opus1io Knowledge Base
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Getting Started
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General
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PLUS
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General
Enrollment
Scheduling
Clients
General
Staff & Client Comments
Credits
Subscriptions & Invoices
Proposals
Appointment Waitlist Notification
Gift Cards
Staff
General
Payroll
Time-off
Commissions
Business
General
Subscription
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Integrations
Templates
Self-Booking Links
Default Notifications
Locations / Rooms
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Services
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Appointments
Sessions
Events
Subscription-Only
Cancellation
Payment Plans
Promotions
Stats
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Today
Conversions
Session Enrollment
Location / Room Utilization
Reporting
Attendance
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Overdue Invoices
Subscriptions
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FAQs
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opus1io Knowledge Base
Services
Getting Started
General
Payment Processing & Payment Data Migrations
CloverConnect
Stripe
General
SMS
General
Instant Messaging
Batch SMS
Templates
PLUS
Prospects
Campaigns
Scheduling & Enrollment
General
Enrollment
Scheduling
Clients
General
Staff & Client Comments
Credits
Subscriptions & Invoices
Proposals
Appointment Waitlist Notification
Gift Cards
Staff
General
Payroll
Time-off
Commissions
Business
General
Subscription
Payment
Integrations
Templates
Self-Booking Links
Default Notifications
Locations / Rooms
General
Services
General
Appointments
Sessions
Events
Subscription-Only
Cancellation
Payment Plans
Promotions
Stats
Dashboard
Today
Conversions
Session Enrollment
Location / Room Utilization
Reporting
Attendance
Credits
Invoices
Overdue Invoices
Subscriptions
Transactions
FAQs
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?
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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?
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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?
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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?
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Subscription-Only
How do I charge my clients once per month or year for rentals or membership fees?
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?
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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?
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