Get your business settings just right!
From business details and locations to forms and waivers - discover how to customise every key setting in Kenko CRM with ease.
## Browse Collection 1. [How to update business and location settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings.md) (Video) 2. [How to update payment and invoice settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Mdwgr7dLAlw-how-to-update-payment-and-invoice-settings.md) (Video) 3. [How to update global class settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings.md) (Video) 4. [How to update global appointment settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings.md) (Video) 5. [How to update global course settings](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/Iu7WnYeBiXA-how-to-update-global-course-settings.md) (Video) 6. [How to set up cancellation & no-show policy](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/IO4DDRFzeAw-how-to-set-up-cancellation-no-show-policy.md) (Video) 7. [How to set up taxes](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/5ifdk9RQuZU-how-to-set-up-taxes.md) (Video) 8. [How to set up waiver and agreements](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements.md) (Video) 9. [How to auto-add contacts across all locations](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/OQRTndoeE90-how-to-auto-add-contacts-across-all-locations.md) (Video) 10. [How to enable customer gender and pronouns options](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/J9adU2wuWgc-how-to-enable-customer-gender-and-pronouns-options.md) (Video) 11. [How to customise customer sign up form](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/w7ibsiRBnKQ-how-to-customise-customer-sign-up-form.md) (Video) 12. [How to create customer tags](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/7ASaq4TpOXU-how-to-create-customer-tags.md) (Video) 13. [How to create lead stages and lead sources](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/XxuJ22OBFTI-how-to-create-lead-stages-and-lead-sources.md) (Video) 14. [How to manage staff roles and privileges](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/tUiaiqi2ScM-how-to-manage-staff-roles-and-privileges.md) (Video) 15. [Creating Shareable and Embedded Forms on Bookee](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/nxpaw0gh6aQ-creating-shareable-and-embedded-forms-on-bookee.md) (Video) 16. [Creating an Automated Activity-Based Form on Kenko](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/dGNFdswFYmc-creating-an-automated-activity-based-form-on-kenko.md) (Video) 17. [Customizing App and Website Settings: Design, Credits, Labels, and Embedding](https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/0ERJFPL6MJI-customizing-app-and-website-settings-design-credits-labels-and-embedding.md) (Video) --- # VIDEO: How to set up waiver and agreements ## METADATA - id: tLIX3QHqI8OG63699wtM8w - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=0 text: Before you go live on Kenko, it's absolutely essential to create your liability waivers and membership or course agreements. - time: 00:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=7 text: These documents legally protect your business, clearly communicate expectations, - time: 00:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=11 text: and ensure customers acknowledge important terms before using your services. - time: 00:16 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=16 text: They also help you stay compliant and avoid disputes later. - time: 00:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=20 text: Let's walk through how to set them up. - time: 00:24 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=24 text: To get started, head to general settings. - time: 00:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=27 text: Agreements, - time: 00:29 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=29 text: To create a new one, click new agreement. - time: 00:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=33 text: Add your agreement name, for example, - time: 00:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=35 text: liability waiver. - time: 00:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=38 text: And a short description. - time: 00:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=41 text: Click next to define the rules. - time: 00:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=44 text: First, choose where the agreement applies. - time: 00:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=47 text: Only this location. - time: 00:51 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=51 text: All locations in a specific region, - time: 00:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=54 text: or every region in your entire business. - time: 00:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=57 text: Select the option that best fits your studio. - time: 01:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=60 text: You can apply the same waivers or agreements across all locations or create unique ones for each location or region. - time: 01:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=67 text: This is especially useful for studios operating in multiple cities or states with different legal requirements. - time: 01:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=74 text: Next, choose when the agreement should be sent. - time: 01:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=77 text: On sign up, ideal for liability waivers. - time: 01:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=81 text: As soon as a customer creates an account, they must sign. - time: 01:24 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=84 text: On first purchase, useful if you only want paying customers to sign certain agreements. - time: 01:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=90 text: Please note that for on sign up and on first purchase, only one agreement can be created per location or region. Depending - time: 01:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=96 text: on the applicable location settings because there's only one trigger event. - time: 01:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=101 text: On purchasing a subscription, - time: 01:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=103 text: you can trigger only on the first purchase of any of the selected subscriptions. - time: 01:48 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=108 text: Or on every purchase of any of the selected subscriptions. - time: 01:52 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=112 text: Then select which subscriptions this agreement applies to. - time: 01:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=116 text: This