Try for free
Umai CRM › Knowledge Base

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
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

#Teacher

Found: 19 · reset
UMAI CRM
Universal import
🕒2 min Integrations
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.
#Import #Teacher #Student
Read more →
UMAI CRM
Non-working days
🕒4 min Schedule and Classes
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.
#Group #Status #Teacher
Read more →
UMAI CRM
Class Planner
🕒5 min Schedule and Classes
Class Planner
The view is used to see the schedule in a time-grid format by rooms.
#Group #Teacher #Filter
Read more →
UMAI CRM
Employee card
🕒1 min Employees
Employee card
The employee card consolidates all information about a worker in one place. It displays classes, schedule, payments, rates, conducted classes and work schedule.
#Payroll #Teacher #Employee
Read more →
UMAI CRM
Schedule
🕒1 min Employees
Schedule
This tab displays an employee's Schedule and their work shifts.
#Group #Teacher #Employee
Read more →
UMAI CRM
Work Schedule
🕒1 min Employees
Work Schedule
In this tab you configure the employee's work schedule.
#Status #Teacher #Employee
Read more →
UMAI CRM
Conducted Classes
🕒1 min Employees
Conducted Classes
The tab displays a list of all classes that an employee conducted.
#Visits #Payroll #Teacher
Read more →
UMAI CRM
Rates
🕒2 min Employees
Rates
The tab displays an employee's rates used to calculate their payouts. Rates determine the amount an employee receives for providing services or working with clients.
#Payroll #Teacher #Employee
Read more →
UMAI CRM
List
🕒4 min Schedule and Classes
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.
#Group #Teacher #Filter
Read more →
UMAI CRM
Timeline
🕒3 min Schedule and Classes
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.
#Group #Teacher #Filter
Read more →
UMAI CRM
By Teacher for the Week
🕒3 min Schedule and Classes
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).
#Group #Teacher #Filter
Read more →
UMAI CRM
All Teachers for the Day
🕒4 min Schedule and Classes
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.
#Group #Teacher #Student
Read more →
UMAI CRM
Schedule
🕒1 min Classes
Schedule
The tab displays the Class schedule.
#Group #Status #Teacher
Read more →
UMAI CRM
Classes
🕒4 min modules
Classes
The section consolidates all actions related to classes: creation, configuration, schedule, and student list. It helps manage the process and control class delivery.
#Group #Teacher #Student
Read more →
UMAI CRM
Conducted Classes
🕒1 min Classes
Conducted Classes
The tab displays a list of Classes that have already taken place.
#Group #Visits #Teacher
Read more →
UMAI CRM
Participants
🕒1 min Classes
Participants
The Participants (Участники) tab displays the Students enrolled in the Class, and below are the Teachers.
#Group #Teacher #Student
Read more →
UMAI CRM
🕒4 min Analytics and Reports
Teachers
In this section you can see how Teachers handle their tasks: who earns more, who has a stable workload, and who retains Students. The data helps maintain the team’s strengths and find growth opportunities.
#Report #Teacher #Metrics
Read more →
UMAI CRM
🕒5 min Employees
Employees
The section is used to maintain the center's employee database. Employee cards are created here, contact details are stored, and information about the employee's position, specialization, and status is displayed.
#Access #Teacher #Employee
Read more →
UMAI CRM
🕒4 min Schedule and Classes
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.
#Group #Teacher #Student
Read more →