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Knowledge Base
Answers to common questions and guides for working with UMAI CRM
Hashtags 33
#WhatsApp8
#Instagram3
#Robot3
#Auto-reminders5
#Broadcast4
#Notifications8
#Access12
#Role3
#Report24
#Permissions4
#Group23
#Dialogs1
#Chats5
#Grade3
#Rating1
#QR1
#Visits10
#Payment26
#Payroll4
#Export2
#Import2
#Status28
#Debt9
#Arrears1
#Lead16
#Manager11
#Teacher19
#Student34
#Employee18
#Metrics17
#Filter11
#AI bot3
#Template5
#Payment
UMAI CRM
Кастомизация
Кастомизация
Вкладка «Кастомизация» позволяет назвать разделы Umai CRM так, как принято в центре, и оставить только те функции, которыми центр пользуется.
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UMAI CRM
Pricing plan
Pricing plan
The section contains information about the center's current subscription, a pricing matrix with prices and feature sets, a comparative table of features by plans, and the payment history.
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UMAI CRM
Products and Inventory
Products and Inventory
This section shows the movement of the center's products. The section shows how many were received, how many were sold and for what amount during the selected period. This helps control stock levels in the inventory and see which products generate the most revenue.
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UMAI CRM
Memberships
Memberships
The section consolidates all center memberships in one place and lets you see who is signed up for which Classes, how many visits remain, when the validity period ends, and the total amount of Memberships issued.
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UMAI CRM
Summary report
Summary report
The summary report collects all key metrics in one place — sales, attendance, revenue, and student activity.
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UMAI CRM
Payments
Payments
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.
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UMAI CRM
Карточка ученика: занятия
Карточка ученика: занятия
Вкладка «Занятия» показывает, на какие занятия записан ученик. Здесь его записывают на новое занятие, открепляют и оформляют абонемент.
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UMAI CRM
Memberships
Memberships
All memberships issued to a student are displayed in the tab.
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UMAI CRM
Payouts
Payouts
This tab is intended for recording all financial accruals to an employee.
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UMAI CRM
Recording Outstanding Balances
Recording Outstanding Balances
This window records all Students' outstanding balances for Classes. It displays information about clients who have unpaid amounts.
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UMAI CRM
Payment reconciliation
Payment reconciliation
This section is intended for matching a bank statement with Umai income. It helps quickly detect errors and verify data accuracy.
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UMAI CRM
Client card in Kanban
Client card in Kanban
The client card shows all information about an active Student: memberships, payments, balance, and interaction history.
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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
Memberships
Memberships
The tab displays Membership templates that are used for this Class.
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UMAI CRM
Statuses
Statuses
This section allows you to configure statuses for marking Students' attendance and Employees' work to properly account for attendance, deduction of Classes, and Payment.
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UMAI CRM
Карточка ученика
Карточка ученика
Карточка ученика объединяет данные об ученике и позволяет вести учёт его обучения, посещений, абонементов и платежей.
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UMAI CRM
Finance
Finance
This section configures the key elements of the center's financial accounting.
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UMAI CRM
Товары
Товары
Раздел «Товары» находится в «Финансах» и объединяет каталог товаров, услуги, допы к урокам и поставщиков. Здесь можно добавлять и редактировать товары, учитывать закупки, передавать товары между филиалами, а также работать со справочниками услуг, допов и поставщиков.
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UMAI CRM
Payment reminder
Payment reminder
This section allows you to automatically send notifications to clients about upcoming or overdue payments.
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UMAI CRM
Missing Membership
Missing Membership
This section is intended for automatic sending of notifications to clients who are scheduled for a Class but do not have an active Membership. Such messages help remind them in advance to purchase or renew a Membership before the Class.
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UMAI CRM
Memberships
The “Memberships” section contains information about all issued memberships: their statuses, validity periods, and payments. The data helps you understand the current center workload and the financial situation.
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UMAI CRM
Financial report
The financial report shows how the center actually operates in numbers: how much money came in, where it was allocated, and what financial result was achieved for a given period.
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UMAI CRM
Recording Expenses
This window records all expenses of your center. It serves as a cost control tool and allows you to track where money goes to avoid unexpected overspending and distortions in the financial picture.
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UMAI CRM
Income recording
The “Income” section collects information about all receipts of the training center. The section opens automatically when you go to “Finance” from the side menu.
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UMAI CRM
Memberships
Memberships — this is management of classes and payments: selling a Membership to a Student, deducting sessions, renewing, and controlling debts.
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UMAI CRM
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.
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