is perfect for membership agreements that outline contract terms, cancellation rules, or lock in periods. - time: 02:03 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=123 text: On purchasing a credit pack. - time: 02:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=126 text: Again, choose first purchase - time: 02:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=129 text: or every purchase and select the relevant packs. - time: 02:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=139 text: On purchasing a course. - time: 02:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=141 text: Choose the courses this agreement should apply to, great for workshops, trainings, or events requiring special terms. - time: 02:37 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=157 text: Let's go with on sign-up in this example since we're creating a liability waiver. - time: 02:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=163 text: Next, choose how the agreement is delivered. - time: 02:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=167 text: You can send agreements later by email. - time: 02:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=170 text: Great if you want to reduce friction at the moment of signup or purchase. - time: 02:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=174 text: You can also set auto-reminders every X days until signed. - time: 02:58 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=178 text: or immediately during sign-up/purchase. - time: 03:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=182 text: This displays the agreement as a pop-up the customer must sign before proceeding. - time: 03:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=186 text: Once you're happy with all the rules, click next to begin writing your actual agreement. - time: 03:15 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=195 text: Include everything customers need to know, liability terms, membership obligations, - time: 03:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=199 text: course conditions, refund rules, etcetera. - time: 03:23 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=203 text: It is important to always include the Contact Signature tag. - time: 03:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=207 text: This is mandatory for customers to sign electronically. - time: 03:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=213 text: You'll also see dynamic tags. - time: 03:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=216 text: These automatically pull customer, membership, or course information into the agreement. - time: 03:42 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=222 text: Tags vary based on the trigger. - time: 03:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=224 text: For example, on sign up, tags like customer name, email, DOB will show up. - time: 03:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=230 text: On credit pack purchase, available tags include credit pack name, price, start date, and date, - time: 03:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=236 text: etcetera. - time: 03:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=237 text: On course purchase, available tags include course name, start date, and date, etcetera. - time: 04:03 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=243 text: With these dynamic tags, you can easily customise the agreement so your customers can see the details of their purchase with ease. - time: 04:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=249 text: ease. - time: 04:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=250 text: Once you've typed up the agreement, click next to customise the email. - time: 04:18 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=258 text: Update the email subject and email body, - time: 04:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=261 text: and feel free to insert tags like first name, last name, email, or date of birth to personalize the message. - time: 04:28 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=268 text: Once everything looks good, click create agreement, and you're done. - time: 04:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=272 text: Every customer will now receive and sign the correct agreement at the right moment, keeping your business protected, and your workflow - time: 04:38 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/ISFoPTArnis-how-to-set-up-waiver-and-agreements?start_time=278 text: smooth. ## SUMMARY # Setting Up Liability Waivers and Membership Agreements on Kenko Before you go live on Kenko, it's crucial to create your liability waivers and membership or course agreements. These documents legally protect your business, clearly communicate expectations, and ensure customers acknowledge important terms before using your services. They also help you stay compliant and avoid disputes later. Let's walk through how to set them up. ## Step-by-Step Guide ### 1. Access General Settings - Navigate to General Settings. ### 2. Create a New Agreement - Click **New Agreement**. - Add your agreement name, e.g., Liability Waiver, and a short description. - Click **Next** to define the rules. ### 3. Define Agreement Rules - Choose where the agreement applies: - Only this location. - All locations in a specific region. - Every region in your entire business. - Select the option that best fits your studio. - Decide when the agreement should be sent: - **On sign up** : Ideal for liability waivers. - **On first purchase** : Useful for agreements with paying customers. - **On purchasing a subscription** : Trigger on the first or every purchase of selected subscriptions. - **On purchasing a credit pack** : Choose first or every purchase, and select relevant packs. - **On purchasing a course** : Apply to specific courses, great for workshops or events. ### 4. Delivery Method - Choose how the agreement is delivered: - Send agreements later by email. - Set auto reminders every X days until signed. - Display as a pop-up during sign up/purchase. ### 5. Write the Agreement - Include necessary details: liability terms, membership obligations, course conditions, refund rules, etc. - Always include the contact signature tag for electronic signing. - Utilize dynamic tags to customize the agreement with customer, membership, or course information. ### 6. Customize the Email - Update the email subject and body. - Insert tags like first name, last name, email, or date of birth to personalize the message. ### 7. Finalize the Agreement - Once everything looks good, click **Create Agreement**. - Every customer will now receive and sign the correct agreement at the right moment, keeping your business protected and your workflow smooth.