Configure Initial Settings

Before you start adding members, creating programs, or building schedules, take a few minutes to configure the essentials. Getting these right from the start saves you having to fix things later.

You need permission to manage settings for general settings and membership statuses. Branding requires owner access. If an option is missing, ask your school’s owner to review it with you.

1. General settings

Go to Settings → General. The fields here affect how Kanri behaves across your whole school.

Timezone is the most important one. Kanri uses your timezone for all class times, reports, and billing dates. If it’s wrong, your schedule will appear at the wrong time for everyone. Set this first.

Default active status and Default inactive status are the membership statuses Kanri assigns automatically when you enrol a member or end a membership. The defaults are Active and Inactive. You can change these after you’ve set up your statuses in the next step.

Tax settings show the school’s jurisdiction and let you set a tax-rate override and whether tax is included in prices or added on top. The jurisdiction is displayed here, not selected in this form. If you’re not sure which settings to use, check with your accountant before changing them.

Each settings card has its own Save button. Save each card you change.

2. Membership statuses

Kanri comes with two default statuses: Active and Inactive. You can rename these and add more to suit how your school works. Common additions include Trial, On Hold, and Suspended.

1. Go to Settings → Membership Status.
2. Click the edit icon next to a status to rename it.
3. Click New Membership Status, enter a name, choose whether Active applies, then select Create Membership Status.
4. For each status, choose whether it counts as active or inactive. This affects reports and kiosk access.

Tip

Set up all the statuses you think you’ll need now, before you start adding members. It’s easy to add more later, but renaming a status that’s already in use affects all members who have it.

Changing an existing status’s Active flag also changes how current and historical memberships using that status are classified. Create another status when you need a new category without reclassifying existing records.

Once you’re happy with your statuses, go back to Settings → General and confirm the default active and inactive statuses are set correctly.

3. Branding

Adding your brand colour makes Kanri feel like your school. Email branding has separate controls, so choosing a colour alone does not turn it on in every email.

1. Go to Settings → Branding.
2. Set your brand colour using a hex code or the colour picker.
3. Click Save.

In the email branding controls, enable Apply brand color to emails if you want to use it in outgoing emails. If your school uses levels, the Levels card on this same Branding page contains Level Name (singular) and Level Name (plural). For example, enter Belt and Belts. These labels are not part of General settings.

On the Starter plan, you can also set a phone number for SMS sending. Professional and Enterprise plans unlock a custom email sender address and a vanity URL.

Next step

Create your first program →