Skip to content
English
Go to opus1.io
  • There are no suggestions because the search field is empty.

Who has and hasn't accepted my terms and conditions?

To see who has accepted your terms and conditions, who hasn't, and which version each family accepted, open Settings > T&C Policies in Opus1.io and click Export acceptances (CSV). The spreadsheet has a row for every time a family was asked to accept a policy version, with when they were asked and when they accepted. A blank Accepted At means they haven't accepted yet. For one family, check their client profile instead.

Applies to: Owner, Manager, Staff
PLUS Feature: No
Plan: All
Last updated: November 12, 2026

Table of Contents

  1. Overview
  2. Which view to use
  3. Check one family or subscription
  4. Who can download the full history
  5. Download acceptances for every policy
  6. Download acceptances for one policy
  7. Find who has accepted, who hasn't, and which version
  8. What each column shows
  9. How to read blank cells
  10. Acceptances Opus1.io does not store
  11. FAQ
  12. Related Articles

Overview

Every time you publish a policy or a new version of one, Opus1.io asks the payer on each affected subscription to accept it. Families who self-book accept the terms before they can finish booking. When staff enroll a family instead, Opus1.io emails the payer on the subscription and reminds them every five days until they accept. Some families accept right away, some take weeks, and some never do until someone follows up. Opus1.io keeps a record of each request: which policy, which version, when it was sent, and when, and by whom, it was accepted.

Why: When a family disputes a late-cancellation fee or a missed-lesson charge, the first question is whether they agreed to the policy that covers it, and which version they saw. A dated record answers that in a minute. The same record shows which families still haven't accepted, so the front desk can follow up before a dispute starts rather than after.

Which view to use

Opus1.io shows acceptance in three places. They differ in how much history they keep.

What you need Where to look Shows the version accepted?
Whether one family has accepted their current terms The Subscriptions section on the client's profile No
Current acceptance across every subscription Reporting > Subscriptions, terms accepted column No
Who has accepted, who hasn't, which version, and when, for every policy Export acceptances (CSV) on Settings > T&C Policies Yes

Check one family or subscription

For a quick look at one family in Opus1.io, open their client profile and go to the Subscriptions section. A subscription whose terms haven't been accepted shows a red warning icon. Hover over the icon to confirm. If the family has more subscriptions than the section shows, click See all subscriptions.

To see current acceptance across all subscriptions, go to Reporting > Subscriptions from the main menu and look at the terms accepted column.

If a family accepted in person or on paper, staff can mark the terms accepted on their behalf:

  1. On the client's profile, in the Subscriptions section, click Update on the subscription.
  2. Turn on Terms and Conditions accepted.
  3. Scroll down and click Update.

Both views show only whether the current terms are accepted. To see which version a family accepted and when, use the download in the next sections.

Who can download the full history

In Opus1.io, staff, managers, and owners who can open Settings > T&C Policies see the Export acceptances (CSV) button. Families never see it.

Payer Email is filled in for people whose role can view client contact details. On a custom role that can't view contact details, Payer Email is left blank and the rest of each row is still included.

Download acceptances for every policy

  1. In Opus1.io, open the main menu and go to Settings > T&C Policies.
  2. Click Export acceptances (CSV).
  3. Leave the window open while Opus1.io gathers the rows. It shows a spinner and a running count, such as 120 items loaded.
  4. When the window says Successfully loaded with a count, click Download CSV.

The file name starts with terms-acceptances_report_ and ends with the date and time of the download. Open it in Excel, Google Sheets, or Numbers.

Show legacy policies changes which policies are listed on the page. It doesn't change the download. An export from the main T&C Policies page always includes every stored acceptance, including older per-service policies.

💡 Tip: A school with several years of history can take a while to load. Wait for Successfully loaded before you click Download CSV, and keep the browser tab open until the file has finished downloading.

If your school has no stored acceptances yet, the window says Successfully loaded 0 items and the file has column headings and no rows. That's expected, not an error.

Download acceptances for one policy

  1. In Opus1.io, go to Settings > T&C Policies.
  2. Open the policy. Click its name, or click the arrow at the end of its row (Versions).
  3. Click Export acceptances (CSV).
  4. The window is titled Export acceptances for this policy. Wait for Successfully loaded, then click Download CSV.

This file has rows for that policy only, across all of its versions, including requests still waiting on an older version. Acceptances for your other policies are left out.

