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Offer a Free Package in the Sales Portal - Knowledgebase / Gym Management Software / Sales Portal - Kilo Help Center

Offer a Free Package in the Sales Portal

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You can offer a free package in the Sales Portal, such as a free trial class or a community event, by adding a $0 billing plan and turning off its payment requirement. Buyers then sign up without entering a card, and checkout skips the Payment step.


What you can do with free packages

  • Offer free trials, intro classes, or community events online

  • Let buyers sign up without entering payment details

  • Share a free offer publicly or by private link

  • Collect athlete details and a signed waiver from free signups


Set up a free billing plan

  1. Add a billing plan with a total price of $0 to the package. For billing plan steps, see Set Up Billing Plans for Packages.

  2. Go to Products → Packages, click the action button to the far right of the package, then select Sales Portal Options.

  3. Open the Billing Plans drop down.

  4. Set the $0 billing plan's Sales Portal Visibility to Public or Private.

  5. Set Requires Payment Method to No.

  6. Click Save.

Note

If Requires Payment Method stays set to Yes, checkout includes a Payment step and asks the buyer for a card, even though nothing is charged.


What buyers experience

Checkout for a free billing plan runs in five steps: Billing Plan, Your Account, Who Is This For?, Athlete Information, and Agreement & Waiver. There's no Payment step. The Order Summary shows $0.00 due today, and the buyer clicks Confirm purchase.

$0 Summary.png

For the full walkthrough, see Sales Portal Checkout in Kilo GMS.


Frequently asked questions

Why is my free offer asking buyers for a card?

The billing plan's Requires Payment Method setting is set to Yes. Change it to No in Sales Portal Options, and checkout skips the Payment step.

Does a free signup create an athlete in Kilo GMS?

Yes. A completed free checkout creates an athlete with an active package, the same as a paid purchase.

Can I delete a test signup after trying my free offer?

No. Athletes with a package can't be deleted, even when the package is free. Test your free offer in an incognito or guest window and stop before Confirm purchase.


Helpful tips

  • Check the package's Athlete Status Upon Start before you share a free offer. If you use the Kilo GMS and Gym Lead Machine integration, a package that sets Member status marks the athlete as Won in Gym Lead Machine.

  • Make a free billing plan Private when the offer is only for invited guests.

  • Describe exactly what the free package includes, so buyers know what they can book after signing up.


When free packages are most helpful

  • Offering a free first class or intro session to new leads

  • Running a free community workout or open house

  • Collecting waivers and contact details for a free event

  • Giving partners or guests a complimentary visit through a private link


If you have questions about free packages in the Sales Portal in Kilo GMS, our Support team is happy to help. Reach us at hello@usekilo.com.

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