Trials & management

Beyond provisioning, the partner portal is where you look after client teams over time —
chiefly by managing their trials.

Start a trial

When a client's team is ready to evaluate Kard, start a trial from the team's detail
page. This puts the team on a full-featured, time-limited trial so every member's card is
live and shareable while the client decides.

Extend a trial

Need to give a client more time? Extend the trial to push out its expiry date. Extending
before a trial lapses keeps the team's cards online continuously — there's no gap where
cards go offline to visitors.

What happens when a trial lapses

If a trial reaches its end date without being extended or converted, the team's cards go
offline to visitors until the subscription is active. Nothing is deleted — reactivating
brings everything straight back. A scheduled daily process handles expiring lapsed trials.

Managing a team day to day

From a team's detail page you can:

• review the team's members;
• invite additional owners or members (see
  Inviting owners & members);
• start or extend the team's trial.

A typical onboarding flow

1. Create the team.
2. Invite the owner and members.
3. Start a trial so cards go live.
4. Extend if the client needs more time, then convert to active.

That's the full loop — repeat it for each client you bring onto Kard.