Billing Plans
By Trio Team · Updated
A billing plan is a price that you use again for many students. Enroll a student in a plan, and Trio bills the family from it. Manage plans on the Plans tab of your billing dashboard. Only owners and admins can create, edit, archive or delete a plan.
Not sure what to charge? Compare per-lesson and monthly prices first with the free tuition calculator.
Plan Types
- Subscription - the same Amount ($) every month. The monthly billing run on the 1st bills that month's tuition before the lessons happen. The amount stays the same when a lesson is cancelled.
- Package - a prepaid set of lessons for a Package Price ($). Set the Lesson Count and an optional Expiry Days. See Lesson Packages.
- Per Lesson - a Rate per Lesson ($) for each lesson. Choose when Trio bills with Billing Timing.
Billing Timing
Per Lesson plans have a Billing Timing field:
- Bill after lessons happen (the default) - the monthly run bills the lessons of the month before.
- Bill next month's lessons in advance - the monthly run on the 1st bills the lessons scheduled in that month.
- Pay to book each lesson - a lesson booked on its own gets its own invoice, and the family pays to confirm it. See Pay to Book. Recurring lessons and makeups on this plan bill on the monthly run, before the month starts.
On every Per Lesson plan, a cancelled lesson is not billed, and a makeup lesson bills $0.
Billing plans do not cover group lessons. Each student on a group lesson's roster is charged its price per student for each class, also when the student has a plan. See Group Lessons.
Creating and Editing a Plan
- Click Create Plan.
- Enter the Plan Name, choose the Type, and enter the amount and the Lesson Duration.
- Fill in the fields for the type, and an optional Description.
- Choose the plan's Cancellation Policy. Leave it on "Studio default" to use your studio's default policy, or choose a policy for this plan only. See Cancellation Policies.
To change a plan or its price, open its Actions menu and choose Edit. A new amount applies from the next billing run for every student on the plan. Invoices already made do not change.
Finding, Archiving and Deleting Plans
The Plans list shows Active plans. To see an archived plan, set the status filter to Archived or All. The search box matches the plan name and description.
Open a plan's Actions menu to:
- Archive - stop offering the plan. You cannot enroll a student in an archived plan. Activate makes it available again.
- Delete - remove the plan from every list.
From Plans to Invoices
Enroll students in plans on the Enrollments tab. See Enrollments and Pauses. Each month, the billing run checks every active enrollment and makes one invoice for each family. See Monthly Billing Runs.
Add fees that are not lesson prices, such as a registration fee, on the Recurring Fees tab. See Recurring Fees, Rates and Tax.