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
- 1) Account Setup Onboarding Meeting (First Onboarding Session)
- 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 (Calendly)
- Self Guided : 7) Accounting Profiles & Time Tracking
- Self Guided Set Up - Visual Guide to Standard Symbols
- Groom Student Portal before inviting student, Onboarding Student Clients to CounselMore
- Submit Ticket - Bug Report : Student Picker
- How to Bookmark the app for easy access later
- How to Connect Your Calendly Account to CounselMore
- My Account - Account Add Ons, additional options at check out
- New Accounts - Training Onboarding Checklist - Self Guided plus, live help
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
- Multi License - Teams Manager, 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
- Adding Additional License Scenarios - Permissions and Manager Suite
New Account - COLLEGE SEARCH NAVIGATION
- New Accounts - Overview of Search Options, by degree, major, summer, gap, volunteer, location
- New Accounts - College Search to App Tracker, Tile View, Promote Schools Forward & Back
- New Accounts - College Search, Filter by Region, Omit States
- New Accounts - College Search, Results already Selected, Green Check
- New Accounts - College Search, Add One School to Many Lists at Once
- My Lists, My Database: Tags, Notes, Starter Lists, Lists by topic, theme
- College List - College Search, Calculate probability of Admission in Candidate Compare
- College List - My Database: Save search filters
- College search- Exploring college major
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
- 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
- Student - How to Upload Your Transcript in the Student Portal
- Student Portal: Export College List