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Umai CRM › Knowledge Base › Students

Students

Hashtags 33
#WhatsApp5 #Instagram3 #Robot3 #Auto-reminders5 #Broadcast4 #Notifications8 #Access12 #Role3 #Report21 #Permissions4 #Group23 #Dialogs1 #Chats5 #Grade3 #Rating1 #QR1 #Visits10 #Payment22 #Payroll4 #Export2 #Import2 #Status26 #Debt9 #Arrears1 #Lead15 #Manager10 #Teacher19 #Student31 #Employee17 #Metrics15 #Filter11 #AI bot3 #Template5
Categories
Categories
All articles 99 Modules 3 Kanban Settings 9 Classes 5 Main Screen 3 Sales funnel 6 Schedule and Classes 8 Visits and Visit Statuses 1 Employees 9 Students 13 Finance 4 Analytics and Reports 17 Integrations 2 Settings 12 Mailings 5 Notifications 2
Total: 13
UMAI CRM
Activating a Student's Personal Account by Phone Number
🕒2 min Students
Activating a Student's Personal Account by Phone Number
For registration by phone number, email and password are not required; access to the personal account (личный кабинет) is confirmed by a one-time code.
#Student
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UMAI CRM
Activation of a Student's Personal Account via Email
🕒2 min Students
Activation of a Student's Personal Account via Email
Through the personal account a student can view the schedule, visits, Memberships and other training information in the Umai CRM mobile app.
#Student
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UMAI CRM
How to send a student an invitation in Umai CRM
🕒2 min Students
How to send a student an invitation in Umai CRM
An invitation allows a student to register in the mobile app and get access to their personal account. Before sending, check that the student’s phone number or email in the card is correct.
#Access #Permissions #Student
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UMAI CRM
Documents
🕒1 min Students
Documents
In the Documents (Документы) tab you can work with a Student's documents: upload ready files or generate documents directly in the system.
#Export #Student #Template
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UMAI CRM
Comments
🕒1 min Students
Comments
In the tab you can leave comments about the Student.
#Manager #Student #Employee
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UMAI CRM
History
🕒1 min Students
History
All changes and actions related to the student are displayed.
#Status #Student #Employee
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UMAI CRM
Visits
🕒1 min Students
Visits
The tab displays the visit history for all Classes of the Student with the status of each visit.
#Visits #Status #Student
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UMAI CRM
Payments
🕒2 min Students
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.
#Payment #Debt #Student
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UMAI CRM
Classes
🕒1 min Students
Classes
This tab displays the Classes the Student is enrolled in.
#Group #Visits #Student
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UMAI CRM
Training
🕒3 min Students
Training
The tab is intended for managing a student's educational programs and configuring all conditions of their training.
#Group #Grade #Student
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UMAI CRM
Memberships
🕒3 min Students
Memberships
All memberships issued to a student are displayed in the tab.
#Payment #Status #Student
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UMAI CRM
Student card
🕒1 min Students
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).
#Visits #Payment #Student
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UMAI CRM
🕒13 min Students
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.
#Export #Student #Filter
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