Change Log

  • 12-Aug-2026 | v7.11.0 | Added information for the introduced Trial Site Lifespan/Expiration conditions
  • 08-Apr-2026 | v7.9.6 | Added descriptions for Partner Site Templates feature
  • 09-Apr-2025 | v7.2.4 | Added descriptions for 'Granular White Labeling' and 'Direct Billing' site options
  • 22-Apr-2022 | v6.5.0 | Updated content and added 'Editing Trial Site' section
  • 30-Sep-2020 | v5.5.0 | Added note about 2FA and link to documentation
  • All new article

Contributors:

{
  "id": 2418,
  "name": "Adam Wilson",
  "url": "/adam-wilson"
}
Adam Wilson - Logo Pogo

Trial Sites

Trial Sites are your WebinOne development environments for starting new site projects, before you publish to a custom domain name.

The number of Trial Sites available to you depends on your WebinOne reseller level. Every trial site also has a fixed lifespan and is automatically removed once it expires - see Trial Site Lifecycle and Expiration below for full details.

Quick Start

Setup a Trial Site

Once logged into your WebinOne Portal you should arrive at the ‘Trial Sites’ page.

From here, use the “Create New Site” button to start a new site instance, completing the information required for your site as follows:

Option
Description
Site Name
A descriptive name for your project.
Root Domain
Either webinone.com or, for white-labelling, trialsite.co or your own branded domain/s (if your reseller level allows).
Subdomain
Usually autocompletes, but you can change if needed.
CMS Plan
An appropriate plan for your project requirements/budget.
Template
Choose a blank site or one of the free WebinOne templates (preview the templates via the blue button).
Data Center
Choose the server location best for your site.
Country
Set your sites primary location.
Time Zone
Set the server time to be used for all your site's date/time functions.
Enable two-factor authentication (2FA)
Enable Two-Factor Authentication (2FA) for any admin logging into the site. See 2FA documentation here for more info.

Allows customisation of the admin logo and login screen for this site with different branding elements from that of your reseller defaults.

Access to White Labeling and Granular White Labeling depends on your WebinOne reseller level.

Allows your client to pay WebinOne directly for the site plan via the site admin based on your commission pricing.

Access to Direct Billing depends on your WebinOne reseller level.

Click "Save" and within approximately 1 minute your site instances should spin up and be ready to access.
(the instance will appear in your ‘Trial Sites’ list with a pending status until ready)

Granular White Labeling

The branding options will become available in the site’s admin area, under the gear () icon in the top right of the screen.

Your client will also be able to see these settings when logging in to the site admin unless you change their admin user role permissions, as detailed in the Admin Users section below.

Custom Branding

You have the ability to customise the branding of your Admin and login screen. Below are the options available:

Option
Description
My logo for dark background
This is the logo that will appear in the upper left-hand corner of the admin area in the top banner bar with a background color of #292e34.
Maximum size of the logo is 151px wide x 62px high.
My logo for light background
This is the logo used for the admin login screen. The logo will sit on a white background with approx. 45px padding all around.
Maximum size of the logo is 200px wide but can be any height.
Background image
This image is used as a full screen background on the admin login screen, sitting behind the white login box.
The image will be set to fit the browser viewport with no repeat.

Admin Users

Admin User Roles can be configured to control how admin users access and use Granular White-labeling.

Admin User Roles and permissions for the Granular White-labeling extension

Direct Billing

If the site is in Trial Site mode, the “Billing” option will become available in the site’s admin area, under the gear () icon in the top right of the screen. Your client will be able to see this when logging in to the site admin and initiate their own billing directly to WebinOne as well as activating the site and assign a custom domain name.

The activation process, and adding of the domain name, will follow the same process as documented in the Trial Site Activation steps.

If the site is already activated at the time you enable Direct Billing, please contact WebinOne support in order to reset the current billing arrangement and enable a new billing subscription set up by the client via the Direct Billing process.

The billing page accessible to your client from the admin will look like the below, allowing them to select their desired billing period (annual or monthly) along with their billing details (for invoice generation purposes - which will be sent to the purchaser).

Direct Billing Payment Page

If your reseller level permits, you will also be able to set your commission amounts, whereby your direct billing client will see only your custom pricing and you’ll be paid your commission amount. See how to set your Commission amounts here.

Renewal Notifications

When Direct Billing is enabled, site subscription renewal notifications will be emailed to the purchaser's contact details provided during the billing set up.

The renewal notification email will look like the below:

Direct Billing Renewal Email Notification

For monthly subscriptions, reminder notifications will be emailed 3 days prior to the subscription expiry date.

For annual subscriptions, reminder notifications will be emailed 30 days prior to the subscription expiry date and again 3 days prior.

Manage a Trial Site

Once a Trial Site is ready, you'll see additional options available for managing your instance. Use the Type filter above the list to switch between viewing all items, sites only, or templates only.

Option
Description
Type

Filter the list by item type. Available options are:

  • All - shows both sites and templates
  • Sites - shows trial sites only
  • Templates - shows partner templates only
Site

Name given to the site or template instance.

URL

View the Trial Site with the system generated subdomain.

Status

Displays the current status of the site while deploying. Once deployed, displays the "Activate" button to start the activation process for publishing the site under a custom domain. Sites that have been marked as templates display a Template status permanently and cannot be activated or returned to trial status.

2FA

Displays whether Two-Factor Authentication is enabled or disabled.

Admin

Navigate to the site's admin.

Date Created

Displays the instance creation date.

Expires in

Shows the number of days remaining before the trial site is deleted.

Plan

Displays the instance CMS plan.

Actions

Copy Site - create a complete copy of the instance.
Settings - access the instance settings.
Mark as Template - convert the trial site into a partner template. See Partner Site Templates below for details and tier limits.
Delete () - remove the instance from your account.

