Your guide to implementing opus1.io for your business.
Congratulations on making the decision to switch to opus1.io! We're so excited for you to begin your journey to see the amazing features our platform has to offer to streamline, automate, and scale your business.
Below you will find our guide to setting up your opus1.io account. We strongly recommend following these steps exactly as described below to ensure you set up your account as efficiently as possible.
Our platform offers more automations and features than any other platform for music schools on the market. Likewise, correctly setting up your account usually requires a larger time investment than other comparable products.
As you complete your set-up, please feel free to utilize our support team for any assistance you require or questions you want answered. You can reach them at support@opus1.io, via live chat within your opus1.io account, or by booking a live support call with one of our Customer Success Managers.
Step 1: Import Your Client Data, Enable Electronic Payments, Initiate Payment Data Migration
Please note that these steps can be completed in parallel to your setup as outlined in Step 2 below. We strongly recommend initiating your payment data migration as early in the process as possible, as payment data migrations take 2-3 weeks on average to complete.
- Client Data Import: Opus1.io will import your client data from your previous platform. Please export and format your client data following the requirements in our guide on importing client data. Then, send that formatted client data file to support@opus1.io. Our support team will notify you as soon as your client data has been successfully imported.
- Enable Electronic Payments: opus1.io supports two payment processors: CloverConnect and Stripe. For customers outside the US/Canada, Stripe is the only available payment processor currently.
If your business is based in the US/Canada and you would like to use CloverConnect for payment processing, please email finance@opus1.io to initiate the onboarding process.
If you would like to use Stripe for payment processing, simply navigate to your Business settings > Payments tab and click Connect with Stripe to link an existing or create a new Stripe account. If you are linking an existing Stripe account populated with customer payment methods, you may be able to skip the Payment Data Migration step below. - Payment Data Migration: when switching between platforms, it is usually desirable to migrate customer payment data to avoid asking customers to re-enter their payment information, potentially affecting billing and payroll. To request to migrate your payment data, you must have already decided which of opus1.io's payment processors you will be using, CloverConnect or Stripe. To request to migrate your payment data to CloverConnect, see our support article here. To request to migrate your payment data to Stripe, see our support article here.
Step 2: Configure Your Account
To begin your set-up, we strongly recommend following along with our Full Setup Tutorial Series, where we provide a comprehensive walk-through of configuring opus1.io for your business. It is important that you follow these steps in the precise order outlined below to complete your setup as efficiently as possible. For each step below, you will find a link to the corresponding video from our Full Setup Tutorial Series.
- Configure Your Business Settings
- Configure Your Locations
- Configure Your Services (Video 1, Video 2, Video 3, Video 4)
- Create And Configure Your Staff, Assign Services To Rooms
- Create Self-Booking Links
Once your client data has been imported, you are ready to move on to Step 3 below.
Step 3: Enroll Your Customers
Once your business, location, rooms, services, and staff profiles are fully configured and your client data has been imported by our team, the final step before going live is to enroll your customers. For a guide on enrolling customers in appointment services, see the second half of this video. For a guide on enrolling customers in session services, see the first section of this video.
Step 4: Go Live!
Once enrollment is complete, your business is ready to go live! Going live with opus1.io means enabling automatic notifications. At that point, your customers' payments will be processed through opus1.io and our platform will serve as the source-of-truth for your business.
To go live, please email support@opus1.io or reach out via live chat. Our team will complete a short account review prior to enabling notifications for your account. Additionally, you may want to review our Ready to Launch Checklist to ensure all configuration has been complete prior to launching opus1.io to your customers.