Getting started
Who uses YogaTribex
Your school's team and your students all sign in at app.yogatribex.com. Inside your school, each person's role and your plan decide their menu.
ForSchool ownerSchool staff
Who signs in
Your team and your students sign in at app.yogatribex.com, on the same Welcome back page.
| Account | Who it is for | Where they land after signing in |
|---|---|---|
| School team | Your school's owner and colleagues, each with one of seven roles. | Your school's Dashboard. Until a new school is approved, its applicant sees Your application is being read. |
| Student | Your students. Their account is made for them when they enquire or are enrolled, or they create one themselves. | Home, in their student portal. |
One email address is one account. A colleague who works at two schools uses the same account for both.
Sign in
Step 1: Open the sign-in page
Go to app.yogatribex.com. The page is headed Welcome back.
Step 2: Enter your details
Type your Email address and Password, then click Sign in.
Step 3: Choose your own password
If your account was set up with a temporary password, Choose a password opens first. Fill in Temporary password, New password and New password again, then click Save password.
Step 4: Pick your school
If you work at more than one school, click the one you want on Choose a workspace.
Forgotten your password? Click Forgot password? above the Sign in button.
New to YogaTribex? Click Create an account under the form, then choose School on Join YogaTribex. Joining YogaTribex explains the application.
The seven school roles
Each colleague has one role at your school. These are the defaults, and the owner can change them for your school on Team & permissions.
| Role | Looks after | With enquiries |
|---|---|---|
| Owner | Everything, including the team, payment settings, the plan and the activity log. | Sees every enquiry, claims with no daily limit, assigns them and can reply on any. |
| Sales | Enquiries and the Inbox, enrolments, recording payments, templates and reports. | Sees and adds enquiries, claims up to five a day, and replies to the ones they hold. |
| Operations Manager | Courses and dates, airport pickups, complaints, certificates and reports. | No access by default. |
| Accountant | Records payments, confirms the ones paid by bank or UPI, and reads enrolments and reports. | No access by default. |
| Grievance Manager | Complaints and reviews. | No access by default. |
| Config Manager | Courses, teachers, certificates, templates, settings, the mini-website and Lead Sources. | Cannot see enquiries by default, but connects the forms that bring them in. |
| Viewer | Reads students, payments, courses, reports and settings, and changes nothing. | Reads enquiries and chats, but cannot add, claim or reply. |
A school can have more than one owner. Only the colleague holding an enquiry, or someone who assigns enquiries, can write to that student. See Assigning enquiries.
There is no sales manager role. The owner can give one salesperson the power to assign enquiries instead, as Team & permissions shows.
Working at more than one school
One account can belong to several schools, with a different role at each. Everything you see, from enquiries to settings, belongs to the school you are working in.
Step 1: Pick a school after signing in
On Choose a workspace, each school is listed with your role there. A school that is paused shows Paused.
Step 2: Switch to another school
Click Switch workspace in the top bar, then pick the other school.
Your role at the school you are in shows under your name, at the top right.
Why two people see different menus
Two things decide what someone sees in the menu: their role, and your school's plan. A screen they may not use is left out, rather than shown and then refused.
| Menu heading | What is under it |
|---|---|
| Main | Dashboard, Announcements and Inbox |
| Workspace | Enquiry Management, Leads, Courses, Academy, Operations, Finance, Setup, YogaTribex and Employees |
| System | Activity, Pricing, Notifications, Support and How are we doing? |
Your name at the top right opens My profile and Change password, and School profile for those who may see it.
A role shows only its own work. With Sales pipeline in your plan, a salesperson sees Inbox, Enquiry Management and Leads, but not Employees, Payment settings or Activity. An accountant sees Payments, but no enquiries.
Your plan switches seven features on or off for the whole school. A screen outside the plan is hidden from everyone, the owner included.
| Plan feature | What it adds to the menu |
|---|---|
| Sales pipeline | Inbox, New Enquiry, My Enquiries, Call Logs, New Leads, My Leads, Lead Sources and Phone devices |
| Message templates | Templates |
| WhatsApp and WhatsApp templates | |
| Facebook & Instagram | Facebook & Instagram, for messages that are coming soon |
| Reports | Reports |
| Airport pickups | Airport pickups |
| Review replies | Reviews |
Courses, enrolments, payments, certificates, your team and complaints come with every plan. The owner sees your plan on Pricing. Ticking Can see the school's plan on a colleague's employee page lets them see it too.
