How Can We Help?
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How To Articles
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- How to Create a Family
- Student Profile
- How to Update a Student's Information on the Student Profile
- How to Inactivate or Freeze on the Student Profile
- How to Use the Student List / Member List
- How to Use Student Sign-Up
- How to Create a New Student
- How to Create and Add Awards
- Prospect and Student Statuses
- How to Use Agreements
- How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
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- How to Use the Kiosk Check-in Screen
- How to Create a Kiosk Check-in Screen Shortcut (Chrome)
- Tip: How Do I Print PINs for Student Attendance Check In?
- Tip: How to Use a Kindle Fire Tablet for the Kiosk Check In Screen
- Best Practice: How to Create an Employee Account for Attendance
- How to Use Mass Check In
- How to Print Barcode Labels for Attendance Check In
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How To Videos
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Getting Started
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- Step 1: Get Up and Running with Kicksite
- Step 2: Customize Settings to Work for Your School
- Step 3: Basic Kicksite Tasks
- Step 4: Get Finances Set Up
- Step 5: Bring in New Students with Marketing Tools
- Step 6: Keep Students Connected
- How to Create a New Membership Template
- How to Create a New Student
- How to Use the Programs Section (Ranks Overview, Eligible to Promote, Promotions)
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FAQs
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- Best Practice: How to Create an Employee Account for Attendance
- Best Practice: How to Add Revenue Streams
- 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 Kiosk Check In Screen
Video: Switch from Classic Billing to New Finances Orientation
Last Updated
Watch the video below for an orientation on switching from Classic Billing to the New Finances.
Please note: This video is NOT a tutorial or training; the purpose of this video is to provide a bit of background on why things have changed and to orient Classic Billing users so they can more easily navigate the new experience. Click here for the uplifted finances training video on YouTube.
Below the video, we included links to the how-to articles for the main tasks in Finances. You can find all other how-to articles on the main Knowledge Base page, under the Uplifted Finances (Limited Availability) category.
New Finances how-to articles:
- Overview of the Finances page
- How to update Finances Settings and how to add items to the Inventory
- How to add a recurring billing and understanding recurring billings
- How to add a payment method
- How to add an invoice
- How to pay an open invoice
- How to refund a payment, void or credit an invoice, or update a recurring billing