Questions and answers
What people ask about Sidekick Apps, sorted by topic.
Getting started
What is Sidekick Apps?
Sidekick Apps is business management software from Sidekick Solutions LLC. It is one platform with a product for each industry. Every product shares leads, clients, billing, payments, marketing and reports.
Who is Sidekick for?
Local service businesses, membership businesses and payment companies. Agencies and contractors use Sidekick CRM. Schools, studios, gyms and youth programs use the membership products.
Which products can I use today?
Sidekick MAS, for martial arts schools, is open now. Sidekick Payments is available to any business. CRM, ISO, Studio, Gyms and Youth are coming soon.
How do I get started?
Register from the Sidekick MAS card on the home page. For any other product, book a demo with the contact form and we will reach out.
Can I see Sidekick before I sign up?
Yes. Book a demo and the Sidekick team will walk you through the product for your industry. The features page also shows real screens.
Products
Does Sidekick work for businesses without members?
Yes. Sidekick CRM is built for businesses that grow from leads. It tracks lead sources, pipelines and follow-up instead of memberships.
What does Sidekick MAS do?
Sidekick MAS runs martial arts schools. It handles belt promotions, class attendance, memberships, family billing and a parent portal.
What will Sidekick Studio, Gyms and Youth do?
Each one shapes the same platform for its industry. Studio serves class-based studios, Gyms serves fitness clubs, and Youth serves youth sports, recreation and camps.
What is Sidekick ISO?
Sidekick ISO is for independent sales organizations and payment agents. It covers merchant onboarding, portfolios and residual tracking.
What is Sidekick Payments?
Sidekick Payments provides merchant services: card processing, payment terminals and point-of-sale systems. It works for businesses of every size.
Members and clients
Can I keep a family together in one record?
Yes. People are grouped into households with their guardians and contacts. A family's members, documents and purchases sit together.
Do my customers get their own login?
Yes. Each business gets a customer portal at its own web address. Customers sign in to see charges, sign documents and update their details.
Can customers sign documents online?
Yes. Agreements and waivers are signed online, from a link or inside the portal. Each signed copy is kept with the person's record.
How does Sidekick track leads?
Every lead keeps its source, such as a form, a campaign or a walk-in. The Opportunity Maximizer moves each one from first contact to appointment, trial and sale.
Does Sidekick track attendance?
Yes. Members check in at a front-desk kiosk or are marked on a roster. Check-in confirms that the member's plan covers the class.
Billing and payments
Does Sidekick handle recurring billing?
Yes. Memberships bill on their schedule, with invoices and receipts. Past-due balances show on the member's record.
Can I take cards in person and online?
Yes. The front desk takes cards at the cashier and the point of sale. Customers can also pay online through their portal.
How are refunds and mistakes handled?
A refund or a correction is recorded as its own entry. The original charge stays on file, so the history always adds up.
Is payment history ever deleted?
No. A person with payment history is marked inactive, never deleted. Every number in a report traces back to its transaction.
Can I sell products and run an online store?
Yes. Sidekick includes a front-desk point of sale and an online store. Families can also shop from inside their portal.
Locations, languages and staff
Does Sidekick work with more than one location?
Yes. One account can hold many locations. Staff switch between them with a single login.
Can one login reach more than one business?
Yes. An owner or instructor who works at two businesses uses one login. Each business's records stay separate.
What languages does Sidekick support?
English, Spanish, French and Portuguese. Each person picks their own language.
Are dates and money shown the local way?
Yes. Dates, numbers and money follow each business's country. A Brazilian school shows Brazilian dates and reais to everyone who reads it.
Can I limit what each staff member sees?
Yes. Owners, managers, staff and the front desk each get the screens their job needs. Money figures show only to roles allowed to see them.
Security and data
Is my business's data kept private?
Yes. Each business's records are kept apart from every other business. Access is checked in the database itself, as well as on the screens.
Who can see revenue and money reports?
Only the roles you allow. Staff without that permission still see their reports, with every money figure withheld.
What happens when a member leaves?
They are marked inactive, and their history is kept. Payments, documents and attendance stay on record.
Do parents at two schools share one login?
No. A parent gets a separate login at each school, even with the same email. One school never sees another school's families.
Are portal passwords protected?
Yes. Passwords are stored as one-way hashes, never as plain text. Repeated wrong attempts lock the login for a while.
