What to do at the end of a season to close out cleanly, produce financial reports, and set up for next time.
Step 1: Issue any remaining refunds
Before closing out, check for any outstanding refund requests from families who withdrew or are owed a partial credit.
Go to the activity then the Billing tab.
Review each flagged request and process the appropriate amount (full or partial)
Refunds go back to the family's original payment method and typically appear within 5–10 business days
💡 Tip: For a student who completed half a season, issue a partial refund — enter the specific dollar amount rather than selecting "Full Refund."
Step 2: Run your financial summary
Go to Reports → Transactions
Set the date range to your season dates
Export as CSV for your accounting software, or PDF to share with your business office or PTO
Key numbers to capture and record:
Gross revenue collected
Refunds issued
Net revenue
Enrollment count per activity
Step 3: Set up your next season
Homeroom lets you duplicate a previous season so you don't have to rebuild from scratch.
Go to Season → Create Your Season → Create Season
Click Copy from Previous Season in the activities section and select the season to duplicate
Update the dates, pricing, and any activity details that have changed
Click Save — all activities are carried over in draft mode, ready to review and approve
💡 Tip: Duplicating a season is especially useful for enrichment programs where the same activities run each semester. Update names and dates, re-approve, and you're ready to open enrollment again.
🎉 You've completed the full Quick Start Guide series! Your account is set up, programs are running, and you know how to close out a season cleanly. If you ever need a refresher on any step, all 8 guides are available in the Quick Start section of the Help Center.
Questions? Reach out to Homeroom — we're happy to help.