Your VA shouldn't need your admin password
Optio scopes what your team can see — your VA looks up one student by email, helps them, and never sees your revenue or your full student list. You get the LTV and retention history Teachable never surfaces.
This is what your VA sees. Financials are hidden by their role, not by a setting they can switch off.
Example · Student support role
Restricted access
Revenue
Students
1,240
Courses
12
Seen in action
A Teachable school owner walks you through it
Rich has run his Teachable school since 2016. This is his unscripted take — no affiliate link, no incentive.
Trusted by Teachable School Owners
"My VA has the access they need without seeing school finances or full student data — and even with that restricted access, it's a step up from the basic dashboard due to the LTV display and customer notes."
"You can do things in here that you just can't do inside Teachable."
See what Teachable doesn't show you
Optio sits on top of your Teachable school and surfaces the data that's always been there — just buried, missing, or locked behind a spreadsheet.
Running a Teachable school shouldn't feel like this
As your school grows, Teachable's default dashboard stops being enough. The data you need is there — it's just buried, missing, or locked away.
What you're dealing with right now
- Sharing your main admin password with a VA because there's no other way
- No idea which students are quietly disengaging until they request a refund
- Exporting CSVs to figure out which coupon actually drove revenue last month
- A student emails asking about their history — you spend 10 minutes clicking through pages to find it
- Your VA accidentally sees financial data they should never have access to
What your week looks like with Optio
- Your VA gets exactly the access they need — nothing more, nothing less
- At-risk students flagged automatically before they quietly disappear
- A student's complete enrolment history — including courses they joined and left years ago that Teachable no longer shows
- Any student's full history, LTV, and enrolments in seconds
- Financial data stays private unless you explicitly choose to share it
Why school owners switch
The data layer Teachable never built
Optio fills the gaps in the Teachable platform — the student insights, team permissions, and revenue clarity that high-volume schools need but can't get from the default dashboard.
- Real-time Sync
On higher plans, Optio syncs with your Teachable school instantly via webhooks — no CSV exports, no manual refreshing. Core users get scheduled syncs to keep data current.
- Revenue Intelligence
Teachable shows you totals. Optio shows you who's driving them — individual student LTV, purchase history, and your highest-value customers at a glance.
- VA & Tutor Access
Give your team exactly the access they need — student support without financial data, tutors scoped to their own courses, admins with full visibility. No shared passwords.
- Full Student History
See every course a student has ever enrolled in — including ones they joined and left years ago. Teachable doesn't show this. Optio does.
- Retention Alerts
Students who disengage don't cancel immediately — they go quiet first. Optio flags anyone who hasn't logged in for 14+ days so you can reach out before they're gone.
- Course Insights
See completion rates, ghost students, and engagement patterns across every course — so you know exactly where students are dropping off and why.
Pricing
Pay for the insights,
profit from the results.
core
Delegate student support to one assistant, without handing over your admin password.
$29/month
- 1 Admin + 1 VA Seat
- Role-Scoped VA Access (revenue stays hidden)
- Student Lookup by Email
- Unlimited Students
- Course Progress Tracking
- Real-time Data Sync (Webhooks)
insight
Most popularAdvanced insights and CRM tools for growing businesses.
$79/month
- Advanced Filtering & segments
- Retention Risk Dashboard
- Historical Data Import (CSV)
- Student Notes & CRM
- 5 Team Members
- 10 Product Mappings
- Data Exports (CSV)
Mastery
Complete operating system for large academies.
$199/month
- Everything in insight
- Full Historical API Sync
- Unlimited Team Members
- Custom RBAC (Granular Roles)
- White-label Reports
- Priority Support
- Unlimited Product Mapping
Requires a Teachable Growth plan or higher for API and webhook access. Check Teachable plans →
Your Teachable school has more to tell you.
Start listening for 14 days, free.
No spreadsheets. No shared passwords. No guessing which students need your attention. Just your school data, finally working for you.