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• How To Articles

• How To Videos

• *Getting Started*

• FAQs

• Webinar Recordings

Admin / Tools

• Account Information

  • School Info and Logo
  • How to Turn Features On/Off
  • How to Access Account Billing Information
  • To Do Settings
  • How to Create a New Employee
  • How to Use the Quick Links Menu

• Integrating with Calendly

  • How to Integrate Calendly with Kicksite
  • How to Share Your Calendly Calendar
  • How to Embed Your Calendly Calendar on Your Website
  • How to View Your Scheduled Appointments (Calendly)
  • How to Connect Calendly to an External Calendar

• Media Library

  • How to Use the Media Library
  • How to Sort Files in the Library

• How Do I Use Kicksite as an App?
• How to Opt into Kicksite Beta Testing
• Get Help with Links to Training, Support, and Community

Attendance & Appointments

• Attendance Check In

  • How to Use the Student Check-in Screen
  • How to Create a Student Check-in Screen Shortcut (Chrome)
  • How to Use Mass Check-In
  • Tip: How Do I Print PINs for Student Attendance Check In?
  • Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
  • Best Practice: How to Create an Employee Account for Attendance

• Managing Attendances

  • How to Access the Attendance Log
  • How to Track Attendances for Trial Memberships
  • How to Edit Attendance Details
  • How to Set Up the Attendance Awards
  • Tip: Use Programs to Track Employee Time
  • How to Export the Attendance Log Report

• Appointments, Tasks, and To Dos

  • The New Calendar View (Beta)
  • How to Set Appointments and Tasks
  • How to Use the Prospects Calendar
  • How to Create Appointments and Tasks (Classic View)

BizBuilders

• Agreements and Waivers

  • Creating an Agreement
  • How to Add an Agreement on the New Student Profile
  • How to Add an Agreement to a Student (Classic) or Family
  • How to Add an Agreement to a New Student
  • How to Add an Agreement to a Prospect
  • How to Print an Agreement in Your Browser

• Lead Capture Forms and Landing Pages

  • How to Create a Lead Capture Form
  • How to Share a Lead Capture Form
  • How to Create a Landing Page
  • How to Share a Landing Page
  • How to Use Kiosk Mode for Landing Pages
  • How to View Leads and Archive a Lead Capture Form
  • How to Sign Up and Use Quick Connect

• Classic BizBuilder

  • How to Create a Trial Membership Signup Form (Classic)
  • How to Create a BizBuilder (Classic)
  • How to Create a Drop-In Form (Classic)
  • How to Create a Lead Capture Form (Classic)

• How to Sign Up and Use Quick Connect
• How to Set Up a New Membership Flow with BizBuilders

Communications

• General Announcements

  • How to Create a General Announcement
  • How to Create a General Announcement Template
  • How to Use Groups for Communications

• Automated Alerts

  • How to Set Up Automated Messages

• Message Flows

  • How to Create a Message Flow
  • How to Activate a Message Flow

Events & Promotions

• Belt Testing Events

  • How to Create a Belt Testing Event
  • Candidate List
  • How to Manage a Belt Testing Event
  • How to Add Testing Eligibility
  • How to Export and Download Belt Testing Event Forms

• General Events

  • How to Create a General Event
  • How to View the Events List Page
  • How to Manage a General Event

• Promotions

  • How to Promote Ranks in a Belt Testing Event
  • How to Promote Ranks by Program
  • How to Promote Ranks on the Student Profile

Finance

• Invoices

  • How to Set Up Inventory
  • How to Create an Invoice
  • How to Access the Invoice Dashboard
  • Invoice Details

• Billing Settings and Dashboard

  • How to Request Billing
  • How to Access the Billing Dashboard
  • Billing Settings
  • Best Practice: How to Add Payment Reasons
  • Payments Dashboard
  • How to Record a Payment

• The Vault

  • How to Access Vault Invites
  • How to Create a Vault Item
  • Creating Vault Labels

• Recurring Billing

  • How to Create a Recurring Billing
  • How to Update a Recurring Billing
  • Tip: How to Remove Unpaid, Inactive Recurring Billings
  • How Do I Run an Immediate Charge on a Failed Recurring Billing?

• Transactions

  • How to Run a Test Transaction
  • How to Run a Transaction
  • How to Refund a Transaction
  • Daily Transaction Report

Prospects

• Adding Prospects

  • How to Create a New Prospect
  • How to Convert a Prospect to a Student

• Managing Prospects

  • How to Nurture Leads
  • How to Contact a Prospect from a Mobile Phone
  • How to Add a Trial Membership to a Prospect
  • How to Edit the Prospect Detail Settings
  • How to Bulk Edit Prospects
  • How to Track Attendances for Trial Memberships

• Scheduling with Prospects

  • How to Set Appointments and Tasks
  • How to Use the Prospects Calendar
  • How to Create Appointments and Tasks (Classic View)

• Prospects List
• New Prospect Profile

Students

• Managing Students

  • How to Create a New Student
  • How to Create a Family
  • New Student Profile
  • How to Update a Student's Information on the New Student Profile
  • How to Inactivate or Freeze a Student on the New Profile
  • How to Freeze a Student (Classic)

• Memberships

  • How to Create a New Membership
  • Types of Memberships
  • How to Add a Membership to a Student
  • Adding a Punch Card Membership
  • How to Add and Track Association Memberships
  • How to Set Up a New Membership Flow with BizBuilders

• Programs

  • Creating a New Program
  • Adding Ranks and Custom Belt Graphics
  • How to Edit Programs and Ranks
  • How to Use Ranks Overview
  • Tip: How to Delete a Program or Rank with Students Attached

