- Knowledge Base : CounselMore Support
- CLIENT MANAGEMENT
- Clients - Biographical Banners
-
ACCOUNT SET UP
-
CLIENT MANAGEMENT
-
ADMISSIONS DATA & SEARCH NAVIGATION
-
GOOGLE-DRIVE
-
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
- Settings - Integrations
-
SALES & DEMONSTRATIONS
-
MEMBERS. ONLY
-
Sales Lead Tools
Student Profile - Tag A Student Record
Student Profile - Tag A Student Record
Student tags can be used to more efficiently send out Broadcast messages a student
- Go to any Student Record > Click the pencil to open the Student Profile
- Expand the Student Information banner
- Enter something in the "tags" section and click enter
TIP: Tags are useful in Routine Assignments Bulk Assign, Master Folder Bulk Assign, and Broadcast Messaging.