Name *

First Name

Last Name

If Student Signs Up Through Office

REGISTER ACCOUNT MANAGER IN OPUS:

1. Click on the “Register client” icon

2. Fill out first and last name, email, primary phone number, and home address

3. Select “Create” (unless registering dependent, the proceed to next step)

ADD DEPENDENT (IF NEEDED):

1. At the bottom of the register client page, select “Create & add dependent”

2. Fill out first and last name, and child’s birthdate

Select “Create”

BOOK TRIAL LESSON:

1. Select the “book appointment” icon for the client registering for the trial lesson

2. On the booking page, select instrument type, lesson time and day, location, and teacher (staff)

3. Select “book appointment”

4. On the payment screen, change the “Plan” to “Single Visit - trial”

5. If you do not see the above option, select “Single 30 minute lesson”

6. If a payment method is not added, add payment method now

7. Select “Enroll and pay now”

8. OR select “Send proposal” if they wish to sign up through email

9. Toggle on “hold appointment” and select UP TO a 2-day hold

If Student Self-Enrolls For Trial Lesson

Notification of a self-booked trial lesson will come through gmail and will have this format: ACCOUNT MANAGER self-booked INSTRUMENT Private Trial Lesson - 30 min with INSTRUCTOR for DEPENDENT on Day, DATE at TIME

NOTE: These notifications will come in emails from Opus along with other miscellaneous notifications of Opus changes. Please take the time to look through each notification email carefully as they come in!

Tag the email “prospective/trial student”

In Opus1

1. Go to the trial students account page and select the “book appointment” icon

2. In the booking page, enter the same information for time, day, location, and teacher, but for regular 30-minute lessons

3. Select the start date for the week AFTER the trial lesson

4. Toggle ON, “Recurring”

5. Select “hold appointment”

6. Hold this lesson time until two days after the trial lesson (ex, if the trial is on the 12th, the hold will expire on the 14th)

7. Go to the scheduled trial lesson and select “Update”

8. In the note section, enter “Trial time on hold” and select enter

9. If they have requested to place a different time on hold for continuing lessons, specify the teacher/time/date in the note section

10. In Opus1 text page, text the student or account manager “Trial Lesson Confirmation - Self Registered”

11. If they are taking a voice, piano, or drum trial, remove the second paragraph about instruments.

12. While still on the Opus1 text page, select the prospective icon (next to the checkmark in the top right) to go directly to the trial student’s prospect page.

13. In the tag section of the students lead card, enter “trial” as well as the instrument and location if not already added (ex. piano_mason)

14. Update the student’s follow up date to be the day after their trial lesson

In Slack

1. In the #trial-lessons channel, enter the trial student information, and specify time is on hold and confirmation text has been sent

2. If text and hold have not been done, write NEEDS HOLD AND TEXT

3. Add a green checkmark once done

4. Pro tip: copy the opus notification from gmail of the scheduled trial lesson and paste into the slack channel