Clients

Topics related to client profiles

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39 articles in this collection
Written by Will Nowell
General

How do I credit a client's account?

How to add monetary credits to your clients' profiles on Opus1.io.
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Written by Will Nowell
Updated over a week ago

Where can my clients register for a profile with my Opus1.io?

Using the /register link for client registration
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Written by Will Nowell
Updated over a week ago

How do I email a group of students?

How to use Opus1.io's batch email feature to email a group of clients.
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Written by Will Nowell
Updated over a week ago

Client Automated Email Notifications

Example templates for the most important notifications sent to your clients
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Written by Will Nowell
Updated over a week ago

Configuring Default Client and Staff Notifications

How to set default notification settings for email and SMS for your clients and staff.
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Written by Will Nowell
Updated over a week ago

Client Lifetime Statistics

A guide to client lifetime statistics
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Written by Will Nowell
Updated over a week ago

How do I run a one-time charge to my clients?

How to use the Charge Client button to assess simple charges to your clients on opus1.io
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Written by Will Nowell
Updated over a week ago

How do I add new clients to my opus1.io?

How to create new client profiles on your opus1.io.
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Written by Will Nowell
Updated over a week ago

How do I use Client Custom Attributes?

How to use client custom attributes to record relevant business information from your clients using opus1.io
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Written by Will Nowell
Updated over a week ago

Client Comments vs. Staff Comments

The differences between client and staff comments, and who can see what type of comments
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Written by Will Nowell
Updated over a week ago

How-To: Add A Disclaimer to Your Client Comments

A guide on adding a disclaimer to your opus1.io's client comments.
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Written by Will Nowell
Updated over a week ago

Can my staff leave a note for my students when updating the students' schedules?

How to leave a note when updating your clients' appointments and sessions.
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Written by Will Nowell
Updated over a week ago

How can my clients request a LessonMate?

Enabling opus1.io's integration with LessonMate & how clients can request a LessonMate
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Written by Will Nowell
Updated over a week ago

How do I create client custom attributes?

How to create client custom attributes in your business settings to capture additional information about your clients
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Written by Will Nowell
Updated over a week ago

How can I manually adjust service credits?

Adjusting service credits on your clients' profiles
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Written by Will Nowell
Updated over a week ago

When A Parent Accidentally Books Themselves A Lesson Instead of Their Child

How to transfer appointments between account managers and their dependents
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Written by Will Nowell
Updated over a week ago

Where can I see if parents / account managers have accepted the terms and conditions?

Opus1.io produces a warning when the terms & conditions of a particular service / group session have not yet been accepted.
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Written by Will Nowell
Updated over a week ago
Subscriptions

How do I end a subscription?

How to end your clients' subscriptions
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Written by Will Nowell
Updated over a week ago

Batch Update: Subscriptions

How to use Opus1.io's batch update for subscriptions feature
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Written by Will Nowell
Updated over a week ago

Will my clients' subscriptions automatically update if I change the price of my services?

What to know about updating the price of your subscription services
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Written by Will Nowell
Updated over a week ago

How are my clients notified when their subscription payments are declined?

Clients are notified via email whenever their subscription payments fail.
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Written by Will Nowell
Updated over a week ago

How can I batch update my services' terms and conditions for clients to re-accept?

How to use subscription batch update and service batch update to rewrite your services' terms and conditions and ask clients to re-accept.
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Written by Will Nowell
Updated over a week ago

How do I enable sibling discounts?

How to enable sibling discounts for services and for individual subscriptions
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Written by Will Nowell
Updated over a week ago

How do I add a recurring discount to a subscription?

How to add a recurring discount to your clients' subscriptions
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Written by Will Nowell
Updated over a week ago

Subscription Replace: How do I change the service associated with a subscription?

Using subscription replace to change the service associated with a subscription
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Written by Will Nowell
Updated over a week ago

How do I use subscription holds?

Using subscription holds to pause your clients' appointment-based subscriptions
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Written by Will Nowell
Updated over a week ago

Can service credits be applied to subscriptions?

How to apply service credits to ongoing subscriptions.
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Written by Will Nowell
Updated over a week ago

Can I set the start date of my clients' subscriptions?

How to manage the starting date of your clients' subscriptions in opus1.io
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Written by Will Nowell
Updated over a week ago