This walkthrough will take you through the DROP and REFUND process simultaneously. View other walkthroughs for Drops or Refunds separately.

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You can Drop and Refund from the Enrollments List OR directly from the Student Account. #

Click the search bar

Enter the student name and choose one to go to their account #

Scroll down on their Dashboard, Click on lesson enrollments and look for the Enrollment you want to Drop and Refund #

Use the Action button to the Right and Choose DROP. #

We’ll be Dropping the lessons AND Refunding the money.

Today’s date is prefilled, you can change the date by opening the calendar. #

Review the information. The refunded amount and # of lessons is calculated through the UNIT rate. #

If satisfied – Click on Drop & Refund #

DROP/REFUND DATE CANNOT BE CHANGED AFTER YOU CLICK THE BUTTON

View the Adjustment. The 10 lessons have been removed and the Total Due has been deducted, leaving 0 remaining and $0 Due. #

Click Payments. A negative payment has been created to give you a refunded amount. #

You can see the refunded amount AND the Dropped amount on the Studio Business Report. The sale will also deduct from the Staff Performance. #

You’ll see the refund on this weeks Royalty Report. You’ll now need to email Elena a copy of the “proof” of the refund to receive credit. (A copy of the CC refund receipt or a copy of the cancelled check.) [email protected] #