How to Check What Type of Trial a Member Has

Ways to Check What Type of Trial a Member Has

Authorify | How to Check What Type of Trial a Member Has 

Overview

This document outlines how to check the type of membership of a contact.

Target Audience

This work process is intended for appointment setters, sales, and support representatives as part of their due diligence. 

How to Check the Contacts Type of Membership

1. Search for the account in Chargify. 

1. For Chargify accounts, navigate to the Components section

1. Click the Recently Allocated Component tab to see the type of trial the member has

In the example above, the member is on a Premium Trial subscription.

1. For accounts in Stripe, you may check the type of trial the member has in the dashboard as shown below.