TrellisLearning — User Journey Guide

This guide follows real users through their complete experiences in TrellisLearning.


Overview

TrellisLearning has two user personas:

PersonaWhoGoal
ParentThe grown-upCreate activities, manage rewards, track points
ChildYour kidComplete activities, earn ⭐, redeem rewards

Both journeys start at the same place — the landing page — then split into completely separate paths.


1. The Parent Journey

Step 1 — Landing page

  1. Open the TrellisLearning URL in your browser.
  2. You'll see a warm, colorful page with a heading and two big buttons:
  • "I'm a Parent" (blue) — for grown-ups.
  • "I'm a Kid" (purple) — for children.
  1. Tap "I'm a Parent".
Tip: If it's your first visit, a welcome banner above the buttons walks you through three quick steps: create your family, make your first activity, and share the code with your kid. You can dismiss it anytime.

Step 2 — Sign in with Google or Amazon

  1. Choose Continue with Google or Sign in with Amazon.
  2. Sign in (or pick your account) in the pop-up window.
  3. You'll be redirected back to TrellisLearning.
Note: You can sign in with either Google or Amazon — both work. You only need one account.

Step 3 — COPPA consent (first time only)

If you're signing in for the very first time, you'll see a screen titled "Before we begin":

  1. Read the summary about how your child's information is handled:
  • Only limited info is collected (name, grade level, progress).
  • Data is never sold; kids never see ads.
  • You control and can delete everything.
  1. Check the box: "I am the parent or legal guardian and I consent…"
  2. Tap "I Agree & Continue".

This consent is recorded for your family's records.

Step 4 — Name your family

  1. Type a family name (e.g. "The Johnsons").
  2. Tap Continue.

Step 5 — Add your first child

  1. Enter your child's first name.
  2. Pick their grade level:
  • Elementary (1st–3rd)
  • Middle (4th–6th)
  • Upper Middle (7th–9th)
  • High School (10th–12th)
  1. Create a child PIN — 4 to 6 digits. Keep it secret from other kids!
  2. Tap "Finish Setup".

🎉 You'll see a "You're all set!" screen. Tap "Go to Dashboard" to start.

Tip: You can add more children later from within your account.

Step 6 — The Parent Dashboard

Your dashboard is your family's control center. Here's what you'll see:

SectionWhat it shows
Family code 🔑A 6-character code (e.g. 7K2M9P) that your kids use to log in. Click to copy or read it aloud.
My familyFamily roster and child-management actions.
Points LedgerThe selected child's balance and every point earned or spent, newest first.
Activity LibraryCards for every approved activity — title, points, estimated time, difficulty, tags.
Starter CreditsEnabled Generation V2 families see the available generation balance and displayed cost before requesting a preview.

Quick-link buttons at the top: + New Activity, Rewards, Approvals, Messages, Log out.


Step 7 — Create an activity

  1. Click + New Activity (or navigate to /parent/activities/new).

#### Choosing a content type

At the top, pick one of two options:

  • Math Quiz — a multiple-choice quiz on any math topic (addition, fractions, etc.).
  • Reading Comprehension — an informational passage followed by comprehension questions.

#### Setting parameters

  1. Topic — type a keyword (addition, ancient Egypt, weather).
  2. Grade Level — pick the band that fits your child.
  3. Difficulty — drag the slider (1 = easiest, 5 = hardest).
  4. Questions — drag the slider (1 to 20). An estimated time hint updates as you move it.
  5. Points — enter 1–100. After generation, this is pre-filled with the AI's suggestion, but you can change it.

#### Generation cost, draft, and review

  1. If Generation V2 is enabled, confirm the Starter Credits balance and displayed cost. The Free seed is five non-renewing credits.
  2. Tap Generate Activity. Retries/double-clicks with the same request are charged at most once.
  3. Wait a few seconds while the service builds a server-owned preview.
  4. Review the draft:
  • Title and instructions.
  • For Reading Comprehension: a passage your child will read.
  • Questions — the correct answer is highlighted in green so you can verify.
  • Suggested points and estimated time.

#### Approving or regenerating

  • "Approve & Save to Library" — approves the opaque server preview and saves a family-owned activity.
  • "Reject" — declines the usable preview; its displayed generation charge remains.
  • "Regenerate" — rejects the current enforced preview, then requests and meters a fresh draft with the same parameters. Failures that produce no usable preview release their reservation.
Tip: Every activity must be approved by you before your child can see it. AI drafts are never auto-published.

Step 8 — Schedule an activity for your child

  1. From the dashboard, click a child's name in the Children row.
  2. In the Activity Library, find the activity you want to assign.
  3. Tap "Schedule for today".

You'll see a confirmation ("Scheduled for today!") and the activity will appear on your child's Today screen.


Step 9 — Review rewards and approve requests

When your child redeems a reward that requires approval:

  1. Click Approvals from your dashboard.
  2. You'll see each pending request: reward icon/name, child, ⭐ cost, and when it was requested.
  3. Tap Approve to deduct points and fulfill the reward, or Deny to turn it down.
  4. Nothing pending? You'll see "You're all caught up!"

