You can enable whether a plan has a trial or not when creating or editing a plan. 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 can configure whether payment is required up front or not in the Catalog configuration tab — if it is required, the company will convert into the corresponding paid plan automatically; if not, they will downgrade to your default plan.
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.