Hello. How can we help you?

Getting Started

Full setup tutorial, client data import, credit card data migration, payment processing, going live, premium vs. DIY migrations, etc.

General

Opus1.io security best practices, device compatibility, etc.

SMS

Sms enablement, sample SMS privacy policy instant messaging, batch sms best practices, batch sms for clients and staff, sms templates, etc.

PLUS

Prospects board, prospects conversion tracking, lead form, SMS/email campaigns, reputation management, etc.

Scheduling & Enrollment

Opus1.io main schedule, schedule updates, booking appointments, enrolling in sessions, subscribing clients, batch update, batch cancellation, etc.

Clients

Client profile view, staff & client comments, credits subscriptions, invoices, account managers & dependents, flagging clients as do not enroll, etc.

Staff

Adding staff, availability, pay rates, payroll, time-off, commissions, sharing files, removing staff from Opus1.io, staff permissions, etc.

Business

Default client/staff notifications, client custom attributes, payments, Opus1.io subscription, templates, self-booking links, etc.

Locations / Rooms

Creating locations, adding rooms, assigning services to rooms, open & closed hours/days, location types, etc.

Services

Configuring appointments, sessions, events, and subscription-only services; cancellation policies, payment plans, service email templates, etc.

Promotions

Using promotional links, etc.

Stats

Main dashboard, today view, conversions, session enrollment, staff stats, location / room utilization, retention, etc.

Reporting

Reports for attendance, credits, invoices, overdue invoices, subscriptions, transactions, etc.

FAQs

General troubleshooting and miscellaneous FAQs