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.