Trials

You can enable whether a plan has a trial or not when creating or editing a plan. Because editing a plan creates a new plan version, trials configurations can be adjusted whenever a new plan version is published. When a trial period is defined for a plan, Schematic will ensure that the company receives the corresponding entitlements for that period the first time they are assigned that plan.

You choose whether payment is required up front under Trials in Lifecycle settings. If it is required, the company converts into the corresponding paid plan automatically when the trial ends. If not, the company moves to your Trial Expiry Plan.

What a plan with a trial can include

A company on a trial may have no payment method on file, so Schematic only lets a plan carry a trial when nothing on it charges for usage during the trial window. It applies the same rule when you save the plan, when you add an entitlement or credit grant to a plan with a trial, and when you start a trial for a company from Manage Plan, and it refuses the change if anything on the plan would bill during the trial.

A pay-in-advance entitlement, such as a seat count, bills nothing until the trial ends. At the end of the trial it follows the same Payment Method rule in Lifecycle settings as the plan price: a company that converts is billed for its quantity along with the plan, and a company that moves to the Trial Expiry Plan is not billed for it.

Where the rule is checked

The plan editor applies grant changes before it checks the trial, so you can change the last top-up or arrears grant to Block usage and turn on the trial in the same save.

A credit grant that already tops up or bills in arrears on a plan with a trial keeps its policy in the credit grant form and stays editable. Schematic only refuses a change that moves a grant from Block usage to a top-up or arrears policy while the plan has a trial.

Trial eligibility

Trial eligibility decides whether Schematic offers a company a trial at all, and you choose the rule under Trial Eligibility in Lifecycle settings.

One trial per company is the default. Once a company holds a subscription that charges money, Schematic stops offering it a trial on any plan from then on. A $0 subscription, such as a free plan assigned at signup, does not spend that eligibility, and neither does an abandoned checkout.

One trial per plan lets a company trial each plan once. A company already paying for Starter can start a trial on Pro, and a company that has trialed Pro cannot trial Pro a second time. Extending, cancelling, or deleting a trial does not make a company eligible again for a plan it already trialed.

Choose one trial per plan when customers evaluate your plans separately, such as a core plan they buy now and a higher tier they grow into a year later. Keep the default when the trial is how a customer starts with you and each company should get exactly one.

Your pricing table and checkout read the same eligibility answer, so a trial the pricing table advertises is a trial checkout will start.

Granting a trial from the dashboard

When you change a company’s plan from the dashboard, Schematic tells you whether that company has already trialed the plan you selected, or is not eligible for a trial on it, before you turn the trial on.

Rendering trial state in your app

Once trials are configured, you can surface trial state directly in your UI. Schematic’s React and Vue SDKs expose the current company’s plan name, trial status, and trial end date, so you can build things like plan badges, trial countdown banners, and post-trial conversion flows without any additional API calls.

For example, you can show a “Trial” chip with a countdown, prompt expired trial users to upgrade, or render a different experience for companies that converted from a trial versus those that never trialed at all.

See the React SDK docs or Vue SDK docs for usage details.