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Topics related to scheduling / managing services
36 articles in this collection
Written by
Will Nowell
General
How do I cancel a day's worth of lessons?
How to remove a day's worth of calendar events in Opus1.io.
Written by
Will Nowell
Updated over a week ago
How-To: Using Service Duplication and Batch Duplication To Create Your Services
A walkthrough of the process of service duplication when setting up your business on opus1.io
Written by
Will Nowell
Updated over a week ago
How do I enable a payment plan for self-booking?
How to enable your services' payment plans for self-booking
Written by
Will Nowell
Updated over a week ago
How do I use batch update for services?
How to use service batch update in Opus1.io
Written by
Will Nowell
Updated over a week ago
Can I limit how many service credits are issued?
How to limit the number of service credits issued per subscription.
Written by
Will Nowell
Updated over a week ago
Can I set a makeup service credit to expire after a certain time?
How to set expiration dates on service credits issued for cancellations.
Written by
Will Nowell
Updated over a week ago
FAQ: What services can be self-booked using Opus1.io?
What kinds of services are supported for self-booking on your opus1.io
Written by
Will Nowell
Updated over a week ago
How-to: Batch Duplicating Your Services For Multiple Instruments
How to use batch duplicate to quickly create multiple types of services
Written by
Will Nowell
Updated over a week ago
How do I update my services' cancellation policies?
How to update your services' cancellation policies
Written by
Will Nowell
Updated over a week ago
I'm changing my cancellation policies. Will my clients' lessons automatically update with the new cancellation policies?
When changing cancellation policies your clients' appointments and sessions will automatically update.
Written by
Will Nowell
Updated over a week ago
How do I take attendance?
How to take attendance on opus1.io
Written by
Will Nowell
Updated over a week ago
Creating Self-Booking Links
How to enable a portal where clients & visitors can self-book appointments and sessions.
Written by
Will Nowell
Updated over a week ago
Appointments
Sending Combined Proposal-Appointment Holds
How to send a proposal and reserve your client's spot at the same time using Opus1.io
Written by
Will Nowell
Updated over a week ago
How do I book a 15-minute lesson extension?
How to convert a 30-minute makeup credit into two 15-minute lesson credits and book lesson extensions for your clients' appointments.
Written by
Will Nowell
Updated over a week ago
How do I change the instructor on a recurring appointment?
How to assign a new teacher / staff for all future dates of a recurring appointment
Written by
Will Nowell
Updated over a week ago
Using Appointment Waitlist Notifications
How to the waitlist notifications feature on opus1.io
Written by
Will Nowell
Updated over a week ago
How do I enable automated follow-up emails?
How to enable automated follow-up emails with Opus1.io.
Written by
Will Nowell
Updated over a week ago
How do I book a recurring lesson?
How to book a recurring appointment and bill monthly, semesterly,
Written by
Will Nowell
Updated over a week ago
How do I change the duration of a recurring appointment?
You can use Subscription Replace to change the services associated with your clients' subscriptions
Written by
Will Nowell
Updated over a week ago
How do I book a limited series of appointments?
How to book a limited number of recurring appointments using opus1.io
Written by
Will Nowell
Updated over a week ago
How do I enable conversion tracking?
How to enable conversion tracking for your appointment services in opus1.io
Written by
Will Nowell
Updated over a week ago
What are appointment holds?
Appointment holds are used reserve appointment slots for your clients on a single and/or recurring basis
Written by
Will Nowell
Updated over a week ago
Sending Proposals
How to send them, what they are, and what they aren't.
Written by
Will Nowell
Updated over a week ago
How do I book a semi-private appointment?
Members of the same family are eligible for semi-private appointments in opus1.io
Written by
Will Nowell
Updated over a week ago
What are automated conversions?
Using automated conversions to automatically send proposals after a client completes a trial lesson
Written by
Will Nowell
Updated over a week ago
Rescheduling Single & Recurring Appointments
How to reschedule appointments whether standalone or recurring.
Written by
Will Nowell
Updated over a week ago
How do I enable automated conversions?
How to enable automatic conversions to convert trial lessons into subscriptions
Written by
Will Nowell
Updated over a week ago
If I send a proposal, is that spot automatically put on hold?
Proposals do not automatically reserve spots for your clients.
Written by
Will Nowell
Updated over a week ago
How do I sell my client a prepaid pack of lessons?
How to sell prepaid packs of lessons and use them to book appointments and sessions
Written by
Will Nowell
Updated over a week ago
Sessions
How do I leave lesson notes for an entire group class?
How to leave lesson notes for clients of your session-based services.
Written by
Will Nowell
Updated over a week ago
How do I enroll my clients into session services?
How to enroll your clients into session-based services in opus1.io.
Written by
Will Nowell
Updated over a week ago
Client Self-Cancellation For Session Services
A guide to Opus1.io's new client-self cancellation feature for session-based services.
Written by
Will Nowell
Updated over a week ago
How do I create a trial payment plan for my group classes?
How to create a single visit payment plan for trial enrollments for your session services.
Written by
Will Nowell
Updated over a week ago
Events
Using Events-Based Services
How to use events-based services to manage your recitals, rehearsals, and showcases
Written by
Will Nowell
Updated over a week ago
How do my teachers enroll their students in a recital?
How to enroll enable your teachers to enroll their students in your events-based services in Opus1.io.
Written by
Will Nowell
Updated over a week ago
Subscription-Only
How do I charge my clients once per semester, month, or year?
Charging clients for annual, monthly, or semesterly membership fees using subscription-only services
Written by
Will Nowell
Updated over a week ago