CHECK UPCOMING MONTH'S INVOICE FOR DISCOUNTS *

In Opus, within Client’s Profile, scroll down to "INVOICES" and click "Details" within upcoming month's Invoice --> check and make a note of any "Discounts" for teacher absences from the previous month

Within Client’s Opus1 Profile, check for and note any tuition credits for teacher changes

UPDATE SUBSCRIPTION *

In Opus, within client's profile, Go to the Subscription of the affected lesson time and select “Update”

Scroll down to the bottom of the update page and select “Replace Subscription”

Under “Current Subscription” Select the end date of the current lesson type. NOTE: Make sure Current and New subscriptions do NOT overlap in end/start date.

Make sure toggle is ON for “Transfer associated service credits to the new subscription”

Under “New Subscription” select the first day the new lessons go into effect

Fill in location, lesson type, and lesson time to accurately reflect all new changes and check for conflicts

Make sure “Recurring” and “Skip booking when location is not available” Toggles are ON

Click “Replace Subscription”

On the checkout page, discount the sign up fee by 100% with “Current Student” as the reason.

Select “Enroll and Pay LATER”

If there were any discounts to the previous next month’s invoice, re-apply them now

In Google Calendar, make an all day reminder for the office to process the new tuition invoice on the first of the following month with client’s full name.

TAG TEACHER IN STAFF COMMENTS *

In Opus, within client's profile --> go to "Staff Comments" --> Notify teacher of lesson time changes in the client’s Opus1 staff comments with @Instructor Name

Notify teacher of lesson time changes in the client’s Opus1 staff comments with @Instructor Name

If changing teachers, notify each teacher in a SEPARATE comment of the lesson changes

DAILY ENROLLMENT TRACKER *

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

Update daily tracker for time gained or lost (add/subtract 0.5 if adding/subtracting 15 minutes to lesson length...add/subtract 1 if adding/subtracting 30 minutes to lesson length)