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Knowledge Base
Answers to common questions and guides for working with UMAI CRM
Hashtags 33
#WhatsApp4
#Instagram3
#Robot3
#Auto-reminders5
#Broadcast4
#Notifications7
#Access11
#Role3
#Report23
#Permissions4
#Group23
#Dialogs1
#Chats5
#Grade3
#Rating1
#QR1
#Visits10
#Payment24
#Payroll4
#Export2
#Import2
#Status28
#Debt9
#Arrears1
#Lead16
#Manager11
#Teacher19
#Student29
#Employee15
#Metrics16
#Filter11
#AI bot3
#Template5
#Group
UMAI CRM
How to get started with Umai: setup wizard
How to get started with Umai: setup wizard
The setup wizard helps quickly prepare the system for work after center registration: specify the field of activity, create the first class, add the first student, and configure automatic messages to parents. Completing the wizard takes a few minutes and allows you to start working in the system right away.
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UMAI CRM
Non-working days
Non-working days
This feature is used to mark a period when classes are not held: for example, during public holidays, an unscheduled center closure, or a teacher's vacation.
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UMAI CRM
Class Planner
Class Planner
The view is used to see the schedule in a time-grid format by rooms.
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UMAI CRM
Classes
Classes
This tab displays the Classes the Student is enrolled in.
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UMAI CRM
Training
Training
The tab is intended for managing a student's educational programs and configuring all conditions of their training.
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UMAI CRM
Schedule
Schedule
This tab displays an employee's Schedule and their work shifts.
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UMAI CRM
Training Stages
Training Stages
This section is used to create and manage educational programs. Here you can build the training structure by dividing it into sequential stages (ступени) and adding lessons to them.
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UMAI CRM
Group occupancy
Group occupancy
The section helps track how effectively Groups are filled and make decisions about schedule planning and Student distribution.
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UMAI CRM
Group attendance
Group attendance
The section shows the level of attendance of Classes and helps track month-to-month dynamics.
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UMAI CRM
Room occupancy
Room occupancy
This section helps track the efficiency of room usage and make decisions about the Class Schedule.
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UMAI CRM
By status
By status
The "By status" view is used to see Classes according to their current state. This format helps quickly assess which Classes are scheduled, which have already taken place, and also to see canceled or missed lessons.
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UMAI CRM
List
List
The format is used to view the schedule of classes as a table. The schedule is displayed sequentially by time with the Teacher, room, and number of Students indicated.
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UMAI CRM
Timeline
Timeline
The "Timeline" mode is used for a visual view of the Schedule of all Teachers during the day. In this format, Classes are placed on a time line, which allows you to quickly see Teachers' workloads, free intervals, and possible time overlaps.
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UMAI CRM
By Teacher for the Week
By Teacher for the Week
The section is used to plan and control teachers' schedules for the week.
In this mode, Classes are displayed separately for each Teacher, allowing you to quickly assess their workload and distribution of Classes (По учителю на неделю).
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UMAI CRM
All Teachers for the Day
All Teachers for the Day
The section is used to plan and coordinate all classes of the center. Groups and individual lessons are created here, Teachers are assigned, Students are added, and room occupancy is tracked.
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UMAI CRM
Class Card and Class Tabs
Class Card and Class Tabs
This section displays detailed information about the class and provides tools for managing participants, Memberships, Schedule, and held Classes.
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UMAI CRM
Schedule
Schedule
The tab displays the Class schedule.
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UMAI CRM
Classes
Classes
The section consolidates all actions related to classes: creation, configuration, schedule, and student list. It helps manage the process and control class delivery.
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UMAI CRM
Conducted Classes
Conducted Classes
The tab displays a list of Classes that have already taken place.
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UMAI CRM
Participants
Participants
The Participants (Участники) tab displays the Students enrolled in the Class, and below are the Teachers.
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UMAI CRM
Memberships
Memberships
The tab displays Membership templates that are used for this Class.
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UMAI CRM
Premises
Premises
The tab displays a list of all premises of the center that are used when creating Classes and compiling the Schedule.
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UMAI CRM
Classic schedule view
This section is used for planning and coordinating all Classes of the center. Groups and individual lessons are created here, Teachers are assigned, Students are added, and room occupancy is tracked.
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