Lesson Worklist

The Lesson Notes page is your wrap-up worklist: a running list of lessons that still need a note or an attendance decision, plus a searchable archive of every past lesson. Owners see every lesson in the studio; admins and teachers see their own. The page is available on every plan.

The page has two tabs: To wrap up and All lessons.

To wrap up

This tab lists the lessons that still need attention, oldest first, so nothing slips through. The header shows a running count ("3 to wrap up") and flags how many are overdue. A matching badge appears next to Lesson Notes in the sidebar.

Each row shows the student, the lesson date, and a status that reflects what the lesson needs:

• Missing - no note started yet
• Draft - a note exists but is not finished

Select a row to open the lesson and write or finish the note. When you complete a lesson, it drops off the worklist automatically.

Resolving without opening

For lessons that do not need a written note, use the row's menu (the ... button) to resolve them in one step:

• Complete - skip note - mark the lesson handled with no note
• Absent - excused - record an excused absence
• Absent - no-show - record a no-show
• Cancel lesson - open the standard cancellation dialog, which applies your cancellation policy

Each action updates the list immediately. If something goes wrong, the row returns and Trio shows a brief error.

All lessons

Switch to All lessons to search your full history. Type at least two characters to search by student, family, or note content. Narrow results with the status filter (Missing, Draft, Completed, Shared, Cancelled, No-show, Excused) and a date range (last 30 days, 90 days, or 12 months). Use Load older lessons to page through more results, newest first.

On your dashboard

Your dashboard surfaces a short "needs wrap-up" card drawn from the same worklist, so you can jump straight to the lessons waiting on you without opening the full page.

Related

• Live Lesson View - where you write and complete a note
• AI Lesson Notes - how Trio compiles notes and what families see
• Attendance Tracking - recording presence across the studio

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