Opus IO Guideline
Please click on RESET PASSWORD / SEND INVITATION EMAIL button on the Account Manager’s Profile
Remind Customer to use the latest email they’ve received
Update Payment Method
We accept VISA / MASTER only. No AMEX.
We accept Check and Cash.
Please complete their profile (phone number & home address) at sign up.
We are only asking for payment info and names at sign ups.
NS / Late Cancel note
@Teacher: Student name signed up, First lesson date
@Teacher: Student name withdrew, Last month, Cancellation Reason
See all schedule - view past appointments
Cancel - MU automatically issued
Update - Same day time change, room change, teacher change
Cancel Unpaid - TMU automatically issued
Use - book MU
Apply recurring discount
Receipt sent automatically
Group Class enrollment
Go to calendar
Find the class
Tuition Due Notifications / Late Fee
1st of the month - Your subscription payment is Due
Every 48 hours after the 1st of the month - Your subscription payment is Overdue
Late fee is added to their invoice automatically after the 10th of each month
Opus IO FAQ
Can Opus 1 provide receipts for all payments for student name for 2018?
Forward it to Doris
How to change lesson time in the middle of the month?
With our new system, we can only change schedule starting in new month. You will need to prepay for the new month to reserve the spot now.
Use Cancel / MU for remaining lessons this month
End Subscription (Edit end date to be the end of the month)
Book new schedule and pay invoice
Never end plans in the middle of the month
How to change lesson time in the middle of the month - if the changes is on the same day?
Use apply to future if changes is on the same day
No need to end subscription or rebook
How to do regular cancel on the same day?
Go to calendar —> Click on appointment —> Cancel Appointment —> Select Staff Cancellation —> Add a reason
TMU is automatically issued
How do I void / refund a payment?
Void if transaction happens on the same day before 7pm
Refund if transaction happens on a different day
VOID INVOICE if no balance is on the account
Need to get Manager’s approval before processing any Void / Refund
How do I sell books?
Add to book sales spreadsheet
How to process medial hold?
Student request to put a 5 weeks medical hold
May - already paid and attended one lesson (3 remaining lessons in May needs to be cancelled - on hold)
June - 2 lessons in June needs to be cancelled - on hold
3 paid lessons in May will cover lessons after hold so we apply discount the June’s bill and July if needed
Prepaid the following month’s tuition to reserve spots
How to use TMU to apply discount for next month’s tuition?
apply 25% for each lesson
apply 25% to next month’s invoice (don’t need to click PAY)
delete one TMU for each 25% discount applied to invoice
To be continued…..
Opus 1 Studio Policies FAQ
Make up credits
Can be used with different instruments (staff needs to change the credit for them)
Same day TE (Email if no time change, Call if time change or need to cancel):
Arrange sub with full time staff
Arrange sub in teacher’s gap
Call in extra sub
Non Same day TE (Email only)
Mei arrange them, find sub —> issue TMU
Student can self cancel and receive a MU credits with 24hours notice (Not TMU)
Money credits per request if no sub is available
Lesson on hold
Available in summer months only
Regular month on hold
Option 1: Cancel & Make up
Option 2: Withdraw & Re-enroll
Membership Plan Upgrade (Level I, II, III)
No change if student is only upgrading their duration with their current teacher
For example, Marco students who is paying Level I tuition wants to increase from 30mins to 45mins, they are able to keep Level I tuition
Upgrade if change of teacher is requested by the student
For example, Level I students asking to switch teacher to Patty, we will upgrade their plan to Level III, no exception
No upgrade if change of teacher is request by Opus 1 due to teacher’s transition
For example, Doris (III) needs to take over a teacher leaving’s student who is level I, students continue to pay Level I for Doris as a teacher
Multiple memberships - Make up limits
When the same students have two memberships, each membership allows 2 MU credits.
If you are cancelling a lesson and system shown “you have reached your MU limits”, please re-link the MU with different membership.
The reason is that both MU credits were tied to Saturday lessons so when you try to cancel a 3rd Saturday, it has reached its limit. You will need to tied one MU credit to the Wednesday plan.