Knowledge Base : CounselMore Support
App Login
Go to Customer Portal
MEMBERS. ONLY
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
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
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Knowledge Base : CounselMore Support
MEMBERS. ONLY
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
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
MEMBERS. ONLY
Become a member of CounselMore - there's so much good stuff in here!
Community Resources
Resources - Creating a video for your biography, marketing, instructional video
Resources - Business Process, Counselors Sharing Screens with Students
Resources - Client-Facing, College Readiness Curriculum, Routine Assignments Packages
Resources - Software Recommendations & Business Tools
Community Events - Study Hall
Resources - Advice from other Members, Build your database
Resources - The College Counselor's Timeline pdf
Resources - College Planners, Charging for Siblings, Twins, Returners
Resources - Contracts & Signatures on documents
Resources - Software is a Tax Deduction
Resources - DocuSign Free Chrome Browser Extension
Resources - Screen Sharing on Zoom
Resources - Assignments, Introducing CounselMore to Parents, Student, Clients
Community Events - Trade Shows, Conferences
Community Events - CounselMore Circles
Resources - Professional Learning, scaling a practice
Resources - What is Teen Anxiety
Resources - Assignments Package Training, College Readiness Curriculum after purchase
Resources - Why we do the job (educational consulting)
Community Resources - Customer Support Portal
Resources - Highlands Ability Battery, Assessments, Career, Aptitude
CounselMore map of regions
See more
Member Benefits
Members Only - Collaboration Lab, Submit Feature Request
Members Only - Member Monthly Newsletter, Feature Updates, Announcements
Benefits - Business Development Services, Website, Tech, Design Help
Benefits - Business Development Services, Guest Blog, Grow your Brand!
Members only - Evangelist Program
Members Only - I have an Apprentice, Associate, Professional, Pro Suite, start up, bonus plan, I'd like to move to the new plan
Member Benefits - Top5 Financial Tools
Members Only - Collaboration Lab, Suggestions from the Community
Multi License Account Migration to the New Platform
Current Member - Account Migration
College Counselors Near Me - CCNM, an educational services directory
See more
Customer Service Support
Troubleshoot - Shared Files but Not Seen, Files tab, Google drive, Guide
Troubleshoot - How can I tell if the Broadcast Messages were delivered?
Troubleshoot - Files tab, Google drive, Uploading files
Troubleshoot - Text Messages, Student Not Receiving
Troubleshoot - Reach Sales, Customer Service, Tech Support
Troubleshoot - Unable to Login to Counselor Portal
Troubleshoot - Files tab, Google drive, Files Folders Not Found, Parent Portal.
Troubleshoot - System Requirements for Counselor Portal
Troubleshoot - Schedule a Zoom call
Troubleshoot - Google drive, Error "flagged inappropriate"
Troubleshoot - Error Message Lookup
Troubleshoot - College List - Slow loading College lists
Troubleshoot - Clear cookies on Chrome browser
Troubleshoot - No logo or crest next to the school's name
Troubleshoot - College List, Slow loading
Troubleshoot - Student Portal & Parent Portal Login (Student Orientation Video)
Student List not loading from Student Portal
Troubleshoot - Import from Google, error message Files tab
Register to your NEW CounselMore Service Portal
Troubleshoot - "Carrier Not Found" - Mobile Carriers and non Mobile Carriers
Student List not loading
See more
Privacy Policies
CounselMore Privacy Policy
Quatromoney Privacy Policy
Resources - Brand Ambassador for CounselMore, Leader in the industry
