- Knowledge Base : CounselMore Support
- SALES & DEMONSTRATIONS
- Sales, Free Trials, Demonstrations
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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
Sales, Free Trial, Demo - How Do I Subscribe/purchase a plan?
Move from a Free Trial To CounselMore membership or upgrade to a tier plan.
If you are not yet on a 14 Day Free Trial, click here to register.
Login to your Counselor Portal and at the top right, click the pink "Buy now"
Choose a plan
Plans start at $35/month for 5 active students. You’ll be asked to enter your estimated number of active students, and the system will automatically highlight the plan that best fits your needs. Next, click “Buy Now” on your chosen plan.
Choose any add-ons you’d like (optional), then enter your payment details to complete the setup.
Click "Add" to enter a payment method
Review your summary on the right and click Confirm!
Thanks for joining and welcome to our CounselMore Community!
Keep an eye out for our on-boarding email series. Each email will focus on one training session.
Find out more about your free live training sessions here.