How Can We Help?
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How To Articles
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- How to Create a Family
- Student Profile
- How to Update a Student's Information on the Student Profile
- How to Inactivate or Freeze on the Student Profile
- How to Use the Student List / Member List
- How to Use Student Sign-Up
- How to Create a New Student
- How to Create and Add Awards
- Prospect and Student Statuses
- How to Use Agreements
- How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
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- 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?
- Tip: How to Use a Kindle Fire Tablet for the Kiosk Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
- How to Use Mass Check In
- How to Print Barcode Labels for Attendance Check In
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How To Videos
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Getting Started
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- 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 Create a New Student
- How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
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FAQs
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- 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
Click here for the uplifted finances training video on YouTube.
Updated terminology
Some of the terms used in classic billing have been changed to be more accurate and to adhere to industry standards.
| Classic term | Uplifted finances term |
| Transaction | Payment |
| Vault Item | Payment Method |
| Recurring Invoice | Recurring Billing without Autopay enabled |
| Recurring Billing | Recurring Billing with Autopay |
| Payment Reason | Revenue Stream |
Invoice prefixes
To help quickly identify what an invoice is for, Kicksite adds a prefix before the invoice number for certain invoice types:
- RB: A recurring billing invoice.
- LP: An invoice generated from a Landing Page purchase.
- REG: An invoice generated from an Event registration.
- FEE: An invoice generated for a late fee.
- MISC: A one-time charge.