Admin Level - Super User or Lesson Admin - Full Access

There are several places in Lessons where you can make a refund.

First, go to Lessons Admin.
  • Chameleon users: In the side menu click Team Admin > Lesson Admin.
  • New CMS users: In the side menu click Classes & Lessons > Lessons Admin.
Then click one of the following tabs.

Classes tab

  1. Use filters and Search for a class if needed.
  2. Click Manage to the right of the desired class.

Students tab

  1. Use filters and Search for a student if needed.
  2. Click Manage to the right of the desired student.

Heat Map tab

  1. Use filters and Search for a class.
  2. Click Manage under the desired class.

Acnts/Revenue tab

  1. One way is to click Monthly Rpt, then click Refund under a transaction in the Payment Method column.



  2. Or under the Acnts/Revenue tab, use filters and Search for an account if needed.
  3. Click the name of the desired account.

Any of those routes will bring up a screen with Check Refund and/or CC Refund links.

Credit Card Refund

  1. Click the CC Refund link.
  2. In some cases it will automatically populate the Credit Card Transaction ID field.
  3. Enter the dollar amount(s) to refund.
  4. Click Refund NOW and OK to confirm.
  5. Assuming the refund is successful, you can click links to send a refund email to the account (in which case you can review and modify the email, then click Email NOW) and return to the Manage screen.
  6. Their CC will be refunded the amount you entered.

As the notice at the bottom says, if you need to cancel a registration as well, you will need to do that separately; see the first article below.

Check Refund

  1. Click the Check Refund link.
  2. If available, enter the Check # they paid with.
  3. Enter the dollar amount(s) to refund.
  4. Click Refund NOW and OK to confirm.
  5. You can click links to send a refund email to the account (in which case you can review and modify the email, then click Email NOW) and return to the Manage screen.
  6. Make sure to issue them a refund check.

As the notice at the bottom says, if you need to cancel a registration as well, you will need to do that separately; see the first article below.

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See Also
Cancel / remove a student from a registration
Manually refund a credit card to a different card or payment method