Managing Free Trials

March 25, 2025
3 minute read

The Trials table provides a clear snapshot of all active free trials. You can add new trials with the Add Free Trial button, update any field directly in the table, and use the Manage (⋮) dropdown for deletion or adding notes.

Adding Free Trials

  1. Navigate to Subscription Tracker → Trials in your WordPress dashboard.
  2. Click the blue Add Free Trial button above the trials table.
  3. In the modal, enter the trial details: Name, Trial Type, Start Date, End Date, and Amount .
  4. Click Save to add the trial to your list.

Editing Free Trials

Free trials currently cannot be edited inline. To update any detail, you must delete the existing trial and add a new one with the corrected information.

  1. Click the Manage (⋮) dropdown on the trial’s row.
  2. Select Delete and confirm to remove the trial.
  3. Click the Add Trial button above the table.
  4. Re-enter the trial details (Name, Trial Type, Start Date, End Date, Amount) in the modal and click Save.

Deleting Free Trials

  1. Click the Manage (⋮) dropdown on the trial’s row.
  2. Select Delete and confirm the prompt to remove the trial.

Adding Notes

  1. Click the Manage (⋮) dropdown for the trial you want to annotate.
  2. Select Add Note.
  3. Enter your note in the modal and click Save Note.

Calendar View (Subscription Tracker Pro)

The Calendar view provides a month‑by‑month snapshot of all upcoming subscription renewals and free trial expiration, letting you quickly visualize deadlines and plan ahead.

  1. Navigate to Subscription Tracker → My Subscriptions.
  2. Click the Calendar icon in the top‑right corner of the table toolbar.
  3. The calendar displays each renewal or trial expiration as a colored event on its due date.
  4. Use the left/right arrows to move between months, or click Today to return to the current month.
  5. Click any event on the calendar to open its edit modal — you can update details, change dates, add notes, or delete the entry directly.
  6. Switch back to Table view at any time by clicking the Table icon in the toolbar.

The Calendar view makes it easy to see all upcoming renewals and trial expirations at a glance — helping you avoid missed deadlines and better manage your recurring expenses.

Tips & Best Practices

  • Keep trial names concise for easy scanning.
  • Regularly update end dates to track remaining trial days accurately.
  • Use notes to record trial details like signup links or promo codes.
  • Delete expired trials promptly to keep your dashboard uncluttered.