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: Creating an Automated Activity-Based Form on Kenko ## METADATA - id: vjKj8oBUIZK2bTk8TZqQKQ - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/dGNFdswFYmc-creating-an-automated-activity-based-form-on-kenko - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## SUMMARY # How to Create an Activity-Based Form for Customer Engagement In this video, we'll learn how to create an activity-based form for customer engagement. Follow these steps to get started: ## Step 1: Access the Form Creation Settings - Go to **Settings** - Select **Forms** - Click on **Create Form** - Choose **Activity-Based Form** ## Step 2: Understanding Activity-Based Forms An activity-based form is triggered when certain criteria are met, such as a customer signing up for the first time or purchasing a specific membership or course. Note that customers need to have a profile created on Bootkey for these forms. ## Step 3: Naming the Form First, name your form. For example, if you are creating a health questionnaire that will be triggered when customers sign up for a course, name it accordingly. ## Step 4: Adding Basic Details Collect basic information from the customer, such as: - First Name - Last Name - Email Address ## Step 5: Adding Questionnaire Questions Include questions you want answered in the questionnaire. For example: - Ask if customers are currently experiencing any health conditions using a multi-checkbox or multiple line text. - List health conditions like high blood pressure, heart condition, diabetes, asthma, chronic back pain, etc. - Ask about the types of physical activities they usually participate in. - Provide a free text field for additional information. ## Step 6: Saving and Automating the Form Once the form is created, save it. You can then automate the form by setting various criteria: - Define the locations where the form applies (current location, all locations in the region, or all regions). - Select when the form needs to be sent (on sign up, on first purchase, on purchase of a specific membership or course). ## Step 7: Customizing the Email Template Decide how the form will be sent (currently by email). Customize the email template: - Set the email subject (e.g., "Fill in our form"). - Type an engaging email body. ## Step 8: Setting Up Reminders Define criteria for reminders to ensure customers fill out the form. Set up automation to remind customers every 2, 3, or 4 days until they complete the form. Save the settings. ## Step 9: Previewing and Editing the Form Preview the form to see what it looks like and make any necessary changes. ## Step 10: Viewing Responses Once responses start coming in, you can view them in two places: - Download responses from the form settings. - Check individual customer profiles under the document section to see all their form responses. And that's it! You've successfully created and automated an activity-based form for customer engagement.