Services

Topics related to scheduling / managing services

Will Nowell avatar
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.
Will Nowell avatar
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
Will Nowell avatar
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
Will Nowell avatar
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
Will Nowell avatar
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.
Will Nowell avatar
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.
Will Nowell avatar
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
Will Nowell avatar
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
Will Nowell avatar
Written by Will Nowell
Updated over a week ago

How do I update my services' cancellation policies?

How to update your services' cancellation policies
Will Nowell avatar
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.
Will Nowell avatar
Written by Will Nowell
Updated over a week ago

How do I take attendance?

How to take attendance on opus1.io
Will Nowell avatar
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.
Will Nowell avatar
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
Will Nowell avatar
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.
Will Nowell avatar
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
Will Nowell avatar
Written by Will Nowell
Updated over a week ago

Using Appointment Waitlist Notifications

How to the waitlist notifications feature on opus1.io
Will Nowell avatar
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.
Will Nowell avatar
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,
Will Nowell avatar
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
Will Nowell avatar
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
Will Nowell avatar
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
Will Nowell avatar
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
Will Nowell avatar
Written by Will Nowell
Updated over a week ago

Sending Proposals

How to send them, what they are, and what they aren't.
Will Nowell avatar
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
Will Nowell avatar
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
Will Nowell avatar
Written by Will Nowell
Updated over a week ago

Rescheduling Single & Recurring Appointments

How to reschedule appointments whether standalone or recurring.
Will Nowell avatar
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
Will Nowell avatar
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.
Will Nowell avatar
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
Will Nowell avatar
Written by Will Nowell
Updated over a week ago