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      Assignments: Introducing CounselMore to Parents, Student, Clients

      How to Introduce CounselMore and the Portal to new Parents, Student, Clients & Assignment examples

      CounselMore Assignments communicate a call to action: Counselors create client onboarding assignments for their clients, delivered via email containing calls to action and a link to counselor-company's unique portal login page (branded with logo), client logs in, and continues call to action, when complete student/parent clicks done, counselor is notified (red bell icon in app & via email). 

      Onboarding Assignments are different from the the portal invitation

      While the portal invitation can be customized in the settings menu, onboarding assignments are a distinct feature. These assignments can be made available in the client portal, ensuring that clients see them as soon as they log in after receiving their portal invitation. Once the assignments are activated, clients will find them within their portal.

      After services commence, automated progress summary emails regarding these assignments are sent to the student at intervals determined by the counselor.

      Onboarding assignments typically contain resources designed to prompt the client to take specific actions. Examples of initial client onboarding assignments are discussed below.

      Calendly and Acuity scheduling apps integrate seamlessly with CounselMore. Create a meeting event type in scheduling app, add questions to meeting form. When new prospective clients schedule a meeting, their information, including answers from the intake form, shows in their student record in CounselMore. Once this is done, make the student status Active and send them an invitation to access their portal.

      Examples of  welcome assignments:

      • Company's Methodology of delivering services
      • Biography of the company or counselor
      • Menu of services and costs provided
      • Glossary of application terminology
      • Timeline of services
      • Meeting formats and availability

      Client is invited to portal and 'Welcome Assignments' are made Active by Counselor


      Prior to First Client Meeting: Student and/or Parent receives invite to portal, logs into portal Welcome assignments:

        1. Reflecting Initial Queries: If you have gathered questions on your website or during appointment scheduling, reflect the answers in the student portal before sending invitations. This customization shows the user schools of interest, answers to their queries, and links to resources, enhancing the perceived value of the portal.

          CounselMore offers several assets that can be made visible for the client. (login page, custom intake form, college list, data columns, reports, portal video)

        2. Maximize what is contain in one  Welcome Assignment: Add assignments that include elements such as video messages, written instructions, or additional resources. This approach ensures clients feel supported and engaged from the moment they begin using the portal.

          1. How to create a Routine-Assignment Welcome Assignment: 
            Routine Assignments are assignments that are created, saved and easily re-assigned as needed. They can be built in the settings menu or student's record and reverted to a routine. 

          1. Student record, Assignments tab: Menu select, Routine Assignments, select assignments and close menu.

          2. Assignments are applied to student record: Choose order of, choose audience, choose start date, choose due date.

          3. Each assignment remains edit-able: Navigate to add student specific Google Drive links to assignments and other student specific resources.

          4. Confidential Notes on Assignments: Counselors may advise each other via the confidential notes section on each assignment.

          5. View live student portal point-of-view: Counselor may view students portal before sending.

          6. Email Welcome Assignments in addition to portal invite: Send portal invite; it will arrive as email. Decide preference if Welcome assignments should also be emialed. After services commence assignments will be emailed regularly by automation of manual send.

          7. Knowledge Base Examples: Below, you'll find examples of welcome assignments. These serve as templates for creating effective initial communications and setting the tone for future interactions.

      By following these steps, you can ensure a smooth and informative introduction for your clients to the CounselMore platform, fostering early engagement and setting the stage for successful counseling sessions.

      Example of email Welcome Assignment:

      Welcome to the Start of Your Student's Educational Journey!

      Action Items

      • After logging into the portal, Open each assignment.
      • Active assignments will be emailed to you.
      • Each assignment will contain call-to-action, expectation, education, estimated time commitment. Check done when each is completed. 
      • I expect you to ask many questions. Please leave me questions on the assignment comments window. This will keep our information topics organized.
      • Use the discuss column for per college questions/communications
      • Use communications tab for messages