opus1io Knowledge Base

Full setup tutorial, client data import, credit card data migration, payment processing, going live, premium vs. DIY migrations, etc.

Opus1.io security best practices, device compatibility, etc.

Sms enablement, sample SMS privacy policy instant messaging, batch sms best practices, batch sms for clients and staff, sms templates, etc.

Prospects board, prospects conversion tracking, lead form, SMS/email campaigns, reputation management, etc.

Opus1 Voice - Your all-in-one AI powered voice / virtual phone solution

Opus1.io main schedule, schedule updates, booking appointments, enrolling in sessions, subscribing clients, batch update, batch cancellation, etc.

Client profile view, staff & client comments, credits subscriptions, invoices, account managers & dependents, flagging clients as do not enroll, etc.

Adding staff, availability, pay rates, payroll, time-off, commissions, sharing files, removing staff from Opus1.io, staff permissions, etc.

Default client/staff notifications, client custom attributes, payments, Opus1.io subscription, templates, self-booking links, etc.

Creating locations, adding rooms, assigning services to rooms, open & closed hours/days, location types, etc.

Configuring appointments, sessions, events, and subscription-only services; cancellation policies, payment plans, service email templates, etc.

Using promotional links, etc.

Main dashboard, today view, conversions, session enrollment, staff stats, location / room utilization, retention, etc.

Reports for attendance, credits, invoices, overdue invoices, subscriptions, transactions, etc.

General troubleshooting and miscellaneous FAQs