Free users do not see the "Mark as Template" action. If your template limit has been reached, the action will be inactive.

Partner Site Templates

Partners can convert any eligible trial site into a reusable partner template using the "Mark as Template" action in the trial sites list. Once marked, the site is displayed with a template indicator in the list and becomes available in the 'Templates' view, where the "Create from Template" action can be used when setting up a new site.

Converting a trial site to a template is permanent. Templates cannot be converted back to trial sites and cannot go live. Their status will always show as Template.

Template order when creating a new site

When creating a new site, available templates are presented to you in the following order:

  • Blank template
  • Partner templates (templates you own)
  • Other WebinOne templates

Partner tier limits

The number of partner templates you can create depends on your reseller tier:

Reseller Tier
Template Limit
Agency Partner
10
Partner
5
Associate
3
Free User
0 (not available)

When your tier limit is reached, the "Mark as Template" action becomes inactive. To create more templates, you would need to delete an existing template or upgrade your reseller tier. See the WebinOne reseller program for tier details.

Trial Site Lifecycle and Expiration

Every trial site has a defined lifespan. Once a trial site reaches its expiration date, it is automatically removed from your portal. Before a site is removed, a backup is always created first, so a removed site can be recovered on request within the retention period.

You can see how much time a trial site has left in the 'Expires in' column of the 'Trial Sites' list, which shows the number of days remaining until deletion.

Live sites are never affected by this process. Expiration applies to trial sites only.

Lifespan Rules

The lifespan of a trial site depends on how it came to be a trial:

Scenario
Lifespan
New trial site

6 months from the site's creation date.

Live site downgraded to trial

30 days from the downgrade. This applies when a live site reverts to trial status following subscription cancellation.

Before a trial site is removed, a backup is automatically created and retained for 180 days. During this window, the site can be recovered by contacting WebinOne support.

The following are exempt from automatic expiration and are never removed by this mechanism:

  • Live sites
  • Template sites
  • Trial sites migrated from v6.11 to v7

Expiry Notifications

The owner of a trial site is sent a notification email 30 days before the site is due to be deleted. This gives you time to activate a subscription, take your own backup, or otherwise act on the site before it is removed.

How Copying Affects Lifespan

When you use the "Copy Site" action, the lifespan given to the copy depends on the type of site being copied:

Source Site
Resulting Lifespan
Trial site

The copy inherits the same number of days remaining as the original. For example, a trial site with 40 days remaining produces a copy that also has 40 days remaining.

Live or Template Site

The copy starts a fresh 6-month lifespan.

Restoring a Deleted Trial Site

A deleted trial site can be restored on request within 30 days of its deletion. Restorations are handled by the WebinOne support team, who send a confirmation to you once the site is back.

  • The first restoration of a site is free. Any subsequent restoration of the same site is charged.
  • A restored site is given a lifespan of 1 month. After that, it follows the standard flow - a backup is created before the site is removed.
  • Where the original URL is still available, it is reused. If it is not, a numeric suffix (-1, -2, etc.) is appended to the URL.

Requesting Trial Site Lifespan Extension

If your project needs more time, contact the WebinOne support team with the site details before the expiry date. Extensions are reviewed on a case-by-case basis for sites in active development that are planned to go live on WebinOne, and can be requested again if the project is delayed further.

Migration of Existing Trial Sites

Some existing trial sites already exceed the new 6-month limit, or have fewer than 30 days left under the new policy, and so cannot receive the standard 30-day advance notification. To handle this, a one-time migration is performed:

  • Trial sites older than 6 months (or older than 30 days since a subscription cancellation) are given a deletion date of the release date plus 30 days.
  • Trial sites with less than 30 days remaining under the new policy have their deletion date extended so that exactly 30 days remain from the release date.
  • All migrated sites receive a 30-day grace period from the release date, including sites that would already be expired under the new rules.
  • After the grace period, migrated sites follow the standard flow - a backup is created, then the site is removed.

Editing a Trial Site

From the Trial Sites list, clicking the pencil () icon for a site instance will provide further configuration options.

Site Settings

Under the ‘Site Settings’ tab, you’ll see the same settings as when setting up the Trial Site initially.

Here you’ll be able to edit the site's Name, CMS Plan, Country, Time Zone and 2FA settings. Other settings are locked and cannot be changed or require WebinOne support to change on your request.

Depending on your WebinOne reseller level you may also see options here for enabling Granular White Labeling and Direct Billing.

Template

For sites that have been marked as a template, a 'Template' tab is available in the site settings. This tab allows you to upload a preview image for the template, which is displayed when browsing templates during new site creation.

Field
Description
Preview Image

Upload a preview image to represent this template in the template selector. Requirements:

  • Maximum resolution: 1000 × 1000 px
  • Maximum file size: 10 MB

FTP

Provides the general FTP configuration details for the site instance.

Further details regarding FTP settings can be found here.

Extensions

All available extensions for the site instance will be listed here under the heading ‘Available Extensions’, where they can be installed or further information about the extension be reviewed.

Any installed extensions will be listed separately under the heading ‘Installed Extensions’, where their settings (if applicable) can be configured or the extension uninstalled (via the trash can () icon)

Commission

Reseller commission, for this site instance, can be customised here which will apply if Direct Billing is enabled.

With Direct Billing enabled, your client will be able to pay directly for the site plan via the site admin. They will see your customised pricing only (not the regular WebinOne pricing) and you’ll receive your commission value once the payment has been processed.

Both the yearly and monthly subscription types can have customised commission values, either via a percentage markup or fixed value.

Pricing and calculations will be shown based on the currently configured CMS site plan, displaying the profit amount as well as any Stripe processing fees.

Access to Customisable Commissions and Direct Billing depends on your WebinOne reseller level.