Onboarding Sessions with Live Expert, Self-Guided Videos, On demand Live Tech-support, Executive Coaching services, Community support - This is your place to grow!
Register for a Free Trial, then come to a live demonstration OR pay for your account and get started with our complimentary account building and onboarding below.
Step 1:
14 day free trial
TWO WAYS TO START
- Register for Free Trial > Self Guided Videos > Email & Live Support Calls
- Register for Free Trial > Live Demo > Live 1:1 Q&A meeting > Live Training Sessions + Self Guided Videos > Email & Live Support
REGISTRATION CHOICE:
- Choose Your Login email address: Avoid your personal email...Use a generic email like Admin@YourCompany.com for future flexibility.
- Sign up at: app.counselmore.com/register
- Build a College List
- Here's a very quick (4 minute) video demonstrating the options.
Step 2:
ACCOUNT SETUP VIDEO + MEETING
Before the Complimentary Onboarding Sessions
- Schedule Your Meeting: Click here to schedule now. (Don't wait!) Availability will book up - try to look ahead and book times
- Watch these videos get to know the account set up basics. Then keep a list of questions, for your live meeting.
- Email Your Logo: Send your company logo to support@counselmore.com for seamless branding. Yup just email your logo to support@counselmore.com - We will take care of resizing it for you.
- Complete Your Profile: Boost company’s visibility using our amazing SEO - by updating your CounselMore Educational Services Directory profile to attract prospective families. Inside your software account Settings Menu >> Counselor Profile is where you will build your directory profile.
Think ahead:
Do you have multiple team members who will need licenses?
Manager Suite (Optional):
- Yes: Opt for Manager Suite to enable privacy, permissions, and reporting.
- No: Skip if your entire team shares access.
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- Unsure: Discuss with your Peer Mentor during onboarding session.
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Account Setup Session Day 30 Minutes
Ready for your Meeting ?
Log into your Account and get ready to share your screen.
You received an email confirmation for your meeting with a meeting link. Any trouble - email support@counselmore.com
Our Mentors meet with 8 - 10 practitioners per day. You will be in a Zoom waiting room until our Mentor brings you into the Zoom room. Please don't leave.
Step 3:
FIRST MEETING ACCOUNT SETUP MEETING AGENDA
Onboarding sessions are encouraged to begin before your free trial is over. Credit card is not required for trial but is required to connect Google Drive. Pay for your account to set up Google Drive connection.
Which plan to choose? All plans begin at $35 per month
Single plans: Your designated Peer Mentor will help you choose during onboarding.
Large team plans: Have different considerations and your Peer Mentor will talk you through those options.
FIRST ONBOARDING MEETING AGENDA
Settings in Google Drive Connection
Bring username and password for your Google Drive; you will enter these not share these.
Integration & Customization:
- Set Up Google Drive: Have your company's Google Drive login credentials ready for account integration.
- Customize Settings: Peer Mentor will adjust system settings
- Data Management Choices & Options: College List Building
- Understand Costs & Features: Fit you to the right plan
- Welcome New Accounts Onboarding A list of Onboarding Sessions
- Large Teams considering deep integration solutions will also have their questions answered in this session.
After your First Onboarding Session
Continued learning is broken up into topical sessions
You (or you, and your team) will meet with your designated peer mentor that your own pace there are videos and a link to book a live session for each chapter of learning.
Follow the link above to the welcome article with the topical session video and Associated meeting link.
Book your session, watch the video, prepare your questions, and meet with your Peer Mentor. It's THAT EASY! 😀
Our Peer Mentors are more than guides — they are CounselMore product ambassadors and seasoned college counselors who have worked professionally in the field. Each has firsthand experience as a user, technical advisor, mentor, and peer.
When you meet with them, you’ll gain insight not only into using the software, but also into the art of educational consulting business practices and service delivery. In a complex and evolving landscape, they are true experts. With CounselMore’s counselor-centric, mission-driven platform, their guidance ensures you’re supported by both the right tools and the right people.