CounselMore's Student Profile feature provides a comprehensive solution for tracking and managing student course progression from as early as 8th grade. It supports detailed record-keeping, academic planning, and collaboration with high school counselors—helping you maintain a clear and professional record of your counseling work.
With the addition of AI Assist, you can now streamline how course progression data is created and updated using uploaded documents, typed input, or voice input—while still retaining full manual control when needed.
This guide explains how to use the updated workflow to build a student pipeline, set course goals, and maintain accurate academic records, including exporting to Google Drive.
✨ New: AI Import (Resume / Transcript → Course Progression)
CounselMore now includes an AI Assist feature that can automatically populate a student’s Course Progression from an uploaded transcript or academic record.
Instead of manually entering courses, you can:
- Upload or paste a transcript
- Use voice or typed input to provide academic history
- Let AI extract courses, grades, and sequence them by year
The system will then:
- Pre-fill the Course Progression fields inside the Student Profile
- Organize courses by grade level where possible
💡 Important: Always review AI-generated entries before saving to ensure accuracy and alignment with the student’s official records.
Here are the steps to follow:
Step 1: Create or Import Course Progression (Manual or AI)
Navigate to the Student Profile.
From here, you can begin building or updating a student’s course progression using AI Assist:
- Upload relevant documents (transcripts, course plans, notes)
- Type course information manually
- Use voice input to dictate updates
AI Assist will automatically structure the information into a clear course progression record aligned with the student’s academic history and goals.
💡 Important: Always review AI-generated entries before saving to ensure accuracy and alignment with the student’s official records.
You can still manually edit or build the record from scratch at any time.
Step 2
Exporting to Google Drive Seamless Integration:
With CounselMore's integration with Google Drive, you can easily export the course progression records for individual students. Version Control: As plans adjust, you can export new versions of the course progression. This ensures that you always have an up-to-date record of the student's academic plan, which is crucial for tracking progress and making informed adjustments.
Common Use Cases:
Tracking Counselor Scope of Work, Document Your Efforts: Use the course progression feature to track the scope of your counseling work. This includes the planning, adjustments, and guidance provided to each student throughout their high school journey. Showcase Your Commitment: Maintaining detailed records demonstrates your commitment to each student's success and your professional diligence in supporting their academic and career aspirations.
Building a Student Pipeline and Setting Course Goals Early Engagement:
Start engaging students as early as 8th grade to set the foundation for their high school academic journey. Goal Setting: Collaborate with students to set course goals that align with their interests, strengths, and post-high school aspirations. This proactive approach helps in tailoring their high school experience to support their long-term goals.
Collaborating with High School Counselors Supporting Anonymously:
While much of your support may be behind the scenes, the detailed records and plans you maintain in CounselMore can be shared with high school counselors. This collaboration, though often anonymous, is vital in providing a cohesive support system for the student. Demonstrate Your Commitment: The thoroughness of your record-keeping and planning within CounselMore serves as a testament to your dedication to the craft of educational consulting. It shows high school counselors the depth of your involvement and your commitment to supporting students' academic and personal growth.