What status should you set your students? It depends on what they need!
We understand the importance of affordability and strive to keep our pricing fair and competitive, giving you the best possible return on your investment. At the same time, we want to ensure that every feature and service we provide continues to meet your needs and enhances your experience.
Can I Invite Non-Active Students to the Portal?
Access to services, resources, and shared technology tools is only available for students in Active status. Active status is a paid record status that unlocks full functionality and tools within CounselMore. Here’s an overview of the different student statuses:
-
Active Status:
- Fully paid status.
- Grants access to all tools, features, and services.
-
Prospective Status:
- Used for record collection and intake of information.
- Unlimited Prospective records are allowed at all plan levels.
- This status is not charged.
-
Archive Status:
- Viewable records that can be reactivated as Active or Prospective to edit.
- Archived records remain accessible for reference.
If you need further clarification, feel free to get in touch or schedule a meeting with one of our specialists!
get in touch or meet with our specialists.|
|
Active |
Prospect |
Archived |
|
Bio Banners |
Full Access |
Full access - information collection |
Most banners view only |
|
Invite |
Yes |
No invite. If moved from Active to Prospective, S loses access if previously invited. |
No invite. S loses access if already invited. |
|
Has Google Drive folder |
Yes |
Yes - information collection |
Yes - information collection |
|
Share Google Drive folder |
Yes |
No auto invite |
No auto functions |
|
Assignments - add meeting notes |
Yes |
Yes, Counselor can add meeting notes but icons to share to student and parent are disabled |
Menu Button is disabled, old meeting notes can still be seen. |
|
Assignments - add New assignment |
Yes |
Yes, Counselor can add a new assignment but icons to share to student and parent are disabled |
Button is disabled, old assignment can still be seen in it. |
|
Assignments - add routine assignment (R/A) |
Yes |
Yes, able to share it to student/parent after creating new RA |
Button is disabled, old RA’s can still be seen in it. |
|
Assignments - email assignment summary (ensure email is set) |
Yes |
Yes, email assignment summary sent to student |
Button is disabled |
|
Assignments - print assignment summary |
Yes |
Yes |
Button is disabled |
|
Assignments - autosend |
Yes |
Yes |
Button is disabled |
|
C List - Search |
Yes |
Button is disabled |
Button is disabled |
|
C List - Add college by name |
Yes |
Yes |
Button is disabled |
|
C List - College data menu |
Yes |
Button is disabled |
Button is disabled |
|
C List - Data correction |
Yes |
Button is disabled |
Button is disabled |
|
C List Download Excel |
Yes |
Button is disabled |
Button is disabled |
|
S List - Search |
Yes |
Button is disabled |
Button is disabled |
|
S List - Add college by name |
Yes |
Button is disabled |
Button is disabled |
|
S List - CDM |
Yes |
Button is disabled |
Button is disabled |
|
S List - Data correction |
Yes |
Button is disabled |
Button is disabled |
|
S List - Summary report |
Yes |
Button is disabled |
Button is disabled |
|
S List - Export |
Yes |
Button is disabled |
Button is disabled |
|
App - Search |
Yes |
Button is disabled |
Button is disabled |
|
App - College Data menu |
Yes |
Button is disabled |
Button is disabled |
|
App - Data correction |
Yes |
Button is disabled |
Button is disabled |
|
App - Export |
Yes |
Button is disabled |
Button is disabled |
|
App - Can you edit the blue columns to the far right? |
Yes |
Button is disabled |
Button is disabled |
|
Files - open student folder |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Files - Create new doc |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Files - Upload file |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Files - Import from google |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Files - Apply master |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Files - List to existing folder |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Files - Delete exising docs? |
Yes |
Files Tab is disabled |
Files Tab is disabled |
|
Accounting - Add line item |
Yes |
Button is disabled |
Button is disabled |
|
Accounting - record payment |
Yes |
Button is disabled |
Button is disabled |
|
Accounting - preview / send invoice |
Yes |
Button is disabled |
Button is disabled |
|
Accounting - invoice autosend |
Yes |
Button is disabled |
Button is disabled |
|
Accounting - stopwatch, adds time to Accounting tab? |
|
|
|
|
Messaging - send email |
Yes |
Yes |
Yes |
|
Messaging - send text |
Yes |
Button is disabled |
Button is disabled |
|
Messaging - send chat |
Yes |
Button is disabled |
Button is disabled |
|
Reporting - Shows up in accepted declined report? |
Yes |
Yes |
Yes |
Here are some related articles for you to review:
Student Profile - Update Student Status, Inactive/Archive/Prospective
The above capabilities list may be incomplete. Ask a specific question at support@counselmore.com