Evaluation Forms
An evaluation form collects information before a new member’s first class. Enable evaluations and configure the questions under Settings → Evaluations. You need Manage Settings and the Leads feature to open these settings.
Enable evaluations
Section titled “Enable evaluations”Turn on Enable Evaluations. During member onboarding, Kanri creates an evaluation and offers to email a link to the member or one of their contacts.
The member needs a date of birth for Kanri to select the appropriate child or adult form. If the member or their contacts do not have an email address, add one before sending the link.
Build the form
Section titled “Build the form”Use the editor to add, remove, and reorder questions. Questions can include:
| Question type | Example |
|---|---|
| Short or long text | What would you like to learn? |
| Yes or no | Have you taken martial arts before? |
| Single or multiple choice | Which class times work for your family? |
| Ranked choice | Rank these goals from most to least important. |
| Number | How many years have you trained? |
| Built-in questions | Address, parent or guardian contacts, emergency contact, physical conditions, family status, or referral details |
For each question, set its label, optional description, whether it is required, and whether it applies to everyone, children, or adults. You can group related questions into sections.
Save changes safely
Section titled “Save changes safely”Save the form when you are ready to use the new version. Kanri keeps evaluations associated with the template version used to create them. New members use the current version; changing the template does not rewrite an earlier evaluation’s questions.
Before using a changed form with new members, review it and confirm the wording and required questions are appropriate for your school.