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How to Create a New Student

 

When a new student joins your school, you can add them in Kicksite on the Add New Student screen.

 

First Steps

Before you enter new students, make sure you have set up programs and belt ranks, as well as set up memberships. You may also want to enter an agreement or waiver template so you can attach and send the agreement to your new student.

 

To add a new student:

1. On the left panel, click Students, and then Add New Student. From within Kicksite, hover over the Students tab and click New Student.

2. In the New Student screen, fill out the student’s information.​

    • The system automatically fills in the ID number. (You can change the ID number if desired; if the number is unavailable, the system will alert you.)
    • The First Name and Birthdate fields are required.
    • The other fields are optional.

3. To give the student a program and rank, select the check box next to the desired program, and if needed, use the drop-down list to select the correct rank. (The rank defaults to the first rank, so for a new student starting at White Belt, you won’t need to change the rank.)

​4. (Optional) To add notes about the student, click the link beside Notes or Medical Information. You can then type any relevant information in the text field.

5. (Optional) To add a photo of the student, click the Choose File button. (To upload the photo, it will need to be saved on your device.)

6. (Optional) To send text messages to this student, select the Send SMS (Text) Notifications check box and enter the phone number in the Mobile Phone # field.

7. Click the Add Contact Information link to add more contact info to the new student.

8. Enter the email address in the Email Address field. You can select the type of email from the drop-down list (Home, Work, or Other).

9. (Optional) Click the Select Communications for This Email address link to restrict the types of emails that will go to this email address. (For example, if this is a minor student’s email, you deselect the check boxes under Financial so the student will not receive invoice notifications.)

10. (Optional) Enter a phone number in the Phone Numbers field; select the type of phone from the drop-down list.

11. (Optional) Enter the physical address in the Street, City, State, and Zip fields.

12. (Optional) Fill in the Parent/Guardian Information section; enter an Emergency Contact name and phone number.

13. (Optional) Click the Add Initial Membership link to select the student’s membership.

14. (Optional) Click the Add Agreement link to send the student an agreement. Click the Record First Payment link to enter a payment made. If you have billing with Kicksite, you can click the Add Recurring Bill link to set up automatic payments.

15. When you’ve filled in all the necessary information for the student, click the Create Student button.

 

What’s Next?

As you enter a new student, you may want to add an agreement to the new student. You may also want to start using the Student Check-In screen to track attendance.

 

Next How to Create a New Prospect