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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
#Student
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
Карточка ученика: звонки
Карточка ученика: звонки
Вкладка «Звонки» в карточке ученика отображает звонки, привязанные к этому ученику.
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UMAI CRM
Как ученику создать личный кабинет
Как ученику создать личный кабинет
Данная инструкция поможет вам самостоятельно зарегистрироваться в мобильном приложении Umai CRM и получить доступ к личному кабинету.
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UMAI CRM
Activating a Student's Personal Account by Phone Number
Activating a Student's Personal Account by Phone Number
For registration by phone number, email and password are not required; access to the personal account (личный кабинет) is confirmed by a one-time code.
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UMAI CRM
Activation of a Student's Personal Account via Email
Activation of a Student's Personal Account via Email
Through the personal account a student can view the schedule, visits, Memberships and other training information in the Umai CRM mobile app.
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UMAI CRM
How to send a student an invitation in Umai CRM
How to send a student an invitation in Umai CRM
An invitation allows a student to register in the mobile app and get access to their personal account. Before sending, check that the student’s phone number or email in the card is correct.
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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
Universal import
Universal import
Universal import allows you to bulk-create Teachers, Classes and Students in the system from a CSV file, and immediately assign students to classes. The function is located in the Settings (Настройки) section, on the Integrations (Интеграции) tab.
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UMAI CRM
Student Analytics
Student Analytics
The section displays statistics on the center's students for the selected period: branch comparison, key metrics, and a table with data for each student.
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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
Documents
Documents
In the Documents (Документы) tab you can work with a Student's documents: upload ready files or generate documents directly in the system.
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UMAI CRM
Comments
Comments
In the tab you can leave comments about the Student.
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UMAI CRM
Карточка ученика: история
Карточка ученика: история
Во вкладке отображаются все изменения и действия, связанные с учеником: переписки, смена стадии, действия сотрудников и автоматические события.
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UMAI CRM
Visits
Visits
The tab displays the visit history for all Classes of the Student with the status of each visit.
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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
Карточка ученика: обучение
Карточка ученика: обучение
Вкладка предназначена для управления программами обучения ученика. Здесь можно создать программу на основе ступени обучения, настроить её состав и условия, назначить преподавателя, оформить оплату и расписание, а также отслеживать прогресс ученика.
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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
Gamification
Gamification
This section allows you to use game elements in teaching. Students can earn points, stickers, and exchange accumulated coins for goods in the shop.
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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
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
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
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
Participants
Participants
The Participants (Участники) tab displays the Students enrolled in the Class, and below are the Teachers.
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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
Clients Kanban
Clients Kanban
Shows the current status of active students: how many classes remain, when the Membership ends, and whether there is outstanding debt.
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UMAI CRM
Cohort analysis
Cohort analysis
The report shows how clients stay with you after their first month of training. It helps you see not just the total number of Students, but how many of them continue over time.
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UMAI CRM
Visits and attendance statuses
This section is designed to record the actual presence of Students at Classes. It notes who attended a Class and who was absent, and for what reason. This mark determines whether the Class is deducted from the Student's Membership, and also the awarding of points, coins and stickers for activity during the lesson.
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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
Students
The section is used to maintain the student database. Student cards are created here, contact details are stored, and key information about education is displayed.
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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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UMAI CRM
Bookings
The section is used to schedule client visits for trial classes, consultations, and group programs.
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UMAI CRM
Manager Dashboard
The Manager Dashboard is a section in the CRM where you can quickly see all key metrics on clients, sales, and group utilization without extra searching.
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