opus1io Knowledge Base
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Business
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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opus1io Knowledge Base
Business
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
Business
Default client/staff notifications, client custom attributes, payments, Opus1.io subscription, templates, self-booking links, etc.
General
How To Add A Messaging Disclaimer to Your Client Comments
How can I find a record of emails sent from Opus1.io?
How do I use client custom attributes?
How do I add my business's federal tax ID/EIN to my clients' invoices? (US Customers)
Configuring Default Client and Staff Notifications
Sharing Files
How do I create preset discounts?
I'm uploading pictures and photos to my opus1.io. What size/format should they be?
How do I use the LessonMate integration?
How do my clients request a LessonMate?
How do I change my business name, address, and phone number?
How do I track opus1io Self Bookings with Google Tag Manager
How do I add custom questions to my registration page?
How do I create conditional questions for my registration and lead forms?
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Subscription
How can I find a receipt for my opus1.io subscription?
Payment
How do I connect my payment terminal to Opus1.io?
Integrations
Mailchimp Integration Details
Configuring Outbound Webhooks
Configuring Inbound Webhooks
Templates
How do I customize the Payment Reminder & Subscription Autopay Failed email templates?
How do I customize the subject line of the Google review prompt email?
Self-Booking Links
Creating Self-Booking Links
How do I create a self-booking link for make-ups?
How do I show only specific payment plans on my self-booking links?
How do I set my self-booking links to default to location instead of staff when clients book?
Default Notifications
How do I remove staff bios from appointment and session SMS notifications?
