Your Dashboard | Help Center

The dashboard is the page you see after you sign in. It has four sections: Today, Needs you, Recently, and This month. The header greets you by name, shows today's date for your studio, and counts today's lessons and the things that need you.

Quick Actions

The buttons in the header start common jobs:

Add student opens the Add Student wizard. Staff do not see this button.
Schedule opens the calendar to schedule a lesson.
Log payment opens Record Payment. Use it to record a cash, check, or other payment on a family's open invoice.
Message opens your messages.

Get set up

Owners and admins see a Get set up card at the top of the dashboard while setup tasks are left. The checklist has seven tasks: set your weekly availability, add your first student, set your lesson rates, create a cancellation and makeup policy, invite a family to the parent portal, schedule your first lesson, and turn on online payments. A progress bar shows how many are done (for example, "4 of 7 done").

Each open task links to the page where you finish it, and Trio checks tasks off as you complete them. On the Free plan, the Turn on online payments row shows a Pro badge and links to the plan page. Only the owner can finish that row, because it opens Owner Settings.

Click Dismiss setup guide to hide the card for good. When all seven tasks are done, the card hides itself. Teachers and staff do not see this card.

Today

The Today section starts with an Up next card for your next lesson. It shows the lesson time, student, instrument, duration, location or Virtual badge, and a Past due badge when the family's balance is overdue. If the last lesson note has a useful line, the card shows it as Working on. Tap More to read the rest, and Less to close it again.

Click Open lesson to open the lesson details panel, then click Open Lesson in the panel to go to the lesson page. Click Message family to write to the student or their guardian, whoever has a Trio account. The button stays visible but turns off when nobody in the family has an account yet. When the teaching day is over, the card reads You're done for today.

The Rest of today panel lists the remaining lessons in time order, with Free - no lesson rows for the gaps. When today's lessons are done, the panel shows the next day that has lessons.

Teachers see only their own lessons in Up next and Rest of today. Owners, admins, and staff see every lesson in the studio.

Needs you

Needs you is your to-do list. The most urgent items come first, and each one links to the place where you finish it:

Autopay failed, with Fix
Invoice overdue, with Send reminder
Families with an email problem, with Review
Lesson notes to write, with Write
Unread messages, with Reply
New trial requests, with Review

When the list is empty, Trio shows an all-caught-up message.

Recently

Recently shows recent studio updates, and each row links to the related page. For the full list, open Notifications. When there is nothing new, this section does not show.

This month

This month gives a quick summary of the studio:

Collected - current-month collected revenue, plus outstanding and overdue amounts
Practicing (last 7 days) - active students who practiced, and students who went quiet. Click it for the full Engagement page.
Next 7 days - lessons scheduled in the coming week

For teachers, Practicing and Next 7 days count only their own students and lessons.

Every team member sees the Collected, outstanding, and overdue figures, and the Autopay failed and Invoice overdue rows in Needs you.

Owners and admins also see a line under the cards with the studio's plan (for example, "Pro plan"), usage such as students, AI credits, and SMS, and a See plan & usage link to the plan and usage page.