Trials with automatic conversion

Capture the card. Convert when the trial ends.

Trials in Polar collect the payment method up front, defer the charge until the period ends, and then convert without manual intervention.

How trials work

When a customer checks out with a trial, the subscription is created in a trialing state with full access to every benefit on the product. The card is captured at checkout, but no money moves yet.

When the trial period ends, Polar charges the saved card and the first regular billing cycle begins, all without your code in the loop. If the customer cancels mid-trial, no charge is ever attempted.

The edge case is conversion that fails because the card declines. Rather than treating that as the end of the relationship, the subscription enters the same payment recovery flow as any past-due renewal, so a temporary card issue has multiple chances to resolve before benefits are revoked.

Automatic conversion

When the trial ends, the subscription charges and continues. No manual step.

Conversion reminders

Polar emails the customer before the trial ends so the charge is expected.

Abuse prevention

Block repeat trial sign-ups by normalized email or payment-method fingerprint.

Edit any trial

Extend, shorten, or end a trial from the dashboard or the API.

Configure a trial in three places

Set a default on the product. Override per Checkout Link or per Checkout Session. The most specific value wins.

  • On the productA baseline trial that applies to every checkout for the product. Choose unit (day, week, month, year) and duration.
  • On a Checkout LinkOverride the product trial for a specific link. Useful for partner deals or campaign-specific durations.
  • On a Checkout SessionSet the trial programmatically when you create a session. Tune length per plan, region, or referral source.

Conversion reminders

Polar emails the customer before the trial ends so the conversion charge is expected. Reminder timing is calibrated to the trial length.

  • Trials of 3 days or moreReminder sent 3 days before the trial ends.
  • Trials of 1 to 3 daysReminder sent 1 day before the trial ends.
  • Trials shorter than 1 dayNo reminder is sent. The trial is short enough that the customer is already in the product.
  • Optional, per organizationTurn reminders off under Settings → Billing → Customer notifications if you handle conversion communication yourself.

Trial abuse prevention

Repeat sign-ups are a common problem with trials, especially for products that rely on free evaluation periods to drive conversion. Polar offers an optional layer of detection that tracks redemptions across your products without any setup beyond a toggle.

When Prevent trial abuseis enabled, a new checkout is matched against past trial redemptions on two signals: the customer's normalized email (so user+alias@example.com is treated as user@example.com) and the fingerprint of the payment method on file. A match on either blocks the trial.

The customer never hits a dead end. Polar refreshes the session without the trial period and the regular paid checkout continues, so a returning user can still convert at full price.

Add a trial

Set unit and duration on the product, the Checkout Link, or the API.