When a student leaves: notice period and final invoice

Set your notice period in Settings › Studio policies: "Families give notice to stop lessons" (no notice, or 7 to 90 days). Then, when a family tells you they're stopping, open the student and click "Student is leaving" (under Stopping lessons).

Choose "The family is stopping lessons" or "I'm ending lessons", and the date notice was given. LessonPaid shows what happens, for example: "With 30 days' notice, the last lesson is Thursday, November 14. Lessons after that are cancelled. 2 lessons ($80.00) are still to bill." You can "Honour the notice" or "Waive the notice" (when you end lessons it's waived unless you choose otherwise). Nothing changes until you click "Confirm".

On Confirm, lessons after the last day are cancelled and no new weekly lessons are made after it. If notice was given on a day that has passed, unbilled lessons after the last day are cancelled too, so they're never billed (one you marked as attended, or paid a teacher for, counts as a lesson that happened). Lessons already on an invoice (billed in advance) stay as billed: invoices never change on their own, so to take one off, void that invoice and bill the month again (voiding cancels the lessons after the last day, even ones whose date has passed). You can email the family a friendly confirmation (the last lesson, what's still billed and a thank-you), and tick "Email the final invoice after the last lesson" to send one invoice for the lessons still unbilled from the 1st of the month notice was given up to the last day; otherwise "Bill a month" bills those lessons as usual. Older unbilled lessons are shown separately and left for "Bill a month", in case you billed those months outside LessonPaid. Nothing is ever billed twice.

The day after the last lesson, the student is archived automatically. Until then, "Undo: keep lessons going" on their page brings the cancelled lessons back. After the archive, "Reactivate student" brings back their weekly lessons. Any unpaid invoice gets the usual overdue follow-ups.

Optional: tick "Families can stop lessons from the family portal" on the same page. Families then get a "Stop lessons" button on the portal's Studio tab, which shows your notice rule and the last lesson date before they confirm. You get an email, and it works like "Student is leaving" from today.

Names like Settings › Team are menus inside LessonPaid, once you're signed in. Already have an account? Log in. Still stuck? Email hello@lessonpaid.com.

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