Month: December 2023

The Voopty CRM system is designed specifically for automating business processes in music schools. The Voopty CRM is designed to help you put things in order both in working with clients and in the school’s internal processes, and provide detailed reporting on each component of your business.

The automation system provides a full set of tools that will unlock the potential of your music school, increase profitability and competitiveness, and increase attendance at your school by 5-10 times in the shortest possible time. CRM Vupti will help you put things in order and gain full control over the situation.

What we offer

1. All clients in a single system 

Now you don’t need to work with a dozen Excel spreadsheets, a paper journal, or several programs, because CRM Wupti allows you to keep everything in a single system:

• visitor accounting;
• schedule of individual and group classes;
• marking of visits;
• integration with Google calendar;
• automated chatbots;
• online payments with LiqPay
• a variety of reports and business statistics (from a profit report to a report on the dynamics of visits)

2. Group and individual lessons

The system allows you to work with both group and individual lessons. Using CRM Voopty you can:

• plan the schedule of classes;
• enroll clients for individuals or groups with a limited number of seats;
• take into account payments for classes, debts, and overpayments;
• promptly mark visitors to group and individual classes using an electronic analog of a school journal;
• take into account trial classes and workouts;
• record reasons for absence and other comments about clients.

3. Convenient scheduling 

Maximum tools for working with the schedule will allow you to understand the workload and share the schedule with teachers:

Quickly set up a schedule in the system;

tracking overlaps in the schedule;

wide possibilities of the schedule in the Personal Account;

convenient search for classes in the schedule by various criteria;

full reporting on classes, attendance, progress, etc.

4. Passes and pre-registration 

How many steps do you need to take to take into account the payment from the client and enroll them in the necessary classes for the purchased subscription? Control freezing or working out? Reduce the human factor of making mistakes: sell season tickets with any restrictions and without automatically taking into account all the specified restrictions in the system.

• Subscriptions in the CRM system Wupti can be limited by the number of classes, term, days of the week, time of day, number of freezes, and a set of groups that can be attended.
• You can enroll a client in classes directly when selling a subscription.
• Get information on the balance of classes for a subscription, freezes, and workouts in one click.
• Find out how many and what kind of subscriptions were sold for the period, which of the subscriptions is the most popular, what is the total profit of a particular subscription, using quick reporting in CRM Vupti for a music school.

Earlier, we told you how to add customers to the Voopty CRM system. Let us remind you a little bit.

1. First, you need to go to the “My clients” section
2. At the bottom right, click the “Add customer” button
3. Then you should fill in the customer profile with all the necessary data: Full name, avatar if necessary, phone number, e-mail, note. You should also specify the teacher and the branch to which you want to add him/her.

That’s it – the client is added to the system.

But what if you need to add all clients at once and not enter each one separately? Then in the “My clients” section, click on the “Import” button in the lower right corner. Next, you need to enter a link to an Exel spreadsheet that is hosted, for example, on Google Drive. Click Import and then enter the name, phone number, and email address. 

You can also add a tag or a note. Next, click Upload clients – Import clients. After the page refreshes, the customers are added to the Voopty CRM system. 

By the way, all this can be done from a mobile phone. Let us tell you a little bit about how the adaptive works from mobile devices. 

The Voopty sms system for a mobile phone works as perfectly as for a PC. You can immediately view the schedule for a week, day, or month using the same menu. To view it in a different way, click on the “pyramid” in the left corner and select the desired filter: teacher, classroom, canceled lessons, room colors. For teachers, there is a separate filter “Only my lessons” to see their schedule directly.

• On a mobile device, you immediately see the top bar with the necessary sections. Using it, you can go to the schedule page, see notifications, change the language, or go to your own page in the SMS system. 

• In the schedule itself, you can change the date and time of classes, cancel and add lessons, which means that the lesson can go through all the stages of editing even from your phone. It is not necessary to use the CRM system from a laptop.

• To approve a lesson change in the timetable, you just need to enter all the necessary data and click the Edit button. Then, after the timetable is updated, all changes will be displayed on the main timetable screen.

• You can also view the My Clients section from your phone. Everything is in one place – easy and clear. You can also add and delete clients, as well as enter or edit the necessary data. 
• On the client page, you can view the current schedule, add classes, and change personal information. To approve the changes, click the Save button.

To add the Vupti CRM system to your phone’s desktop, click on the import button at the bottom of the screen and then Add to desktop. Now, among other applications, you can find the Voopty SMS on your phone screen, where you can always have quick access.

Today we will show you how to set up prices and add subscription templates in the Voopty CRM system. 

1. First, you need to go to the Pricing and subscriptions settings section. The Subscription templates page will appear on the screen. Select the New template.

1. Enter all the necessary data: name, description. The name varies depending on the number of lessons in the subscription, for example, first we add Spanish 8 lessons, and the next subscription Spanish 16 lessons. Other subjects are also added separately. That is, the number of templates in your organization determines the number of subscriptions.

1. Next, you can mark the subscription as FreeStyle. This means that when you sell a subscription to a specific client, you can customize it for that person. You will be able to change the duration of the subscription, the number of active classes, or the price. You can leave this option unchecked, and you won’t be able to adjust the subscription. We recommend using this function to begin with, especially when filling out the system from scratch, as there will be balances for clients.

1.  Specify the number of visits in the subscription, select the option With or without expiration date. If you specify “With”, then select the number of periods (30 days, weeks, or months)

1. Select the Allow overlapping memberships option in case the client will visit 2 or more memberships at the same time.

You can also add the option “Multiple customers can use”. This option is added based on the policy of your company. For example, if you can attend classes as part of a family or group of friends, then you can purchase a membership for several people. In this case, one membership will be divided between several clients. You can skip this option and not check the box next to it.

In the Cost column, you need to specify the price of the subscription for the number of lessons indicated in the name, for example, the price for 8 lessons. The system calculates the price per lesson automatically.

The next column is Works with lesson types. You need to choose what types of lessons this particular subscription works with. If the title is, for example, Spanish for Adults with 8 lessons, then select the type of lesson that logically corresponds to this subscription. Now, when a student takes this type of lesson, for example, Spanish for adults, the lesson will be deducted from this subscription. 

The last step is to save the subscription. To do this, click the button in the lower left – Save. Now a new subscription is added to the system. This way you can add all the possible season tickets that your company already has.