New Accounts - Live Training - Program Overview

New Accounts - Live Training - Program Overview This guide walks you through how to access our unique training program.

 

Quick navigation:

  • Done with your Single Counselor Free Trial and ready to pick a plan? Click here
  • Picked your plan and ready to begin training? Read below.

Log into your CounselMore account and navigate to the Settings menu

Settings > Training

 

 

What is the CounselMore Training Program?

Our Training Program is a structured set of live training lessons with one of our Tech Mentors.

 

How do I complete the Training Program?

 

There are 3 different ways to complete your training sessions:

1) Training Program Knowledge 

8 Training Knowledge Base Articles. 

Each KBA provides detailed and organized instruction. To access this from the app, go to Settings > Training > And click the "Knowledge Base" button of any section.



2) Recorded Training Sessions: Watch an expert go through the app click by click providing visual cues. To access a Recorded Training from the app, 

Click the "Recorded Training" button for any section.

 

3) Live Training Sessions: Attend our live trainings to ask questions, share your screen, and get hands on practice with a live expert guiding you along the way. 

 

Initiate a free trial or subscribe in order to book a Live Training. To book a Live Training Click "Live Training" for the lesson you need.

 

Plan out your trainings: See our weekly schedule of trainings.

 

Tip: After completing each section, Check that section off

 

It is recommended that you go through the entire Training Program using all 3 ways mentioned above.  Read the articles and videos, then book your live training session with  our Tech Mentors. This will allow you to maximize your live training sessions.