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How To Articles
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- 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
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How To Videos
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- 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: Billing Settings
- Video: How to Refund a Transaction
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*Getting Started*
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Community
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FAQs / Best Practices
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Payment Reasons
- Tip: How to Remove Unpaid, Inactive Recurring Billings
- Tip: How to Create a QR Code for a Landing Page
- 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
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Webinar Recordings
Automated messages can be set up to run when specific things happen (for example, when a student’s membership is expiring or a student’s birthday is approaching).
Click the following link to watch the video about how to set up Automated Messages.
To set up Automated Messaging:
1. On the left panel, click Communications. (Alternatively, from within Kicksite, click Communications.)
2. Hover over Messages and click Automated Messaging.
3. To turn on automation, click on the toggle button next to the desired category. You can choose to send an email and or text message to the recipient.
4. Enter a number (in days) for when you want this alert to be sent after the trigger (for example, triggered 1 day after you add a new student).
Note: If the box is left empty or 0 is input, the alert will be sent immediately.
5. Enter a number (in days) for how often you want to send another email to remind the recipient.
6. (Optional) To send a text message, toggle Send SMS to On, and then type the message in the SMS field.
7. (Optional) To send an email, toggle Send Email to On, and then type a subject for the email and the customized body of the email.
- Within the body text area, you can add special tokens (accessible at the top-left corner of the text editor) to personalize the emails you send.
- These “hooks” or snippets of text will be converted when the email is sent. (For example, ((student_name)) will be converted to John Doe, or ((membership_program)) will be converted to My Membership Program.)
Available hooks:
- ((student_name))
- ((prospect_name))
- ((last_class))
- ((membership_program))
- ((membership_end_information))
- ((school))
- ((event))
- ((event start))
- ((invoice_id_number))
- ((invoice_total_due))
- ((recurring_invoice_date))
- ((recurring_invoice_total))
8. When you are finished updating and customizing the automated messages, scroll to the bottom of the page and click the blue Update Automation Settings button.