Product Updates

• Easier Call Management: Instantly see which tab or pop-out window has your active call, so answering isn’t a guessing game, even with a dozen tabs open.
• No More Accidental Missed Calls: Only one window handles an active call at a time, so staff don’t miss calls because another tab “had” the phone.
• Catch Every Call with Call Forwarding: Set up custom forwarding rules for after-hours calls, holiday closures, or calls that go unanswered during open hours, so no call ever slips through the cracks.

• Effortless Migration: Cards keep their location labels when a school moves onto Opus1 Payments, so multi-location billing stays organized from day one.
• Instant Multi-Location Setup: Add a new location’s payment account and Opus1 recognizes it as its own location right away, with no extra setup.
• Faster Access to Opus1 Payments Benefits: Onboarding is now easier and faster, especially for multi-location schools, so you can start taking advantage of features like Apple Pay and Google Pay checkout for online self-booking and subscription payments, plus Combined Transactions for more streamlined payment processing, sooner.

• Specific by Design: Notices now read “[Student] was marked as client canceled for [Class] on [Date]” so families know exactly what happened.
• Less Back and Forth: Parents get the full picture in one message, cutting down on follow-up questions to your staff.

• Connect Any Major External Calendar: Link Google, Outlook, or iCloud directly into Opus1.
• Sync Runs Both Ways: Your Opus1 calendar still syncs out, and now your outside calendar syncs in too.
• Ensure Privacy: Outside appointments appear as “Busy” time on the Opus1 calendar, with no details shown to other staff.
• Avoid Outside Conflicts: Your full schedule is reflected in your Opus1 calendar, so nothing gets booked over by accident.

• Move Prospects to Any Status: Configure a stage to automatically move a prospect into the status that actually reflects where they are, not only “Mark prospect as lost.”
• Sequences Stop as a Result: Once that move makes a prospect ineligible for the rest of the campaign, sending stops automatically, no manual cleanup required.
• Logged in Activity History: Each move is logged with the campaign and step that triggered it, so your team has a clear record.
• Existing Campaigns Keep Working: Campaigns using the older “Mark prospect as lost” step will continue to work exactly as they do today.

• Optional Setting: Turn on automatic credit application for staff or school cancellations if it fits your school’s billing policies.
• Automatic Application: Once enabled, monetary credits generated from a staff or school cancellation apply to the next open invoice with no manual step required.
• Families See It Right Away: The reduced balance shows up on the next invoice with nothing for the family to redeem themselves.
• Less Manual Work for Admins: Staff don’t need to apply these credits by hand each billing cycle.

• Pick the Date in the Moment: Choose the target class date in a modal as part of redeeming the credit.
• Fewer Clicks: Select the make-up date without immediately leaving the client’s profile.
• Less Room for Error: Selecting the date up front helps ensure students land in the right session.

• Self-serve purchase and booking. Students or parents browse, buy, and schedule lesson packs directly through the self-booking link.
• Book right after buying. Credits are available the moment a purchase completes, so students can schedule their first lesson without any extra steps.
• No recurring commitment required. A fixed number of lessons, useful for students who want flexibility without signing up for a subscription.
• Private and group lessons both supported. Configure packs for appointment-based services or group classes.

• Six filter options. Narrow the board by date created, follow-up date, assigned staff, overdue status, actions due, or your own prospects.
• Filtered bulk-move. Bulk actions apply only to matching prospects, so the rest of the column stays in place.

BECS bank transfer for NZ, joining existing regions. Families get another way to pay directly from their bank account, with less reliance on card payments.