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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
#Student
UMAI CRM
Как отправить ученику приглашение в Umai CRM
Как отправить ученику приглашение в Umai CRM
Приглашение позволяет ученику зарегистрироваться в мобильном приложении и получить доступ к личному кабинету. Перед отправкой стоит проверить, что номер телефона или email ученика в карточке указаны верно.
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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
History
History
All changes and actions related to the student are displayed.
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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
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
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
Student card
Student card
The student card consolidates all client information in one place. It displays Classes, Memberships, Payments, Visits, action history, Comments (Комментарии) and Documents (Документы).
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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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