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.
- Go to Settings → Leads.
- Toggle Enable Bookings on Lead Page to on.
- Click Save.
Kanri skips a selected program’s booking step if it has no matching lead-booking sessions. A session can inherit lead-booking availability from its class’s program settings or use its own override. The student’s age must fit the applicable class or program limits.
Available dates also depend on the trial booking window, same-day rules, schedule dates, closed days, and capacity. Having a matching session does not guarantee an available trial place.
Some shared Lead Page links can limit the programs a visitor may choose. Visitors using one of these links only see matching, age-eligible programs; trial bookings and waivers stay limited to those choices.
Enabling waiver signing
Section titled “Enabling waiver signing”When waivers are on, Kanri creates the required waiver documents as part of registration. Visitors sign in the browser in Inline and Email code modes, or later from email in Async mode.
- Go to Settings → Leads.
- Toggle Enable Waivers on Lead Page to on.
- Choose a Signing Mode (see below).
- Click Save.
Waiver signing modes
Section titled “Waiver signing modes”You can control how visitors sign the waiver. With bookings enabled, Kanri creates the required waiver documents as trial bookings are saved. Without bookings, waivers are prepared from the selected programs as registration progresses. Each saved document keeps the template version selected at creation.
| Mode | How it works |
|---|---|
| Inline | The visitor signs the saved waiver in their browser. |
| Email code | Kanri emails a verification code. After the visitor verifies their email, the same saved waiver opens in their browser. |
| Async | Kanri attempts signing emails when the waiver is created. The browser shows confirmation only; visitors sign later from their email link. |
New school settings default to Email code; existing schools may have a different saved mode. Check the selected mode before sharing the form. Use Email code to verify that the visitor controls the entered email before browser signing. Use Inline for direct browser signing or Async when visitors should finish later. Browser signing and email links are independent, so using browser signing does not invalidate a sent email link.
If trial bookings are enabled, Kanri creates and sends waivers only for programs where the lead actually booked a session. Selecting or expressing interest in another program does not send that program’s waiver. If trial bookings are off, waivers follow the programs selected on the Lead Page.
If a required waiver is unavailable or has no published version, the visitor can still continue. Kanri skips that waiver and records the configuration problem for investigation; other available waivers are processed normally.
In Async mode, Kanri tracks each waiver delivery separately and retries eligible delivery failures after a minimum five-minute gap, through a background check. Successful waivers are not resent when another waiver for the same booking needs retry.
In Inline and Email code modes, Kanri opens each saved unsigned waiver in the browser, one at a time. After signing all required waivers, visitor continues Lead Page flow. In Async mode, browser shows confirmation and does not open the signing page. If signing email cannot be sent, Kanri reports that delivery is still pending rather than saying it was sent. If an Inline/Email code waiver remains unsigned for about 15 minutes, Kanri can send a signing link so the visitor can finish later.