Product Updates

• Always-visible follow-up dates: Upcoming dates beyond 48 hours now appear on every prospect card with a grey tag, alongside existing overdue (red) and due-soon (orange) indicators
• Faster team prioritization: See at a glance who needs attention today, this week, or further out, right from the board
• Consistent across your team: Everyone working in the CRM sees the same information, keeping follow-up ownership and next steps clear

• Room field included in CSV export: The Room column is now present in downloaded Attendance Report files, found under Reporting > Attendance
• More complete attendance records: Room data is preserved in the export alongside all existing attendance fields
• Supports better scheduling decisions: Use room-level attendance data to optimize how you allocate space, assign staff, and plan ahead.

• Updated Enroll in Session experience: Cleaner layout with filters for service, class, and location to speed up finding the right session
• Multiple students, multiple start dates, one workflow: Enroll siblings or multiple students starting on different dates without processing separate checkouts for each
• Streamlined checkout screen: Payer, plan, promotions, and payment methods are all in one place, with additional options available under “More Options” to keep the screen clean
• Editable notes and discounts: Add or update notes and apply plan discounts at checkout before finalizing the enrollment
• Expandable date view: See more upcoming class dates when enrolling students further in advance

• Improved Proposal Email Delivery: Proposal reminder emails are now only triggered when a client attempts to access an expired proposal link, preventing unexpected repeat emails that were causing confusion for studio owners and clients.

The Benefits of Proposals

• Send a real enrollment offer: Give prospective clients a priced quote they can review and accept directly from the proposal.
• Hold the slot while they decide: Optionally reserve the lesson spot while the client considers the offer.
• Track every proposal: Follow progress in the Proposals report with Sent, Reviewed, and Accepted statuses so nothing falls through the cracks.

• Preferred Timezone on Client Profiles: Online students can now set a Preferred Time Zone on their profile. Appointment reminder emails will display the correct local time for where they are, not the timezone of your online location.
• Timezone Label in Appointment Reminders: Reminders now display the full time and timezone in every message. Clients see “June 3 at 6:00 AM EDT” rather than just a time, removing any ambiguity.

• Simple Class Moves: — When a group class student needs to switch to a different session date, your team can now cancel their attendance and rebook them into another date of the same service in one quick workflow. No more multi-step cancellation, credit use, and re-enrollment process, just a convenient, time-saving way to handle one-time scheduling changes as they come in.
• Selection Summary in Enrollment Flow: Admins now see a summary of their student and class selections before completing checkout, making it easy to confirm exactly what you’re enrolling a student in before the enrollment goes through.
• Subscription Holds for Monthly Session Subscriptions: When a group class student is going on an extended break, place their subscription on hold with just a few clicks. Opus1 automatically cancels their attendance for the hold dates, prorates their invoice, and opens their slot for drop-in students in their absence.

• YoY retention trends in the Client Retention Report and Dashboard: Track how your school’s retention compares to the same period last year, in the tools you’re already in every day
• Benchmark performance over time: See whether retention is trending up or down and make more confident decisions about where to focus your efforts
• Growth and churn patterns, at a glance: Identify shifts in student retention without digging through separate reports or exporting data

• Expiration date tied to the original lesson date: Set credit expiration as a number of days after the original appointment or session date — not the cancellation date
• Works with your existing policy setup: Fully compatible with all current cancellation policy configurations, including locking credits until the corresponding invoice is paid
• Handles rescheduled lessons correctly: Credit expiration is calculated using the lesson’s date at the moment of cancellation, so moved lessons don’t create policy exceptions
• Optional toggle, no disruption: Existing policies are unaffected unless you choose to enable the new setting

• Configurable call forwarding rules: Set different forwarding destinations for after-hours calls, calls during holiday closures, and unanswered calls during open hours, all managed in Location Settings
• Real-time missed call emails: Managers and owners receive an email for every missed inbound call, with caller details, location, timestamp, and a one-click button to the Calls page, for fast and seamless follow-up
• Context built into every alert: The email notification flags whether the call hit outside business hours or during a closure, and includes an AI voicemail summary when one is available
• Clearer call history: When a call gets forwarded, the destination number now shows directly in the call outcome on the Calls page, so you can audit how calls were routed without digging

This feature is part of Opus1 Voice. Reach out to your Customer Success Manager for upgrade details.

• Instant calendar updates after enrollment: Navigate straight to the Calendar by Staff view after enrolling a student and see the new lesson reflected without refreshing the page
• Smoother scheduling flow: Eliminates a disruptive extra step your team used to take dozens of times a day
• Reliable teacher availability: Updated availability shows immediately, reducing the risk of double-bookings during back-to-back enrollments