Sales, Free Trial, Demo - Platforms integrated with CounselMore
Acuity
Used for scheduling, Acuity integrates with CounselMore and helps you keep track of student/parent appointments, consultations & prospect students, and even has a system which lets the client cancel or reschedule the meeting based on your availability. You can integrate multiple calendars to make sure both your personal and business time is accounted for and blocked off. Acuity also has a form that your attendees fill out before the meeting, allowing you collect information and come prepared. Click this link for more information on Acuity.
Calendly
Similarly to Acuity, Calendly is a platform that helps you manage your calendars, meetings, create forms and intake information, even setup payment through Calendly & other interesting Automations. Click this for information on Calendly.
CounselMore offers full Google Drive integration allowing you to manage all your client files in once place. Students are familiar with Google Drive so it's one less platform that they have to learn. Sharing college essay prompts, assignment resources, transcripts and more are easily to share, view, edit, and delete all within CounselMore. Click this link for more on Google Drive.
Venmo & PayPal
Taking payment through these platforms is easy and convenient; When you send out invoices through CounselMore you have the ability to append a url to the notes section of your invoice. Paste your venmo/paypal payment link in this section so your clients and easily copy that link and paste it in your notes. Click this link for more information.
Text Expander
Never write the same thing twice again. Text Expander lets you create snippets that you can use in many many applications. If you have a default welcome message that you're tired of copying and pasting or sometimes there's particular information you need to bring up quickly, Text Expander will definitely save you time. It's definitely in our staff top picks. Click here to check it out!