opus1io Knowledge Base
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Getting Started
General
Payment Processing & Payment Data Migrations
CloverConnect
Stripe
General
SMS
General
Instant Messaging
Batch SMS
Templates
PLUS
Prospects
Campaigns
Scheduling & Enrollment
General
Enrollment
Scheduling
Clients
General
Staff & Client Comments
Credits
Subscriptions & Invoices
Proposals
Appointment Waitlist Notification
Staff
General
Payroll
Time-off
Commissions
Business
General
Subscription
Payment
Integrations
Templates
Self-Booking Links
Default Notifications
Locations / Rooms
General
Services
General
Appointments
Sessions
Events
Subscription-Only
Cancellation
Payment Plans
Promotions
Stats
Dashboard
Today
Conversions
Session Enrollment
Location / Room Utilization
Reporting
Attendance
Credits
Invoices
Overdue Invoices
Subscriptions
Transactions
FAQs
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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