How to use Umbar

A practical path through the app

Each section below follows what you actually do in the app: profile first, then classes, students, fees, and the rest of your week.

On this page

Pick a topic — smooth scroll to that section

Set up your profile

First you create your instructor account with your phone. Later you open Profile in the app to add details, a photo, and how parents can pay you.

When you sign up

  1. Enter your name, gender, and phone. You can add a short line about yourself and your years of experience, or skip those for now. Pick one subject you plan to teach, or type your own.
  2. The app sends a code to your number (often on WhatsApp). Enter the code to finish. That’s your account created.

Name, email, and phone

  1. In Profile, add or change your name and email. You need a real email before you can save.
  2. Your phone is the one you used to sign up. You can’t change it on this screen.

What you teach

  1. You can list all the subjects you teach and set years of experience. Add a longer “about me” so students know you better.

Photo and how you get paid

  1. Upload a photo or choose an emoji for your picture.
  2. Add UPI, bank, or other payment details and a short note if you like. Parents pay you outside the app; Umbar doesn’t take card payments in the app.

Save and sign-in

  1. Tap Save to keep your work. Cancel drops changes and goes back to your last saved profile.
  2. Under Account & security, sign in with a WhatsApp code or a password, depending on how you set up your account. You can also use feedback or delete your account from here if you need to.

Create a class

From your dashboard, open “Create new class” (or edit an existing one). A class is the home for this offering; you add batches, times, and prices in other screens after the class is saved.

Name, logo, and who it is for

  1. Give the class a name. You can add a square logo, and a short description of what you teach and what students get. All of that is optional except the name.

In person, online, or both

  1. Pick In person, Remote, or Both. For Remote or Both, you can add a link for video class (e.g. Zoom or Meet) if you like; the link should start with http or https.
  2. For In person or Both, search for a place and choose one of the results so the class has a real address on the map. Just typing an address without picking a result is not enough.

Class settings

  1. Turn on “Offer trial class” if you want new students to book one trial before they fully join.
  2. “Visible on marketplace” controls whether your class shows up for students browsing the marketplace. You can keep it off while you are still getting ready.

Category, tags, and what happens next

  1. Under “What do you teach?” pick one category (you have to, before the Create class button works). You can add up to 10 tags to help the right students find the class.
  2. You do not set money on this screen. After the class is saved, go to class management to add batches, then set fees for each batch under fees management for that class.

Batches & session schedule

Inside a class, Batches is where you name each group of students, then set when they meet. A batch is just a group—you wire up dates and times after the batch exists.

Create and manage batches

  1. Open the class, then Batches. Tap “Add new batch” and give it a name (that part is required). You can add a short note, turn Active on or off, and set an optional cap on how many students can join. Active means new students can enroll in that batch.
  2. You can open a batch to change details, or remove it. If the batch still has students on it, the app warns you before you delete, because those students need to be moved first.

The first time you add meeting times

  1. When a batch has no schedule series yet, the card only shows “Add schedule.” That opens the “Add schedules” screen: you pick a start date, start and end time, time zone, and how the class repeats (for example every week, or a custom pattern).
  2. Tap “Create schedules.” The app can create many future sessions in one go from that setup, so attendance and the calendar match what you actually plan to teach.

After a series exists

  1. Once there is a series, the same card shows “View schedules” and “Edit series” (you no longer see “Add schedule” on that list card—your recurring pattern is already there). “View schedules” lists every session for the batch, split into Upcoming and Past.
  2. In that list you can add a one-off extra class, change the topic for a date, or fix or remove a single upcoming session. What you can’t change from here is the whole future pattern; for that, use “Edit series.”

Changing the whole future pattern

  1. “Edit series” is for when your regular times change (not a single make-up). You set a new pattern; the first date in the form is the day the new pattern starts. From that day on, the app rebuilds the future run using your new settings; older finished or cancelled classes stay, and the app leaves special one-off or manual rows alone.
  2. The app double-checks with you, then you tap “Replace future schedules” to apply it.

