New Student Profile (Beta)
The student profile is where you go to review a student and to make updates. The new student profile better organizes student information and enables you to easily make updates.
Kicksite would love to hear what you think about the new student profile. To send us feedback, click the Beta Feedback button in the upper-right corner (just under your username).
To opt in to the student profile beta:
1. Go to a student’s profile. (Start typing a name in the Search field in the upper-right corner and click the desired student’s name. Alternatively, click Students in the left panel, click List, and then click the desired student’s name.)
2. In the upper-right corner, click the Try the Beta button.
3. In the Welcome to Kicksite Beta window, read over the information, and then click the Try the Beta button.
If you want to opt out of the beta and return to the classic student profile view, go to a student’s profile (see Step 1 above), and then click the Leave the Beta button (it looks like a backward-spinning arrow).
You can opt-in and opt-out of the beta as needed.
The new student profile:
The new student profile is more interactive than the old student profile:
- When you see an upward pointing arrow, you can click it to collapse the section. Kicksite remembers your preference, and the sections will stay open or collapsed when you visit other students’ profiles.
- When you hover over information in the left column and see a pencil icon, you can click to edit that information.
On the left side of the new profile is the student’s information:
- Picture: You can add or change the student’s picture.
- Student info: The student’s name, PIN (their ID number), and status appear alongside the picture. You can click the email, phone, or text icon (under the status) to communicate with the student.
- Bio: In the Bio section, you see gender, birthdate, address, email, phone, and belt size. The Tags section enables you to add a keyword to the student to help group students; type the tag name and then press Enter/Return to save the tag. (Note: Tags are new, and aren’t fully functional yet. The Tag functionality will be expanding with upcoming updates, however.)
- Programs & Ranks: Shows the student’s current program(s) and rank(s). Click Add & Remove to add a new program and rank or delete a current program and rank.
- Contacts: Parent/guardian and emergency contact info appear here.
- Family: If the student is part of a family, the other members of the family appear here. Click View Family to go to the Family page.
- Notes: Any notes you’ve added to the student appear here.
- Calendar: Any appointments or tasks you’ve set with this student appear here. Click Add New to add an appointment or task with the student.
- User Account: Shows the username, email, and password (which appears as asterisks) if the student has an active user account. (Click the Learn More link to watch a video about the student user account.) If the student does not yet have a student user account, this section shows the student’s automatically generated username and their email. You can deselect the check marks if you do not wish the student to have access to one or more items in their student user account (for example, deselect Invoices and Payments, and the student will not be able to see financial information). Clicking Create User Account establishes the student user account and sends an email to inform the student. This email provides a temporary username and password, which the student can change after logging in for the first time in My Info. (Click the following link for more information about the User Account section.)
On the right are modules that show the student’s relevant information. At the top, you can click the module name to show only that module, or click Show All to see all modules.
- Communication: Shows any general announcements or communications sent to the student.
- Memberships: Shows a list of all memberships attached to the student. You can click Add New to add a membership to the student. Click Individual or Family to view the student’s membership or family membership. (If your school is part of an association, you may also see an Association tab.) Click Deactivate or Activate to change the status of a membership.
- Finances: Shows recent financial information. Click Transactions, Invoices, Recurring Billings, or Reports to see the most recent items. On the Transactions tab, you can click the Actions drop-down list to Process a Transaction or Record a Payment. If you are on the Invoices or Recurring Billings tabs, you can click Add New to add a new invoice or recurring billing.
- Attendances: Shows the student’s recent attendances. Click Actions to add a new attendance. Click Awards to view the month(s) that the student earned an attendance award. Click Log to view the list of recent attendances. Click View More or View All to see more attendances. Click the check box next to an attendance and then click Delete to remove that attendance.
- Promotions: If the student has a program with multiple ranks attached, you will see the student’s current rank displayed, along with the number of days at rank and the number of classes attended at the current rank. Click Inactive to see the list of all past ranks and promotions. Click Add New to promote the student to their next rank.
- Events: Shows a list of upcoming events and if the student has registered for the event. If the event is a belt testing event, shows if the student was promoted from the event. You can click in the Search box and type the name of an event to find a particular event. Click View More to see more events.
- Agreements: Shows any agreements that the student has signed. You can click Add New to send the student an agreement to sign. Click View More or View All to see all agreements the student has been sent and/or signed.
- Documents: Shows any documents you have uploaded to the student’s profile. Click Upload to upload a document to the student’s profile.
- Comments: Shows a list of all comments for the students. Comments are automatically generated by changes to the student (for example, if the student is frozen). Click Filter By to show only relevant comments, depending on what you choose from this drop-down list. Click Add New to add a comment. Click the red trash can icon to delete a comment. Click View More or View All to see more comments.
- History: Shows a list of all changes made on the student’s profile or to the student. Click View More or View All to see more of the history entries.