New Account - SELF GUIDED SET UP
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      3. New Account - SELF GUIDED SET UP

      Training Onboarding Checklist - Self Guided plus, live help

      Onboarding Sessions with Live Expert, Self-Guided Videos, On demand Live Tech-support, Executive Coaching services, Community support - This is your place to grow!

      Start your trial and come to a demonstration   OR   pay for your account and get started with our complimentary account building and onboarding below.

       

      Step 1:           

      START YOUR TRIAL.                     14 day free trial

      Start your trial and come to a demonstration   OR   pay for your account and get started with our complimentary account building and onboarding below.

      REGISTRATION CHOICE:

      • Choose Your Login: Avoid your personal email...Use a generic email like Admin@YourCompany.com for future flexibility.
      • Register Your Account: Sign up at app.counselmore.com/register
        • Your account app begins with app. Instead of www. for the website.
      • Select Your Plan (discuss in your onboarding session):
        • Estimate your active student count via Settings > My Account > See Other Plans button to find the best plan with the recommended plans tool.
        • Still not sure? Start a list of questions to discuss with your Peer Mentor in your live session.
        • Options: Choose between self-guided onboarding with live support or if you are managing a large transition, let our team build your account and upload historical data for you for a small fee. Our team and your point person, will handle the entire transition - great for large teams! Either way - keep reading.

      Step 2:

      ACCOUNT SETUP             GET READY

      Before the Complimentary Onboarding Meeting 

      You’re entitled to free onboarding sessions with a Peer Mentor—no fees required!
      1. Schedule Your Meeting: Click here to schedule now. (Don't wait!) Availability will book up - try to look ahead and book times
      2. Come Prepared: Use this session to ask questions to optimize your experience.
      3. How to prepare: Watch these videos that will help you set up the account set up basics. Then keep a list of questions, so we can go into details in the meeting.
      Branding & Profile:
      • 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 about:

      Manager Suite (Optional):

      If you have multiple team members:
      • Yes: Opt for Manager Suite to enable privacy, permissions, and reporting.
      • No: Skip if your entire team shares access.
            • Unsure: Discuss with your Peer Mentor during onboarding session.

      Account Setup Session Day                            30 Minutes

      Ready for your Meeting ? 

      Log into your Account and get ready to share your screen.

      You received and 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.

      Step 3:

      FIRST MEETING               ACCOUNT SETUP MEETING AGENDA

      Pay for your account. We can choose your plan together at your meeting.

      SETTINGS & GOOGLE DRIVE CONNECTION

      We welcome you to begin your trial and onboarding - keep in mind we can only connect Google Drive for paid members - this is because Google requires Authentication and we authenticate you through your credit card. 

      First Onboarding Meeting Agenda - Integration & Customization:

      • Set Up Google Drive: Have your company's Google Drive login credentials ready for account integration.
      • Customize Settings: Work with your Peer Mentor to adjust system settings.
      • Begin Data Management: College List Building
      • Welcome New Accounts Onboarding sessions
      • Understand Costs & Features:
      Think About:
      • Plans: Smallest plan is $35 p. mo. for 5 Active student records AND Largest plan is Unlimited Active records at $150/month (one license included). For everything in between look at our transparent price grid.

      • Manager Suite (Optional): $50/month for additional team privacy filters & features.
      • Additional Licenses (Optional): $39/month (discounted to $19 for the first license).
        Your subscription includes data migration, onboarding, support, community events, directory listing and partner opportunities. Nothing beats the empowerment you feel with CounselMore!

       

      Step 4:

      AFTER FIRST MEETING                       HOMEWORK

      Homework in preparation for our second meeting - List Building & Student’s Experience meeting:

       

      DATA MANAGER - Choose Data Defaults

      • Go to Settings > Account Setup >> Custom Menu This article will guide you and this article is for resources you may want to link.

       

      • Go to Settings > Data Manager (set default data columns) This article will tell which columns members choose most for each list type.

      • Use Danny demo (your test student) to get to know the data using the multi phase school list builder.

      • Add schools to Danny, promote schools through to App Tracker.

      • Click Menu from any school list tab in Danny's account - select College Data Menu and add/remove data columns to shop through the data.