Why: When a dispute is about one policy, such as your cancellation policy, a single-policy file is shorter and easier to hand to whoever needs to see it.

Find who has accepted, who hasn't, and which version

Each of these starts from the Opus1.io download, open in your spreadsheet app with a filter turned on.

Who hasn't accepted yet. Filter Accepted At to blanks. Filter Policy Name to the policy you care about, and Policy Version to the current version. Requested At shows how long each request has been waiting, and Payer Email gives you the address to follow up.

Who has accepted. Filter Accepted At to non-blank cells, with the same Policy Name and Policy Version filters. Each row shows when the family accepted and, for subscriptions, who clicked accept.

Which version one family accepted. Filter Payer Name to the family. Each version they were asked to accept has its own row, so a family asked to accept version 1 and later version 2 has two. The Policy Version on a row with an Accepted At date is a version they accepted. Keep that row with your notes if a dispute comes up.

Who agreed to a photo release. Filter Optional Sections Accepted to rows that contain the name of your photo release term. Before a recital or a social media post, that's the list of students you can feature.

What each column shows

Each row is one acceptance request. Subscription rows come first, followed by drop-in booking rows.

Dates and times are in your school's time zone, on a 12-hour clock with seconds, for example 9/2/2026 12:30:00 PM. The date order follows the language settings of the browser you download from.

Column What it shows Use it to
Payer Name The payer on the subscription or drop-in booking Find one family's rows
Payer Email The payer's email address, when your role can view contact details Contact families who haven't accepted
Student Name The student on that subscription or booking Tell siblings apart
Service The service name, such as Piano Private Lesson - 30 Mins See which lessons the terms covered
Plan The plan name, such as Monthly Tuition or Drop-in Separate tuition families from drop-ins
Policy Name The terms and conditions policy that was requested Filter to one policy
Policy Version The version number of that policy for this row See which version the family was asked to accept
Requested At When Opus1.io asked for acceptance See how long a request has been waiting
Accepted At When the terms were accepted. Blank while still waiting Prove the date a family agreed
Accepted By The name of the person who accepted, when Opus1.io stored one Show who clicked accept
Optional Sections Accepted Optional terms the person accepted, such as a photo release. Several are separated by a semicolon and a space List families who agreed to an optional term
Source subscription for a subscription, or drop-in invoice for a drop-in booking Separate the two kinds of booking

Names and email addresses are saved as plain text. Commas, quotation marks, and line breaks inside a name or email are removed so each value stays in one cell.

How to read blank cells

  • Accepted At is blank when the payer has been asked and hasn't accepted yet. Requested At still shows when the request was made. The five-day reminder emails keep going to the payer on the subscription until the terms are accepted.
  • Accepted By is always blank on drop-in bookings. Opus1.io stores that the terms were accepted, but not the name of the person who clicked accept.
  • Accepted By can also be blank on older subscription rows, even when Accepted At is filled in. Those acceptances were saved before Opus1.io stored a name, or through a path that didn't record one. Accepted At is still the acceptance time.
  • Optional Sections Accepted is blank when no optional term was accepted. Required terms aren't listed here. They're part of the version named in Policy Name and Policy Version.
  • Policy Name or Policy Version is blank when that version is no longer available.

Acceptances Opus1.io does not store

The file can only list acceptances Opus1.io saves, and some aren't saved:

  • Lesson-pack checkout. Terms accepted while buying a lesson pack aren't stored, so they never appear in the file.
  • Account sign-up. The terms a person accepts while creating an Opus1.io account aren't stored either.
  • Subscriptions never asked to accept. A subscription with no acceptance request has no row.

If a family you expected is missing from the file, check which of these applies before assuming something went wrong.

FAQ

Can I download acceptances for one month or one term? Not from Opus1.io. The download always covers every stored request. Filter Requested At or Accepted At in your spreadsheet to the dates you need.

Does the file include the wording of the version a family accepted? No. The file names the policy and its version number. To read what that version said, open the policy under Settings > T&C Policies in Opus1.io and look at its versions.

Does downloading the file notify families or change anything? No. Exporting from Opus1.io only reads the records. It sends no emails and doesn't change any family's acceptance status.

How do I ask families to accept a new version? The steps are in How do I update terms and conditions and prompt clients to re-accept? Once Opus1.io asks families to accept the new version, each of them gets a new row in the download for it, blank in Accepted At until they accept.

Related Articles