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CLIENT MANAGEMENT
Process flow: Intake, Onboarding, Student/Parent portal Orientation
Clients - Biographical Banners
- Student Profile - Stopwatch, Time Tracking
- Student Profile - Revoke Student & Parent Portal Access
- Student Profile - Test Scores
- Student Profile - Verify Last Student Portal Activity
- Course Progression Banner
- Student Profile - Invite Student & Parent to Portals (Student Orientation Video)
- Student Profile, Student Information, Biographical Banners - Overview
- I deleted a student by accident
- What kind of email address does my student need?
- Student Profile - Update Client Email After Portal Invite
- Student Profile - Add a Student Record & Parent Contact
- How to Manage or avoid GPA Visibility in the Student's Portal Header Bar
- Student Profile - Encrypted Keychain
- Bio Banners - Student Information banner in Student Profile - Accepted Declined, Application Outcomes, banner
- Student Profile - Bulk Archiving Students End of Season
- How to delete a student record - Change the Status of the record.
- Student Profile - Participation Information
- Adding a Photo to the Student Information Section
- Student Profile - Update Student Status, Inactive/Archive/Prospective
- Student Profile - Parent Portal Invite for siblings, twins, etc.
- How to disable close out student record's pop-up> update outcome results screen, status change
- Student Profile - How to Add or Remove Tags in a Student Record
- Student Profile - Invite Not Found by Client
- Changing a Student’s Email Address in CounselMore
- Student Profile - Assessments, Interests Survey
Clients - Assignments tab
- Assignments tab - Meeting Notes, client notes, summary notes and Routine Meeting Notes
- Assignments tab - Create Assignments from App Tracker & the Student list
- Assignments Tab - Order of assignments
- Assignments tab - Manual Email Assignment Summary
- Assignments Tab - Flow of assignment delivery, student receipt and automated Assignment Summary Email
- Assignments tab - Notification Assignment Completion
- Assignments tab - Auto Send Summary of Active Assignments
- Assignments tab - Assignments Not Visible
- Assignments tab - Auto-Email Assignment Summaries / Reminders
- When will the assignment be posted? be live? be seen by student?
- Assignments Tab - How to print Routine Assignments
- Assignment AI
- Assignment Ordering
- How to use, Routine Assignments, Methodology
- Routine Assignments - Creating the First Assignment
- Assignments tab - Basics
- How to Add Routine Meeting Notes in the Assignments Tab
- Maximizing the View Bar: How to Navigate Student, Parent, and Counselor Views in Assignments Tab
- How to add a new assignment and add link to assignment
- How to use a Routine Meeting Note Template more than once with the same student
- Assignments Tab - Returning Assignments
Clients - Files tab
- Files tab - Google drive, Navigation
- Google Drive - Organizing, moving Files, Folders
- Files tab - Google drive, Apply Master Folders
- Troubleshooting - Exported to Student Gooogle Drive files are shared automatically because the folder is shared and all contents within
- Files tab - Google drive - Link Student Record to Existing folder
- Files Tab - Uploading Files to the Student Portal
- Files tab - Google drive, Revoke Access, Delete files, remove share privileges, remove files
- Files tab - Google drive, File Not Found - error message
- Files tab - Google drive, Add, Upload files, documents
Clients - Messages tab
- Messages tab - Texting, Send Text with Email
- Messaging Reply Rules
- Messages tab - Client Communications texting, emails, portal chat, communication
- Messages tab - Texting Basics
- Messaging tab - Guide to Sent, Received, Delivered, Communications
- Messages Tab - In App Chat (local to app)
- Messaging Tab: Chat Notification Rules
- Messaging Tab - Sending multiple emails
- Messages Tab - Can Parents Initiate an Email in CM?
- Messages tab - Email threads
- Important Update: Text Forwarding Changes
- I received an in-app notification of a text but no text is showing in my student.
Clients - Accounting tab
- Accounting tab - Add Entry /Line Item
- Billing Invoice / Statements - Guide to Sent, Received, and Delivered
- Billing Invoice - When I view the 'invoice preview,' why does the balance appear different?
- Accounting - Marking payment as received
- Accounting - Different methods to record your payments/invoices
- Billing Profile
- Accounting, Time Tracking, Billing Profile - Block of Hours, Client-Account Credits