Step 10 — Message your child

  1. Click Messages from your dashboard.
  2. Pick the child you want to chat with.
  3. Type a message and hit Send, or tap a sticker button (🌟 🎉 💪 ❤️ 👍 🏆 😊 👏).

Your child sees your messages on their 💬 Messages screen. They can reply with text (safety-checked) or stickers.


2. The Child Journey

Step 1 — Landing page

  1. Your child opens TrellisLearning in their browser.
  2. They tap "I'm a Kid".

Step 2 — Find the family

  1. A grown-up enters the family's parent/guardian email and taps "Find my family".
  2. The child then selects their avatar/name and enters their PIN.
  3. Use family code remains available as the migration path for the older 6-character code flow.

Step 3 — Pick who they are

  1. They see each family member as a card with an animal avatar (🦊 🐻 🦁 🐰 🐼…).
  2. They tap their own name.

Step 4 — Enter their PIN

  1. They type the 4–6 digit PIN you set up.
  2. Tap Go.
Heads up: If the wrong PIN is entered too many times, they'll have to wait a while before trying again. This is the app keeping things safe.

And they're in! 🚀


Step 5 — Today's Quests

Your child lands on "Today's Quests 🚀" — their personal list of activities for the day.

What they seeWhat it means
Activity card with title + ⭐ pointsThis is assigned to them for today.
Start button on each cardTap to open and begin the activity.
Green "✓ Completed (+pts)" badgeThis activity is already done.
"Nothing scheduled for today"No activities yet — ask a grown-up to schedule one!

Step 6 — Playing an activity

#### Math Quiz

  1. Read each question.
  2. Tap the answer you think is right.
  3. Answer all questions (every one needs a selection).
  4. Tap Submit.

#### Reading Comprehension

  1. Read the passage — an informational text is displayed first (title + text).
  2. Answer the comprehension questions below it.
  3. Tap Submit.

Step 7 — Results

After submitting, your child sees a celebration screen:

  • 🎉 "Great job!"
  • Score — e.g. "You got 4 out of 5 right (80%)."
  • "⭐ +X points!" — points are added to their balance immediately.

Tap "Back to Today" to keep going.


Step 8 — Rewards and Messages

From the Today screen, your child has three buttons:

ButtonWhat it does
🎁 RewardsBrowse rewards, see balance, redeem (instant or approval-required).
💬 MessagesChat with you (the parent). Type text or send stickers (🌟 🎉 💪 ❤️ 👍 😊 🙏 🏆).
Log outReturn to the landing page for the next person.
Note: Messages from kids are automatically safety-checked. If a message contains inappropriate words or personal info, it won't be sent — your child sees a friendly explanation.

3. The Family Code — How It Works

The family code is the bridge between parent and child:

RoleHow they use it
ParentFound on the dashboard — a 6-character code like 7K2M9P. Read it aloud or copy it.
ChildEnter it on the kid login page to find their family.

Tips for sharing

  • Say it out loud — the code avoids confusing characters (no 0, 1, I, or O).
  • Write it down — a sticky note near the device is a common setup.
  • Keep it handy — your kids will ask for it every time they want to log in!

4. Complete Journey: End-to-End Walkthrough

Here's the full loop from setup to reward redemption:

Parent                          Child
  │                               │
  ├─ Landing → "I'm a Parent"     │
  ├─ Google/Amazon sign-in        │
  ├─ COPPA consent → family name  │
  ├─ Add child (name, grade, PIN) │
  ├─ Dashboard                    │
  ├─ + New Activity               │
  │   ├─ Pick type (Math / Reading)
  │   ├─ Set topic, grade, difficulty
  │   ├─ Set questions (1-20), points
  │   ├─ Generate → Review draft
  │   └─ Approve & Save            │
  ├─ Schedule activity for child   │
  │                               │
  │                       Landing → "I'm a Kid"
  │                       Family code → Enter code
  │                       Avatar → Pick name
  │                       PIN → Enter PIN
  │                       Today → Tap "Start"
  │                       Read passage (if Reading Comp.)
  │                       Answer questions → Submit
  │                       See results + ⭐ points
  │                       🎁 Rewards → Redeem
  │                       💬 Messages → Chat

5. Quick Reference

PersonaStepPage / Action
ParentSign inLanding → "I'm a Parent" → Google/Amazon
ParentFirst timeCOPPA consent → family name → add child (grade + PIN)
ParentDashboardSee family code, children, ledger, activity library
ParentCreate activity+ New Activity → pick type → set params → generate → review → approve
ParentScheduleDashboard → pick child → activity library → "Schedule for today"
ParentRewardsDashboard → Rewards → create rewards (cost, approval, caps)
ParentApprovalsDashboard → Approvals → approve or deny requests
ParentMessagesDashboard → Messages → chat with child
ParentChangelogFooter → Documentation → Changelog
KidLog inLanding → "I'm a Kid" → enter family code → pick avatar → enter PIN
KidTodayStart activities, answer questions, see results + points
KidRewards🎁 Rewards → browse, redeem, see balance
KidMessages💬 Messages → chat with parent