New Account - FREE LIVE TRAINING
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      1. Knowledge Base : CounselMore Support
      2. ACCOUNT SET UP
      3. New Account - FREE LIVE TRAINING

      WELCOME New Accounts - Account Setup & Ongoing Support

      Anytime you need us! Support@CounselMore.com

       

      Educational Services Management (1)-1

      Free Trial

      Start your 14 Day Free Trial and Access Free Live Demo, Account Setup & Training 

        Meet with Sales Now  (15 minute Q & A zoom)

        Watch a demo  (4 minute video)

        Watch a Demonstration of the App Tracker by a Peer Mentor  (video)

       

       

      READY TO GET STARTED - Follow the Steps below

      Free Account Setup  then Training, all free

      Access Free Live Account Setup or use self guided videos

      Student & Parent Prtal

       

      OPTIONS:

      1) Watch 1st Self Guided Onboarding video

      or book a live training session

      2) Register for Account Setup now

      When done move to next session

       

       

      Now that your Account Setup is done,  Start Training Sessions

      What topics are covered in these meetings?

      First Meeting

      • Account Settings
      • Google Drive
      • Counselor Profile
      Homework
      • Data Defaults

      Second Meeting

      • Custom Data
      • Search, My Data
      • Data/Google
      Homework
      • App Tracker

      Third Meeting

      • Routine Assignments
      • Client Onboarding
      • Meeting Notes
      • Email, Broadcasts

      Forth Meeting

      • Multi Licenses Accounts
      • Manager Suite
      • Manager Reporting
      • Custom Dev.

      ❓We are a large group and need a consultation meeting: Book Here

      TRAINING SESSIONS

      Access Free Live Training or use self guided videos

      Self-Guided Onboarding or  Live Sessions

      Follow Online Training backed up by Live support.

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      College Lists & App Tracker

      1) Self Guided - Watch Here

      2) Gather your Questions

      3) Live Session - Book Here

       

       

      		  
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       Student & Parent Portals

      1) Self-Guided - Watch Here

      2) Gather your Questions

      3) Live Session - Book Here

       

       

      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.

       

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      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

       

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      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
         
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      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
         
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      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