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I already marked lessons as closed. How do I issue credits?

Marked holiday or snow day lessons Closed and now owe makeups? Closed lessons never get a credit, and there is no button to add them in bulk afterward. For a whole day, remove the closed date, ask Opus1.io support to resync the calendar, then batch cancel the day as a staff cancellation. For a few students, add a makeup credit on each student's profile with Add credit. Check one family's invoice first.

Applies to: Owner, Manager (removing and re-adding closed dates needs an Owner)
PLUS Feature: No
Plan: All
Last updated: November 10, 2026

Table of Contents

  1. Overview
  2. Why the students have no credit
  3. Check the invoice before you give anything
  4. Which path to use
  5. Reopen the lessons and batch cancel them
  6. Add a makeup credit by hand
  7. Add money back instead of a makeup
  8. Next time: decide before you close
  9. FAQ
  10. Related Articles

Overview

Set All As Closed is the right tool when a holiday, school break, or snow day is not made up. It marks each lesson (closed) and stops there. It does not issue a makeup credit, a cancellation credit, or a refund, and it does not email or text families.

If your studio then decides those students should get a makeup, Opus1.io gives you two ways to fix it. You can reopen the lessons and cancel them as a staff cancellation, so each service's own cancellation policy issues the credits. Or you can leave the lessons Closed and add the credits yourself, one student at a time.

Either way, look at one affected family's invoice first. On a per-lesson plan, closing the lesson may already have lowered the bill, and a makeup on top of that pays the family twice for the same day.

Why: Closed and staff canceled mean different things in Opus1.io. Closed says the studio was shut and nobody is owed anything. A staff cancellation says the lesson was the studio's to make up. Fixing the status, rather than only adding credits, keeps your records and your cancellation limits telling the same story.

Why the students have no credit

Three things look like they should create a credit, and none of them do.

What you did What Opus1.io did
Clicked Set All As Closed on the location Marked each matching lesson (closed). No credit, whatever the service's cancellation settings say.
Opened a closed lesson and used Override Appointment Status to set it to Staff Canceled Changed the label only. No credit was created and no email was sent.
Removed the closed date from the location Reopened online booking for that day. Lessons already marked Closed stayed Closed.

Override Appointment Status is for correcting a label. It never creates or removes a credit. To have Opus1.io issue credits under your cancellation policy, the lesson has to be Active first and then canceled. That is what Reopen the lessons and batch cancel them walks through.

Check the invoice before you give anything

Open one affected family's unpaid invoice. What closing the lesson already did depends on how that family's payment plan is priced.

How the family is billed What closing already did What a typical makeup policy adds
Per lesson, invoice still unpaid The closed lesson dropped out of the visit count, so the balance due is lower Nothing, unless your policy is a lower bill and a makeup
Flat monthly rate, including tuition-table pricing, invoice still unpaid The invoice amount stayed the same A makeup credit, or a monetary credit if you would rather lower what they pay
Any invoice that is already paid The amount stayed the same and the card was not refunded A makeup credit, or a monetary credit for the lesson price

On a per-lesson plan, the lower invoice is the family's compensation for the closed day. Studios that give a makeup as well should do so on purpose. Studios that only meant to skip the charge can stop here.

A monetary credit and a makeup for the same closed lesson is the same double benefit. Pick one. The full detail on how closures change per-lesson invoices is in Does a holiday closure lower per-lesson invoices?

Which path to use

Reopen and batch cancel Add credits by hand
Best for A whole day or a whole location A handful of students, or one family
Who decides the credit Each service's staff cancellation policy You choose the service, visit count, and expiry
Lesson status afterward Staff Canceled Stays (closed)
Families notified Yes, unless you turn notifications off when you batch cancel No. Tell them yourself
Counts toward a cancellation limit Yes, as a staff cancellation Only if you apply the credit to a subscription
Needs support Yes, for the calendar resync No

 

Why: Reopening is more steps, but every student gets exactly what your policy already promises, and the calendar shows a staff cancellation instead of a closure. Adding credits by hand is faster for a few students and lets you make exceptions.

Teacher pay can change too. Staff-canceled lessons are not paid by default. If a teacher's pay rate has Count location closures? turned on, that teacher was paid for the closed day, and switching those lessons to staff canceled may remove that pay. Check the teacher's pay rate before you reopen.

Reopen the lessons and batch cancel them

This path puts the lessons back to Active, then cancels them the way you would have if you had batch canceled in the first place.

  1. Remove the closed date. Go to Settings > Locations / Rooms, click Update next to the location, delete the closure under Closed Hours / Days, and click Update Business. Only owners can edit location settings.
  2. Ask Opus1.io support for a calendar resync. Removing the closed date does not reopen lessons that were already marked Closed. A resync does, and support has to run it. Send one message with:
    • the location name
    • the closed date or dates, such as Thursday, November 26 and Friday, November 27
    • confirmation that you have already removed those dates from the location
  3. Check that the lessons are Active again. Open the main schedule on the closed date. The (closed) labels should be gone.
  4. Batch cancel the day. In day view on the main schedule, click Show filters, narrow to the location, and click Batch Cancel. Leave Don't issue credit(s) off, or no credits are created. Turn on Do not notify the participant (Clients and Staff) if you will send your own message. Click Proceed With Batch Cancel. The steps are in How do I cancel a full day of appointments/group classes?
  5. Re-add the closed date if it is still in the future, so families cannot book into it. Click Update Business. A date that has already passed does not need re-adding.

