What's Your Name, What's Your Sign?
You can access 'Practice Profile and Branding' after clicking on this button
What are Practice Settings?
I can adjust staff members' commission rates from this page.
What is Team Management?
I can view all specific and individual transactions within a given time frame on this page.
What is 'Transaction Detail'?
Practice owners will need to spend a few minutes on this page to add their products and services to their practice on OPUL.
What is Catalog Management?
Our customer support representatives are available during these days, at these times.
What is Monday - Friday, 5AM-5PM PST?
Before a training is scheduled, this will appear in Salesforce to let a CSM know they need to reach out to the client.
What is a task?
These OPUL users are required to have a login in order to create a staff profile.
Who are all users?
This page is a 'feed' of all of the transactions taking place in my practice. I can also issue refunds for Guest and Patient transactions here.
What is 'Practice Activity'?
I'll use this button to remove an active tile from my checkout catalog, because I'm not selling this product or offering this service anymore.
What is 'Archive Product'?
I will appear at the very top of the list on the 'Patients' tab
Who is 'the last person that received a service or purchased an item'
As a CSM, I can toggle between different practices by clicking on the box in this area of the web page.
What is the top left corner?
As a staff member at a Med Spa, I'll need this button to be clicked when my account is created to appear as a fulfillment provider at checkout
What is the Fulfillment List?
I am a group of transactions, and close out each day at 6PM PST
What is a batch?
I can adjust the sales tax rate for all of my retail products and services after clicking on this button
What are Catalog Settings?
Staff members will likely utilize this tool/feature to complete a transaction for a client that is there on a one-time-only visit.
What is 'Guest Checkout'?
Practices can adjust their refund policy after clicking on this tab under 'Practice Profile and Branding'
What are Policies and Receipts?
I can create and archive team members, edit catalog and pricing, and have access to all patient records
What is an Administrator?
What is 'Sales by Staff'?
It's Ryan's 30th Birthday next month! I'm going to click this button to create a different version of a product already in my catalog for our 50% practice-wide sale for the month of September in honor of this momentous occasion.
In order to begin refunding a transaction, I'll need to do one of these two things.
What is "Clicking on the patient from 'Patients' tab or clicking on the transaction in 'Practice Activity'"?
Practice owners will click on this page in order to view their CP and CNP Processing Fees on OPUL.
What is 'Account Info'?
In order to accurately track tips for each staff member, I'll need to do this before executing a transaction
What is logging into the service provider's Opul account?
Practice owners can visit this page to review all of the transactions that made up the most recent $5,234.87 payout to their bank account.
What are 'Deposit Details'?
I charge sales tax for most of the items and services in my practice, but I'll perform this action to remove sales tax on specific items.
What is clicking on the item in the catalog, and updating Tax percentage field?
Brand new OPUL account users will see these two buttons on the homepage in order to migrate data over from their EMR.
What is 'Import List' and Import Patients ?