#3a New Accounts Training : Mobile Apps for Counselors & Students - Take College Tours Notes directly into College List Notes and Student Research Notes

FOR COUNSELORS:

Download 'College Tours by CounselMore' from the App Store

(check the Play Store as well) on your mobile device.

This is COUNSELORS Mobile app - Download

How to Add the Student Research Notes to College List

Login with your CounselMore login.

After logging in with your CounselMore counselor credentials, you will see three main tabs in the mobile app:

• Home

• Colleges

• Messages

These tabs allow you to quickly view notifications, reference colleges, and communicate with students and families.

Home Tab (Notifications)

The Home tab displays notifications and updates related to your students and activity in CounselMore.

Examples of notifications include:

• When a student adds a college to their list

• When a student or parent sends a new chat message

• Other activity updates related to your account

Some notifications may include a message such as:

“Visit the desktop app to view this.”

This means the full details or action must be completed in the CounselMore web portal.

Colleges Tab

You'll see the College Tours list you entered in your CounselMore > Settings > Counselor Profile > College Tours. (see web portal view below)

Web Portal View

From this tab you can:

• Reference college details while traveling or during campus visits

• Add notes about a college visit or campus tour

• Add or update college tour dates

This feature makes it easy to capture tour information in real time while visiting campuses. Notes and tour dates entered in the mobile app will automatically sync with your CounselMore web portal.

Counselor log College Tour notes on the go!

You can add schools, tour dates and college notes (Use your mic to take notes!) from the mobile app.

Messages Tab

The Messages tab allows counselors to communicate with students and parents directly from the mobile app.

Within the Messages tab, there are two sub-tabs: Emails and Chats.

Emails

The Emails section allows counselors to view and send emails through CounselMore Mobile App.

Counselors can:

• Send emails to students and parents

• View email conversations and message history

• Stay updated on communications sent through the CounselMore messaging system

Emails sent or received in the mobile app automatically sync with the Messaging tab in the CounselMore web portal.

Chats

The Chats section allows counselors to communicate with students and parents through real-time messaging.

Counselors can:

• View and read chat conversations

• Send and receive chat messages in real time

• Participate in one-to-one chats with students or parents

• Receive notifications when new messages are sent

Chat messages automatically sync with the CounselMore web portal, so conversations remain consistent across mobile and desktop.

Group Chat (When Parents Are Invited)

If parents are invited to the student portal, the Group Chat feature becomes available.

Group chat allows Counselors, Students and Parents to participate in the same conversation thread.

Participants can exchange messages in real time, making it easier for everyone involved in the student's counseling process to stay informed.

FOR STUDENTS:

CounselMore Student App is giving students instant mobile access to their college-planning portal.  With the new app, add to Student Research Notes while on a campus tour!