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!

How to setup your Acuity account

Why am I limited to 110 character when texting from my portal?

Accepted / Declined upload template

New Account - SELF GUIDED SET UP

Self Guided : 1) Account Settings & Customization

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

College List - Student's Campus Fit, custom language

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New Account - FREE LIVE TRAINING

New Accounts - Live Training - Schedule

New Accounts - Live Training - Program Overview

New Account - MULTI LICENSE ACCOUNT SET UP

Multi License - GETTING STARTED: 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

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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 / Biography Banners

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

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