Knowledge Base : CounselMore Support
App Login
SALES & DEMONSTRATIONS
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
Clients - Fin Fit tab
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
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Knowledge Base : CounselMore Support
SALES & DEMONSTRATIONS
ACCOUNT SET UP
New Account - SELF GUIDED SET UP
New Account - FREE LIVE TRAINING
New Account - MULTI LICENSE ACCOUNT SET UP
New Account - COLLEGE SEARCH NAVIGATION
New Account - PARENT & STUDENT USERS
CLIENT MANAGEMENT
Clients - Biographical Banners
Clients - Assignments tab
Clients - Files tab
Clients - Messages tab
Clients - Accounting tab
Clients - Quicklist
Clients - Contacts
Clients - Fin Fit tab
ADMISSIONS DATA & SEARCH NAVIGATION
College Data
College List - Columns
College Data - App Tracker
GOOGLE-DRIVE
Google Drive Settings
Google Drive - Master Folders
Google Drive - Document Management
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
SALES & DEMONSTRATIONS
Sales, Free Trials, Demonstrations
MEMBERS. ONLY
Community Resources
Member Benefits
Customer Service Support
Privacy Policies
SALES & DEMONSTRATIONS
FAQ, Good-to-Know, Ask before you buy, Reach us for questions
Sales, Free Trials, Demonstrations
Sales, Free Trial, Demo - Transition to new software How do I transition to a new software platform?
Sales, Free Trial, Demo - Building a DIY Parent Product
Sales, Free Trial, Demo - Custom Technology Solutions
Sales, Free Trial, Demo - Platforms integrated with CounselMore
Sales, Free Trial, Demo - Fiske Guide summary column, retrieve from the College Data Menu
Sales, Free Trial, Demo - Moving Over From another platform, migration
Sales, Free Trial, Demo - College List Building Sold Separately
Sales, Free Trial, Demo - Extend my Free Trial
Sales, Free Trial, Demo - How Do I Subscribe/purchase a plan?
Sales, Free Trial, Demo - CounselMore Software Longer Demo
Sales, Free Trial, Demo - In app Capabilities Tour, Compass Button
Sales, Free Trial, Demo - CounselMore Software 3 min. Demo
Sales, Free Trial, Demo - How many students would my subscription cover?
Sales, Free Trial, Demo - What does the Parent portal look like?
Sales, Price, Cost - Per Student Pricing, Add Staff Members, multi license, plans
Sales, Free Trial, Demo - How Do I Register For A Free Trial?
Multi License - Management Suite capabilities
How can CounselMore organize my college planning company? We have many counselors...
Demo - Counselor is notified upon assignment completion
Sales - Add new license, add staff, add user, add counselor, add license
Members - Promotions, Associations, Discounts
Sales - Sample Student, Demo Danny, Any Awesome, Benny Brilliant
How to run a low touch, group college readiness cohort using CounselMore
Do you support non profit, not for profit, charity organizations?
Sales - How does CounselMore pricing work?
CounselMore Pricing Grid
Can I use CounselMore at my high school?
How much it will be after free trial for 15 active students?
Does CounselMore Integrate with Prompt?
Partner with CounselMore, Educational Services Management Software
See more