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 update global class settings ## METADATA - id: UAWQv9zahz9DSyJt3r8sxg - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=0 text: Before you start creating classes on Kenko, it's important to update your global class settings to make sure everything runs - time: 00:05 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=5 text: smoothly. - time: 00:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=7 text: To begin, head to General Settings. - time: 00:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=10 text: Bookings. - time: 00:13 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=13 text: Let's take a moment to update the generic booking settings. - time: 00:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=17 text: Calendar view. - time: 00:18 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=18 text: Here, you can choose how many weeks of upcoming events customers should see on your app and website. - time: 00:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=25 text: And your week start day either Sunday or Monday based on your region or preference. - time: 00:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=32 text: Cancellation and No-show Policy. - time: 00:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=35 text: Here, you can define your cancellation and no-show policies. - time: 00:39 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=39 text: There's a dedicated video that walks you through the setup in detail, so feel free to refer to that when configuring this section. - time: 00:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=46 text: Service categories. - time: 00:48 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=48 text: Service categories are incredibly important, especially if you offer multiple class types. - time: 00:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=54 text: These categories help organise your classes on the app and website so customers can easily navigate and find what they're looking - time: 01:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=60 text: for. - time: 01:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=64 text: Now, you can head to the classes tab. - time: 01:07 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=67 text: Here, you'll see several key settings. - time: 01:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=70 text: Let's go through each one. - time: 01:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=72 text: Remaining spots. - time: 01:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=74 text: This controls whether customers can see how many spots are left in a class. - time: 01:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=79 text: Turn this on to show remaining spots on the app and website. - time: 01:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=82 text: Turn it off if you prefer not to display availability. - time: 01:26 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=86 text: If enabled, you can also choose when remaining spots appear. - time: 01:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=93 text: For example, you may want to show remaining spots only when remaining capacity is less than fifty percent, so customers see - time: 01:39 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=99 text: it's filling up quickly and are encouraged to book before spots run out. - time: 01:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=103 text: Booking window controls when customers can book a class. - time: 01:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=107 text: You can set. - time: 01:49 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=109 text: Booking open, for example, allow customers to book fourteen days before the class starts. - time: 01:55 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=115 text: And booking close, for example, stop bookings one hour before the class starts. - time: 02:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=120 text: This helps you manage demand and plan your schedule effectively. - time: 02:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=128 text: Auto-Submit Attendance. - time: 02:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=130 text: After each class begins, staff should check-in customers. - time: 02:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=134 text: You can either submit attendance manually or let Kenko handle it automatically. - time: 02:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=139 text: Here, you can enter a number. - time: 02:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=142 text: And choose between hours or days. - time: 02:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=145 text: This defines how long after the class start time attendance should be auto-submitted. - time: 02:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=150 text: We recommend keeping this duration high in the beginning so your staff has enough time to check-in customers accurately. - time: 02:36 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=156 text: It is important to note that if check-ins aren't completed before auto-submission, a no-show fee may be charged if you've - time: 02:42 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=162 text: set one. - time: 02:43 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=163 text: Attendance cannot be reversed, so accuracy is crucial. - time: 02:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=167 text: Book for someone else. - time: 02:49 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=169 text: This setting is especially useful if you work with children, families, or related accounts. - time: 02:55 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=175 text: You can allow all classes to be booked for someone else - time: 03:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=180 text: or specific classes only. - time: 03:03 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=183 text: This ensures parents, guardians, - time: 03:05 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=185 text: etcetera can easily book classes for their - time: 03:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=188 text: related - time: 03:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=190 text: contact. - time: 03:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=191 text: Group - time: 03:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=192 text: bookings - time: 03:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=194 text: and guest pass. - time: 03:16 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=196 text: Here, you can fine tune how group bookings work. - time: 03:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=199 text: You can choose to require guest details during bookings so you can capture their information for further marketing and allow members to bring existing customers as - time: 03:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=210 text: guests. - time: 03:31 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=211 text: If turned off, customers can bring only new guests. - time: 03:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=215 text: For more details on these features, you can watch the dedicated videos on group bookings and guest passes. - time: 03:44 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=224 text: Waitlist. - time: 03:45 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=225 text: Turn waitlists on if you want customers to join waitlist when a class is full. - time: 03:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=230 text: When a spot opens up, you have two options. - time: 03:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=234 text: Notify everyone on the waitlist when a spot opens. - time: 03:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=237 text: In this case, the customer that books first gets the spot - time: 04:03 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=243 text: or choose to automatically book the first person on the waitlist. - time: 04:09 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=249 text: You can also define a cutoff window before class start time. - time: 04:13 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=253 text: A cutoff is useful to avoid customers from being automatically booked at the last minute. - time: 04:18 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=258 text: After the cutoff, everyone is simply notified instead of auto-booking. - time: 04:25 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=265 text: For example, you may want to automatically book the first person on the wait list up to two hours before the class starts. - time: 04:31 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=271 text: But within the final two hours, it may be better to notify everyone instead since people might be busy or unable to make - time: 04:37 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=277 text: it on short notice. - time: 04:39 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=279 text: Notifying all waitlisted customers gives you a higher chance of filling the spot. - time: 04:47 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=287 text: You can also set the maximum wait list spots available for classes. - time: 04:52 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=292 text: And the waitlist removal window. - time: 04:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=294 text: Choose when customers should be removed from the wait list after class ends and have their credits refunded either immediately or a - time: 05:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=300 text: few hours later. - time: 05:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=302 text: Also, choose whether waitlist counts should be visible to customers on the website and app. - time: 05:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=308 text: Showing the count gives customers transparency and can encourage sign ups when the list is short. - time: 05:13 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=313 text: It also highlights how popular your classes are. - time: 05:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=317 text: Hiding the count keeps things simple and avoids discouraging customers when the wait list is long. - time: 05:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=322 text: Choose the option that best fits how you want to manage demand and customer expectations. Auto-Forgive Late Cancellations. This setting lets you automatic - time: 05:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=335 text: forgive the first few late cancellations in a month or year. - time: 05:42 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=342 text: For example, the first two cancellations in a calendar year. - time: 05:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=346 text: This can help build customer goodwill and prevent frustration from occasional unexpected to conflicts. - time: 05:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=354 text: Once all these settings are updated, you're ready to start creating your class schedules, knowing your booking, attendance, and wait - time: 06:01 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/UgDEoxa13yw-how-to-update-global-class-settings?start_time=361 text: list workflows are set up correctly. ## SUMMARY # Setting Up Global Class Settings on Kenko Before you start creating classes on Kenko, it's crucial to update your global class settings to ensure smooth operations. Follow this step-by-step guide to configure your settings effectively. ## 1. General Settings - **Remaining Spots:** Decide if customers can see how many spots are left in a class. Enable this to show availability on the app and website. You can also set it to display only when remaining capacity is less than 50% to encourage bookings. - **Booking Window:** Control when customers can book a class. Set a booking open period, such as 14 days before the class starts, and a booking close period, like one hour before the class begins. ## 2. Attendance Management - **Auto-Submit Attendance:** Choose between manual or automatic attendance submission. Set a duration for auto-submission after the class start time. Ensure check-ins are completed to avoid no-show fees. ## 3. Booking for Others - **Book for Someone Else:** Allow bookings for others, useful for children, families, or related accounts. Decide if this applies to all classes or specific ones. ## 4. Group Bookings and Guest Pass - **Group Bookings:** Require guest details during booking for marketing purposes. Allow members to bring existing customers as guests or only new guests. ## 5. Waitlist Management - **Waitlist:** Enable waitlists for full classes. Choose to notify everyone or automatically book the first person on the waitlist. Define a cutoff window before class start time to manage last-minute bookings. - **Waitlist Visibility:** Decide if waitlist counts should be visible to customers. Showing counts can encourage signups, while hiding them keeps things simple. ## 6. Auto-Forgive Late Cancellations - **Auto-Forgive:** Automatically forgive the first few late cancellations in a month or year to build customer goodwill and prevent frustration. Once all these settings are updated, you're ready to start creating your class schedules, knowing your booking, attendance, and waitlist workflows are set up correctly.