Getting Started with Kanri

Follow this guide to prepare your school’s members, timetable, attendance, and billing. Each step builds on the previous one, so work through them in order.

Kanri is currently in closed beta. Request access before planning a launch date. Receiving an invitation and completing payment-provider verification are separate from configuring your school.

Before you start

You’ll need a few things ready before you begin:

• Your school’s name, address, and timezone
• A bank account for payouts (Stripe will ask for the account number and institution)
• Your personal details for Stripe verification (legal name, date of birth, and sometimes a government-issued ID)

Kanri uses Stripe for online payment collection. The invited setup flow creates a connected Stripe account for your school. You can also record cash or payments collected outside Kanri; those records do not move money through Stripe.

The setup path

Follow these steps in order:

1. Create your school: set up your Kanri account and connect to Stripe for payments.
2. Configure initial settings: set your timezone, membership statuses, and branding.
3. Create your first program: define what you teach, including classes and levels.
4. Create your first schedule: set up when your classes run.
5. Add your first member: enrol a student and assign them to a program.
6. Set up billing: create a billing plan and subscription with the intended first payment date.
7. Invite your team: give staff members access to Kanri.

Check the setup before your first class

1. Confirm the school’s timezone and review an active schedule’s class times.
2. Open a member’s profile and check their program membership and status.
3. If you collect payments automatically, confirm the subscription has the correct saved payment method and first payment date. A subscription without a saved method does not automatically charge a card or bank account.
4. Set up the kiosk if members will check themselves in. Staff can also take attendance.
5. Ask a staff member to sign in and confirm their assigned role allows the work they need to do.

For a worked example with a separate student and payer, see Set Up Billing for a Child and Parent.