Students & enrollment

The Students screen lists who is in this class, lets you act on market join and drop requests, and is where you add people or change which batch they sit in.

At the top of the list

  1. Join requests show up first. You can approve or decline each one when a student asked to join from the marketplace.
  2. If someone asked to leave the class, cancellation requests appear the same way, with Approve and Decline.

Add students and filter the list

  1. Under “Student actions,” use Add student for one person or Bulk add students to paste or enter many at once. You pick which batch they belong to when you add them.
  2. Filter tabs (All, each batch, and Ungrouped) change whose rows you see. A search box helps you find a name in a long list.

Each row and the profile

  1. Tap a student to open their profile. There you can move them to another batch, remove them from the class, or use other options the app shows. A message icon on the row starts a private chat with that family when messaging is allowed.

Class fee rules

Fees management is where you set how much a batch costs and how you expect to be paid. Money still moves outside the app; this is the plan the rest of the tools read from.

What the screen says

  1. The intro line is: one fee per active batch. Tap a row to edit, or add a fee for a batch that does not have one yet. When every active batch already has a rule, the Add fee button is disabled until you free a spot by removing or editing a row.

What you set for each batch

  1. You choose the batch, then the fee “shape”: per class, per month, or one time (with the short helper text the app shows for each).
  2. You can pick how payment is expected: pay upfront, or (for per-class style fees) pay per class. You enter amount and currency.
  3. Save fee creates the rule, or save changes on an existing one. You can also delete a fee; the app asks you to confirm because it drops the fee for that group.

Session attendance

Open the class calendar to see your schedule. Tapping a day for today or a past class opens the attendance flow; later dates are view-only until that day has passed.

Mark attendance

  1. On days you can act, the title is “Mark attendance.” The modal shows a short summary of how many are present, absent, and total, then a row for each student in that class on that date, with their batch name when it helps.
  2. For each person you can mark present, mark absent, or clear the mark to leave them unset. The app saves your choices for that class.

Future or empty days

  1. If the day is still in the future, the screen is read-only and the banner explains you can only mark attendance for today or past days. You may still see who is scheduled, but you cannot change marks until the time is right.

Billing, records & expenses

Billing is for your own custom charges and tracking paid vs unpaid. Records is a monthly “report card” from schedules, attendance, and your fee rules—plus a way to turn an estimate into a bill line when you want.

Billing

  1. The Billing screen shows a summary of overdue, pending, and paid-for-the-month amounts, a button to create a new charge, and a month switcher so you work in the right month.
  2. Charges are grouped into three tabs: overdue, pending, and collected. You can mark something paid or unpaid, send a payment reminder in supported cases, or share a reminder with the system share sheet. Creating or editing a charge is about description, amount, who it applies to, and due date—Umbar does not run the card for you.

Records

  1. Records is titled by class and, when you have picked one, by batch. You move between months; future months are blocked. The table uses your schedules and attendance, together with the fee rules you set, to show a fair picture for each student that month. Tap a row to see more detail in a sheet.

From estimate to “expense” on the books

  1. When it fits your workflow, the records screen can create a billing line from the estimated fee for a student in that month, so the amount lines up with what the rule suggests. The app can warn you if that line already exists so you do not duplicate it.

Messaging & updates

You can talk to a parent in a private thread from the student list, and you can post class-wide news so everyone in a batch (or the whole class) can see the same message.

Private messages

  1. From a student’s row, the message control opens a unified messaging screen with that family. Whether chat is available depends on account and claim status—the app enforces the same rules for who you can message.

Announcements to the class

  1. First you choose a batch context—or “All announcements” to see everything. Then the main “Announcements” screen lists posts; you can filter by batch, refresh the list, and add or change an update for your students.

WhatsApp in the product

  1. Some system moments (for example sign-in, or a reminder the app is allowed to send) can still reach families on WhatsApp. Your main teaching chat and public updates live in the app, as above.

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