-
How To Articles
-
-
-
-
-
-
-
-
- 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
-
-
-
-
-
-
How To Videos
-
- 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 an Invoice
- Video: Invoicing Dashboard
- Video: Invoice Details
- Video: How to Refund a Transaction
- Video: Switch from Classic Billing to New Finances Orientation
-
Getting Started
-
FAQs / Best Practices
-
- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- 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
-
2023 Finances Uplift
A Lead Capture form enables prospective students to fill in a simple web form on your website. This form might be a request to schedule a trial class or a form to request more information about your school. When someone fills in the form and submits it, the information they enter is brought into your Kicksite account as a new prospect.
To create a new Lead Capture Form
1. On the left panel, click Marketing Tools and then click Lead Capture Forms.
2. Click the Create New button.
3. Click in the Name field and add a descriptive title for the new form.
4. (Optional) If you do NOT want the information in the form to be stored as a prospect, click Form Settings and then slide the Create Prospect Upon Submission toggle to Off. If the toggle is On, any information submitted via the form will be stored as a prospect.
5. To add a field to the form, click the Add Field button. Choose which field to add from the list.
6. (Optional) To add a custom field, click the Add Field button and click Create Custom Field. In the field that appears in the form, type a name for the new custom field and then click the Create button.
7. You can make adjustments to customize your form:
- To make a field required, click the Not Required toggle next to the field name. (Note that the name and email fields are required by default.) Required fields are indicated in the preview and on your website with an *.
- To remove a field, hover the cursor over the field and click the red X that appears in the upper-right corner.
- To change the field’s order on the form, click the up or down arrow to the left of the field name.
- To see what the form will look like on your website, click Apply to update the preview.
8. When you’re happy with the form, click the Finish button.
After you create the Lead Capture form, consider creating a Landing Page to provide more information about the form and what a prospect is signing up for. You can share the Lead Capture Form. Also, consider some of the tips to nurture your prospects.