Managing Prospects

Adding Trial Memberships
Adding a trial membership is easy with Kicksite. There are three different ways to create a trial membership for prospects: Active Prospects Page The fi...
Sat, Mar 31, 2018 at 10:40 AM
Tracking attendances for Trial Memberships
Once a prospect starts on a trial membership, they are automatically assigned an ID number. This allows the prospect to log their attendance alongside your ...
Tue, Mar 27, 2018 at 11:22 AM
Prospect Detail Settings
To manage Prospect Assignment Emails and the sources the prospects were received from, hover over Settings, then click on Prospect Details. When a prospe...
Tue, Mar 27, 2018 at 11:25 AM
Archive Prospects
Archiving prospects is used when a prospect (a lead) is no longer being pursued. Prospects are free to have, but they do utilize space. Meaning, that the mo...
Tue, Mar 27, 2018 at 11:45 AM
Reactivate a Prospect
To reactivate a prospect that has been archived, hover over Prospects and click on Archived Prospects. On the right side of the box of the prospect you ...
Tue, Mar 27, 2018 at 1:00 PM
Appointments and Tasks
The student name links to the student’s profile. The Staff Assigned link enables a quick change of assignment. To begin or edit a Trial Membership, Appointm...
Tue, Mar 27, 2018 at 1:05 PM
To Dos Settings
You can use the To Dos settings if you would like your employees to receive daily emails any time they have a task or appointment. You can also use this pag...
Wed, May 2, 2018 at 10:17 PM