---
title: Calendar & Scheduling | opus1io Knowledge Base
description: Book and run lessons day to day — appointments, recurring schedules, substitutes, rescheduling, attendance, and enrollment. Keep the calendar accurate when real life reshuffles it.
---

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1. [opus1io Knowledge Base](https://kb.opus1.io/)
2. [Calendar & Scheduling](https://kb.opus1.io/calendar-scheduling)

# Calendar & Scheduling

 Book and run lessons day to day — appointments, recurring schedules, substitutes, rescheduling, attendance, and enrollment. Keep the calendar accurate when real life reshuffles it.

## General

- [Canceling vs. Closing Appointments and Group Classes](https://kb.opus1.io/canceling-lessons-vs.-closing-lessons)
- [Are owners and managers notified when a client self-books a trial lesson?](https://kb.opus1.io/are-owners-and-managers-notified-when-a-client-self-books-a-trial-lesson)
- [How do I take attendance?](https://kb.opus1.io/how-do-i-take-attendance)
- [How do I filter for specific staff, services, and locations on the main schedule?](https://kb.opus1.io/how-do-i-filter-for-specific-staff-services-and-locations-on-the-main-schedule)
- [How do clients join their online appointments/group classes?](https://kb.opus1.io/how-do-my-students-join-an-online-lesson)

## Batch Schedule Actions

- [How do I allow Opus1 to send batch emails from the main schedule?](https://kb.opus1.io/how-do-i-allow-opus1-to-send-batch-emails-from-the-main-schedule)
- [How do I batch update the location/room of multiple appointments and group classes?](https://kb.opus1.io/how-do-i-batch-update-the-location/room-of-a-full-day-of-lessons)
- [How do I cancel a full day of appointments/group classes?](https://kb.opus1.io/how-do-i-cancel-a-full-day-of-appointmentssessions)
- [How do I email a group of students?](https://kb.opus1.io/how-do-i-email-a-group-of-students)
- [How do I take attendance for multiple appointments/group classes at once?](https://kb.opus1.io/how-do-i-take-attendance-for-multiple-appointments/sessions-at-once)

## Calendar Notes & Display

- [Adding Calendar Notes To Appointments / Group Classes](https://kb.opus1.io/adding-calendar-notes-to-appointments-sessions)
- [Can my staff leave a note for my students when updating the students' schedules?](https://kb.opus1.io/can-my-staff-leave-a-note-for-my-students-when-updating-the-students-schedules)
- [How do I change the calendar color of an individual appointment or group class?](https://kb.opus1.io/how-do-i-change-the-calendar-color-of-an-individual-appointment-or-session)
- [How do I show staff availabilities on the main schedule?](https://kb.opus1.io/how-do-i-show-staff-availabilities-on-the-main-schedule)
- [Using Override Appointment Status](https://kb.opus1.io/using-override-appointment-status)

## Enrollment

- [How do I enroll a student on a past class date?](https://kb.opus1.io/how-do-i-enroll-a-student-on-a-past-class-date)
- [How do I book a 15-minute lesson extension?](https://kb.opus1.io/how-do-i-book-a-15-minute-lesson-extension)
- [How do I book a biweekly appointment?](https://kb.opus1.io/how-do-i-book-a-biweekly-appointment)
- [How do I book a limited series of appointments?](https://kb.opus1.io/how-do-i-book-a-limited-series-of-appointments)
- [How do I book a recurring appointment?](https://kb.opus1.io/how-do-i-book-a-recurring-appointment)
- [How do I book a semi-private appointment?](https://kb.opus1.io/how-do-i-book-a-semi-private-appointment)
- [How do I transfer a client to another group class?](https://kb.opus1.io/how-do-i-transfer-a-client-to-another-session)
- [If I send a proposal, is that spot automatically put on hold?](https://kb.opus1.io/if-i-send-a-proposal-is-that-spot-automatically-put-on-hold)
- [Overriding First-Month Proration for Appointments | Opus1.io](https://kb.opus1.io/overriding-first-month-proration-for-appointments-opus1io)
- [Sending Combined Proposal-Appointment Holds](https://kb.opus1.io/sending-combined-proposal-appointment-holds)
- [Sending Proposals](https://kb.opus1.io/sending-proposals)
- [What are appointment holds?](https://kb.opus1.io/what-are-appointment-holds)
- [What does "Enroll Now and Pay Later" do?](https://kb.opus1.io/what-does-enroll-now-and-pay-later-do)
- [When A Parent Accidentally Books Themselves A Lesson Instead of Their Child](https://kb.opus1.io/when-a-parent-accidentally-books-themselves-a-lesson-instead-of-their-child)

See less ▼

## Recurring & Rescheduling

- [How do I change the duration of a recurring appointment?](https://kb.opus1.io/how-do-i-change-the-duration-of-a-recurring-appointment)
- [How do I change the instructor on a recurring appointment?](https://kb.opus1.io/how-do-i-change-the-instructor-on-a-recurring-appointment)
- [Recurring Appointment Availability On The Main Schedule](https://kb.opus1.io/recurring-appointment-availability-on-the-main-schedule)
- [Rescheduling Single & Recurring Appointments](https://kb.opus1.io/rescheduling-single-recurring-appointments)

## Substitutes

- [How do I assign a substitute for another teacher's daily schedule?](https://kb.opus1.io/how-do-i-assign-a-substitute-for-another-teachers-daily-schedule)
- [How do I assign a substitute teacher?](https://kb.opus1.io/how-do-i-assign-a-substitute-teacher)

- [Account & Troubleshooting](https://kb.opus1.io/account-troubleshooting#main-content)

