

1. Edit a product at Configuration () > System Settings > Products/Services or, prior to WHMCS 8.0, Setup > Products/Services > Products/Services.
2. Choose the Pricing tab.
3. Enter the length of your free trial in days in the Auto Terminate/Fixed Term text box.
4. Select the email to send to clients when their free trial period ends and the account is terminated in the Termination Email menu.
   You can create a new email template for free trials at Configuration () > System Settings > Email Templates or, prior to WHMCS 8.0, Setup > Email Templates.

Configure a Promotion Code

You can configure promotion codes in many different ways to work with free trials. This allows you to offer a free trial while still obtaining client details for security and fraud checks.

For example, to set up a freetrial code for a free one-month trial:

1. Go to Configuration () > System Settings > Promotions or, prior to WHMCS 8.0, Setup > Payments > Promotions.
2. Click "Add New"
3. Enter the promotion code freetrial.
4. Change the value to 100.00.
5. Select Monthly.
6. Set the remaining settings according to the specifics of your promotion.
7. Click Create Promotion.

Clients can either enter the promotion code during checkout or use one of the following links to apply the free trial automatically:

http://example.com/whmcs/cart.php?promocode=freetrial  

If you do not want to collect a client's payment details for a free trial, set the Payment Type value to Free under the product's Pricing tab instead.