      • Determine which columns should be your Default Columns for each list - by setting up Danny Demo's lists and the order the columns should appear. Just click, hold drag columns into your preferred order.

      • When confident in your choices, Save to Defaults - Click Menu >> College Data Menu >>> Set As Default

        • Then Apply to All Students by going to Settings Menu (top right corner) and click the Data Manager >> Apply all changes to existing students - click the button

        • Recheck your work in Danny demo

      • Make a list of your questions

      • Resource articles:

      • Book your second onboarding appointment time

      🆘  😅    Need Help?               Support@CounselMore.com

      When you are logged into your software account look for the HELP button at the top of you software account. Click help and select Contact Support

      A new window opens with a Record Screen button

      Record your screen and question and we will reply with your answer.  How to record

       

      Step 5:

      ONBOARDING YOUR CLIENTS

      Choosing how you will onboard students in your practice: The software cannot answer all of your questions. There are choices specific to your company and how you choose to do things. We offer peer forums to discuss these issues. Beyond discussion we study these collaborations and offer the results back to you for informed professional, choice-making. Read this article on Onboarding Choices. Keep a list of questions for your mentor.

      SECOND MEETING - GET READY

       You’re second meeting is focused on College List building and the App Tracker

      1. Schedule Your Second Meeting: Click here to schedule now. 
      2. Come Prepared: Use this session to ask questions from your homework and to optimize your data experience.
      3. How to prepare: Watch these videos that will help you set up the account set up basics. Then keep a list of questions, so we can go into details in the meeting.
      4. In our second meeting we will discuss List Building & Student’s Experience. This will end on the App Tracker. Giving you the opportunity to reflect on your process.
      5. If you're ready to start building your App Tracker:  Check out this video created by a Peer Mentor

       

      Step 6:

      Second Onboarding Meeting - AGENDA

      Second Onboarding Meeting Agenda - College Lists & App Tracker:

      • Using Search, My Database, Summer, Gap year Databases
      • Data Dictionary, Data Collection, Custom Data Collections
      • App Tracker Strategy Columns, Export Essays, Assignment emails
      • Student & Parent Portals, Client facing demonstrations and options

       

      Step 7:

      After Second Meeting - HOMEWORK:

       

      Set up App Tracker default Status & Strategy Columns

      • In your first homework assignment after meeting one, you were asked to use the article on Most Chosen Data Columns, to choose your Data default columns for each of your lists. Now you will take time to build your App Tracker Status & Strategy columns. 

      • Ready to start building your App Tracker!  Check out this video created by a Peer Mentor

      Test your skills:

      • Prepare a Counselor list and promote schools to the student list, then promote schools to the App Tracker.

      • From the App Tracker Essays Data Column, Export Essay prompt directly to the student's Google Drive folder.

      • Generate an assignment for the essay directly from the Essay Status column.

      • Navigate to the App Tracker generated Assignment in the Assignment tab. Select the Grad cap icon and Start Date of the assignment.

      • Click Menu and email the assignment to the student.

      • Bravo!

      In preparation for our next meeting:

       

       

      Step 8:

      Third Complimentary Onboarding Meeting - GET READY

       

      1. Schedule Your Meeting: Click here to schedule now. 
      2. Come Prepared: Use this session to ask questions to optimize your experience.
      3. How to prepare: Watch these videos about how to recreate a parent.client experience from your own portal.
      4. If you're ready to start onboarding your clients, consider this collection of onboarding notes taken from our professional community meetings: This article
      5. Finally, our third and final onboarding meeting will take us through the App Tracker and a discussion of how to shape products and build a consistent delivery process.
      6. After onboarding, general support continues free of charge with both via email, video, chat and live channels. Even in doubt - just email Support@counselmore.com - I will be there!

       

      Step 9: Third Onboarding Meeting - Agenda

      • Client experience
      • Add Student Portal link to Routine Assignments / Meeting Notes Templates
      • Assignments tab & establishing repeatable product delivery routines that promote service equity and excellence
      • Community Resources
      • Paid Resources & Services

       

      Step 10: Third Onboarding Meeting - HOMEWORK:

       

      Building a strong Professional Network

      Building your own curriculum - Welcome Assignments

      Repeatable Pre College Assignments Package

      Software Updates and Announcements