Billing Plans and Enrollments
By Trio Team · Updated
A billing plan is a reusable price template; an enrollment attaches a student to one of those plans. Together they let Trio generate invoices automatically instead of building them by hand each cycle.
Manage both from your billing dashboard using the Plans and Enrollments tabs.
The Plans Tab
The Plans tab lists every billing plan in your studio with its name, type, amount, details, and status. Click Create Plan to add one, then fill in the Plan Name, Type, amount, Lesson Duration, and any type-specific fields.
Plan Types
- Subscription - a fixed recurring charge on a schedule. Choose a Billing Interval of weekly, biweekly, or monthly.
- Package - a prepaid bundle of lessons. Set a Lesson Count and an optional expiry in days.
- Per Lesson - billed for each lesson taken, gathered on a weekly, biweekly, or monthly interval.
Plans can be archived from the Actions menu when you stop offering them; archived plans no longer appear when enrolling students.
The Enrollments Tab
The Enrollments tab attaches plans to students. Each row shows the student, plan, type, amount, start and end dates, and status. Use the Show filter to view Active and Paused, a single status, or All enrollments.
Click Set Billing Plan to open the enrollment dialog. Select a Student and an active Billing Plan, choose a Start Date, and optionally an End Date.
For an active or paused enrollment, the Actions menu lets you:
- Pause - temporarily stop billing for that student
- Resume - restart a paused enrollment
- Cancel - end the enrollment permanently
How Plans Drive Invoices
When invoices are generated - automatically on a schedule, or on demand from the Automation tab - Trio walks every active enrollment and creates one invoice per family covering all of that family's students. Line items reflect each plan's pricing and, for per-lesson plans, the lessons in the billing period. See Billing Automation for the full picture.
Recurring Fees and Rates and Fees
Two related tabs cover charges that are not plans:
- Recurring Fees - studio fees such as registration, recital, or materials charges. Each fee has an amount, a Scope (per student or per family), a Frequency (annual, semi-annual, quarterly, monthly, or one-time), an assessment month and day, and a waiver window for recently enrolled families. Open a fee to preview and assess it for a given period.
- Rates and Fees (owners and admins) - your studio's default lesson rates by duration, tax rate, and late-fee amount. These defaults feed auto-generated invoices, so set them up to keep pricing consistent.