Your first month with QuickKicks: a week-by-week plan

Most schools are fully running in three to four weeks. Your Admin › Setup page tracks the required steps, and the banner on your Dashboard shows how many are done.

Week 1: set up

1. Admin › Settings › School details: business name, web address, time zone and currency.
2. Admin › Settings › Vertical & vocabulary: your type of school, which sets the words QuickKicks uses.
3. Admin › Settings › Appearance & branding: logo, theme and accent color.
4. Admin › Settings › Payments & payouts: connect Stripe.
5. Admin › Settings › Ranks & progression: match your current ladder exactly.
6. Admin › Settings › Programs: create your programs and prices.
7. Admin › Settings › Locations, if you have more than one site.
8. Programs › Classes: add every recurring class, then check Programs › Schedule.
9. Admin › Settings › Staff users: invite your staff and pick their roles. Ask each person to turn on two-factor sign-in under Admin › Settings › Account security.
10. Communications › Waivers: set up your waiver template and check the preview.
11. Admin › Settings › Public site: set up your website, or use Embed widgets on the site you already have.

Week 2: bring your data over

1. Go to Admin › Setup › Import your existing roster and pick your old system for export steps.
2. Import students and families, then memberships, then belts and ranks. Each import shows a preview first.
3. Spot-check ten families. Fix anything that looks off.
4. Tell families a switch is coming and to watch for an email from your school.

If getting the files out is a hassle, email them to support@quickkicks.app and the QuickKicks team will import them for you.

Week 3: families add their cards

1. On Re-collect cards, send every family a secure link to add their card.
2. Imported memberships stay pending with no charge until each parent adds a card, then billing starts on the first charge date you set.
3. Families who have not added a card get reminder emails after about 3 and 7 days. After 14 days the membership is flagged for your staff, so call the stragglers.
4. Use Send portal invite on a family's account page for anyone who cannot sign in.

Week 4: go live

1. Turn off billing in your old system before your first QuickKicks charge date, so nobody pays twice.
2. Watch Money › Billing and Money › Failed payments for the first charges and any failures.
3. Run a full week of attendance in QuickKicks and train your team on the kiosk.

After the first month

• Set up your first journey under Communications › Journeys, such as Lead welcome or New member onboarding.
• Look at Admin › Settings › Automations for trial follow-up and attendance drop-off.
• Read the At-risk report (/reports/at-risk) every week. Block 30 minutes on Monday.

When to ask for help

Use Admin › Support in your console, or email support@quickkicks.app.