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Payment Methods & Autopay

By Trio Team · Updated

Screenshot of Payment Methods & Autopay

The Billing Preferences page is where you choose how your family pays. Open it with Manage Billing on the Billing page, or with Set up Auto-Pay or Add Payment Method on your dashboard's Balance card. These links show only when your studio takes online payments through Trio.

Autopay

The Autopay switch turns automatic payments on or off. With autopay on, Trio charges your default payment method, a card or a bank account, for each invoice. A card is charged on the due date, or the number of days before it that your studio sets. A bank account starts earlier, so the money arrives in time (see Paying by Bank).

Autopay starts off for a new family. Check the switch to see if it is on for yours.

Autopay charges you only when your studio uses autopay too. If your studio turned off autopay for your family, the switch is off and you see "Your studio turned off autopay for your family."

Payment reminders

Payment reminders go out only when your studio turns them on and has not turned them off for your family. With autopay on and a default method that can be charged, you get no payment reminders. To choose how Trio sends billing emails and texts, use the Billing topic in Notification settings.

If a card payment is declined

If autopay cannot charge your card, Trio sends a Payment failed notice. It goes by email, text, push or the notification bell, as each person's settings allow. It goes to your family's billing contacts who have the Billing topic on, or else to your family's main contact.

When your studio tries declined cards again, the Billing page shows "Your card payment of $X failed. We will try again on" a date, with an Update your card link. To use another card, add it here and make it your default. The next try uses it.

When the tries end, or when your studio does not try again, the same card is not charged again for that invoice. Pay the invoice yourself, or make a different card your default. Autopay then tries once with it.

Saved payment methods

The list shows your saved cards and bank accounts. Your default method shows Default. A bank account shows Verified, or Re-authorize when you must link it again.

  • Add. Tap Add, then Add a card, or Link a bank account (ACH) when your studio supports bank payments.
  • Set as default. Tap the star on a method to make it the default. Autopay uses it, and Trio picks it first when you pay.
  • Remove. Tap the trash button on a method that is not your default.

How do I remove my only card?

The default method has no remove button. First add another card or bank account and make it your default. Then remove the old card.

Tap Add, then Link a bank account (ACH). Sign in to your bank in the secure window and accept the authorization (Agree & Link Bank Account). If your bank cannot link at once, Trio asks you to add a card instead.

Makeup Credits

The Makeup Credits card shows how many credits your family has, and how many expire soon. To learn how credits work, see Rescheduling, Canceling & Makeup Credits.