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How to Track Attendances for Trial Memberships

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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.

First Steps

Make sure you set up an employee account for running the Student Check-In screen. You may also want to create a shortcut to the Student Check-In screen. To gather the prospects using the trial memberships, create a trial membership sign up form. You can also consider checking out creating a Lead Capture Form and creating a Landing Page with the updated BizBuilder.

 

How to access the 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 as a security measure.

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

To see attendances from your Trial Memberships:

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

To find a list of your prospects on a Trial Membership (current and expired):

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