How to Create an Appointment in Kenko

Appointments in Kenko are one-on-one, two-on-one, or small private sessions that customers can book directly from your website or app. These can include private reformer sessions, consultations, or assessments. This guide will walk you through the process of setting up an appointment in Kenko.

Step-by-Step Guide to Setting Up an Appointment

1. Navigate to Setup: Start by heading to the Setup section in Kenko.

2. Access Appointment Services: Click on Appointment Services.

3. Add a New Service: Click on Add Service to begin creating a new appointment.

Configuring Appointment Settings

• Appointment Name: Enter the name that customers will see when booking. For example, "Two-on-One Reformer Session."

• Category: Organize your appointments into sections for easy access by staff and customers. Create categories under General Settings and select them here.

• Description: Provide details about the appointment, including what it includes, who it's for, and what customers can expect.

• Upload Image: Add a photo that represents the session to make your offering stand out.

• Max Allowed: Set the maximum number of participants. For a semi-private session, set this to two.

• Duration: Define the length of the appointment, such as 45 minutes, which determines the time slots on the calendar.

• Instructor: Assign the instructor or trainer leading the session. Multiple instructors can be added if needed.

• Buffer Time: Add a short break before or after the appointment for setup, prep, cleanup, or transition between clients.

• Start Time Increments: Control how often customers see available time slots. For example, set increments to 30 minutes or shorter intervals like every 5 minutes for more options.

• Cancellation and No-Show Policy: Select the policy to apply, which can be created under General Settings.

• Visible to Customers: Toggle this on to allow customers to see and book the appointment, or off for internal staff bookings only.

• Color: Choose a color for the appointment on the CRM calendar for easy identification.

Finalizing the Appointment

1. Price Settings: Click Next to move to Price Settings. Define how many credits are needed to book the appointment. Typically, it's one credit per session, but this can be adjusted for premium services.

2. Add Service: Once satisfied with the setup, click Add Service.

Congratulations! You've successfully created your first appointment in Kenko.