Knowledge Base : CounselMore Support
App Login
Go to Customer Portal
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
SETTINGS MENU & CUSTOMIZATIONS
Settings - My Business
Settings - Branding
Settings - Default Data Columns
Settings - Routine Assignments
Settings - Webmaster
Settings - Broadcast Station
Settings - Reporting
Settings - Professional Log Books
Settings - Toolbox
Settings - Texting Set up
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
Select below, or search by topic
ACCOUNT SET UP
NEW MEMBERS - This is where to begin!
CLIENT MANAGEMENT
Process flow: Intake, Onboarding, Student/Parent portal Orientation
ADMISSIONS DATA & SEARCH NAVIGATION
Types of Columns, Sorting by columns, Data Correction
GOOGLE-DRIVE
Connect Google drive to CounselMore
SETTINGS MENU & CUSTOMIZATIONS
Detailed Descriptions of Account Settings Menu & the Customization Options Available
SALES & DEMONSTRATIONS
FAQ, Good-to-Know, Ask before you buy, Reach us for questions
MEMBERS. ONLY
Become a member of CounselMore - there's so much good stuff in here!
