New Account - MULTI LICENSE ACCOUNT SET UP
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      Multi License - GETTING STARTED: Setup for Account Managers / Administrators

      Multi License - GETTING STARTED: Setup for Account Managers / Administrators

      Multi Title card

      MANAGER/OWNER:

      Start with a Free 14-Day Trial 
      1. Register for the free trail, explore all the features.
      2. Add student accounts (we will migrate your historical data for you later in your journey) or jump a head and add it yourself with our tools.
      3. Add Accounts - teammates who will help you evaluate the software.
      4. Book a private Q & A session with CounselMore's peer-mentors. We will answer your questions, show you how your process will be reflected in CounselMore.
      5. Review the list of materials below to get ready for your Implementation session (included in your plan). Our Tech Mentors will help you customize and migrate your account. As well as train your team and provide tech support to your student/parent clients.

      With our complimentary training and onboarding, we will have you transitioned in 30 days or less - that leaves lots of time for you to think about how we can build custom integrations for your team.

      TIPS FOR HOW TO REGISTER FOR YOUR MULTI LICENSE ACCOUNT:

      This Registration will become your "Service Account"

      Email: 

      Choose a neutral email for your account, such as info@yourcompany.com.

      Name:

      Enter your company owner or program executive director's name (won't appear in the app).

      This is the primary account. This is the account that has control over all other accounts it creates.

      FIRST CHARGES:

      Initial Invoice: 

      After your Free Trial,   All plans begin at just $35 for 5 Active Students.

      That opening level gives you plenty of opportunity to test out all of the features. If your trial runs out, you can purchase the $35 plan. At the end of 30 days you will have accomplished a smooth transition with a CounselMore Tech Mentor.

      Additional Costs:

      $150 unlimited Student record storage

      $50 managers suite (optional choice: permissions, privacy, security, Google Drive)

      $39 each additional license added to the primary account

      All CounselMore Enterprise members benefit from free onboarding and account migration services. Your final pricing is customized during consultations with our peer mentors, ensuring it aligns with both your budget and future plans. CounselMore is committed to forging long-term partnerships with educational service providers, aiming to expand the industry collaboratively with your team.

      GET READY FOR YOUR COMPLIMENTARY TECH MENTOR ACCOUNT  IMPLEMENTATION MEETING

      Google Drive Connection: 

      Review & decide your Google drive options. Have credentials for the company's appropriate Google drive accounts. Manager's suite required to engage options.

      Google Drive options

      Historical Client Migration:

      Prepare .csv files (client name, email, etc.) for upload. 

      Student Data Migration.

      Scheduling/Calendar Credentials:

      Have login details for Calendly or Acuity. 

      Integration during implementation. 

      Data Shopping for Default Columns:

      Choose initial default data columns; 

      shop data the glossary.

      College Readiness Assignments:

      Build a repeatable process or purchase CounselMore's client-ready college-readiness assignments package. Edit and add your own to the mix. This is the core routine for every college counseling practice. The Assignments package is the insta-solution for consultants looking for a product map for their services. After purchase, 30+ assignments will  will automatically populate in your Settings >> Routine Assignments.

      Welcoming Clients into the Portal:

      Write portal invitations; Review how to invite students. 

      Tech Mentor will discuss custom intake forms.

      First Welcome Assignment:

      Write copy; have welcome-docs folder ready if your process will include attaching files through Google folders

      Master Folders through Google Drive:

      Organize materials into folders for auto-copying into student folders. Review: Master Folders.

      Company Branding:

      Find unique client-portal URL in Settings >> Webmaster. 

      Prepare a logo in 300 x 300 format. Tech Mentor will discuss customization options.

      Build a Menu of Resources:

      Prepare a hyper-list of resources, in the order you prefer, and paste them into your custom menu.

      Products & Services Billing Profiles:

      Gather details; product names, services, costs, payment plans & descriptions if applicable. Review Accounting, Basics

      Adding Team Members:

      Choose each license level of permissions (requires manager's suite); interact with all files or only their assigned students. Test views during implementation.

       

      Schedule Implementation Meeting

      GOALS FOR A STANDARD IMPLEMENTATION CALL

      • Setup Google Drive and connect welcome documents
      • Link Calendly / Acuity 
      • Checkup on completed / pending migrations
      • Upload Logo
      • Populate welcome assignment 
      • Complete customizations 
      • Add counselors 
      • Test invite a student

       

      Now that you've read through the onboarding its time to hit the Schedule Implementation Meeting button. 

      _SCHEDULE IMPLEMENTATION MEETING_

       If you have any questions:

      1. Email us: Support@CounselMore.com

      2. Not sure? You don't have to be, that's what colleagues are for, let's meet again 

      3. for a Q & A to discuss how we can best fit your program needs.