These are the steps to begin your CounselMore account
If you've never experienced a demonstration of the software -
START HERE - a public group demonstration and ask questions
Book here
If you have deeper or more specific questions, please use this link for a private consultation
Ready to begin your 14 day Free Trial
Are you planning to onboard a team? Then you will be interested in our 30 day trial for teams. Begin as instructed above, then reach out to sales and we will provide those benefits to your account.
Ready for Complimentary Account Set up meeting
Begin your complimentary onboarding by watching the intro videos. This is and important introduction to vocabulary, screen functions and capabilities. Collect your questions in preparation for your 30 minute live session.
At the end of the article there is a link to the next training session in the series.
Here you will find a list of all sessions.
Training sessions are technology driven lessons. They teach you the order to operations. However, there is methodology within CounselMore that drives the design and functionality of the software. Therefore, members of CounselMore may desire a peer-to-peer reference point while they are building their CounselMore account.
Supplement your tech onboarding with peer-colleague events where you ask questions of your peers who also choose CounselMore as their service delivery tool.