Product Updates

Rate and Rate Type Columns Added: Every line item in the Detailed Payroll export now shows the pay amount and whether it’s hourly or fixed, making it easier to reconcile and run payroll, especially for schools managing pay across multiple locations.

• Every Tag, Exported: Up to ten tag columns now appear in your Clients CSV, capturing your full tagging setup.
• Build Your Own Segments: Filter clients by program, interest, or any category your school tracks.
• Instant Access: Export tagged client data yourself, anytime, with no Ops ticket needed.
• Works Alongside Existing Fields: Tags show up right next to the client details you already export.

• Credits Tied to Paid Invoices: Cancellation credits now default to being usable once the related invoice is paid.
• Staff Can Cancel Unpaid Sessions: New services default to letting staff cancel unpaid appointments or classes.
• Families Can Self-Cancel Too: Clients can now cancel their own unpaid appointments or classes by default.
• Every Setting Stays Adjustable: Turn any of these three defaults off anytime in your service’s cancellation policy configuration.

• Self-Serve Activation: Add Voice to your plan directly from the Calls section, no sales call needed to get started.
• Calls in Opus1: Place and receive calls in one click using your existing number, the same one you already use for SMS.
• Calls Linked to the Right Profile: Every call links directly to the client or prospect’s profile, giving your team a clean, unified record of every conversation.
• AI Summaries and Coaching Suggestions: Get an automatic summary of every call, plus AI suggestions for handling tough calls better next time, so you can train staff without listening to every recording.

• Straight From Your Import: Finish importing staff and you’re taken directly into the editor to complete the profiles you just added.
• A Clear Path to a Complete Profile: The editor shows exactly what’s needed to finish each staff profile, like service availability, pay rates, or an email, so nothing gets missed on the way to a fully set-up team.
• Everything in One Place: Contact info, business details, pay and hours, and notifications each live in their own section of the profile.
• Available to Owners: Live for owners now, with a group of schools testing it in beta ahead of a wider rollout.

• Reach Every Family at Once: New Batch Email and Batch SMS buttons let you message everyone with an overdue balance at once.
• No Repeat Messages: Families with more than one overdue invoice only get a message once, not several.
• Same Tool, New Report: Uses the same batch messaging experience you already use in CRM and Calendar.

• Real-Time Data Sync: When a new lead, client, or subscription updates in Opus1, your connected tools (CRMs, spreadsheets, marketing platforms, and more) get notified instantly.
• Fewer Missed Notifications: Connected tools reliably receive updates, even during busy periods or heavy activity.
• Available with Opus1 Plus: Webhooks are part of Opus1 Plus, giving growing schools a way to connect Opus1 to the rest of their tech stack.

• Bypass Self-Booking Windows: Send a proposal a client can accept regardless of standard booking-window restrictions.
• Bypass Capacity Limits: Confirm a spot for a client even when a session shows as full.
• Smoother Acceptance Flow: Clients accept proposals with ease.

• Clearer Field Marking: Required fields now display an asterisk, adding another visual cue to help prospects fill out forms correctly.
• Higher-Quality Submissions: More complete, accurate form data means less back-and-forth for your team.
• Consistent Across Forms: The same clear marking applies wherever your lead capture forms are used.

Faster Class Moves: Opus1 now processes class moves more quickly, even for schools running a high volume of sessions at the same location. This is one of several ongoing upgrades to Group Class and Session management, making a core part of that workflow more seamless.