Month: April 2024

Today we will talk about how to view the history of visits and payments in the customer’s personal account.

To view the history of visits:

1. Go to the customer. To do this, go to the My clients section – click on the required client

2. Scroll down to the bottom of the page to the Classes section

3. Select the time period and the necessary filter by which you want to view the history of visits – click the Refresh button

4. Now we see in the list the classes that the client has or has not attended.

The lessons that have taken place are displayed in green, and those that have not are crossed out.

The system also shows scheduled sessions for the future, in which case they are displayed in yellow.

Alternative option:

If the client has a subscription, click on it in the client’s card. Now we can see which classes are included in this subscription and which have been canceled.

To view the payment history:

1. Go to the client’s card
2. Scroll down the page to the Payments section
3. Select the desired time period – click Refresh
4. Now we see all the customer’s payments for this time. The information includes the type of payment, subscription, lesson type, cost, and date.
5. You can also view payments by cash desk and set the necessary filter.

It is possible to edit a payment if it is not true. This feature is configured in the access rights of employees.

Today we are going to talk about how to set filters in the “My clients” section of the Voopty CRM system. To do this, you need to take a few steps:

1. Click on the menu on the top left – Go to the section My clients

2. At the top right we see the filter icon, select it

Now we can select several filters by which clients will be displayed.

• Filter by company name. This is necessary if you have two or more branches. Then you can name them differently, specify different addresses, and select the one you need in this filter.
• Filter by tags. Each customer can be grouped by tags, as described earlier. Here you can select a group of clients that are united by a common tag. It can relate to a course, language learning, age, etc.
• Filter by teacher. You can select the teacher responsible for a specific group of clients.
• Filter by name and phone number. You can also find a client by personal information.
• Filters related to finances: you can specify the filter With debts, With subscription, Without valid subscriptions. This is necessary to keep track of payments in the system.
• Filter by freeze. It is possible to find out which of your customers is on freeze.

Now you can keep track of customers using filters. This is especially useful if you have a large customer base.