Knowledge Base : CounselMore Support
App Login
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
Clients - Fin Fit tab
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
Settings - Accounting Setup
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
Tools
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
Sales Lead Tools
Directory
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!