    - [General](https://kb.opus1.io/account-troubleshooting#general)
    - [Login & Access](https://kb.opus1.io/account-troubleshooting#login-access)
    - [Release Notes](https://kb.opus1.io/account-troubleshooting#release-notes)
- [Business](https://kb.opus1.io/business#main-content)

    - [General](https://kb.opus1.io/business#general)
    - [Business Profile & Billing](https://kb.opus1.io/business#business-profile-billing)
    - [Client Data & Forms](https://kb.opus1.io/business#client-data-forms)
    - [Integrations](https://kb.opus1.io/business#integrations)
    - [Locations & Rooms](https://kb.opus1.io/business#locations-rooms)
    - [Self-Booking Links](https://kb.opus1.io/business#self-booking-links)
    - [Terms & Conditions](https://kb.opus1.io/business#terms-conditions)
- [Calendar & Scheduling](https://kb.opus1.io/calendar-scheduling#main-content)

    - [General](https://kb.opus1.io/calendar-scheduling#general)
    - [Batch Schedule Actions](https://kb.opus1.io/calendar-scheduling#batch-schedule-actions)
    - [Calendar Notes & Display](https://kb.opus1.io/calendar-scheduling#calendar-notes-display)
    - [Enrollment](https://kb.opus1.io/calendar-scheduling#enrollment)
    - [Recurring & Rescheduling](https://kb.opus1.io/calendar-scheduling#recurring-rescheduling)
    - [Substitutes](https://kb.opus1.io/calendar-scheduling#substitutes)
- [Clients](https://kb.opus1.io/clients#main-content)

    - [Account Managers & Dependents](https://kb.opus1.io/clients#account-managers-dependents)
    - [Client Experience](https://kb.opus1.io/clients#client-experience)
    - [Client Records](https://kb.opus1.io/clients#client-records)
    - [Credits](https://kb.opus1.io/clients#credits)
    - [Gift Cards](https://kb.opus1.io/clients#gift-cards)
    - [Invoices](https://kb.opus1.io/clients#invoices)
    - [Payments & Auto-Pay](https://kb.opus1.io/clients#payments-auto-pay)
    - [Subscriptions](https://kb.opus1.io/clients#subscriptions)
    - [Waitlist Notifications](https://kb.opus1.io/clients#waitlist-notifications)
- [Communication](https://kb.opus1.io/communication#main-content)

    - [Email & Notifications](https://kb.opus1.io/communication#email-notifications)
    - [SMS](https://kb.opus1.io/communication#sms)
    - [Voice](https://kb.opus1.io/communication#voice)
- [Grow Your Music School](https://kb.opus1.io/grow-your-music-school#main-content)

    - [Convert Prospects](https://kb.opus1.io/grow-your-music-school#convert-prospects)
    - [Email Campaigns](https://kb.opus1.io/grow-your-music-school#email-campaigns)
    - [Get Found & Capture Leads](https://kb.opus1.io/grow-your-music-school#get-found-capture-leads)
    - [Reviews & Reputation](https://kb.opus1.io/grow-your-music-school#reviews-reputation)
- [Payment Processing](https://kb.opus1.io/payment-processing#main-content)

    - [General](https://kb.opus1.io/payment-processing#general)
    - [Opus1 Payments (Stripe)](https://kb.opus1.io/payment-processing#opus1-payments-stripe)
    - [Clover Connect (FiServ / Cardpointe)](https://kb.opus1.io/payment-processing#clover-connect-fiserv-cardpointe)
- [Reporting](https://kb.opus1.io/reporting#main-content)

    - [Attendance](https://kb.opus1.io/reporting#attendance)
    - [Credits](https://kb.opus1.io/reporting#credits)
    - [Invoices](https://kb.opus1.io/reporting#invoices)
    - [Subscriptions](https://kb.opus1.io/reporting#subscriptions)
    - [Transactions](https://kb.opus1.io/reporting#transactions)
    - [Data Exports](https://kb.opus1.io/reporting#data-exports)
- [Services](https://kb.opus1.io/services#main-content)

    - [Appointments](https://kb.opus1.io/services#appointments)
    - [Building Services](https://kb.opus1.io/services#building-services)
    - [Cancellation](https://kb.opus1.io/services#cancellation)
    - [Events](https://kb.opus1.io/services#events)
    - [Optimization & Conversion](https://kb.opus1.io/services#optimization-conversion)
    - [Payment Plans](https://kb.opus1.io/services#payment-plans)
    - [Group Classes](https://kb.opus1.io/services#group-classes)
    - [Subscription-Only](https://kb.opus1.io/services#subscription-only)
- [Staff](https://kb.opus1.io/staff#main-content)

    - [Availability & Self-Booking](https://kb.opus1.io/staff#availability-self-booking)
    - [Calendar Sync](https://kb.opus1.io/staff#calendar-sync)
    - [Onboarding & Offboarding](https://kb.opus1.io/staff#onboarding-offboarding)
    - [Payroll & Compensation](https://kb.opus1.io/staff#payroll-compensation)
    - [Roles & Permissions](https://kb.opus1.io/staff#roles-permissions)
    - [Teacher Tools & Access](https://kb.opus1.io/staff#teacher-tools-access)
    - [Time-off](https://kb.opus1.io/staff#time-off)
- [Stats](https://kb.opus1.io/stats#main-content)

    - [Conversions](https://kb.opus1.io/stats#conversions)
    - [Client Metrics](https://kb.opus1.io/stats#client-metrics)
    - [Dashboard](https://kb.opus1.io/stats#dashboard)
    - [Group Class Enrollment](https://kb.opus1.io/stats#group-class-enrollment)
    - [Today](https://kb.opus1.io/stats#today)
    - [Utilization](https://kb.opus1.io/stats#utilization)

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