Student's Name *

First Name

Last Name

Student Name 2

First Name

Last Name

Student Name 3

First Name

Last Name

Date of final lesson *

MM

DD

YYYY

CHECK FOR TUITION CREDITS *

In Opus, within client's profile, scroll down to INVOICES, click "See All Invoices" and click on "Details" within the previous month's "closed" invoice

Check for and make a note of any "Discounts" on the previous month's invoice for teacher absences in previous or current month and add credits or refunds as needed for those to the final month.

END SUBSCRIPTION *

In Opus, within client's account --> scroll down to "SUBSCRIPTIONS" click "End" for the subscription you wish to end.

Select correct final lesson date

If expiring credits, adjust to 3 months

Do not notify client, unless you need to

PRORATE FINAL MONTH'S TUITION (if needed) *

In Opus, within client's profile, scroll down to INVOICES, go to the upcoming month's invoice --> click "UPDATE" --> click "ADD DISCOUNT" (directly above total due) --> Enter Reason: "Discontinuing Lessons on DATE" and add discount amount required based on the date of their final lesson.

Add a discount to make the correct $ amount

No Prorating Needed

REFUND (if needed) *

In Opus, within account manager's profile, scroll down to INVOICES, click "See All Inoices"

Go to account manager profile and click all invoices

Find the correct transaction and click refund

Enter reason for refund: "Discontinuing lessons on DATE" (then copy your reason, which you'll need for later)

If partial refund, toggle “refund partially” and enter the amount to be refunded. Click Refund.

Scroll up on the same page to the invoice that just reopened

Click discount and PASTE the same reason for the discount as above, and the enter the same discount amount as the refunded amount. Click close invoice.

Refund not needed

TAG TEACHER IN STAFF COMMENTS *

In Opus, within client's profile, follow instructions below:

Go to staff comments in the student profile

Use @ to tag teacher and notify them that their student is discontinuing lessons for now, and list the last lesson date

EMAIL STUDENT/PARENT *

In Gmail, click "Compose" --> within email draft click on the 3 dots "More Options" --> select templates and find and click "Stopping Lessons and Payments" --> personalize the email and send to student/parent to have them fill out withdrawal form online: www.cincinnatischoolofmusic.com/withdraw

Email parent to confirm withdrawal

DAILY ENROLLMENT TRACKER *

In Google Drive (found within Gmail.com --> box of dots "Google Apps"), search for and open "Enrollment Tracker

Enrollment Tracker - Add to Monthly Enrollment Tracker Discontinuing Column