Our November 2 update brings a new Leads page, AI that builds workflows for you, and new features for parents, attendance, messaging, the eStore, testing and staff, plus a few new names. Here's a quick look at each one and where to find it.
In this update
Leads: Lead list and follow-ups · Lead overview
Members & student app: Parent logins · Student app QR code · Larger QR code labels · Status filter for group members
Home & attendance: Attendance on your home dashboard · Calendar opens at your first class · Attendance by student
Messaging: One message, many 1:1 chats · Copy announcements · Find any text conversation · Text opt-outs
eStore: Your own product categories · Options in the orders list · Cost and profit · Put items back in stock
Events & testing: Event export with payments · Mark invited students as paid · Add payment from the candidate list
Payments: See which memberships a new card will pay for
Staff & workflows: Copy clock-in records · Access levels for new staff · Build workflows with AI · Grant rank step · Add leads to a workflow · Start from a text keyword · Choose the form and check age · Support chat in the workflow editor
Leads
Follow up with every lead in one place
The new Leads page shows where each lead stands: New, Contacted, Trial or Enrolled. NextKick flags leads that need a next step, such as leads with no contact 48 hours after they came in, trial no-shows, and trial students who haven't enrolled after 7 days. Open a lead to log a call, text, email or visit, see their activity, edit their source, mark them as lost, or add them to a workflow.
Where: Leads › Lead list
Lead overview
See new leads, enrollments and your conversion rate for any period, with a conversion funnel and the enrollment rate for each lead source.
Where: Leads › Overview
Members & student app
Parents can log in with their own email
Give a parent their own student app login. Turn on App login for the parent and set a password. They sign in with their own email, see their children's profiles, and the app shows Signed in as guardian with their name.
Where: Accounts › Profiles › open the student › Member Info › Member details › Edit › Parents Contacts › App login
Learn more: https://help.nextkick.ai/en/articles/17770250-how-to-let-parents-log-in-to-the-student-app
Student app QR code and printable poster
Help families get the app right at the front desk. One QR code opens the App Store on iPhones and Google Play on Android phones. Copy the download link, or save a one-page PDF with the QR code to post at your school.
Where: Your profile menu at the top right › Student App QR
Learn more: https://help.nextkick.ai/en/articles/17315551-how-can-i-send-students-an-invitation-to-download-the-app
Larger QR code labels
Print QR code labels in a Large size for Avery 5162 sheets (4" × 1⅓", 14 labels per sheet), as well as the Standard Avery 5160. NextKick remembers the size you used last on that computer.
Where: Accounts › Profiles › select students › Actions › Download QR code labels › Label Size
Filter by status when adding group members
When you add members to a group, you can now filter the list by Status.
Where: Accounts › Groups › Add Group Members
Home & attendance
Attendance on your home dashboard
See check-ins for Today, the Last 30 days and This month in Member Overview. Schools with an after-school program also see After School Attendance. Click a number to open Attendance History for the same dates. The numbers count check-ins, not students.
Where: Home › Member Overview › Attendance
Calendar opens at your first class
The Week and Day views now open at the earliest class of that week or day instead of 12 AM. Scroll up to see earlier hours. Today's Day view still opens at the current time. Tests now show at their actual time, like classes.
Where: Schedule calendar › Week or Day
See attendance by student
Attendance History has a new By student view. It groups check-ins by student and shows each student's number of check-ins and last check-in. Switch to By check-in to see every check-in. You can also pick Last 30 days as a quick date range.
Where: Attendance › Attendance History › By student
Messaging
One message, many 1:1 chats
Pick students from a list, or click Select all, and each student gets the message in their own 1:1 chat. Choose a group instead to send one group chat.
Where: Communications › Conversations › Live Chat › New message
Copy announcements
Copy an announcement to reuse it. The copy stays hidden from students until you save it, so you can update the dates and text first.
Where: Communications › Announcements › copy icon on the announcement
Find any text conversation
The Text (SMS) tab now shows how many conversations you have and searches all of them by name or phone number.
Where: Communications › Conversations › Text (SMS)
See who opted out of texts
When a member replies STOP to one of your texts, NextKick now marks their number as SMS opted out, with the date. When you send a text, NextKick tells you how many recipients won't receive it. To get texts again, the member must text START from the same number. Admins can't turn it back on. You can also filter members by Text delivery to see who opted out.
Where: Member profile, and when you send a text
eStore
Your own product categories
Add, rename, delete and reorder your eStore categories. Families see the same categories, in the same order, as filters in the student app. Your current Uniform, Equipment and Other categories stay as they are.
