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      My Business - Paid Migration Services, Custom Data, Client History

      My Business - Paid Migration Services, Custom Data, Client History Moving your historical client data over to CounselMore is easy.

      DIY instructions are here, in this  article.
       
      In many cases you're too busy to deal with data migration. Let us help you with what we're good at - making counselor lives easier! 

       

      Free Migration Services

      CounselMore offers free migration services, with the following data to seamlessly populate your portal:

      • Students and all their information
      • College Lists 
      • Accepted / Declined results 
      • College notes

       

      Paid Migration Services

      Reach out to support@counselmore.com to inquire about paid migration services that include:

      • Google Drive
      • Calendly
      • Assignments / Tasks
      • Ongoing portal maintenance from our internal support team (great for those who don't need an admin full time)

      See below for a list of services our team offers:

      Student Profile Information, Parents & Test Scores

      • Student Biographical information: This includes data found in Student Profile.

      • Parents: This includes parent contact details (name, email, phone, address, etc.)
      • Test Scores: ACT, SAT, AP, etc.

      Historical Meetings Notes & Assignments (see assignments article)

      • Past meeting notes for active and archived students

      • All completed and to do assignments 
      • Any assignments comments / notes 

      College List & Decision Data (see our list builder)

      • Migrate all college lists

      • Any decision information for your analytics.

      College Notes & Topical List Setup for your portal's database

      • Add 'per college' notes that auto populate for all students (literally saves you hours)

      • Notes can later be retrieved through our smart search functionality 
      • Create topical lists and void making the same searches over and over. See this
      •  article.
        • EX: premed schools, engr schools, nursing programs, etc...

      Google Drive Clean up & Setup (here's the magic behind the scenes)

      • We will organize all loose student files into their respective folders
      • Create the folder structure needed for integration
      • Integrate Google and CM for you
      • In person walk through of functionality after setup is over.

      Calendly Setup & Integration (Calendly Training)

      • Setup of 3 Calendly events on a Single user account (inquire about Teams during your meeting with one of our specialists)
      • We will connect your business calendar and sync all appointments 
      • Add a 'meet for a consultation' to your Wix, GoDaddy, or SquareSpace site)
      • Complete the Calendly <-> CM integration 

      Template Assignment & Template Document Population

      • We will move over any template files you have in Google or Microsoft and make them CM Master Folders.

      • We will transition template assignments previously being sent via email, through another platform, or as a word document into our Routine Assignment modules.