⚠️ Warning: When you re-add the closed date, a red warning triangle may appear beside it. Do not click it or Set All As Closed. That shortcut is how the lessons were closed the first time.

Each student gets a credit only if the service is set to give one. In the service's Cancellation tab, the answer to What should happen when an appointment or class is canceled when a staff is unable to perform the service? should be Automatically issue a service credit. Each service has its own setting, so check every service that had lessons that day before you batch cancel.

For only two or three lessons, you can skip the resync. Open each lesson, click Override Appointment Status, set it to Active, then cancel it as a staff cancellation. The steps are in Using Override Appointment Status.

On a per-lesson plan, a reopened lesson goes back into the visit count. Whether it comes off again after the staff cancellation depends on Should staff canceled visits be counted in per visit billing? in the payment plan. Check one family's open invoice afterward.

Add a makeup credit by hand

Use this path to leave the lessons Closed and give each student a makeup yourself. Add the credit to the person who takes the lesson, which may be the account manager or a dependent. A group class needs one credit per enrolled student, each on that student's profile.

  1. Open the student's profile in Opus1.io.
  2. In the Credits section, select Add credit.
  3. Under Client to credit, keep the student selected. If you opened the account manager's profile, choose the student who missed the lesson.
  4. Enter a Reason. This becomes the credit's label and allows 32 characters. "Snow day makeup" fits.
  5. Turn Service credit on.
  6. Choose the Service. If your cancellations normally issue credits for a separate makeup service, choose that makeup service. Choosing the regular lesson service lets the family book an ordinary paid lesson with the credit.
  7. Set Visit count to the number of closed lessons of that service for this student. Three closed piano lessons can be one credit with a visit count of 3. Piano and guitar need two separate credits.
  8. Leave Never expires on if the makeup should last until it is used. To match a 60-day makeup policy, turn Never expires off and set Valid until. Not valid before starts as today. Move it later only if the family should not book yet.
  9. Select Add.

The credit appears on the student's account right away. Opus1.io does not email or text the family, so let them know a makeup is waiting and that they can book it from Credits.

To have this credit count toward the subscription's makeup limit, select the subscription under Apply to Subscription, set Count towards cancellation policy to Staff cancellation, then select Add. If the student is already at the limit on that subscription, the credit cannot be applied to it. Leave Apply to Subscription empty when the makeup should not count against the limit. More on that setting is in How do I ensure manually-issued service credits count against my studio's make-up limit policy?

The lessons can stay (closed) on the calendar. The record stays accurate: the studio was shut, the lesson did not happen, and the makeup was added by hand.

Add money back instead of a makeup

Use a monetary credit when the family has already paid and your policy is to return the lesson's value rather than offer a makeup. Add it to the payer, usually the account manager. An adult student who pays their own invoice can receive it on their own profile.

  1. Open the payer's profile.
  2. In the Credits section, select Add credit.
  3. Enter a Reason, such as "Snow day credit".
  4. Leave Service credit off.
  5. Enter the Amount. Use the price of the closed lesson, or the amount your policy returns for the day.
  6. Leave Never expires on, or set Valid until if the credit should lapse.
  7. Select Add.

The credit stays on the payer's account until it is used. It does not refund the card. It is applied to the next open invoice on its own only if the service has Automatically apply monetary credits to next open invoice for subscriptions to this service? turned on. Otherwise, apply it when the family pays, as described in How do I add monetary credits to a client's account?

Next time: decide before you close

Add the closed dates to the location so booking stops. Then choose one path before anyone clicks Set All As Closed.

Your policy for this closure What to do What the family gets
The day is not made up Set All As Closed No credit. An unpaid per-lesson invoice drops the lesson.
The day is made up Batch cancel from the main schedule, in day view A credit under each service's staff cancellation policy

The closing steps, and the red warning triangle that leads most studios to close lessons they meant to cancel, are covered in Why are lessons still scheduled on my closed dates?

FAQ

Can I issue a credit for every closed lesson at once? Not from the closed lessons themselves. To credit a whole day in one step, reopen the lessons through a support resync and batch cancel them. Add credit works one student at a time, though one service credit can cover several closed lessons of the same service.

I changed a closed lesson to Staff Canceled. Where is the credit? Override Appointment Status changes the label only. Either add the credit by hand, or override the lesson to Active and cancel it as a staff cancellation so the service's policy issues it.

The family already paid for the month. Did closing the lesson refund them? No. A paid invoice stays at the amount collected. Add a monetary credit to the payer, give a makeup, or refund the payment yourself.

Will families be told about the credit? Not when you add it by hand. A batch cancel notifies them unless you turn on Do not notify the participant (Clients and Staff). Either way, a short message from the studio explaining the makeup avoids confused replies.

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