CRM KitsSwim schools and learn-to-swim programs
Every lane, every seat. Every make-up in sight.
A lane grid for swim schools: the pool's lanes as rows, the day's time as columns, every group class placed by time with its level label, instructor and one mark per seat. Kickboard keeps swimmers, class places, waitlists, make-up credits and the school's own level ladder in one connected workspace, with swimmers kept to a first name and an age band.
Lanes by time, one mark per seat.
A class over capacity and the families with an alert lead, then the block and week, day tabs with classes and open seats, the lane grid with places, make-ups and open seats marked, and the roster of the chosen class.
Actual interface captures with fictional sample data. Open a screenshot to see it full size.
What’s in the kit
Screens
- Lane grid with classes placed by time, one mark per seat and over-capacity classes flagged
- Lesson blocks that decide which weeks have classes
- Swimmers kept to a first name and an age band, with a guardian for minors
- Class places, waitlists by class and make-up credits with same-level open seats
- The school's own level ladder with recorded level changes
- A revision-guarded timetable of lanes, levels, classes and blocks
- Insights ledgers in separate units
- Three native form drafts and three editable document templates
- Editable family checklists and a guard against children's data, access codes, logins, card numbers and Social Security numbers
four pipelines
- New swimmers · 8 stages
- Block renewals · 7 stages
- Waitlist placement · 7 stages
- Adult and private lessons · 7 stages
Optional. Install the ones that match your work, or connect drafts to a pipeline you already use.
nine workflow drafts
- Placement swim preparation
- Level label follow-up
- Class offer
- First week check-in
- Next block offer
- Renewal reply review
- Waitlist seat offer
- Offer answer review
- Adult progress check
Inactive until you review and publish them. None send customer messages.
Forms and documents
- Swim lesson inquiry
- Make-up class request
- Class waitlist request
- Class roster sheet
- Level progress note
- Block enrollment confirmation
Editable native forms and document templates. Forms collect information for staff review.
Sample workspace
Explore 26 fictional families with 47 swimmers, 45 class places, 5 waitlist entries and 8 make-up credits on a timetable of 5 lanes, 7 levels, 18 weekly classes and 3 blocks. Sample edits stay in memory and reset on navigation or reload.
No sample customers are added to your CRM.
Setup and source
- Guided setup and compatibility report
- Private rollback receipt
- AI-agent guide for customized installations
- Original editable source, configuration, and tests
How setup works
Full installation guideCheck your Seedly
Extract the kit and run the guided setup. It checks your installation and flags customized files before it changes anything.
Connect the helper
Deploy the included helper from your backend source, then build your web app and choose any starter pipelines and drafts.
Make it yours
Set school name, descriptor and default pipeline name. Then sign in and check the workflows and permissions your team uses.
Technical details and compatibility
Seedly CRM 5.8.4 · extension API 1. Node.js 20 or newer. The installer checks supported integration-file versions and does not deploy your web app or backend. The included original backend helpers are required for connected family creation, edits, the timetable and resource setup. They preserve native account permissions, unrelated custom fields and row history, refuse dates of birth, exact ages, school names, medical details, access codes, logins, payment card numbers and Social Security numbers, require a guardian for swimmers under 18, and check revisions before saving. The native form patterns are built from the same rules. Deploy them from the authoritative backend source. Pipelines and workflow drafts are optional.
One contact-linked family holds the parent or guardian, contact note and the block fee the office recorded, its swimmers as a first name, age band and the school's level label, class places, waitlist entries, make-up credits with expiry and booking, and an editable family checklist. Lanes, the level ladder, weekly classes with their capacities and the lesson blocks are the school's own timetable record.
Everything shown is what the office recorded. The kit does not book classes online, sync calendars, place swimmers, offer waitlist seats or book make-ups for you, track attendance beyond recorded make-up credits, take payments, invoice or calculate fees or instructor pay, assess swimmers or certify levels, or send messages. A level label is the school's own name for a group, not a swimming, water-safety or lifeguard certification. It stores no date of birth, exact age, school name, medical or allergy detail or photograph.
Four optional pipeline templates and nine inactive workflow drafts. 26 fictional in-memory families.
Calling, messaging, signing, payments, and external integrations depend on your Seedly installation, account permissions, plan, and configured providers. Screenshots use sample data and reference imagery. Hosting, installation, and ongoing maintenance are your responsibility.
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Questions
How do I receive the kit?
Purchase securely through Whop. Your original source ZIP and installation documentation are delivered manually to the email used at checkout. This is a one-time purchase of this kit; Seedly software, hosting, and installation services are separate.
Does this include Seedly CRM?
You obtain and configure Seedly separately. The kit adds original frontend screens, a shared theme, starter definitions, and integration instructions. It does not include Seedly’s codebase, license, hosting, or a separate CRM database.
Is this one connected workspace?
Kickboard keeps its azure lane-rope rail and pale pool-tile canvas across the kit views and the native CRM tools in the same signed-in account. Contacts, Calendar, Estimates, Documents, and other full modules retain the functionality supplied by your own Seedly installation. Existing authored content and provider screens retain their own layouts.
Can I use it with existing customizations?
Yes, with a compatibility review. The installer checks the supported integration files. Changed integration files need a reviewed merge; the included AI-agent guide explains how to preserve custom extensions, permissions, providers, and routes.
Do I have to import all the starter content?
No. Choose individual pipelines and workflow drafts, use a compatible existing pipeline, or install none. Workflows remain inactive until reviewed and published. They use native triggers, internal tasks, optional notes, and timed waits. A wait does not verify task completion or recheck the current stage. The included drafts do not send customer messages.
Can I remove the examples and starter content?
Sample records stay in memory and never create customers in your CRM. Leave sample mode to return to your account. Starter setup lets you review removal of unused kit additions; server checks retain edited or published workflows and pipelines with live work or references. Removing the frontend does not delete account records.
Can different subaccounts use different kits?
The current design and branding apply to the whole web installation. Subaccounts still separate data and access. Use a separate web installation for another full-interface kit; running different kit designs by subaccount in one installation requires additional customization.
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