Help Center

Recent Updates

• General Updates

  • How to Sign Up and Use Quick Connect
  • How to Use the Quick Links Menu
  • How to Customize the Dashboard
  • The New Calendar View (Beta)

• Student and Prospect Updates

  • New Student Profile
  • New Prospect Profile
  • New Student List
  • Prospects List

• How to Opt into Kicksite Beta Testing
• How to Set Up a New Membership Flow with BizBuilders

Navigation & Customization

• Navigation and Menus

  • How to Use the Quick Links Menu
  • Menu Structure
  • How to Use Ranks Overview

• Customization

  • How to Customize the Dashboard
  • How to Edit Programs and Ranks
  • How to Create a New Membership

• How Do I Use Kicksite as an App?

Tips & Best Practices

• Attendance Tips and Best Practices

  • Tip: How to Use a Card Scanner for Attendance Check In
  • Tip: How to Use a Kindle Fire Tablet for the Student Check In Screen
  • Tip: How Do I Print PINs for Student Attendance Check In?
  • Best Practice: How to Create an Employee Account for Attendance

• Basic Tips and Best Practices

  • Tip: Troubleshooting Student User Account Login Problems
  • Tip: How to Create a QR Code for a Landing Page
  • Tip: How to Delete a Program or Rank with Students Attached
  • Tip: Use Programs to Track Employee Time
  • Tip: How to Remove Unpaid, Inactive Recurring Billings
  • Best Practice: How to Add Payment Reasons
  • How to Nurture Leads

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

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

• Media Library

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

• Reports and Exports

  • How to Export and Download Belt Testing Event Forms
  • How to Export the Attendance Log Report
  • How to View Vitals Reports

Attendance

• 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

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
  • How to Set Up a New Membership Flow with BizBuilders

• 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)

Calendar & Appointments

• 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)

• 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

Communications

• General Announcements

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

• 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
  • New Prospect Profile
  • Prospects List

• Scheduling with Prospects

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

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)
  • New Student List

• 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
  • Student User Account on the New Student Profile