Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

Categories

All articles 98 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 7 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 11 Finance 4 Analytics and Reports 18 Integrations 2 Settings 12 Mailings 5 Notifications 1

#Debt

Found: 9 · reset

🕒2 min Students

The tab displays the full payment history for the student. Here you can see which amounts were paid, if there were refunds, and how the client's financial history was formed.

#Payment #Debt #Student

Recording Outstanding Balances

🕒1 min Finance

Recording Outstanding Balances

This window records all Students' outstanding balances for Classes. It displays information about clients who have unpaid amounts.

#Payment #Debt #Arrears

Client card in Kanban

🕒2 min Sales funnel

Client card in Kanban

The client card shows all information about an active Student: memberships, payments, balance, and interaction history.

#Payment #Debt #Student

🕒3 min Settings

This section configures the key elements of the center's financial accounting.

#Payment #Status #Debt

Payment reminder

🕒2 min Mailings

Payment reminder

This section allows you to automatically send notifications to clients about upcoming or overdue payments.

#Auto-reminders #Payment #Debt

🕒2 min Sales funnel

Shows the current status of active students: how many classes remain, when the Membership ends, and whether there is outstanding debt.

#Status #Debt #Student

Information blocks

🕒1 min Main Screen

Information blocks

Lists that require the administrator's attention are located in the central part of the screen.

#Notifications #Debt #Metrics

🕒1 min Memberships

Memberships — this is management of classes and payments: selling a Membership to a Student, deducting sessions, renewing, and controlling debts.

#Payment #Debt #Student

🕒1 min Finance

The "Finance" section helps track the center's income and expenses, view the cash register (касса) status, and generate reports on transactions. Here you can conveniently record receipts and expenditures, monitor income sources, and get a clear view of the balance.

#Report #Payment #Debt