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Multi Package

Trial option for services

Overview:

This document outlines the implementation of a trial option for service packages within Agency Handy. Clients can initiate a trial before committing to a full purchase, and trials will be treated as regular orders with a "trial" tag.

Functional Requirements:

Trial Option Addition:

Agency Owners can enable a trial option for any service package.

The trial period can be defined by the Agency Owner with a specific number of days (e.g., 7, 14, 30 days).

Trial Activation:

A "Start x-Day Trial" button will be visible for service packages with the trial option enabled.

Trial Process:

For Catalog Purchases (Non-logged-in Users):

Users must provide their name and email to initiate the trial.

Users will have to only fill up the “intake form” if applicable.

Upon submission, an order is created with a "trial" tag, treated like a regular order, but marked for tracking as a trial.

For Signed-in Purchases:

Logged-in users can start the trial directly.

Show only the “intake form” if applicable

An order is created with a "trial" tag, and a notification is sent to confirm the trial start.

Order Status for Trials:

Orders with trials will follow the standard order flow, but they will include a "trial" tag for differentiation.

By default a trial order will start with pending status

Cancelled: The trial can be canceled by the Super Admin, Admin, or PM by just cancelling the order

Post-Trial Purchase:

Once the trial period ends, clients must purchase the package again to initiate a standard order.

Alternatively, the Agency can create a manual order for the client if needed.

Notifications:

Clients and Agency members (Super Admin, Admin, PM) will receive notifications when:

A trial order for “client name” for “service name” and “package name” is created.

FAQ

If I have 3 packages and trail period for each package, Here should show info of which package?

https://prnt.sc/6vfzLvlgShjz⁠

⁠

show “trial available”

How can agency see the trail information based on packages?

https://prnt.sc/nJfqcqn3An_c⁠

⁠

communicate with ux for this

After purchasing a trail, a order is created with pending status and invoice is created with Done status. This flow should change. When order status is pending, agency have to accept it first. If agency accepts, a invoice will be created with pending status. If agency rejects, no invoice will be created. Review it

@Ali Shaown⁠

bhai

yes, the flow would be trial requested> agency accepts> invoice sent

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