The student card consolidates all client information in one place. It displays Classes, Memberships, Payments, Visits, action history, Comments (Комментарии) and Documents (Документы).
Data from the card is used for tracking training, Finance and client interaction.
Main blocks:
- Opening the student card
- Student card tabs
1. Opening the student card
The student card opens when clicking on the Student's name in the table of the “Students” section.
The top part of the card shows the main information:
- student photo;
- student name;
- phone;
- balance;
- the «Reconciliation» button opens the history of calculations and payments;
- visit status;
- visit index;
- Teachers — you can assign one or several Teachers to the Student.
Below are the tabs through which you work with the student's data.
2. Student card tabs
The student card includes the following tabs:
Data from the student card helps conveniently keep track of Classes, Memberships and Payments, monitor Visits and progress, store the history of client interactions and manage information about Teachers. This allows you to quickly find the required data and work efficiently with each Student.