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WELCOME New Accounts : Start Here

This article describes CounselMore New Accounts Onboarding. There are Self Guided articles, partnered with free training sessions with your designated Peer Mentor. Below sections include:  Self Guided Training Videos & Live Support Links

 

Educational Services Management (1)-1

Free Trial

HOW IT WORKS:

Start your Free Trial, watch or attend a Live Demo, begin self guided onboarding, book a session with your Peer Mentor

QUESTIONS:

  Meet with Sales Now  (Q & A zoom call for pre-sale questions)

  Watch a demo  (4 minute video for fast overview)

😍 Have a Team of counselors? Read here

ACCOUNT SETUP - Follow the Steps below

Student & Parent Prtal

 

1) Watch Account Setup video

2) Follow up questions with a Peer Mentor

When done move to next session

For Teams, Book Here

COLLEGE LIST BUILDING - Follow the Steps below

Watch the videos below to learn the options. Meet with your Mentor to ask questions.

Look in the app for other training options:

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COLLEGE LIST BUILDING - Continue to Steps below

image-png-May-25-2024-07-12-46-9789-AM

 

College Lists & App Tracker

1) Self Guided - Watch Here

2) Gather your Questions

3) Live Session - Book Here

 

 

STUDENT PORTAL - Continue to Steps below
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 Student & Parent Portals

1) Self-Guided - Watch Here

2) Gather your Questions

3) Live Session - Book Here

 

ROUTINE ASSIGNMENTS - Continue to Steps below

Puzzle Piece

 

Routine Assignments Curriculum

Routine Curriculums for Core Service Delivery:

1) Self-Guided - Watch Here

2) Gather your Questions 

3) Live Session - Book Here

 

Step by Step Onboarding Meetings and Homework Links can be found here

 

Free Continuous Live Technical Support 

A click away, Knowledge Base or meet a technical support human over zoom

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Help button

Knowledge Base

and

Live Support

CounselMore Help button has a recording tool. Record your screen and a message, and our team will reply back with a demonstration video

 

 

Peer Mentors - Hire an Accelerator Coach

Connect with peer-experts who have blazed a trail and are ready for you to follow their lead.

 

Meet_with_lee

 

Peer Mentors

Meet with a colleague who is also a CounselMore customer and ready to assist your success.

Click here to learn more

 

CounselMore COMMUNITY EVENTS

 

Image of business people hands on top of each other. View from above

 

Monthly Mentorship Circle

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
   
Student studying in the library with laptop at the university

 

Seasoned With Experience - Process Improvement Team (PIT) 

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

This incredible team builds resources like this analysis of student onboarding
   
counsel with confidence social post

 

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