Tracking Attendances for Trial Memberships

April 16, 2019

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After a prospect starts a trial membership, they are automatically assigned an ID number. This allows the prospect to log their attendance by using their ID number on the Student Check-In screen.

 

Student Check-In Screen:

  1. From the dashboard, click Attendance on the lefthand sidebar, then click on Check In Screen. From within Kicksite, hover over Attendance, then click Student Check-in Screen.
  2. You will be prompted to log in again.

*A best practice is to create a separate “employee” account solely for attendance.

To see all of the attendances from your Trial Memberships:

  1. From within Kicksite, hover over the Prospects menu and click on Trial Attendance Log.
  2. This page shows all Trial Attendances, including:
  • The prospect’s name
  • Trial terms
  • The date and time of the attendance

To find a list of all of your prospects on a trial membership (current and expired):

  1. From within Kicksite, hover over the Prospects menu and click Trial Membership.
  2. This page displays all of the Trial Memberships and includes:
  • The start and end dates of the Trial Membership
  • The current number of attendances
  • The attendance limit for the trial period
  • The trial membership status (Current or Expired)

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