Where: eStore Products › Manage Categories
Options in the orders list
The orders list and Export now show the options and quantity of each item, such as "Uniform (White: M) × 2", so you don't need to open each order.
Where: eStore Orders
Track cost and profit
Enter what you pay for a product in the new Cost field, or set a different cost for each option. NextKick then shows the profit per item and the total profit from paid orders placed after you entered the cost. Profit uses the list price before tax. Coupons, credits and fees aren't included. Students never see your cost.
Where: eStore Products › add or edit a product › Cost
Put items back in stock
When you refund an invoice that includes eStore items, choose how many of each item to put back in stock. To cancel an order that hasn't been paid, void its invoice. Voiding puts the items back in stock automatically.
Where: When you refund an invoice › Restore inventory
Learn more: https://help.nextkick.ai/en/articles/17589577-how-to-refund-or-void-an-invoice-in-nextkick
Events & testing
Event export with payments
Export a whole event in one file. You get a sheet for each session with each student's session fee, and a Payments sheet with the registration fee, late fee, discount, total and amount paid for each invoice.
Where: Event › Candidates › Actions › Export
Mark invited students as paid
For invite-only tests, select Invited students and change their status to Paid when they pay cash on the day. NextKick creates the invoice and records the cash payment without emailing the family.
Where: Testing › Candidates › Status update › Paid
Add payment from the candidate list
Students without an invoice, such as those promoted without registering, now have Add payment in the Invoice column. It opens a payment window with the testing fee already filled in.
Where: Testing › Candidates › Invoice column › Add payment
Payments
See which memberships a new card will pay for
When you add a card or bank account for a member, or make one the default, NextKick lists each membership that will switch to it, with its next payment date. Click Apply to Memberships or Not now. Memberships paid by cash, check or store credit don't change. Families see the same list in the student app.
Where: Member profile › Payment Info › add a payment method, or ⋮ › Set Default
Staff & workflows
Copy clock-in records to other days
Copy a staff member's shift to other days in one step. Days that already have a record at that time are locked. Only the school owner can copy records.
Where: Staff › Clock-In / Out › open a record › Copy to other days
Access levels for new staff
New staff now get default permissions based on their role, with two new access levels: Business Manager for Managers and Program Lead for Masters. Existing staff keep their current permissions. Only the school owner can change staff permissions.
Where: Staff › Staff Members › Add staff
Learn more: https://help.nextkick.ai/en/articles/17680241-how-to-add-staff-and-set-their-permissions
Build a workflow by describing it
Describe what you want in plain words, such as "When the status changes to Lead, send a welcome email, then a text 3 days later," and AI drafts the workflow for you. Check what AI decided, then open it in the editor. To change a workflow later, click Edit with AI and describe the change. The workflow is saved as a draft, and nothing goes out to members until you save and activate it.
Where: Marketing Tools › Workflows › Add workflow › Describe what you want in words
Grant a rank in a workflow
The new Grant rank step gives members a rank automatically, such as a white belt when they sign up. Members who already have that rank, or a higher one in the same rank system, are skipped. Ranks are never lowered.
Where: Marketing Tools › Workflows › open a workflow › add a step › Grant rank
Add leads to a workflow
Select leads on the Lead list and click Add to workflow. The workflow must be active and start with When staff add a lead from the Leads screen.
Where: Leads › Lead list › Add to workflow
Start a workflow from a text keyword
Choose When a member texts a keyword as the start and enter a word, such as TRIAL. The workflow starts when a member texts just that word to your school's number. Upper and lower case don't matter. Opt-out and help words like STOP or HELP can't be used. Your school needs a texting number (two-way SMS) for this to work.
Where: Marketing Tools › Workflows › open a workflow › Start › When a member texts a keyword
Choose the form and check age
A workflow that starts when a form is submitted can now start from one form you choose. Leave it empty to start on any form. A new condition, Is the age within a range?, sends members down the Yes or No path by age.
Where: Marketing Tools › Workflows › open a workflow › Start, or add a Condition
Support chat in the workflow editor
Ask our AI support assistant a question while you build a workflow. The chat button now shows in the workflow editor too, and moves aside when a step's settings are open.
Where: Marketing Tools › Workflows › open a workflow › chat button at the bottom right
New names
Class Management is now Program Management. Add Class Template is now Add Program, and New Class in Create Schedule is now New Program.
After School: a parent's no-pickup request now shows as No Ride, and the student app button is now Request No Pickup.