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, Appointments, or Tasks, click the link and a pop-up screen will enable an employee to make changes right from the Prospects screen. Under the Bob Smith prospect, note that next to Appointments, the system will indicate if the appointment is Confirmed.
Figure 1: Prospects Summary with Appointments and Tasks
The Appointments pop-up is shown in Figure 2. In this pop-up, the date, description, assignment to personnel, and viewability are set. This appointment will be shown on the appointments section once the appointment is set. The same is true for Tasks. An email notification will be sent to the Prospect as soon as an appointment is scheduled. The prospect will have the ability to confirm or decline the appointment immediately from the email.
Figure 2: Prospects Summary with Appointments and Tasks
On the right side of the screen is a section that summarizes the prospect appointment summary as well as tasks that have been assigned, such as follow up emails. The Appointments and Tasks section of the screen will show details of upcoming appointments and tasks set for students.
Figure 3: Prospects Summary with Appointments and Tasks
Figure 4: Appointments
Appointments and Tasks will be ordered by Overdue dates first and below will be current items. This is a failsafe for the studio that appointments and tasks are not missed. To find all of the Appointments and Tasks in Kicksite, click on To Dos in the upper right corner menu.
Figure 5: Tasks
The appointments and tasks can be exported and linked to a calendar on a personal system for mobile tracking and updates. Click on Export to get access to the URL. The link can be used in iCal, Outlook, and Google. Instructions for how to link and the calendar link will be available on the screen as seen in Figure 6.
Figure 6: Calendar Export Screen