Umai CRM › Knowledge Base

Knowledge Base

Answers to common questions and guides for working with UMAI CRM

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

#Visits

Found: 10 · reset

🕒4 min modules

This section helps track employees' working hours and record Students' attendance. Here you can open and close a shift, see who is currently working, and manage tablet kiosks for scanning QR codes.

#QR #Visits #Employee

🕒1 min Students

The tab displays the visit history for all Classes of the Student with the status of each visit.

#Visits #Status #Student

🕒1 min Students

This tab displays the Classes the Student is enrolled in.

#Group #Visits #Student

Conducted Classes

🕒1 min Employees

Conducted Classes

The tab displays a list of all classes that an employee conducted.

#Visits #Payroll #Teacher

Group attendance

🕒1 min Analytics and Reports

Group attendance

The section shows the level of attendance of Classes and helps track month-to-month dynamics.

#Report #Group #Visits

Conducted Classes

🕒1 min Classes

Conducted Classes

The tab displays a list of Classes that have already taken place.

#Group #Visits #Teacher

🕒2 min Settings

This section allows you to configure statuses for marking Students' attendance and Employees' work to properly account for attendance, deduction of Classes, and Payment.

#Visits #Payment #Status

🕒1 min Students

The student card consolidates all client information in one place. It displays Classes, Memberships, Payments, Visits, action history, Comments (Комментарии) and Documents (Документы).

#Visits #Payment #Student

🕒10 min Visits and Visit Statuses

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.

#Visits #Status #Student

🕒3 min Records

The section is used to schedule client visits for trial classes, consultations, and group programs.

#Visits #Lead #Student