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Organizer: How do I issue a refund or remove a student?

How to find an enrollment, issue a full or partial refund, remove a student with no refund, and what happens after each action.

This article covers how to issue a refund, remove a student without a refund, and what to expect after each action.

Step 1: Find the enrollment

There are two ways to find a student's enrollment:

  1. Search bar — Open the search bar at the top of the page. Leave the dropdown set to Participants and type the student's name, or switch to Activities and search by activity name. Select the result to open it.

  2. Browse seasons — Go into the correct season, scroll to the activities table, and click the activity name to open it.

Issue a refund

  1. Inside the activity, click the Billing tab.

  2. Check the checkbox next to the student's name.

  3. Click Refund in the actions toolbar.

  4. Choose the refund amount:

    • Full refund — Returns the full amount paid.

    • Other amount — Enter a custom dollar figure.

    • Number of classes — Enter a class count and Homeroom calculates the per-class value automatically.

  5. Optionally check Remove student if you also want to remove them from the activity.

  6. Enter a reason for the refund — this appears on the family's Homeroom account and their emailed receipt.

  7. Click Refund to confirm.

What happens after a refund

  • The family receives an email confirmation with an updated receipt immediately.

  • The student's record stays visible in the Billing tab with a Refunded status — it won't disappear.

  • If you checked Remove student, they will no longer appear in the Enrollments tab, and their spot opens up for others.

  • The refund amount is deducted from the provider's next payout if enrollment is still open, or from their connected bank account if enrollment has already closed.

  • If the class is now under capacity and you have a waitlist, you'll need to manually promote the next student — Homeroom does not do this automatically.

Remove a student with no refund

  1. Go to the activity and click the Billing tab.

  2. Check the checkbox next to the student's name.

  3. Click Remove in the actions toolbar.

  4. When prompted, select No Refund and confirm.

What happens after removing with no refund

  • The family receives an email notifying them their student has been removed.

  • No money is returned — the original payment stands.

  • The student will no longer appear in the Enrollments tab.

  • Their record remains in Billing showing a Removed status for your records.

  • As with refunds, if there's a waitlist, you'll need to manually promote the next student.

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