Welcome to Kola

Conscious Enterprises Network — Shared Customer Management

CEN ID

Password

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Email Address

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Kola is the shared customer management system for CEN Members.
Each licence holder accesses a shared database of customers who have attended retreats and activities.

CEN Kola

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Dashboard Customer Records Add Customer Upload Customers Queries & Reports Licences Yearly Accountancy

Dashboard

Overview of your shared customer database.

Kola is a shared database. You can view all customer records. You can edit only records you own. You can record activities against any customer who has attended one of your events.

Total Customers

0

Your Records

0

Opted-In

0

Total Licence Holders

0

Recent Records

Name	Email	Owner	Consent	Added

Customer Records

Browse and manage the shared customer database.

All Consent Opted-In Pending Opted-Out All Owners My Records

Name	Email	Phone	Country	Consent	Owner	Activities	Actions

Add New Customer

Create a new customer record in the shared database.

This customer will be registered under your CEN ID. Please ensure you have obtained their consent in line with GDPR. Fields marked with * are mandatory.

Customer record saved successfully.

Personal Details

First Name *

Surname *

Telephone Number *

Email Address *

Country

Consent StatusOpted-InPendingOpted-Out

Notes

Activities Attended

Record the retreats, courses, or activities this customer has attended with you.

Event NameActivity TypeDateLocation

＋ Add Activity

Activity Interests

Tick any activities this customer is interested in or has attended.

Save Customer Clear Form

Upload Customers

Import customer records from an Excel spreadsheet.

Download the template, complete it with your customer data, then upload it here. The system will detect duplicates based on email address and mark them for update.

⬇ Download Template

Click to upload your spreadsheet

Accepts .xlsx, .xls, or .csv files

	First Name	Surname	Email	Phone	Country

Confirm & Import Cancel

Queries & Reports

Generate targeted lists of customers for your events.

Select one or more activities to find customers who have those interests ticked. Only customers who have opted in will appear by default.

Select Activities

Consent Filter Opted-In Only All Pending Only Opted-Out Only

Run Query ⬇ Export CSV

Results

Full Name	Email	Phone	Country	Activities

Licence Management

Administrator view — manage CEN Members and their Kola licences.

＋ New Member

CEN ID	Name	Email	Role	Member Since	Status	Last Payment	Amount	Days Since	Actions

Yearly Accountancy

Administrator view — licence fee revenue analysis.

Report Type Revenue for All Years Revenue by Month Revenue by Month & Licensee

Select Year

Edit Customer

×

Personal Details

First Name *

Surname *

Telephone *

Email *

Country

ConsentOpted-InPendingOpted-Out

Notes

Activity Interests

Tick any activities this customer is interested in or has attended.

Cancel Save Changes

Update Activities

×

Activity Interests

Tick any additional activities this customer has attended with you or expressed interest in.

Record a New Attendance

Log a retreat or activity this customer attended with you.

Event NameActivity TypeDateLocation

＋ Add Activity

Cancel Save Activities

Create New CEN Member

×

Create a new CEN Member with a Kola licence. You will set their initial password here. The member can change it later using the "Forgot your password?" link on the login screen.

CEN ID *

First Name *

Surname *

Email *

Initial Password *

Role *MemberAdministrator

CEN Membership Date

Cancel Create Member

Edit CEN Member

×

CEN ID *

First Name *

Surname *

Email *

Role *MemberAdministrator

Licence Status *ActiveOverdueExpiredSuspended

CEN Membership Date

Licence Start Date

Cancel Save Changes

Record Payment

×

Payment Date *

Amount (£) *

Notes

Payment History

Date	Amount	Notes

Cancel Record Payment