Create Your First Program

A Program is the activity you offer, such as “Adult Karate”, “Junior Ballet”, or “Competitive Gymnastics”. Everything else in Kanri (schedules, memberships, levels, billing access) connects back to programs, so this is the right place to start.

Step 1: Create the program

1. Go to Programs in the main navigation.
2. Click New Program.
3. Give it a Name (e.g. “Adult Karate”).
4. Click Save.

That’s it. The program now exists and you can start adding classes and levels to it.

Tip

On Professional and Enterprise plans you’ll also see a Show on Lead Page toggle (controls whether this program appears on your public enrolment page) and fields for attaching waiver document templates. You can leave those for now and configure them later when you set up your lead page or documents.

Step 2: Add a class

A Class is a named type of training within a program. For example, within “Adult Karate” you might have “Beginner Karate”, “Competition Class”, and “Open Mat”.

1. Open the program you just created.
2. Go to the Classes tab.
3. Click New Class.
4. Give it a Name (e.g. “Beginner Karate”).
5. Leave Counts towards attendance turned on unless you want this class to be excluded from level promotion requirements. If you turn it off, sessions of this class won’t count toward a member’s minimum classes.
6. Click Save.

Tip

The class form also has optional Minimum Level and Maximum Level fields. Use these if this class is only appropriate for members within a certain rank range. You can leave them blank for now.

There is also a Booking Options section for self-booking and capacity settings. You can leave those at their defaults and configure them later. See Classes for details.

Add as many classes as you need. Each class can have its own schedules.

Step 3: Add class variants (optional)

If a class runs in different formats, for example “Sparring” and “Kata” as variants of the same class, you can add variants. Variants let you distinguish what kind of session members attended without creating separate classes.

1. Open a class.
2. Go to the Variants tab.
3. Click New Variant and give it a name (e.g. “Sparring”).

Variants are optional. If a class has no variants, it runs as a single unified session type.

Step 4: Add levels (optional)

If your school uses a ranking system (belts, grades, skill tiers), add levels to the program now. Levels are entirely optional. Skip this section if your school doesn’t use them.

Creating levels

1. Open the program and go to the Levels tab.
2. Click New Level.
3. Give it a Name (e.g. “White Belt”).
4. Optionally set Min Classes and Min Days — the minimum a member must complete before they’re eligible for promotion to the next level.
5. Click Save.

Repeat for each rank. You can create all your levels first and arrange them afterwards.

Arranging the progression order

Levels are managed in a visual hierarchy editor. The order of levels in the list is the order of progression from top (lowest rank) to bottom (highest rank).

Each level row has arrow buttons that appear on hover:

• ↑ / ↓ — move the level up or down in the list to change its position in the progression chain.
• → (Move in) — nest the level under the one above it, making it a sub-rank. Use this for ranks like “White Belt 1st Tip” or “White Belt 2nd Tip” — intermediate ranks that sit inside a parent belt rather than between two separate belts.
• ← (Move out) — un-nest the level, moving it back up a tier.
• + (Add child) — create a new level directly nested under this one.

Kanri uses the order and nesting of the list to determine the full progression chain. When you promote a member, they advance to the next level in the chain.

Tip

The → Move in button nests a level under the sibling directly above it. The ← Move out button reverses this. Use nesting for sub-ranks (e.g. tips or stripes within a belt), not for the main progression from one belt to the next.

Next step

Create your first schedule →