How to Use the Student List / Member List

The Student List (or Member List, for some Kicksite users) is a central hub where you can perform daily tasks and bulk actions. Instead of navigating to many separate sections of the system, you’re now able to send bulk Payment Method Invites, change Student/Member Status, send Member Portal Invites, and more from the Student List.

Along the top of the Student List are the dark gray action buttons. Some of these apply filters; all of them let you perform a bulk action on the people you select. When first loading into the Student List, no actions are selected. You can use the filters section – these let you pare down to the people you want – but keep in mind that selecting an action will override any previous filters.

To remove filters, click “Clear” below the filters section. To remove the action you’ve selected, click “Cancel” at the bottom of the screen, next to the yellow action button. Instead, you could select a different action button.

To print barcode key tags or labels for check in, click the three yellow dots next to the “Search Students” box.

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Actions

Send Payment Method Invites

(Only for schools with a Merchant Provider)

This is the fastest way to get Payment Methods (credit cards or ACH) into your system. People are emailed a form for their credit card or ACH information. Once the form is filled out, that Payment Method will be attached to that person’s profile and is ready to use for future payments.

1. Click “Send Payment Method Invites.” This applies two filters:
   • Has email address – You can only send an Invite if there’s an email for it to go to.
   • No Payment Method – You can remove this if you’d like Students/Members to have multiple Payment Methods on file.
2. (Optional) Apply any additional filters.
3. Select the people you want to send Invites to.
   • You can use “Select All” at the bottom left of the screen, or click on the box behind each Student/Member to select them.
   • Clicking a card (the box behind each Student/Member) a second time will de-select it. There’s also a Deselect All button for convenience.
4. Click the yellow “Send Payment Method Invites” button at the bottom of the screen.
5. A confirmation screen will appear with the number of Students you’ll send to. Click “Send Invites” to send emails.
6. The final screen shows the emails’ progress. Anyone that couldn’t be sent an email will be listed, with the reason why the email couldn’t be sent.
   • You can exit this progress screen at any time – the action can’t be canceled.

Mass Check In

Check in a group of Students instead of using the Kiosk Check In screen. You can choose any date or time. For example, you can retroactively add attendances for a morning class at the end of the day.

1. Click “Mass Check In.” This applies two filters:
   • Active – Only Active Students can check in.
   • Not Checked In Today – Students who have already attended a class today are removed by default to make your selection easier. This filter can be removed if you allow Students to attend more than one class a day.
2. Select at least one Program and click the yellow “Apply” button.
   • When selecting a Program, all of its ranks are also selected. You can remove ranks by clicking them in the Ranks drop down menu, or by clicking the X next to each Rank’s bubble in the Filters section.
3. Select the people you want to Check In.
   • You can use “Select All” at the bottom left of the screen, or click on the box behind each Student/Member to select them.
   • Clicking a card (the box behind each Student/Member) a second time will deselect it. There’s also a Deselect All button for convenience.
4. Click the yellow “Continue Check In” button at the bottom of the screen.
5. Choose the date and time of this Check In.
6. If any Students you’ve selected have more than one Program, select the correct Program for this Attendance using the drop-down menu.
7. Click the yellow “Finish Check In” button.
8. The final screen shows the Check In’s progress. Anyone that couldn’t be checked in will be listed.
   • You can exit this screen at any time – the action can’t be canceled.
   • You can also navigate to the Attendance Log from this screen.

Change Status

Quickly change the status of Students/Members.

1. Click “Change Status.” No filters are applied automatically.
2. (Optional) Apply filters.
3. Select the people you want to change the status of.
4. Click the yellow “Change Status” button at the bottom of the screen.
5. A screen will appear to choose the new status for all the people you’ve selected.
   1. If you’re inactivating, any Students/Members who have Recurring Billings will not be inactivated. You must go to these people’s profiles to take care of their finances before inactivation.
   2. If you select people of multiple statuses, they will ALL be changed to the new status you choose. For example, if you choose 2 Inactive Students, 2 Frozen Students, and 3 Active Students, and then change them “Active,” the Active Students won’t be affected, and the Inactive and Frozen Students will become Active.

Delete People

This is the best way to bulk delete Students. Please exercise caution – This action cannot be undone.

After a Student/Member is deleted, any invoices or financial information associated with them will remain. However, the Student’s name will no longer be a link, and no new invoices can be made for this Student.

1. Click “Delete People.” No filters are applied automatically.
2. (Optional) Apply filters.
3. Select the people you want to delete.
4. Click the yellow “Delete People” button at the bottom of the screen.
5. A screen will appear to confirm your action before deletion.
6. If you choose to continue, the final screen shows a progress bar as Students/Members are deleted. Anyone who couldn’t be deleted will be listed at the bottom, with the reason why deletion failed.
   • Students/Members that have open Invoices cannot be deleted. You must go to these people’s profiles to take care of their finances before deletion.

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Filters

Combining filters is a fast and easy way to narrow down your Student List. After clicking a filter, it will appear in a bubble with a dotted line. Filters won’t actually be applied until the yellow “Apply” button is clicked. Similarly, clicking the X on any filters you’ve applied will remove them after clicking “Apply.” Click “Clear” to remove all filters.

You can use as many filters as you want; if no Student cards remain, that means no one meets that combination of filters. For example, if you select “Has Payment Method” and “Has Past Due Invoices,” only Students with both of those things will be shown.

There are two exceptions to this:

• Status
  • For example, selecting both “Inactive” and “Frozen” will show Inactive and Frozen students.
• Programs/Ranks
  • Similarly, selecting both “Tae Kwon Do” and “Karate” will show the Students in Tae Kwon Do and the Students in Karate.

Attendance

• Absent

Finances

• Has Payment Method or No Payment Method
• Has Past Due Invoices
• Has Recurring Billing or No Recurring Billing

Status

Dots next to each Student’s profile picture also indicate their status.

• Active (green)
• Inactive (gray)
• Frozen (blue)

Memberships

• No Membership
• Expiring Membership (within 30 days)
• Expired Membership

Agreements

• Has Signed Agreement
• No Signed Agreement

Profile

• Has Email Address or No Email Address
• Has Phone Number or No Phone Number
• Has User Account or No User Account

Programs

This is a list of all the Programs you have at your school.

Ranks

After selecting a Program, you can select from its Ranks in this menu. All Ranks are selected by default – click on one to deselect it. If you’ve selected multiple Programs, Ranks for each Program will be shown, grouped by Program.