Built for course businesses that want refund requests handled fairly and fast. This automation reviews each cancellation against your policy, processes eligible refunds, and keeps the student informed.
What's Included
- Policy check: Compare each request to your refund rules and window.
- Eligibility decision: Flag clear approvals and route edge cases for review.
- Student updates: Send a clear message about the outcome and next steps.
- Records log: Track every refund request and decision in one place.
How To Use
- Add your refund policy and windows to Taskade.
- Connect your enrollment and payment sources.
- Let the automation evaluate each cancellation.
- Process refunds and notify students automatically.
Pair it with the Course Waitlist Manager and browse more automations to keep enrollment operations clean.