> ## Documentation Index
> Fetch the complete documentation index at: https://docs.macropay.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Trials

> Let customers try a subscription before they pay — Macropay collects the card, defers the charge, and remits tax when billing begins.

A trial removes the friction between "interested" and "subscribed." The customer gets hands-on access now; the first charge — and the sales tax or VAT we remit as merchant of record — only lands when the trial converts. Macropay collects payment details up front, so conversion is automatic and you never chase a card.

## Where to configure a trial

A trial period is defined by two values:

| Field        | Accepts                        | Example |
| ------------ | ------------------------------ | ------- |
| **Unit**     | `day`, `week`, `month`, `year` | `day`   |
| **Duration** | a positive integer             | `14`    |

You can attach that period in three places, listed from most general to most specific:

1. On the [product](/features/products) itself — the default for every checkout.
2. On a [checkout link](/features/checkout/links) — for a campaign or partner-specific offer.
3. On a Checkout Session via the [API](/api-reference/checkouts/create-session) — for fully programmatic flows.

<Note>
  A trial set on a checkout link or session **overrides** the one on the product. Use this to run a 30-day partner promo without touching your default 14-day offer.
</Note>

<img className="block dark:hidden" src="https://mintcdn.com/macrodeepinc/S4T0jM7ZWV5HVLft/assets/features/trials/setup.light.png?fit=max&auto=format&n=S4T0jM7ZWV5HVLft&q=85&s=c4c327d80d904ea8aa4059ed453e9674" width="738" height="260" data-path="assets/features/trials/setup.light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/macrodeepinc/S4T0jM7ZWV5HVLft/assets/features/trials/setup.dark.png?fit=max&auto=format&n=S4T0jM7ZWV5HVLft&q=85&s=889cf141504b58d6568a5d496238050e" width="738" height="260" data-path="assets/features/trials/setup.dark.png" />

## How a trial behaves at checkout

When someone subscribes to a trial-enabled product, nothing is charged at checkout — but their payment method is still collected and stored in our PCI DSS Level 1 compliant vault. That single design choice does the heavy lifting:

* **During the trial**, the customer has full access. No invoice, no charge.
* **If they cancel before it ends**, they pay nothing.
* **When the trial ends**, we automatically charge the first cycle and start the billing clock — with tax and VAT calculated and remitted on your behalf.

<img className="block dark:hidden" src="https://mintcdn.com/macrodeepinc/S4T0jM7ZWV5HVLft/assets/features/trials/checkout.light.png?fit=max&auto=format&n=S4T0jM7ZWV5HVLft&q=85&s=b7b5863cfccea0204f26e8dc1e4eb2ed" width="1162" height="612" data-path="assets/features/trials/checkout.light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/macrodeepinc/S4T0jM7ZWV5HVLft/assets/features/trials/checkout.dark.png?fit=max&auto=format&n=S4T0jM7ZWV5HVLft&q=85&s=d739eca570fead8c24f90c82cdacff69" width="1160" height="612" data-path="assets/features/trials/checkout.dark.png" />

## Adjusting a trial on a live subscription

Plans change after checkout. From a subscription's detail page, open **Update Subscription** and switch to the **Trial** tab to add, extend, or end a trial at any time.

<Tabs>
  <Tab title="Add or extend">
    Set a trial end date in the future. If the subscription was already active, its status flips to **trialing** and the next charge is deferred until that date. Handy for comping an extra two weeks to a customer who hit a support snag.
  </Tab>

  <Tab title="End now">
    Click **End trial**. The subscription becomes **active** immediately and the customer is charged for a fresh billing cycle right away.
  </Tab>
</Tabs>

<img className="block dark:hidden" src="https://mintcdn.com/macrodeepinc/rPF293t5zy_Onjx_/assets/features/trials/update.light.png?fit=max&auto=format&n=rPF293t5zy_Onjx_&q=85&s=499141576c23b26eccc5bf407ea1a997" width="1080" height="800" data-path="assets/features/trials/update.light.png" />

<img className="hidden dark:block" src="https://mintcdn.com/macrodeepinc/S4T0jM7ZWV5HVLft/assets/features/trials/update.dark.png?fit=max&auto=format&n=S4T0jM7ZWV5HVLft&q=85&s=6bfbf96042a5cc36a9aac13e666314a2" width="1080" height="800" data-path="assets/features/trials/update.dark.png" />

## Stop serial trial sign-ups

Free access is an invitation to abuse it. Enable **Prevent trial abuse** in your organization's **Subscription** settings to stop the same person from claiming trial after trial.

### What gets matched

When the setting is on, Macropay records each trial redemption against two signals:

* **Normalized email** — sub-addressed aliases collapse to their root, so `dana+trial2@studio.dev` and `dana+round3@studio.dev` are both recognized as `dana@studio.dev`.
* **Payment method fingerprint** — the card's unique fingerprint is tracked even when a returning customer swaps to a brand-new email.

A new trial is blocked when a customer has already redeemed one for any of your products **and** matches either the unaliased email **or** the card fingerprint.

### Turn it on

<Steps>
  <Step title="Open Settings">
    Go to your organization's **Settings**.
  </Step>

  <Step title="Find Subscription">
    Navigate to the **Subscription** section.
  </Step>

  <Step title="Toggle the guard">
    Switch on **Prevent trial abuse**. It applies to every future trial checkout across all products — no per-product setup.
  </Step>
</Steps>

### What a blocked customer sees

The experience stays graceful — they can still buy, just not for free again:

1. An inline message appears: *"You have already used a trial for this product. Trials can only be used once per customer."*
2. Checkout refreshes automatically with the trial removed.
3. The customer can complete the purchase at the standard price.

<Tip>
  Pair trials with Macropay's [customer portal](/features/customer-portal) so subscribers can manage or cancel before the first charge — fewer surprise charges means fewer of the \$30 disputes that follow them.
</Tip>
