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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
- How do I make a dependent into an account manager?
Staff & Client Comments
Credits
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?