--- title: Sales, Free Trial, Demo - How Do I Register For A Free Trial? description: Sales, Free Trial, Demo - How Do I Register For A Free Trial? How do I get started? Next steps after Demo? --- [Skip to content](https://helpdesk.counselmore.com/sales-free-trial-demo-how-do-i-register-for-a-free-trial-1#main-content) English Show submenu for translations [![CounselMore College Planning Software Knowledge Base](https://helpdesk.counselmore.com/hs-fs/hubfs/logos/CMLogo_CCS_wide_trans-w2000-1.gif?width=1116&height=125&name=CMLogo_CCS_wide_trans-w2000-1.gif)](https://helpdesk.counselmore.com/?hsLang=en) Open main navigation Close main navigation - English Show submenu for translations Select below, or search by topic - There are no suggestions because the search field is empty. 1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en) 2. [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en) 3. [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations) # Sales, Free Trial, Demo - How Do I Register For A Free Trial? ## Sales, Free Trial, Demo - How Do I Register For A Free Trial? How do I get started? Next steps after Demo? ### **1. To get started, simply click on the [link](https://app.counselmore.com/register)provided to register and choose the service that aligns with your requirements, whether you are an individual counselor or part of a counseling practice with other professionals.** **![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-08-2026-05-05-37-6472-AM.png?width=986&height=875&name=image-png-Jan-08-2026-05-05-37-6472-AM.png)** #### **2\. Complete all required fields to create your account.** **![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-08-2026-04-51-17-8483-AM.png?width=277&height=382&name=image-png-Jan-08-2026-04-51-17-8483-AM.png)**   **![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-08-2026-04-52-56-8642-AM.png?width=309&height=504&name=image-png-Jan-08-2026-04-52-56-8642-AM.png)                         ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-08-2026-04-54-20-6176-AM.png?width=289&height=505&name=image-png-Jan-08-2026-04-54-20-6176-AM.png)** #### **3. Once you have completed the registration process, you will be automatically directed to your personal CounselMore portal.** ![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-08-2026-04-58-49-1942-AM.png?width=670&height=322&name=image-png-Jan-08-2026-04-58-49-1942-AM.png)   #### **4. After completing your registration, you have two options for setting up your account. You can either schedule a meeting for a [complimentary account set up](https://calendly.com/counselmore-meetups/counselmore-customcollegeplan?month=2024-02), where our team will guide you through the process. Alternatively, you can choose our self-guided account set up option, where you can easily navigate through the steps on your own.** **![](https://helpdesk.counselmore.com/hs-fs/hubfs/image-png-Jan-08-2026-05-04-34-6606-AM.png?width=1893&height=912&name=image-png-Jan-08-2026-05-04-34-6606-AM.png)**   ### **WELCOME ABOARD!**   ``` If you get stuck please email Support@CounselMore.com ```   - [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#main-content) - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-self-guided-set-up) - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-free-live-training) - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up) - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation) - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users) - [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management?hsLang=en#main-content) - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-biographical-banners) - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab) - [Clients - Files tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-files-tab) - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-messages-tab) - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-accounting-tab) - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-quicklist) - [Clients - Contacts](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-contacts) - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-fin-fit-tab) - [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#main-content) - [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data) - [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-list-columns) - [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation?hsLang=en#college-data-app-tracker) - [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive?hsLang=en#main-content) - [Google Drive Settings](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-settings) - [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-master-folders) - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management) - [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content) - [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-my-business) - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding) - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns) - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments) - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster) - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station) - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting) - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books) - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox) - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up) - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup) - [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-integrations) - [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#main-content) - [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations?hsLang=en#sales-free-trials-demonstrations) - [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content) - [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources) - [Member Benefits](https://helpdesk.counselmore.com/member-benefits?hsLang=en#member-benefits) - [Customer Service Support](https://helpdesk.counselmore.com/member-benefits?hsLang=en#customer-service-support) - [Privacy Policies](https://helpdesk.counselmore.com/member-benefits?hsLang=en#privacy-policies) - [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#main-content) - [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory) [![Chill listening crop-3](https://helpdesk.counselmore.com/hs-fs/hubfs/seminarsBadge-gold.png?width=26&height=26&name=seminarsBadge-gold.png "Chill listening crop-3")](http://counselmore.com) Please note that CounselMore is a robust college planning platform with multiple integrations. Copyright © 2025, CounselMore