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Finances
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How to Refund a Payment
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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
Getting Started
How to Set Up Inventory
How to Request Billing
Overview of the Finances Page
How to Update Finances Settings
Understanding Recurring Billings
How to Run a Test Payment
Training: Uplifted Finances
Understanding Recurring Billings
How to Use One-Time Charge
How to Use Adjust Balance
Students
Agreements
How to Create a New Agreement Template
How to Use Agreements
For Students: Member Portal
How Do I Find the Login Page for My Student Account?
Student Member Portal Overview
How to Register for Classes on the Member Portal
How to View and Update Finances on the Member Portal
How to Update My Profile on the Member Portal
Students: How to Check In with a Barcode
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
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
Programs
Adding Ranks and Custom Belt Graphics
Tip: How to Delete a Program or Rank with Students Attached
How to Add a Class Schedule with 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
Student User Experience
Forgot Student Username or Password
What Students Can See in Their Member Portals
Tip: Troubleshooting Student User Account Login Problems
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
Prospects
Adding Prospects
How to Create a New Prospect
How to Convert a Prospect to a Student
Managing Prospects
How to Track Attendances for Trial Memberships
How to Add a Trial Membership to a Prospect
How to Nurture Leads
How to Bulk Edit Prospects
How to Contact a Prospect from a Mobile Phone
Prospects List
How to Use the Prospect Profile
Scheduling with Prospects
How to Set Appointments and Tasks
How to Use the Prospects Calendar
Prospects 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
Customization
How to Customize the Dashboard
Which Devices and Operating Systems Are Not Supported?
How Do I Use Kicksite as an App?
Admin & Tools
Account Information
How to Create a New Employee
School Info and Logo
How to Turn Features On/Off
How to Access Account Billing Information
Media Library
How to Use the Media Library
How to Sort Files in the Library
Reports and Exports
How to Export the Attendance Log Report
How to Export and Download Belt Testing Event Forms
How to View Vitals Reports
How Do I Contact Support, Report an Issue, or Provide Feedback?
How to Use the Dashboard
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
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
Marketing Tools
Lead Capture Forms and Landing Pages
How to Create a Lead Capture Form
How to Create a Landing Page
How to Share a Lead Capture Form
How to View Leads and Archive a Lead Capture Form
How to Share a Landing Page
How to Use Kiosk Mode for Landing Pages
How to Sign Up and Use Quick Connect
How to Set Up the Scheduler and Membership Flow on a Landing Page
Communications
Automated Alerts
How to Set Up Automated Messages
General Announcements
How to Create a General Announcement Template
How to Create a General Announcement
How to Use Groups for Communications
How to Use the Communications Dashboard
Message Flows
How to Create a Message Flow
How to Activate a Message Flow
Kicksite SMS Updates | FAQ
How to Set Up Automated Messages
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 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 Videos
Training Videos
Video: Finances Training Playlist
Video: Live Training Playlist
Admin / Tools
Video: Appointments and Tasks
Video: Kicksite Account Billing Information
Video: Resetting Your Password
Video: How to Turn Features On or Off
Video: How to Add a Class Schedule with the Scheduler
Video: Calendar Settings
Video: How to Add a New Employee
Attendance
Video: Student Check-In
Video: How to Create a Shortcut to Student Check In
Video: Attendance Awards
Video: How to Edit Attendance Details
Video: How to Use a Barcode Scanner for Attendance
Finances
Training: Uplifted Finances
Video: Switch from Classic Billing to New Finances Orientation
Communications
Video: How to Send a General Announcement
Video: How to Send Automated Messages
Video: How to Create a New Group for Communications
Events & Promotions
Video: How to Create a Belt Testing Event
Video: How to Create an Event
Marketing Tools
Video: Create a Custom Lead Capture Form
Video: How to Create a Landing Page
Prospects
Articles coming soon
Students
Video: Student Member Portal Overview
Video: How to Add a New Student
Getting Started
First Steps
Kicksite Training Guide
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 Marketing Tools
Step 6: Keep Students Connected
How to Create a New Membership Template
How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
Navigation and Customization
Left Panel Menu
How to Customize the Dashboard
Adding Students, Prospects, and Employees
How to Create a New Prospect
How to Create a New Employee
How to Use Student Sign-Up
How to Create a New Student
How to Use the Family Profile
How to Set Up Families
Getting Started FAQs
How Do I Log in to My Kicksite Account?
Tip: How Do I Print PINs for Student Attendance Check In?
How Do I Find the Login Page for My Student Account?
Kicksite Training Guide
Prospect and Student Statuses
Need More Help?
Get Help with Links to Training, Support, and Community
How to Join Kicksite Community
How Do I Contact Support, Report an Issue, or Provide Feedback?
FAQs
General FAQs
How Do I Clear the Cache on Desktop Browsers?
How Do I Contact Support, Report an Issue, or Provide Feedback?
Which Devices and Operating Systems Are Not Supported?
What Student Data Can and Can Not Be Imported into Kicksite?
How Do I Use Kicksite as an App?
Kicksite SMS Updates | FAQ
Finances FAQs
FAQ: Why Can't I Edit Paid Through Date?
FAQ: How Do I Use One Card for All Family Members?
FAQ: How Do I Run a Transaction?
Tips & Best Practices
Best Practice: How to Create an Employee Account for Attendance
Best Practice: How to Add Revenue Streams
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 Kiosk Check In Screen
Marketing Tools FAQs
Marketing Tools Overview
How Do I Use Kiosk Mode?
Tip: How to Create a QR Code for a Landing Page
Student FAQs
How Do I Find the Login Page for My Student Account?
Prospect and Student Statuses
What Students Can See in Their Member Portals
KB Home
How To Articles
Finances
Advanced Tasks
Category: Advanced Tasks
Articles
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