A Newcomer’s Guide

April 16, 2019

< Back

 

Welcome, and thank you for choosing Kicksite!

Our goal is to make your transition as easy as possible using both hands-on training and a thorough Knowledge Base to help you become a Kicksite pro. This article will be your checklist to guide you through the beginning your Kicksite journey. Each line has a link to an article in the Knowledge Base to help you learn more.

 

Step 1: Getting to Know Your Kicksite System and How It Is Built around You

 

Step 2: Managing Your Personnel

  • Start entering your New Prospects quickly and easily.
  • Learn how to Create a New Student, enter their contact information, and add their initial Membership information.
  • Start linking family members together by creating Family Accounts.
  • Invite your students to create a username and password for their own user account. (Student User Accounts only share information that directly applies to the student or family accounts such as attendances, general announcements, promotion history, and events that they have been invited to. Having a Student User Account also allows the student to upload payment information to be used for recurring billing or purchases within the system.)
  • Get your employees involved by creating Employee Accounts and dictate what access they each have to help manage your new Kicksite system. (Admin Only)

 

Step 3: Tracking Attendance

  • Begin tracking attendance by having your students use the Student Check-In Screen.
  • Help with retention and student involvement/excitement by setting up your Attendance Awards. These are a simple way to reward your students for consistency.
  • Learn how to use the Attendance Log to search your student’s attendance history and add/remove past attendances.

 

Step 4: Learning Basic Communications 

  • Start communication with your students and prospects by sending Announcements.
  • Set up Automated Messaging to let the system work as your personal communications assistant.

 

Step 5: Getting Starting Training Tutorial

Read More

< Back