New Accounts - Self-Guided Onboarding or Work with a Mentor. Schedule live support by topic or general help

#1 Account Branding & Customizations

1) Click here to begin

2) Write down a list of questions for your mentor.

3) After viewing, click to reserve your live-session. Register here

#2 College Lists and the App Tracker

1) Click here to begin

2) Write down a list of questions for your mentor.

3) After viewing, click to reserve your live-session. Register here 

 #3 Student and Parent Portals

In this training, the counselor will also be the student for the purpose of testing their client's journey. After inviting a student-email-address to the client portal - the counselor has the ability to enter the student portal.

1) Click here to begin

2) Bring questions and the items listed in the pre-meeting video.

Register here

#4 Google Drive Prep and Connect 

PRE-REQUISITES:

Have a Google drive account, with username and password. The drive you identify should be for the purpose of your program only. A clean Google drive is best. Any email address (any domain) can be registered to Google Drive. 

1) Click here to begin

2) Write down a list of questions for your mentor.

Click to Register here  

#5 Routine Assignments

Routine Curriculums for Core Service Delivery: The assignments are applied in a routine manner to essential service offerings, ensuring that every client receives equitable attention and support. This structured approach guarantees that critical components of counseling services are not overlooked or inconsistently applied. Each Assignment is a container holding all of the elements needed for each milestone, phase, task, preparation-marker. One Assignment can travel between the Counselor and Student several times until completed. The average number of assignments per comprehensive college readiness plan is 27.

1) Click here to begin

2) Write down a list of questions for your trainer. 

Click to Register here

#6 Scheduling & Calendaring Connections

When an existing student books a meeting through a Calendly or Acuity  event, it will automatically be added to that student's Assignments and they can be reminded of it in their weekly assignments summary in addition to Calendly and Acuity tools.

1) Click here to begin 

2) Write down a list of questions for your trainer. 

Click to Register here

#7 Accounting, Time tracking, CRM integration

A Billing Profile is a Line Item that can be applied to an Invoice. To support a variety of business models, CounselMore offers different types of Billing Profiles (package, hourly credit, per hour and custom pricing) to track your client payments. Export financial reports for third-part tax prep or connect a Zapier integration. 

1) Click here to begin

2) Write down a list of questions for your trainer.

Click to Register here

Community Roundtable 

Our esteemed guest-hosts are all innovating pioneers who admit they don't have all the answers but encourage an audience of their peers by demonstrating how they recognized a problem and solved for it. 

Click to Register here

Seasoned With Experience 

As a peer-professional collaborative meeting, we will leverage our diverse expertise to identify areas for process improvement in our programs, implement innovative strategies, and optimize existing processes to better serve our students. Voted CounselMore's Best Community Meeting.

Click to Register here

Study Hall  - Every Friday 9am PST

Discover the transformative power of collaboration in our Members-Only Study Hall sessions, where CounselMore users unite to unlock innovative uses and hidden functionalities within our software. This exclusive, weekly gathering is a treasure trove of college counseling wisdom, revealing that beyond every intended use of a feature lies a myriad of creative applications only known to those deep within the field. This is a uniquely CounselMore meeting - every Friday!

Click to Register here