Umai CRM Knowledge Base Settings Statuses
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Statuses

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

Main blocks:

  1. Visit statuses (Статусы посещений)
  2. Employee statuses (Статусы сотрудников)

1. Visit statuses (Статусы посещений)

This block configures statuses used to mark a Student's presence or absence at Classes.

The table shows:

  • # — serial number;
  • Title — the name of the status (for example: attended, missed, was sick);
  • Deduct — whether the Class is deducted from the Membership;
  • Pay — whether the visit is counted as a paid visit;
  • Count attendance — whether it is included in attendance statistics;
  • Color — the color designation of the status;
  • Edit and delete buttons — allow you to modify or remove the status.

How to add a new status:

  1. Click "+Add visit status"
  2. Fill in the fields:
  • Title — the name of the status;

  • Deduct — enable if the Class should be deducted from the Membership;

  • Pay — enable if the visit should be counted as a paid visit;

  • Counted — enable if this visit is included in statistics;

  • Color — choose a color for the status.

 3. Click "Save" to add the status.
Tip: correctly configured statuses help account for remaining Classes and financial statistics.


2. Employee statuses (Статусы сотрудников)

This block is used to mark Employees' actions during Classes and to account for their work.

The table shows:

  • # — serial number;
  • Title — the name of the status (for example: class held, no show, was sick);
  • Pay — whether it affects payroll calculation;
  • Color — color designation;
  • Edit and delete buttons — allow you to modify or remove the status.
How to add a new status:
  1. Click "+Add employee status".
  1. Fill in the fields:
  • Title — the name of the status;
  • Pay — enable if the status is considered for payroll;
  • Color — choose a color for visual designation.
 3. Click "Save"

Tip: correctly configured Employee statuses help accurately account for working time and payroll calculation.

Important to note

  • Status titles should be clear — this makes them easy to select when marking attendance or Employees' work.

  • The fields "Deduct", "Pay", and "Counted" affect Class balances, financial reports, and attendance statistics, so it is important to set them correctly.

  • The status color helps quickly visually distinguish different situations.

  • Deleting a status will remove it from the table and it will no longer be available for marking.

  • Before mass use of new statuses, it is recommended to check their operation on the example of a single Class or Employee.


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