Member Evaluations
Evaluations collect information from a new or existing member using a form your school has configured. Staff can complete the form with the member or send a link so the member or their contact can fill it in.
You need the Manage Members permission, and lead-management features must be available to your school.
Before you begin, configure an evaluation form. Kanri also needs the member’s birthday to prepare an evaluation.
Complete an evaluation with a member
Section titled “Complete an evaluation with a member”- Open the member’s profile.
- Open the Evaluation tab.
- If no evaluation has been started, select Create Evaluation. Kanri uses the school’s current evaluation form; you do not choose a form on this page.
- Enter the member’s answers, checking the information with them as needed.
- Save the evaluation. You can return to an in-progress evaluation later.
Use the evaluation to capture onboarding information the school needs, such as experience, goals, or relevant background. Avoid entering information the form does not ask for.
Send an evaluation link
Section titled “Send an evaluation link”- Open the member’s Evaluation tab.
- Open the evaluation and select Send Link.
- Confirm the recipient’s contact details.
- Send the link and let the member or contact complete the form.
- Return to the profile to review the saved answers and status.
If the member is a child, check that the link is going to the intended parent or guardian when the form offers a contact choice.
Review completion
Section titled “Review completion”The member profile shows whether an evaluation is in progress or complete. Open the evaluation to review its answers. If the information was collected outside Kanri, staff can mark the evaluation complete from the member’s profile.
Example: first-visit follow-up
Section titled “Example: first-visit follow-up”Configure an evaluation form with questions about prior training and the student’s goals. After a trial class, send the form to the appropriate family contact. Review the answers before assigning a membership so staff can make a suitable recommendation.