Front-Desk Intake
Use Front-Desk Intake for visitors who are already at your school. They scan a QR code, enter their details, and complete or receive a waiver. For prospects who want to explore programs before visiting, use the Lead Page.
Set up intake
Section titled “Set up intake”- Go to Settings → Leads and find the Leads & Intake section.
- Turn on Front-Desk Intake.
- Choose the adult waiver template. Optionally choose a separate template for minors; if you leave it blank, the adult template is used.
- Choose how visitors sign (see below), then save.
- Use QR Code to download the intake code. Print or display it where visitors can scan it.
The form requires the Documents feature and a selected adult waiver template even if you expect mostly child visitors. With neither available, the public form cannot open. Publish the selected templates before sharing the code. If a selected template is unavailable or unpublished at submission, registration can be retained, but the visitor returns to the intake start without completing a waiver. Fix the template and arrange signing; do not treat that registration as proof of a signed waiver.
What visitors do
Section titled “What visitors do”Visitors scan your code, choose whether they are here for themselves or with a child, then fill in the requested details. When registering a child, the form also collects guardian details, including email, so the appropriate signer can receive the waiver.
Submitting the form saves the registration and creates its waiver immediately when the configured template is available. For a child registration, the guardian is the signer and email recipient.
Registration creates a Lead profile, or reuses a same-name lead and fills in missing details. It does not enroll the visitor in a program or create a subscription. Check the existing profile before adding a walk-in manually, especially if they already started the public Lead Page.
The signing mode decides whether an email is sent immediately. Inline and Email code modes first offer browser signing; an unsigned waiver becomes eligible for email recovery after 15 minutes.
Choose signing mode
Section titled “Choose signing mode”The signing mode controls what happens after the visitor submits the form:
| Mode | What happens |
|---|---|
| Inline | The waiver opens in the visitor’s browser for signing. |
| Email code | The visitor verifies their email with a code, then signs the saved waiver in the browser. |
| Async | Kanri sends the signing link immediately. The browser shows confirmation and does not open the signing page; the visitor signs later from the email. |
Inline and email-code signing use the same saved waiver version. Signing from the browser does not invalidate a separate email link. If an email provider cannot send a link, Kanri reports delivery as pending rather than saying it was sent; delivery can be retried. If an inline or email-code waiver remains unsigned for about 15 minutes, Kanri can send a signing link so the visitor can finish later.
An emailed intake link can already verify the matching email address. In that case, Kanri opens browser signing directly rather than requiring another code or sending the visitor away to wait for a second email, even if a different signing mode is selected in settings.