Knowledge Base : CounselMore Support

Back to home

Knowledge Base : CounselMore Support

CLIENT MANAGEMENT

CLIENT MANAGEMENT

Process flow: Intake, Onboarding, Student/Parent portal Orientation

Active vs Prospect vs Archived student record status

Accepted / Declined upload template

Clients - Biographical Banners

Student Profile - Invite Student & Parent to Portals (Student Orientation Video)

Student Profile - Revoke Student & Parent Portal Access

Student Profile - Participation Information

Student Profile - Invite Not Found by Client

Student Profile - Assessments, Interests Survey

Student Profile - Twins or Siblings Parent Portal Invite

Student Profile - Verify Last Student Portal Activity

Student Profile - Update Client Email After Portal Invite

Student Profile - Overview

Student Profile - Tag A Student Record

Student Profile - Bulk Archiving Students End of Season

Student Profile - Encrypted Keychain

Student Profile - Add a Student Record & Parent Contact

Student Profile - Update Student Status, Inactive/Archive/Prospective

Student Profile - Stopwatch, Time Tracking

Student Profile - Test Scores

Course Progression Banner

I deleted a student by accident

What kind of email address does my student need?

How to Manage or avoid GPA Visibility in the Student's Portal Header Bar

See more

Clients - Assignments tab

Assignments tab - Basics

Assignments tab - Meeting Notes, client notes, summary notes and Routine Meeting Notes

Assignments tab - Auto-Email Assignment Summaries / Reminders

Assignments tab - Manual Email Assignment Summary

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

When will the assignment be posted? be live? be seen by student?

Assignments Tab - How to print Routine Assignments

Assignment AI

Assignment Ordering

How to use, Routine Assignments, Methodology

Routine Assignments - Creating the First Assignment

How to Add Routine Meeting Notes in the Assignments Tab

Maximizing the View Bar: How to Navigate Student, Parent, and Counselor Views in Assignments Tab

How to add a new assignment and add link to assignment

How to use a Routine Meeting Note Template more than once with the same student

See more

Clients - Files tab

Files tab - Google drive, Revoke Access, Delete files, remove share privileges, remove files

Files tab - Google drive, File Not Found - error message

Files tab - Google drive, Add, Upload files, documents

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

Troubleshooting - Exported to Student Gooogle Drive files are shared automatically because the folder is shared and all contents within

See more

Clients - Messages tab

Messages tab - Client Communications texting, emails, portal chat, communication

Messages tab - Texting Basics

Messages tab - Texting, Send Text with Email

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?

Messages tab - Email threads

Important Update: Text Forwarding Changes

I received an in-app notification of a text but no text is showing in my student.

See more

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

Accounting - Different methods to record your payments/invoices

See more

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

Clients - Fin Fit tab

Financial Fit - Fin Fit Tab (Beta), Understanding the Beta Release of the New Spreadsheet Tool