- Knowledge Base : CounselMore Support
- SETTINGS MENU & CUSTOMIZATIONS
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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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
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
Change login email
how to change the email you use to login with in case you get a new business email or transfer ownership of your business.
Head to Settings > My Account > Click the green pencil
Enter your current email, Password, and the new login email > Confirm