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SETTINGS MENU & CUSTOMIZATIONS
Detailed Descriptions of Account Settings Menu & the Customization Options Available
- Calendly - Prospect creation options
- How to setup your Acuity account
- Change login email
- Student Portal : Can I customize the invitation?
- College List - Student's Campus Fit, custom language
- Dashboard
- Settings - Webmaster, Branding your Portal
- Settings - Texting, Text Forwarding
- Settings - App Tracker Strategy & Status Columns
- Custom Solutions - White Label, Custom-branded login experience, branded URL
- Ensuring Student Accounts Are Created Correctly from Acuity Appointments
Settings - My Business
- My Business - Multiple Chrome Personas
- Zapier
- New Accounts - My Business Setup Overview
- Bulk Import your Student Data
- My Business - Client College Search
- Account Setup - Settings Menu - Tab Preferences
- My Business - Custom Menu, Part II, Resources for your custom menu
- Enabling Student Portal Search Settings
- My Business - Gmail not required
- Settings - Account Setup : Client Portal Assessments
- My Business - G Suite Not Required
- My Business - DIY Migration Services, Historical Client Information Migration /Bulk Import Upload to Account
- My Business - Paid Migration Services, Custom Data, Client History
- My Business - Client Portal Menu, Part I, Build for Clients
- My Business - Net, Fit, Reach; Assigning Probability through Counselor Evaluation
Settings - Branding
Settings - Default Data Columns
- Default College Data Menu - Columns Updated, Nothing Changed
- Settings - Custom Columns, 2 types
- Default College Data Menu - Columns, Reordering
- Default College Data Information Columns- How many columns can be made available per list?
- Default College Data Menu - Basics
- Columns - How to drag and reorder columns
- Counselor List - Choose Account Default Data Columns in Settings menu
- Settings - Data Manager - Per School Custom Columns - Add Custom Columns
Settings - Routine Assignments
- Routine Assignments - How can I apply the same Assignment and Master Folder document, to several students at one time?
- Routine Assignments - Add dates to Routine Assignments
- Routine Assignments - Convert Assignments to Routine
- Routine Assignments - Assigning RA in bulk, including students who have been archived.
- Routine Assignments - Basics
- How to Bulk assign assignment to multiple students at one time
- Routine Assignments - Bulk Apply Across Students
- Routine Assignments - Advance Set Assignment Release Date
- Routine Assignments - Organize Routines by Group or Product Name
- Routine Assignments - Change / Move Group Banner
Settings - Webmaster
Settings - Broadcast Station
- Settings - Broadcast Station, Send or Schedule Email Messages with attachments to segmented audiences
- Broadcast Station - How to change your Broadcast Email advisory text message
- Broadcasts - Sending messages with attachments and images
- Broadcast Station - Annual Repeat Broadcast
- Why PDF Attachments Don't Appear in the Messaging Tab
Settings - Reporting
- Settings - Reporting Tools, Reports
- Clients - Quicklist, Students who are currently applying to a specific school
- Reporting - Time Spent per Student
- Settings - Reporting: Sort by Students/School
- Application Progress Report
- Settings - Reporting: Ways to Export/Download contact information in your CounselMore account
- Dashboard - Reporting, Run Custom Report
- Reporting - Readiness Assignments, Assignments Reporting
- Dashboard & Settings: Reporting - A Comprehensive Guide
- Using the Reporting's Admissions Outcomes Tool in CounselMore
- Reports for the clients of our customers - Client Facing Reports