Knowledge Base : CounselMore Support

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Knowledge Base : CounselMore Support

ACCOUNT SET UP

ACCOUNT SET UP

NEW MEMBERS - This is where to begin!

New Account - SELF GUIDED SET UP

Get started with CounselMore

Account Set up Guide - Self Guided

Client Management - Client Intake, Onboarding & Client's Portal Adoption, Administration of Services

New Accounts - Brief: How to get started

WELCOME to 1) Account Setup

Self Guided : 2) College Lists & App Tracker

Self Guided : 3) Student & Parent Portal

Self Guided : 4) Google Drive Prep & Connect

Self Guided : 5) Routine Assignments

Self Guided : 6) Scheduling & Calendar Connections

Self Guided : 7) Accounting Profiles & Time Tracking

Self Guided Set Up - Visual Guide to Standard Symbols

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New Account - FREE LIVE TRAINING

New Accounts - Self-Guided Onboarding or Work with a Mentor. Schedule live support by topic or general help

New Account - MULTI LICENSE ACCOUNT SET UP

Multi License - Setup for Account Managers / Administrators

Multi License - Managers, Part I, Google drive Options Explained

Multi License - Managers, Part II, Google Drive Setup & Connect

Multi License - Managers, Role Permission Levels Explained

Multi License - Managers, Calendly Integration

Multi License - Managers, Acuity Integration

Multi License - Managers, Settings, Text Forwarding

Multi License - Managers, Add a new license

Multi License - Team Members, Custom Columns Capabilities

Multi License - Team members, Shared Routine Assignments

Multi License - Team members, Per license texting capabilities

Multi License - Team Members, shared Google drive, Master Folders

Multi License - Team Members, Invoicing, Time Tracking, View Limits

Multi License - Managers, Remove license, counselor, delete staff position, user, account

Multi License - How to delete Counselor account, remove additional license

Multi License Admin - Tab Choice Show / Not Show

Billing Invoice - Multi License Admin's contact information will be prominently displayed on invoices.

How to change the email address of the Admin account, Change account owner

Creating a Separate CounselMore Account for Your Private Practice, separate from your group practice

Multi License - Managers, Change a counselor's email

Manager Suite - Bulk Action Archive Student Records

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New Account - PARENT & STUDENT USERS

For Parents & Students - Log in to College Counseling Portal

For Students & Parents - College Search Tools

For Parents & Students - Student Research Notes

For Parents & Students - Submit Assignments when "Done"

For Parents & Students - Assessments / Surveys / Student Profile

For Parents & Students - College Data

For Parents & Students - Add School by name to your list

For Parents & Students - New to Google drive, Authorize

For Parents & Students - CounselMore Mobile App

Parents & Students - Add language translation to the web browser

Parent Portal Account: Twins or Siblings Parent Portal Invite

Student Portal - Add college to college list by name

Student Portal - Assignments Tab - Students can add their assignments to their calendar

Authorize Google Drive for Students

Student Portal - (Parents) Understanding Google Drive Permissions When Using CounselMore

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