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Knowledge Base : CounselMore Support
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  • 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
    • Clients - Fin Fit tab
  • 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
    • Settings - Accounting Setup
    • Settings - Integrations
  • SALES & DEMONSTRATIONS
    • Sales, Free Trials, Demonstrations
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  • MEMBERS. ONLY
    • Community Resources
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      1. Knowledge Base : CounselMore Support
      • 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
        • Clients - Fin Fit tab
      • 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
        • Settings - Accounting Setup
        • Settings - Integrations
      • SALES & DEMONSTRATIONS
        • Sales, Free Trials, Demonstrations
        • Tools
      • MEMBERS. ONLY
        • Community Resources
        • Member Benefits
        • Customer Service Support
        • Privacy Policies
      • Sales Lead Tools
        • Directory

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      Please note that while CounselMore is a robust platform with multiple integrations, 1:1 support for integrations with 3rd party tools is limited in support interactions
      • App Login
      • CounselMore Knowledge Base