CRM /

Enrolled Students Admissions

Active Batches, Renewals, Follow-ups & Feedback Tracking

05:15 PM IST

Database Live Live

Total Enrolled All Program MGT

All-Time

231 All Batches

Total live students All

Valid Batches Active Batches

Active

126 Batches Count

Active plan seats Batches

Active Students Valid Headcount

1, 2 or Multi

115 Active Students

Non-expired students Filter Active

Renewal Due Expired Accounts

Expired

116 Renewal Due

Had plan, now expired Expired

Single Program Active Students

1 Program

109 Single Batch Only

Active in 1 program Filter Single

Multi-Program Enrolled in 2+ Progs

>1 Progs

6 2, 3, 4+ Progs

Multiple live batches Filter Multi

Today Reminders

Due Follow-ups

Tomorrow Reminders

+1 Day Calls

Next 5 Days

Scheduled Queue

Total Reminders

All Active Tasks

Enrolled Student Leads Loading...

Legend: Active Expiring Expired

# S.No.	Student Information	Program	Lead Status	Follow-up	Feedback	Remarks	Reminders	Actions
Loading student leads data...

Showing 0 of 0 leads

CRM Categories & Stages Manager

Manage Follow-up stages, Feedback stages & Lead statuses

Add New Category

Customizable category for table columns

Active Category List

0 categories

Loading categories...

Completed Record

Saved log entry

Follow-up Note Date: ---

Recorded Message / Review

No comment text recorded.

Logged by: Staff

Student Feedback & Review

Stage-wise student feedback tracking

Student Loading...

No Feedback Yet

Feedback History 0 records

No feedback recorded yet

Record New Feedback

Stage

Rating

Feedback Notes / Student Words

Student Follow-up & Notes

student@email.com

Stage:

Add New Follow-up Note

1-Click Insert Student Info:

By:

Saved Follow-up Notes History 0 Notes

Loading notes...

Follow-up Note Categories

Add, view, and customize remarks categories

Create New Category

Set Follow-up Reminder

student@email.com

Reminder Title

Date & Time (IST)

Priority

Notes / Instructions

Previous / Active Reminders

Student Name

Active Student

email@example.com +91 00000 00000 User ID: #0

Call

Live Programs & Active Subscriptions

Total Spent: ₹0

Last updated: Just now

Update Follow-up

student@email.com

Saved Follow-up History & Discussion Notes: 0 logs

Loading follow-up history...

Select Follow-up Stage

Follow-up Discussion Remark / Note

Record Feedback

student@email.com

Saved Feedback History & Reviews: 0 logs

Loading feedback history...

Select Feedback Stage

Feedback Text & Remarks

Lead Submission Details

Source: Form Q&A

Name -

Contact Info - -

Submission Date (IST) - Pending

Renew Student Program

student@email.com

Current Expiry: --

New Extended Expiry: --

Select Program

Batch Timing (IST)

Duration

Amount Paid (INR)

Payment Method

Renewal Remark / Note

Today's Follow-up & Call List

0 Reminders

Direct 1-Click Call & WhatsApp Follow-up (IST)

Loading scheduled reminders & call lists...

Click phone to directly place a call or WhatsApp to message.

WhatsApp Outreach & API Messaging

Live API & App Gateway

Student Name +91 ---------- Lead #---

Program:

Exp: --- Batch: ---

Choose Message Template

Click any template below to auto-fill student details

Quick Dropdown Select:

Or Click a Template Card:

Switching program above updates message automatically

Review & Edit WhatsApp Message

Template Loaded

You can freely edit this message before opening WhatsApp

Insert Info:

Ready to open in WhatsApp with pre-filled text

0 chars

WhatsApp API Instant & Scheduled Outreach

Direct Bhash WhatsApp API gateway integration

Live API Gateway

Select Message Template: Create / Manage Templates

API Delivery Method: Recommended: Exact Custom Message

💬 Exact Custom Message Text

Sends the exact personalized text typed below in Preview box.

