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 business and location settings ## METADATA - id: eEB9Q9vuD8VrYOYgt365Ow - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=0 text: When you first create your Kenko account or start your trial, you'll be asked to fill in your business and location details. - time: 00:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=6 text: Before beginning your onboarding, it's crucial to verify that all these details are correct. - time: 00:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=11 text: This ensures everything in your setup runs smoothly later. - time: 00:15 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=15 text: To do this, head to General Settings Business & Locations. You'll first see your Business - time: 00:20 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=20 text: details. - time: 00:29 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=29 text: Here, review your business name, primary contact name, phone number, email, and notification footer - time: 00:33 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=33 text: email, - time: 00:42 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=42 text: If anything's incorrect, update it right away. - time: 00:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=46 text: You can also upload your business logo here. - time: 00:49 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=49 text: This logo will instantly reflect on your customer app once updated. - time: 00:53 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=53 text: Next, review your location settings. - time: 00:58 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=58 text: Here, you can update your location name. Contact details. Address. - time: 00:59 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=59 text: Currency. - time: 01:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=71 text: And time zone. - time: 01:12 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=72 text: It's extremely important that your currency and time zone are accurate. - time: 01:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=77 text: If they're not, email your onboarding coach immediately with the correct details, and it will be updated on priority. - time: 01:23 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=83 text: Remember, incorrect settings here can have major implications on your calendar, pricing, and overall configuration when you get - time: 01:30 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=90 text: started with your setup. - time: 01:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=92 text: Finally, update your terms of service. - time: 01:37 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=97 text: You can either link to an external page. For example, the terms of service on your website or - time: 01:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=106 text: add the text directly. - time: 01:52 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=112 text: These appear to customers when they sign up for your business. - time: 01:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=116 text: They'll be able to view and accept your terms before creating their account. - time: 02:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=120 text: Hit save once you're done, and that's it. - time: 02:04 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=124 text: You've successfully verified and updated your business and location settings, a small but essential step to ensure your entire - time: 02:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/bzNok34PIQM-how-to-update-business-and-location-settings?start_time=130 text: Kenko setup runs perfectly from the start. ## SUMMARY # Setting Up Your Kenko Account When you first create your Kenko account or start your trial, you'll be prompted to fill in your business and location details. It's crucial to verify that all these details are correct before beginning your onboarding process. This ensures everything in your setup runs smoothly later. ## Step-by-Step Guide to Verify and Update Your Details 1. ### Access General Settings Navigate to **General Settings** , then select **Business and Locations**. 2. ### Review Business Details - Check your business name, primary contact name, phone number, email, and notification footer email. - If any information is incorrect, update it immediately. - You can also upload your business logo here. This logo will instantly reflect on your customer app once updated. 3. ### Review Location Settings - Update your location name, contact details, address, currency, and time zone. - Ensure your currency and time zone are accurate. If not, email your onboarding coach with the correct details for priority updates. - Incorrect settings can affect your calendar, pricing, and overall configuration. 4. ### Update Terms of Service You can either link to an external page, such as the terms of service on your website, or add the text directly. These terms will appear to customers when they sign up for your business, allowing them to view and accept your terms before creating their account. 5. ### Save Your Changes Once you've verified and updated all necessary details, hit save. You've successfully completed a small but essential step to ensure your entire Kenko setup runs perfectly from the start.