Student Name *

First Name

Last Name

Student Name 2

First Name

Last Name

Student Name 3

First Name

Last Name

Enrollment Date *

MM

DD

YYYY

Book Recurring Appointment in Opus1 *

Select correct Service, Location, Staff, Client, Date, and Time

Make sure the "Recurring" box is checked on

Book Appointment (If conflicts come up, make sure the time slot is actually open. Otherwise, the issue could be an incorrect room, a holiday, or teacher out.)

Charge for Lessons and Set Up Subscriptions *

Opus1 will automatically prorate the month, including the reg fee, but make sure it's accurate

Discount Reg Fee (if necessary)

"Enroll and Pay Now" - subscription will be set

Check next invoice to make sure it reflects the correct amount

Charge for Products (if necessary - do this after setting up subscription)

Make entry in Daily Log as ADD

Make entry in Daily Log

Add Student to "Adds" column in MET *

Add student to MET in Adds, Sources and Instrument

Add Student(s) To LessonMate *

Add Student(s) To LessonMate

Add student to MLS Portal *

Add student to MLS Portal with level "Now on The Ladder"

Add parent email to Mailchimp

Add Parent Email to Mailchimp

Update Retention Spreadsheet *

Update Retention SS

Add JotForm Info into Opus1

Confirm contact info/name spelling is correct

Add Birthdays, Address, Secondary contact info

Remember to give binder to student (unless online)! *

Give binder to student