🏷️ Bhash Template ID

Uses pre-registered Bhash Template ID with variable parameters.

WhatsApp Template ID * Bhash ID

Template Variables (Params) Comma-separated

Message Preview & Content * Can be tailored before dispatch

Schedule Execution Date & Time (IST) (for Schedule Queue)

Scheduled Queue

0 Scheduled

Pending outreach scheduled to execute automatically via API.

Loading scheduled queue...

Time Zone: IST (Asia/Kolkata) ● Active Cron

Existing Templates Library

0 Templates

Click any template below to edit its content, use it immediately, or delete it

Create New Custom Template

New Template

Template Title / Label *

Template Message Body *

Insert Placeholder:

Student Email Outreach & Notifications

YognikShala

Credentials recovery, tax invoices, class reminders & personal messages

Student Name Lead #---

student@example.com • +91 0000000000

Program / Validity Yoga Program Valid till: --

Email Format / Template: Choose to auto-fill

Student Login Credentials Details:

Registered Login Username:

Password to Send:

Portal: auth.php?mode=user_login Save password in database

Email Subject Line: Recipient inbox title

Message Content:

Tags: {{STUDENT_NAME}}, {{PROGRAM_TITLE}}, {{EXPIRY_DATE}}, {{BATCH_TIMING}}, {{LOGIN_URL}} 0 characters

Sender: Yognikshala Admissions

Live Email Preview Rendered View

Live Notifications & Activity Log 0 Items

Real-time renewals, enrollments, and status updates (IST)

No recent real-time notifications recorded yet.

New renewals and enrollments will automatically trigger live alerts here every 15 seconds.

Live Program Student Enrollment Distribution

3D Interactive

Total: 231 Students

100 ─

75 ─

50 ─

25 ─

0 ─

100%

75%

50%

25%

HC: 91 (119)

91 HC

43 Act

48 Exp

Full Sadhana (..

HC: 43 (50)

43 HC

13 Act

30 Exp

ManShakti -Inn..

HC: 43 (48)

43 HC

20 Act

23 Exp

RESET-25

HC: 27 (28)

27 HC

12 Act

Antar Mauna

HC: 19 (20)

19 HC

12 Act

Pancha Shuddhi

HC: 17 (23)

Fitness Yoga M..

HC: 17 (20)

DAND-BAITHAK

HC: 8 (9)

Fitness Yoga E..

Live Program Status Enrollment Summary Strictly Live Programs • Displays Head Count • Active • Expired

Full Sadhana (Sapta Shuddhi)

04:45 AM - 06:35 AM

Head Count: 91

Purchased 119

Head Count 91

Active 43

Expired 48

ManShakti -Inner Alignment Program

05:20 AM - 06:35 AM

Head Count: 43

Purchased 50

Head Count 43

Active 13

Expired 30

RESET-25

08:00 PM - 08:45 PM

Head Count: 43

Purchased 48

Head Count 43

Active 20

Expired 23

Antar Mauna

06:05 AM - 06:35 AM

Head Count: 27

Purchased 28

Head Count 27

Active 12

Expired 15

Pancha Shuddhi

06:00 AM - 07:15 AM

Head Count: 19

Purchased 20

Head Count 19

Active 12

Expired 7

Fitness Yoga Morning

07:00 AM - 08:00 AM

Head Count: 17

Purchased 23

Head Count 17

Active 12

Expired 5

DAND-BAITHAK

08:00 AM - 09:00 AM

Head Count: 17

Purchased 20

Head Count 17

Active 8

Expired 9

Fitness Yoga Evening

06:30 PM - 07:30 PM

Head Count: 8

Purchased 9

Head Count 8

Active 5

Expired 3

Click any program bar to immediately filter the students table.

Live KPI 3D Area Graph Distribution

Live Stream

Interactive Cubic Bézier Spline Curves across Program Admissions and Reminders

Live Active Node Spline Curve

Leads Security & Password Settings

Change the password required to unlock the Leads CRM

Password Protection is Active

The access password is stored securely inside the database table lead_security_settings. Any user opening Leads will be prompted for this password.

