Parent Portal Overview

The parent portal is the family side of Trio. Families sign in to see lessons, pay invoices, read shared notes, follow repertoire and practice, message the studio, and manage their preferences. You and your team keep working in the teacher portal.

Dashboard - upcoming lessons, balance, practice summary, recent notes, and quick actions
Schedule - lessons, studio events, and self-booking when the studio allows it
Billing - invoices, online payments, saved payment methods, and autopay preferences
Resources - a tabbed hub with shared Lesson Notes, assigned Repertoire, and a searchable Materials library of the files and links you shared
Practice - streaks, weekly progress, today's focus, badges, heatmap, and recent sessions
Messages - conversations with the studio

On a phone, the menu is at the bottom of the screen and has no Dashboard tab. Families tap the studio name at the top to go home. A student who signs in with their own login has no Billing page.

Families also have a notification bell, a full notification history page, and profile/settings pages for their contact details and preferences.

Signing in

Families sign in with their email: Trio sends a link, or a code in the home-screen app. They can also sign in with a text code sent to a phone number they added to their Trio account, or with a passkey. First-time families use email.

Only owners and admins invite families. See Inviting Families and Students. Each family sees only the students, invoices, notes, and messages of their own family.

Welcome steps

After the first sign-in, families go through a few welcome steps: confirm their profile, confirm the family roster (adults only), add a phone number (if they have none), add Trio to the home screen (when offered), choose notifications, and add a payment method (when online payments are on).

Schedule, self-booking, and events

The Schedule page shows the family's lessons. When member booking is enabled, families can use Book Lesson to choose from available slots. Booking respects teacher availability, studio settings, and scheduling rules. If self-booking is off, families can still view their schedule but do not see booking actions.

Studio events open from Schedule. Every family sees each published event and can RSVP. Only the families of performers get the event invitation.

Studio policy

When your studio has a policy, families agree to it from a banner. After they agree, View Studio Policy is in their user menu.

Lesson notes

Families only see notes that have been completed and shared. Drafts, unshared notes, raw AI input, and private sections stay inside the teacher portal. Shared notes appear on the Lesson Notes tab of the Resources hub and can include a downloadable PDF. See Writing lesson notes for the teacher workflow.

Resources: repertoire, materials, and practice

The Resources hub gathers the Lesson Notes, Repertoire, and Materials tabs. The Repertoire tab shows assigned pieces and their progress states; families can open a piece to review details and practice context, but assignment management stays with the teacher. The Materials tab is a read-only, searchable library of every file and link you shared with the family, grouped by where it came from.

The Practice page is a practice home with a student switcher, streak card, weekly goal progress, today's focus, assignment checklist, practice logs, recent badges, and a practice history heatmap. See Family Practice Tracking for the full practice workflow.

Billing and payments

The Billing page lists invoices the family can view or pay. Online payment is available on the Pro plan and above, with a connected Stripe account. Then families can pay online, save payment methods, and manage autopay preferences. Without it, families can still view invoices and follow the studio's payment instructions.

Notifications

Families receive notifications through their enabled channels and can review them from the bell or Notifications page. In Notification Settings, they can manage email, SMS, push, and practice topics such as badge alerts, daily practice reminders, and weekly digest email.