Knowledge Base : CounselMore Support
App Login
Go to Customer Portal
CLIENT MANAGEMENT
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
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Knowledge Base : CounselMore Support
CLIENT MANAGEMENT
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
CLIENT MANAGEMENT
Process flow: Intake, Onboarding, Student/Parent portal Orientation
Active vs Prospect vs Archived
Clients - Biographical Banners
Bio Banners - Invite Student & Parent to Portals (Student Orientation Video)
Bio Banners - Add a Student Record & Parent Contact
Bio Banners - Update Student Status, Inactive/Archive/Prospective
Bio Banners - Tag A Student Record
Bio Banners - Update Client Email After Portal Invite
Bio Banners - Encrypted Keychain
Bio Banners - Verify Last Student Portal Activity
Bio Banners - Revoke Student & Parent Portal Access
Bio Banners - Twins or Siblings Parent Portal Invite
Bio Banners - Bulk Archiving Students End of Season
Bio Banners - Assessments, Interests Survey
Bio Banners - Invite Not Found by Client
Bio Banners - Overview
Bio Banners - Participation Information
Bio Banners - Stopwatch, Time Tracking
Bio Banners - Test Scores
Course Progression Banner
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Clients - Assignments tab
Assignments tab - Manual Email Assignment Summary
Assignments tab - Auto-Email Assignment Summaries / Reminders
Assignments tab - Basics
Assignments tab - Meeting Notes, client notes, summary notes and Routine Meeting Notes
Assignments tab - Assignments Not Visible
Assignments tab - Notification Assignment Completion
Assignments tab - Create Assignments from App Tracker & the Student list
Assignments Tab - Order of assignments
Assignments Tab - Flow of assignment delivery, student receipt and automated Assignment Summary Email
Assignments tab - Auto Send Summary of Active Assignments
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Clients - Files tab
Files tab - Google drive, Revoke Access, Delete files, remove share privileges, remove files
Files tab - Google drive, Add, Upload files, documents
Files tab - Google drive, File Not Found - error message
Files tab - Google drive - Link Student Record to Existing folder
Files tab - Google drive, Navigation
Files tab - Google drive, Apply Master Folders
Google Drive - Organizing, moving Files, Folders
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Clients - Messages tab
Messages tab - Texting, Basics
Messages tab - Texting, Text Forwarding
Messages tab - Texting, Send Text with Email
Messages tab - Client Communications
Messaging tab - Guide to Sent, Received, Delivered, Communications
Messaging Reply Rules
Texting Setup - Migrating to Toll Free #
Messages Tab - In App Chat (local to app)
Messaging Tab: Chat Notification Rules
Messaging Tab - Sending multiple emails
Messages Tab - Can Parents Initiate an Email in CM?
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Clients - Accounting tab
Accounting tab - Add Entry /Line Item
Billing Invoice / Statements - Guide to Sent, Received, and Delivered
Billing Invoice - When I view the 'invoice preview,' why does the balance appear different?
Accounting - Marking payment as received
Clients - Quicklist
Clients - Quicklist, Search for Student Record
Clients - Quicklist, Duplicate Student Names Appearing
Calendly - Student name appears with different email address
Clients - Contacts
Clients - Storing Contacts, Parents, Siblings, Stakeholders, other than Students and physical address
Clients - Scheduling Meetings
