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🚧 These docs are a work in progress. The information here may not be complete or accurate.

Configure the Lead Page

Once your Lead Page is enabled, you can add two optional steps to the form: trial class booking and waiver signing. Both are controlled independently from each other and from the Lead Page itself.

Before you start

Section titled “Before you start”
  • You must have the Lead Page enabled before you can turn on trial bookings or waivers.
  • Trial class booking requires the Bookings feature (included on Professional and Enterprise plans).
  • Waiver signing requires the Documents feature (included on Professional and Enterprise plans).

Enabling trial class booking

Section titled “Enabling trial class booking”

When trial bookings are on, prospective members can pick an upcoming class session directly from the Lead Page. The booking appears in your Schedules just like any other booking.

  1. Go to Settings → Leads.
  2. Toggle Enable Bookings on Lead Page to on.
  3. Click Save.

The trial booking step only appears if there are eligible sessions available. A session is eligible when it belongs to a program with Show on Lead Page enabled, and the session itself has trial bookings turned on. If no eligible sessions exist when someone visits the page, the trial booking step is skipped automatically.

Enabling waiver signing

Section titled “Enabling waiver signing”

When waivers are on, prospective members must sign a waiver during the Lead Page flow — before they can complete their submission.

  1. Go to Settings → Leads.
  2. Toggle Enable Waivers on Lead Page to on.
  3. Choose a Signing Mode (see below).
  4. Click Save.

Waiver signing modes

Section titled “Waiver signing modes”

You can control how the waiver is presented:

ModeHow it works
InlineThe waiver appears directly on the page. The prospective member reads and signs it before moving on.
Email codeKanri sends a verification email with a code. The visitor enters the code on the page to confirm their email, then signs inline.
AsyncKanri sends a signing email. The visitor can continue through the form and sign the waiver later from the email link.

Inline is the default and the most straightforward. Use Email code if you want to verify that the visitor controls the email address they entered. Use Async if you’d rather not block the submission on waiver signing and are happy to follow up with unsigned waivers.

Next steps

Section titled “Next steps”