opus1io Knowledge Base
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Clients
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
Gift Cards
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
Clients
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
Gift Cards
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
Clients
Client profile view, staff & client comments, credits subscriptions, invoices, account managers & dependents, flagging clients as do not enroll, etc.
General
Client Automated Email Notifications
What does a client see when they log in?
What do my clients see when they login?
How do I add new clients to my opus1.io?
How do I prevent an unwanted client from enrolling?
How do I create client custom attributes for special needs, allergies, referrer, etc.?
How do I add a dependent to a client's profile?
Deleting / Merging Duplicate Accounts
How do I change my client's account managers?
How do I link dependents with their account managers?
Understanding Client Lifetime Metrics
Client Lifetime Statistics
How do I find client birthdays?
A Guide to Using Opus1.io for Parents
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Staff & Client Comments
Client Comments vs. Staff Comments
Credits
How do I ensure manually-issued service credits count against my studio's make-up limit policy?
How do I modify service/monetary credits?
How do I add monetary credits to a client's account?
Subscriptions & Invoices
How do I add a recurring note to an invoice?
What does the 'comp invoice' button do?
How do I run a one-time charge to my clients?
How do I issue a refund on an invoice?
How do I void an invoice?
How do I add a discount to an invoice?
How do I download a PDF of a client's invoice?
How do I change the service associated with a subscription?
How do I assign a Billing location to a subscription?
How do I change the payer on an invoice/subscription?
How do I change an invoice's due date and late fee window?
How do I use subscription holds?
Can I set the start date of my clients' subscriptions?
How do I add a recurring discount to a subscription?
How do I end a subscription?
Are my clients notified when their payments are declined?
Where can I see if my clients have accepted terms and conditions?
How do I delay an auto payment?
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Proposals
A Guide to Proposals Tracking
Appointment Waitlist Notification
Using Appointment Waitlist Notifications
Gift Cards
How do I issue gift cards to clients?