Current Password *

New Password *

Confirm New Password *

Lock Leads Immediately

Lock CRM now to require password re-entry.

YognikShala CRM Security

Data Backup & Auto Email Scheduler

CSV & Excel Auto-Filter

Export sortable spreadsheets with column filters, schedule automated SMTP email backups & track communication logs

Total Enrolled Leads: --

Step 1: Select Leads Dataset & Pre-Filter

Choose which student leads to include in your downloaded backup file

Excel Column Header Filters & Sorting Pre-Applied: Every column name (Lead ID, Student Name, Email, Mobile, Country, Program Title, Batch Timing, Enrolled Date, Expiry Date, Days Remaining, Lead Status, Total Paid, Priority, Latest Follow-up Remark) is structured with single-line sanitized rows and numeric sorting types. In .XLSX Excel format, dropdown filter arrows (▼) and frozen top headers are automatically active the moment you open the file in Excel.

Recommended • Auto-Filter Active

Export as Excel (.XLSX)

Native Microsoft Excel workbook with active Auto-Filter dropdowns (▼) on every column header, frozen top header row, styled column widths, and numeric sorting.

Column headers automatically converted to Excel Filters
1-Click Sort by Days Remaining, Expiry Date, Program or Amount
Frozen Header Row (Row 1 stays visible when scrolling)

Universal .CSV Format

Export as CSV (.CSV)

UTF-8 BOM encoded comma-separated spreadsheet formatted for Microsoft Excel, Google Sheets, and CRM imports with clean filter-ready column headers.

Single-line sanitized rows (never breaks Excel Sort/Filter range)
Pure numeric Days Remaining & Amount Paid columns for sorting
Option below to auto-apply Excel Filter headers on download

Convert to Excel Auto-Filter Workbook (.xlsx) so filter arrows are pre-enabled

Want backups delivered automatically to your Email?

Configure the Auto Scheduler to automatically export and email CSV/Excel files on your chosen days and times.

Auto Backup Email Communication Log

Max 50 Entries Auto-Retained

Complete history of automated scheduler and test backup emails with exact IST date & time. Entries beyond 50 are automatically pruned.

	Date & Time (IST)	Trigger Type	Recipient Email(s)	Backup File & Leads	SMTP Status	Action
Loading communication logs...

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YognikShala Leads Protected

Admissions CRM & Student Inquiries Management

Authorized Admin Personnel Only 20-Min Session

Default WhatsApp Message — Form Q&A

Customize the message sent when clicking the WhatsApp icon in Form Q&A

1. Quick Preset Message Styles (1-Click Load)

2. Click to Insert Dynamic Candidate Info at Cursor

3. Default WhatsApp Message Template Auto-fills per row on click

Live Message Preview

Enrolled Students Admissions

CRM Categories & Stages Manager

Add New Category

Active Category List

Completed Record

Student Feedback & Review

Student Follow-up & Notes

Follow-up Note Categories

Set Follow-up Reminder

Student Name

Live Programs & Active Subscriptions

Student Lifecycle & Follow-up Journey

Outreach Communications Log

Scheduled Follow-up Reminders

Update Follow-up

Record Feedback

Lead Submission Details

Renew Student Program

Today's Follow-up & Call List

WhatsApp Outreach & API Messaging

Choose Message Template

Review & Edit WhatsApp Message

WhatsApp API Instant & Scheduled Outreach

Existing Templates Library

Create New Custom Template

WhatsApp API Dispatch & Delivery Logs

Student Email Outreach & Notifications

Live Notifications & Activity Log 0 Items

Live Program Student Enrollment Distribution

Live KPI 3D Area Graph Distribution

Leads Security & Password Settings

Data Backup & Auto Email Scheduler

Step 1: Select Leads Dataset & Pre-Filter

Export as Excel (.XLSX)

Export as CSV (.CSV)

Want backups delivered automatically to your Email?

Auto Backup Email Communication Log

YognikShala Leads Protected

Default WhatsApp Message — Form Q&A