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Basic blocks of the Voopty crm system

Today we’ll talk about how to get started with the Voopty system, as well as the main blocks.

1st block – schedule

There is a convenient calendar here. It is possible to view it in the format of week, day and month. You can change the period depending on whether you need the current, past, or future schedule.

The page has convenient filters: Teacher, Classroom. With their help, you can select the schedule of a specific classroom if you have several of them. Or you can select a specific teacher and view their classes for the selected period.

You can filter the page view by several other parameters: Only started lessons, Canceled lessons, Room colors, My lessons only. 

Lessons that have just started – those that are happening now

Canceled lessons – lessons that were canceled manually once

Room colors – the ability to group the schedule by color. Colors can be set when setting up a permanent schedule for Courses and Groups. Or you can choose a specific color for the required teacher. 

Only my lessons – a function for teachers to check their own schedule

To view all the functions of the system, click on the menu on the top left. 

Among the main blocks: Classrooms, Courses and groups, My branches, My clients, Attracting and retaining clients, My employees, Setting up prices and subscriptions, Report on subscriptions, Center expenses. 

These are the main sections that are necessary for work. There are additional blocks in the system. They can be found in the menu on the left.

In the upper right corner there are 3 buttons: Schedule button (quick access), My clients button, Your account information (where you can change your password, personal data or log out of your account), the ability to change the language.

Voopty Crm system: an overview of classrooms

When registering according to the standard, you already have one classroom. To add another one or rename an existing one, you need to take a few steps. 

  1. Click on the “hamburger” – select the Classrooms section
  2. You will see a field with one room with the ability to rename it (click on the name and enter the desired one. Then click on the green button on the left – Save
  3. When creating a room, you can choose the option of one lesson in the room or several. If you are working with one room, and there is a need to set many lessons at the same time or at least two lessons, you need to check the box. If there is no need, you can uncheck the box
  4. Click Add classroom – enter the required name at once, select the name and save
  5. Now go to the schedule, the system will automatically display two rooms

It is possible to view the schedule for one room for a certain period of time (day, week, month) or view the schedule for two rooms at once. To do this, click Classrooms in the filter at the top left. 

How to work with filters by classrooms

  1. If there are two or more classrooms, you need to click Classroom in the filter on the left, then only the selected classroom will be displayed
  2. To hide all classrooms and leave one, you need to check the box next to the desired room. In the future, you will be able to view the schedule and lessons by teacher.

Crm Voopty. Online registration for courses in a public studio

Today we will show you how to set up courses in the system. This is necessary for the client to be able to go to your public page and book a lesson for a convenient day and time without the participation of a manager. How to do it:

  1. Go to the Voopty settings – Courses and groups section
  2. Add a new course (click the plus sign at the bottom right) or you can take an existing course. 
  3. If you add a new one, specify all the necessary information: name, photo of the teacher or group that will be visible on the public page, type of lesson, teacher, and duration. 
  4. Next, there is a Private lesson box, uncheck it, and now this course will be on the public page.
  5. Specify the option of free time can be booked.

It is also possible to leave a message that the client will see before and after booking the lesson. For example, the standard message Thank you for registering.

After that, click Save course. 

Later, you can go to the public page. To do this, click on the link in the menu on the left. Now a new course has been created in Courses and Groups, which we published earlier. 

To register for the course, the client needs to click the Register for course button. Next, you should select the desired day and time, choose the available windows, and leave your phone number. A confirmation will be sent to the number, and the password should be entered on the registration page, and that’s it. The trial lesson is registered.

The client has the opportunity to pay for the lesson immediately if your payment system is connected to Vupti. 

To check the lesson, you should go to the schedule, and the registered lesson will automatically appear there.