• Student User Experience

  • How to Invite Students to a User Account
  • Student User Account
  • Forgot Student Username
  • How to Reset a Student Password
  • Tip: Troubleshooting Student User Account Login Problems

• New Student List
• New Student Profile
• Student User Account on the New Student Profile

Tips and Best Practices

• Tip: How to Remove Unpaid, Inactive Recurring Billings
• Tip: How to Delete a Program or Rank with Students Attached
• Tip: How to Create a QR Code for a Landing Page
• Tip: Troubleshooting Student User Account Login Problems
• Tip: How Do I Print PINs for Student Attendance Check In?
• Tip: How to Use a Card Scanner for Attendance Check In
• Tip: Use Programs to Track Employee Time
• How to Nurture Leads

Getting Started Videos

• Video: How to Create a New Program
• Video: How to Add Custom Belt Graphics
• Video: How to Create a Membership
• Video: School Information and Logo
• Video: How to Customize the Dashboard

Admin / Tools

• Video: Appointments and Tasks
• Video: Kicksite Billing Information
• Video: To Do Settings
• Video: Resetting Your Password
• Video: How to Turn Features On or Off
• Video: The New Calendar View (Beta)
• Video: Integrating Kicksite with Calendly to Schedule Classes

Attendance

• Video: Student Check-In
• Video: How to Create a Shortcut to Student Check In
• Video: How to Use Mass Check-In
• Video: Attendance Awards
• Video: How to Edit Attendance Details
• Video: The Attendance Log
• Video: How to Add Trial Attendances

BizBuilders

• Video: BizBuilder Overview
• Video: How to Create a Landing Page
• Video: Creating a New Agreement Template
• Video: How to Attach an Agreement Template
• Video: How to Create a Lead Capture (Classic)

Communications

• Video: How to Send a General Announcement
• Video: How to Send Automated Messages

Events & Promotions

• Video: How to Create a Belt Testing Event
• Video: How to Create an Event

Finance

• Video: Intro Billing Training
• Video: How to Set Up the Inventory
• Video: The Payments Dashboard
• Video: The Billing Dashboard
• Video: Vault Invite
• Video: Adding a Vault Item
• Video: Creating in Invoice
• Video: Invoicing Dashboard
• Video: Invoice Details
• Video: Billing Settings
• Video: How to Refund a Transaction
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Prospects

• Video: How to Add a New Prospect
• Video: Prospects Overview
• Video: How to Add an Agreement to a Prospect
• Video: How to Reactivate an Archived Prospect
• Video: How to Add Trial Attendances

Students

• Video: Adding a Family
• Video: New Student List
• Video: How to Send Student User Invitations
• Video: Student User Profile Overview

First Steps

• Step 1: Get Up and Running with Kicksite
• Step 2: Customize Settings to Work for Your School
• Step 3: Basic Kicksite Tasks
• Step 4: Get Finances Set Up
• Step 5: Bring in New Students with BizBuilders
• Step 6: Keep Students Connected

Training Recordings

• Training: Basic Training
• Training: Basic Navigation
• Training: Attendance
• Training: BizBuilders, Prospecting & Waivers
• Training: Communications

Navigation and Customization

• How to Edit Programs and Ranks
• How to Use the Quick Links Menu
• Menu Structure
• How to Customize the Dashboard
• How to Use Ranks Overview

Adding Students, Prospects, and Employees

• How to Create a New Student
• How to Create a New Prospect
• How to Create a New Employee

Getting Started FAQs

• How Do I Log in to My Kicksite Account?
• How Do I Find the Login Page for My Student Account?
• Tip: How Do I Print PINs for Student Attendance Check In?

Need More Help?

• Get Help with Links to Training, Support, and Community

General FAQs

• How Do I Clear the Cache on Desktop Browsers?
• How Do I Report an Issue or Provide Feedback?
• Which Devices and Operating Systems Are Not Supported?
• What Student Data Can Be Imported into Kicksite?
• How Do I Use Kicksite as an App?
• How Do I Print Address Labels?

BizBuilder FAQs

• What Is BizBuilder?
• How Do I Use Kiosk Mode?
• How Do I Print or Download an Agreement?
• What Is the Difference between a Contact and a Prospect?

Finance FAQs

• Can a Student Have Multiple Vault Items?
• Can I Do a Partial Refund?
• How Do I Cancel My Merchant Provider Account?
• How Do I Delete a Vault Item?
• How Do I Run an Immediate Charge on a Failed Recurring Billing?
• What Is a Do Not Honor Error?
• How Do I Fix Common Billing Errors?

Student FAQs

• How Do I Update a Student's Status?
• How Do I Find the Login Page for My Student Account?
• Why Am I Seeing an "Account Is Inactive" Error?

Tips and Best Practices

• Best Practice: How to Create an Employee Account for Attendance
• Best Practice: How to Add Payment Reasons
• Tip: How to Remove Unpaid, Inactive Recurring Billings
• Tip: How to Create a QR Code for a Landing Page
• Tip: How Do I Print PINs for Student Attendance Check In?
• Tip: How to Delete a Program or Rank with Students Attached
• Tip: Use Programs to Track Employee Time
• Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
• Tip: How to Use a Card Scanner for Attendance Check In

Business and Marketing Webinars

• Webinar: Improve Your Website in 2021
• Webinar: New Marketing Strategies for Reopening Your Gym
• Webinar: Secrets to Maximize Your Cashflow during COVID

Managing Students Webinars

• Webinar: Someone Tests Positive for COVID at Your Gym - Now What?
• Webinar: How to Train Your Students Remotely

Still Have A Question? Submit a Ticket Below.

Support is available Monday-Thursday from 8:30am-5:30pm and Friday 8:30am-12pm (central) support@kicksite.net