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Umai CRM › Knowledge Base › Modules

Modules

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
Total: 3
UMAI CRM
Shift
🕒4 min modules
Shift
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
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UMAI CRM
Memberships
🕒12 min modules
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.
#Payment #Status #Student
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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
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