Author: Voopty

First of all, let’s talk about how to add a new teacher to the Voopty crm system. 

1. Go to settings – Select the section My employees – in the bottom right corner select the Add employee button.
2. Fill in the necessary information about the teacher: full name, avatar (optional), position, phone number, email, role (educator, admin or owner). Usually you can specify educator, but you can expand or narrow the list of teacher’s roles as you wish.
3. Add optional options Show clients’ contacts, See other teachers’ lessons, Create clients’ tags, Create clients or View only (then teacher can only see his/her schedule).
4. Specify cash desk, if teacher can accept payment, then provide access to cash desk – cashless payment or cash.
5. Specify the type of lesson the teacher is teaching, for example, individual English lessons. This type can be changed during the scheduling of lessons. 

You can also choose a default room. This is useful if your school has several classrooms, so it is possible to specify a specific one where the teacher works. 

Further update the information and the system automatically creates a map of the employee. Once the map is created – you need to copy his/her full name and move to the Courses and groups section.

If the teacher teaches individual classes, create a page for him/her in the Courses and Groups section. 

1. Click in the lower right corner. 
2. Enter all the information about the employee (you can copy it from the employee card you have created before).
3.  In the Employee column specify the specific instructor to whom we are linking the course.
4. Save the course.

Now your employee is in the system. 

How to edit filters by teachers

1. Go to the Attendance Log, click on the filter.
2. At the bottom we see the Teachers filter. You can use it to view the classes of a particular teacher for a required period of time.
3. To select a time period, click on Week, Month or Day in the list of filters.
4. There is a possibility to view classes of several teachers in parallel, for this purpose you should check the checkbox next to several employees and they will be displayed in the schedule at once.

Today we’ll talk about how to integrate registration for your events with the Voopty CRM system. 

Enrollment in a course

After the user fills out the registration form on your website, you need to send their data. To do this, you should make a POST request to our API.

POST https://api.voopty.com/api/registrations/course/${branchId}/${courseId}

branchId – branch id in Voopty CRM

courseId – course id in Voopty CRM

The request must contain two elements in the header

ownerId

token

These keys can be obtained in the organization console

courseId – you can get it on the course page in Voopty CRM

What the request body looks like:

{

  { “clientInfo”: {

    “clientName”: “$clientName”,

    “clientEmail”: “$clientEmail”,

    “phone”: “$clientPhone”,

    “clientNote”: “$clientNote”

  },

  “courseUrl”: “$url”

}

*clientName – client’s name (required field) *phone – phone (required field), format +380********* clientEmail – client’s email clientNote – note from the client courseUrl – course url on your website

How do I integrate requests with my sales funnel?

If you don’t have the ability to link requests to a course, you can send a request to add a lead to your sales funnel.

POST https://api.voopty.com/api/registrations/${ownerId}/add-to-funnel

The request should contain two elements in the header

ownerId

token

You can get these keys in the organization console

{

  “clientInfo”: {

    “clientName”: “<ClientName>”

    “clientEmail”: “<Client Email>”,

    “phone”: “<Client Phone>”

  },

  “url”: “$url”,

  “productName”: “<Product Name>”,

  “funnelId”: “<FunnelId>”

}

url – optional field, the address of the page from which the record was made

productName – an optional field, the name of the lesson/course/service for which the entry was made

funnelId – optional field, id – the funnel to which the lead will go (if not specified, the lead will go to the default funnel)

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.