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Services
Configuring appointments, sessions, events, and subscription-only services; cancellation policies, payment plans, service email templates, etc.
General
- How-to: Batch Duplicating Your Services For Multiple Instruments
- How do I update multiple services at the same time?
- How do I batch update my payment plans?
- How-To: Using Service Duplication and Batch Duplication To Create Your Services
- How do I enable conversion tracking?
- How do I make my services visible to clients/visitors?
- What are automated conversions?
- Schedule Optimization
- How do I optimize my teachers' schedules?
- FAQ: What services can be self-booked using Opus1.io?
- How To Use Credit Reminders
Appointments
- How do I configure client lifecycle statuses for trial appointments?
- How do I enable automated follow-up emails?
- How do I automatically reserve a weekly time-slot after a trial lesson?
- How do I customize the client notes requested at a self-booking?
- How do I ensure that make-ups are only booked over canceled lessons?
- How do I ensure make-ups are only booked with the staff of the original lesson?
Sessions
- How do I enroll my clients into session services?
- How do I leave lesson notes for an entire session roster?
- Full Session Payment Plans with Per-Visit Pricing
- How do I set up semi-private services?
- How do I set an age range for a specific session?
- How do I add a description for a specific session?
- How do I set a class size for a specific session?
- How do I assign tags to individual sessions?
- How do I create summer camp services for my school?
- How do I assign a primary staff to a session?
Events
- Events Services & Events Self-Booking
- Using Events-Based Services
- How do I Enroll Participants in Events?
- How do I generate a 'program' for my event?
- How do I invite staff to add slots and performance details to Events?
- Adding Files To Event Attributes For Backing Tracks / Accompaniment
- Staff Permissions For Events
- How do I print my recital program?
Subscription-Only
Cancellation
- Types of Cancellations
- How do I update my services' cancellation policies?
- Can I limit how many service credits are issued?
- I'm changing my cancellation policies. Will my clients' lessons automatically update with the new cancellation policies?
- Can I set a makeup service credit to expire after a certain time?
- How do I allow my clients to self-cancel unpaid appointments and/or session dates?
Payment Plans
- Payment Plan Templates
- How do I sell my client a prepaid pack of lessons?
- How do I create a trial payment plan for my group classes?
- How do I enable sibling discounts?
- Will the price of my clients' subscriptions increase if I update the price of my services' payment plans?
- How can I charge my clients per-visit for a session with one-time payment?
- How do I add sales tax to a service's payment plan(s)?
- How do I enable my payment plans for self-booking?
- How do I reorder my payment plans for self-booking?
- How do I configure my payment plans to auto-tag clients when they enroll?