Umai CRM Knowledge Base Students Documents
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Documents

In the Documents (Документы) tab you can work with a Student's documents: upload ready files or generate documents directly in the system.

Two options for working with documents are available:

  • Upload file — allows you to add a ready document from your device.
  • Generate document — create a document based on a template directly in the system

To generate a document, you must fill in the following fields:

  • Template — selection of the document template on the basis of which the file will be generated.

  • Club / Class name — the direction or course to which the document relates.

  • Service price — the price of the Class or Membership.

  • Payment terms — conditions and frequency of Payment.

  • Membership period — the validity period of the Membership or the service provision period.

  • Student — the signer themself — indicates whether the Student signs the document themself.

  • Payer — the person who makes the Payment for the service.

After filling out the fields, all documents are generated and saved in the system, which allows you to conveniently store a Student's files, quickly access the required documents, and maintain a complete record of signed and paid services.

Хотите открыть второй филиал, но боитесь потерять контроль?

С Umai можно управлять несколькими локациями из одного кабинета, видеть отчёты по каждой отдельно и сравнивать эффективность. Начните с бесплатного периода.

Или сразу зарегистрируйтесь — создать аккаунт