Sales, Free Trials, Demonstrations
      Back to home
      1. Knowledge Base : CounselMore Support
      2. SALES & DEMONSTRATIONS
      3. Sales, Free Trials, Demonstrations

      Sales, Free Trial, Demo - Moving Over From another platform, migration

      Sales, Free Trial, Demo - Moving Over From another platform, migration "No worries, it was easy!"

      How should I tell my students about this change?

      Read here.

      Can I bring all of my historical client data? What information can be imported?
      • Parent and student contact information: Names, email addresses, phone numbers, graduation years, and student active/inactive status.
      • Assignments : Assignment name, description, due date, and status.
      • Test scores: SAT and ACT test date, test type, scores.
      • College Lists: The "Interested Colleges" list will be imported as the "Counselor List". The "My Colleges" list will be imported as the "Student List". "Not Interested Colleges" will not be imported. We will also assign an Net, Fit, Reach to colleges in these lists based on your selections in GuidedPath.
      • Other student information : like address, high school name, GPA.

       

      For free?

      Yes - Student Data

      No - Other data requires a different kind of migration but we can still handle it for you. 

      Can I bring my surveys with me?

      Yes, you will export your current survey results and keep them in your Google Drive folder for a given student. Additionally, we have surveys too. In early 2022, you can also build your own questions inside the student's portal.

       

      Do students use the portal?

      Yes. we have a 72% student engagement rate on our student portal. Yes, our jaws dropped too.

       

      Do you have calendar integration?

      Yes. We integrate with Calendly and Acuityscheduling.

       

      Will my Prompt account move to CounselMore?

      Yes - and you can click there from your CounselMore dashboard.

       

      I cannot find a convenient time for a demonstration. 

      Watch here.

      I purchased and I need to get into training class when it's convenient for me.

      We have a convenient training program. When you are in your account click into Settings. The very first screen is Training. Choose from these regular weekly classes or use the Help button for 1:1 assistance over zoom. 

      For our international partners we make arrangement most convenient to your time zone. support@counselmore.com with your (Time Zone) times / dates. 

       

      How will I access Net Price Calculator?

      YOU WON'T because you don't need that.  In CounselMore, you will access the Financial Planner. The result is a sharp looking pdf break down of 4 year costs, loans, including HELOC as well as predicted ROI. The student can even personalize the plan further.

      Do you have Fiske?

      Yes.

      Reporting? 

      Yes, we do reporting. Accept/Decline, by high school, financials and so on. As well as 14 other reports.... If you need a customized report - email us: support@counselmore.com

       

      I only use Google drive when I need to. I'm afraid I have to learn Google Drive and CounselMore. Is that true?

      No not exactly. It's a necessity that counselors confidently use Google drive, no matter what software platform they choose. CounselMore takes you through Google 1:1 hands on support, Google meetup groups, roundtables, Facebook users group and on demand tech support with the world's greatest customer service. That's rare. That's CounselMore. We are so committed to our members that there is an actual "hair on fire" button.

      Instructions from GuidedPath

      How to download student reports from Guided Path:

      https://intercom.help/guidedpath/en/articles/3121403-student-reports

      How to download group reports:

      https://intercom.help/guidedpath/en/articles/3121406-group-reports

      How to print Advisor Data:

      https://intercom.help/guidedpath/en/articles/4303268-exporting-printing-advisor-data