Umai CRM Knowledge Base Memberships Memberships
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Memberships

Memberships

Memberships

Memberships — this is management of classes and payments: selling a Membership to a Student, deducting sessions, renewing, and controlling debts.

Where to find

Dashboard (Кабинет) → Memberships.

How the process usually works

  1. Create or choose a suitable Membership type (number of sessions, validity period, price).
  2. Issue a Membership to a Student.
  3. As Classes are attended, sessions are deducted automatically or manually (depending on settings).
  4. Before the Membership expires — renew it or issue a new one.

Common situations

  • Student missed a Class: mark the visit with the correct status so the deduction is accurate.
  • A recalculation is needed: check the deduction history in the Student/Membership profile (permissions depend on role).

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