- Knowledge Base : CounselMore Support
- ACCOUNT SET UP
- New Account - PARENT & STUDENT USERS
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
- Settings - Branding
- Settings - Default Data Columns
- Settings - Routine Assignments
- Settings - Webmaster
- Settings - Broadcast Station
- Settings - Reporting
- Settings - Professional Log Books
- Settings - Toolbox
- Settings - Texting Set up
- Settings - Accounting Setup
- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
For Parents & Students - Assessments / Surveys / Student Profile
For Parents & Students - Assessments / Surveys / Student Profile Assessments, student portal, bio banner
1) Click on the grad cap inside your student portal (this opens up the Student Profile)
2) Click on Self-Assessment
3) Select which of the three assessments you need to complete