Student's Name *

First Name

Last Name

Student's Name 2

First Name

Last Name

Student's Name 3

First Name

Last Name

Date of Last Lesson (MM/DD/YY) *

MM

DD

YYYY

On Client account, "End" Subscription *

Select the correct last lesson date

If expiring credits, adjust to 6 Months

Do not notify client (unless you need to)

If Prorating next month, adjust Invoice for the upcoming month *

Add a discount to make the correct $ amount

Email personalized canned response "Confirmation of Discontinued Lessons" to student/parent and have them fill out withdrawal form online: www.westcoastmusicacademy.com/withdraw *

Email canned response and withdrawal form to student/parent

Update Daily Log using DELETE *

Update Daily Log

Add to MET-Discontinuing Column *

Add to MET-Discontinuing column and the Teacher column

Delete/Deactivate from:

Musical Ladder (Check To See if Student Has Any Tests Upcoming - if yes, wait until test has been taken to delete them)

LessonMate

Mailchimp - change group from "Currents" to "Formers"

Check WAITLIST Document & Opus1 Waitlist for the vacated spot *

Check Instructor Schedule for the vacated spot

Prepared By (Staff Name) *

First Name

Last Name