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Finances
Getting Started
How to Request Billing
How to Set Up Inventory
How to Update Finances Settings
Overview of the Finances Page
Understanding Recurring Billings
How to Run a Test Payment
Training: Uplifted Finances
Common Tasks
How to Add, Edit and Archive Payment Methods
How to Add an Invoice
How to Add a Recurring Billing
How to Pay an Open Invoice
Understanding Recurring Billings
How to Archive an Invoice or Recurring Billing
How to Use One-Time Charge
How to Use Adjust Balance
Advanced Tasks
How to Refund a Payment
How to View and Export Finances Reports
How to Void or Credit an Invoice
How to Edit a Recurring Billing
How to Backdate a Payment
How to Use Discounts
Discounts on Landing Pages
How to Issue a Partial Refund
Understanding Recurring Billings
How to Use One-Time Charge
How to Use Adjust Balance
How to Use Discounts
Discounts on Landing Pages
How to Issue a Partial Refund
Students
Agreements
How to Create a New Agreement Template
How to Use Agreements
Managing Students
How to Use the Student List / Member List
How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
How to Create a New Student
How to Merge Duplicate Profiles
How to Use Scheduled Freeze and Unfreeze in Kicksite
Memberships
Types of Memberships
How to Add and Track Association Memberships
How to Create a New Membership Template
How to Use Student Sign-Up
How to Backdate a Membership
How to Use Memberships and Trial Memberships
Tip: How to Delete a Membership with Students Attached
Tip: How to Set Up a Family Membership
How to Prorate a Membership
Programs
Adding Ranks and Custom Belt Graphics
Tip: How to Delete a Program or Rank with Students Attached
How to Add a Class on the Scheduler
How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
How to Create or Edit Programs
How to Create and Add Awards
How to Use Classes
Student User Experience
Forgot Student Username or Password
Tip: Troubleshooting Student User Account Login Problems
Student User Account on the Student Profile
For Students: Member Portal
For Students - Member Portal Overview
Students: How to Check In with a Barcode
For Students - How to Install the Member Portal
How to Use the Student List / Member List
How to Use the Student Profile
How to Use the Family Profile
How to Set Up Families
The Member Portal
How to Use Scheduled Freeze and Unfreeze in Kicksite
Prospects
Adding Prospects
How to Create a New Prospect
How to Convert a Prospect to a Student
How to Set Up the Zapier Integration in Kicksite
Managing Prospects
How to Track Attendances for Trial Memberships
How to Add a Trial Membership to a Prospect
How to Nurture Leads
How to Contact a Prospect from a Mobile Phone
How to Use the Prospect List
How to Use the Prospect Profile
Scheduling with Prospects
How to Set Appointments and Tasks
How to Use the Prospect List
How to Use Memberships and Trial Memberships
How to Use the Prospect Profile
Customization
Navigation and Menus
Left Panel Menu
How to Use the Dashboard
How to Use Universal Search
Customization
How to Customize the Dashboard
Which Devices and Browsers Does Kicksite Work on?
How Do I Use Kicksite as an App?
Admin & Tools
Account Information
How to Create a New Employee
School Info and Logo
How to Access Account Billing Information
Media Library
How to Use the Media Library
Reports and Exports
How to Export the Attendance Log Report
How to Export and Download Belt Testing Event Forms
How Do I Contact Support, Report an Issue, or Provide Feedback?
How to Use the Dashboard
How to Use Universal Search
Attendance
Attendance Check In
How to Use the Kiosk Check-In Screen
How to Create a Kiosk Check-in Screen Shortcut (Chrome)
Tip: How Do I Print PINs for Student Attendance Check In?
Best Practice: How to Create an Employee Account for Attendance
Tip: How to Use a Kindle Fire Tablet for the Kiosk Check In Screen
How to Print Barcode Labels for Attendance Check In
How to Use Mass Check In
How to Restrict Check-In
Managing Attendances
How to Set Up the Attendance Awards
How to Track Attendances for Trial Memberships
Tip: Use Programs to Track Employee Time
How to Export the Attendance Log Report
How to Update Attendance Settings
How to Use the Attendance Log
How to Use a Barcode Scanner for Attendance
How to Use Mass Check In
How to Use the Kiosk Check-In Screen
How to Restrict Check-In
How to Use Classes
Marketing Tools
Lead Capture Forms and Landing Pages
How to Use Landing Pages
How to Use Lead Capture Forms
How to Use Discounts
Discounts on Landing Pages
How to Use Landing Pages
How to Use Lead Capture Forms
Communications
General Announcements
How to Use the Communications Dashboard
How to Create a General Announcement Template
How to Create a General Announcement
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
Kicksite SMS Updates | FAQ
How to Set Up Automated Messages
How to Add a Custom Email Domain
How to Set Up Texting in Kicksite
Events & Promotions
General Events
How to Create a General Event
How to View the Events List Page
How to Manage a General Event
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
Promotions
How to Promote Ranks on the Student Profile
How to Promote Ranks in a Belt Testing Event
Calendar & Appointments
How to Set Appointments and Tasks
The Calendar View
How to Update Calendar Settings
How to Use Universal Search
How to Use Scheduled Freeze and Unfreeze in Kicksite
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How To Articles
Category: How To Articles
Articles
How to Use Universal Search
How to Use Scheduled Freeze and Unfreeze in Kicksite
Sub Categories
Finances
Understanding Recurring Billings
How to Use One-Time Charge
How to Use Adjust Balance
How to Use Discounts
Discounts on Landing Pages
How to Issue a Partial Refund
Students
How to Use the Student List / Member List
How to Use the Student Profile
How to Use the Family Profile
How to Set Up Families
The Member Portal
How to Use Scheduled Freeze and Unfreeze in Kicksite
Prospects
How to Use the Prospect List
How to Use Memberships and Trial Memberships
How to Use the Prospect Profile
Customization
Which Devices and Browsers Does Kicksite Work on?
How Do I Use Kicksite as an App?
Admin & Tools
How Do I Contact Support, Report an Issue, or Provide Feedback?
How to Use the Dashboard
How to Use Universal Search
Attendance
How to Use a Barcode Scanner for Attendance
How to Use Mass Check In
How to Use the Kiosk Check-In Screen
How to Restrict Check-In
How to Use Classes
Marketing Tools
How to Use Landing Pages
How to Use Lead Capture Forms
Communications
Kicksite SMS Updates | FAQ
How to Set Up Automated Messages
How to Add a Custom Email Domain
How to Set Up Texting in Kicksite
Events & Promotions
Calendar & Appointments
How to Set Appointments and Tasks
The Calendar View
How to Update Calendar Settings