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 appointment settings ## METADATA - id: fq1A4Wx3R6dQGjoi2PZfiQ - type: video - source: Kenko - content_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings - collection_url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings ## TRANSCRIPT - time: 00:00 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=0 text: Before you begin creating appointments on Kenko, it's important to update your global appointment settings so everything runs - time: 00:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=6 text: smoothly. - time: 00:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=8 text: To get started, head to General Settings Bookings, - time: 00:11 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=11 text: Bookings, - time: 00:14 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=14 text: Let's take a moment to update the generic booking settings. - time: 00:18 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=18 text: Calendar view. - time: 00:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=21 text: Here, you can choose how many weeks of upcoming events customers should see on your app and website. - time: 00:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=27 text: And your week start day either Sunday or Monday based on your region or preference. - time: 00:34 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=34 text: Cancellation and No-show Policy. - time: 00:37 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=37 text: Here, you can define your cancellation and no-show policies. - time: 00:41 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=41 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: 00:48 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=48 text: Service categories. - time: 00:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=50 text: Service categories are incredibly important, especially if you offer multiple appointment types. - time: 00:56 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=56 text: These categories help organize your appointments on the app and website so customers can easily navigate and find what they're - time: 01:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=62 text: looking for. - time: 01:06 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=66 text: Now, you can head to the appointments tab. - time: 01:10 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=70 text: Here, you'll find four key settings: Booking Window, Auto-Submit Attendance, Book for Someone Else, and Appointment - time: 01:16 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=76 text: cancellation. - time: 01:17 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=77 text: The booking window controls when customers can book an appointment from the app or website. - time: 01:22 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=82 text: This helps you manage demand and plan your schedule effectively. - time: 01:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=87 text: You can set booking open. For example, allow customers to book only five days before the appointment starts. - time: 01:34 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=94 text: Booking close, For example, stop bookings five hours before the appointment starts. - time: 01:39 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=99 text: Auto-Submit Attendance. - time: 01:42 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=102 text: After each appointment begins, staff should check-in customers. - time: 01:46 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=106 text: You can either submit attendance manually or let Kenko handle it automatically. - time: 01:51 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=111 text: Here, you can enter a number - time: 01:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=114 text: and choose between hours or days. - time: 01:57 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=117 text: This defines how long after the session start time attendance should be auto-submitted. - time: 02:01 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=121 text: We recommend keeping this duration high in the beginning so your staff has enough time to check-in customers accurately. - time: 02:08 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=128 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: 02:13 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=133 text: set one. - time: 02:15 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=135 text: Attendance cannot be reversed, so accuracy is crucial. - time: 02:19 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=139 text: Book for someone else. - time: 02:21 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=141 text: This setting is especially useful if you work with children, families, or related accounts. - time: 02:27 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=147 text: You can allow all appointments to be booked for someone else. - time: 02:32 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=152 text: Or specific appointments only. This ensures parents or guardians can easily book appointments for their related contacts. Appointment - time: 02:35 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=155 text: cancellation, - time: 02:45 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=165 text: Here, you can decide how flexible you want your cancellation policy to be. - time: 02:50 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=170 text: Toggle on to let customers cancel directly through the app or website. - time: 02:54 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=174 text: Toggle off if you prefer they contact you to cancel. - time: 02:58 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=178 text: Choose the option that best fits your studio's workflow and level of control. - time: 03:02 url: https://bookee.portal.trainn.co/ItJXmnDErRg-general-settings/fRckcBSyYVA-how-to-update-global-appointment-settings?start_time=182 text: Once you've updated these settings, you're all set to creating your appointments. ## SUMMARY # Setting Up Appointments on Kenko Before you begin creating appointments on Kenko, it's crucial to update your global appointment settings to ensure everything runs smoothly. Follow this step-by-step guide to configure your settings effectively. ## Step 1: Access General Settings Navigate to **General Settings** \> **Bookings** \> **Appointments**. Here, you'll find four key settings to configure: - Booking Window - Auto-Submit Attendance - Book for Someone Else - Appointment Cancellation ## Step 2: Configure Booking Window The booking window controls when customers can book an appointment via the app or website. This helps you manage demand and plan your schedule effectively. - **Booking Open:** Set a timeframe, such as allowing customers to book only five days before the appointment starts. - **Booking Close:** Set a timeframe, such as stopping bookings five hours before the appointment starts. ## Step 3: Set Auto-Submit Attendance After each appointment begins, staff should check in customers. You can choose to submit attendance manually or let Kenko handle it automatically. - Enter a number and choose between hours or days to define how long after the session start time attendance should be auto-submitted. - We recommend keeping this duration high initially to give your staff enough time to check in customers accurately. - Note: If check-ins aren't completed before auto-submission, a no-show fee may be charged if you've set one. Attendance cannot be reversed, so accuracy is crucial. ## Step 4: Enable Book for Someone Else This setting is especially useful if you work with children, families, or related accounts. - Allow all appointments to be booked for someone else, or specific appointments only. - This ensures parents or guardians can easily book appointments for their related contacts. ## Step 5: Decide on Appointment Cancellation Policy Here, you can decide how the cancellation policy should be handled. - Toggle on to let customers cancel directly through the app or website. - Toggle off if you prefer they contact you to cancel. - Choose the option that best fits your studio's workflow and level of control. Once you've updated these settings, you're all set to start creating your appointments on Kenko.