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How to Track 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.

 

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)

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