New Account - SELF GUIDED SET UP
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      1. Knowledge Base : CounselMore Support
      2. ACCOUNT SET UP
      3. New Account - SELF GUIDED SET UP

      Self Guided : 1) Account Settings & Customization

      This article is self guided account set up: Follow Articles 1-7 to guide your account setup. Open your account and watch the video, pausing as needed to make changes in your account.

       

      Return to the previous section in your Training Program, Demonstration

      Setup & Configure your CounselMore Portal

      Welcome to CounselMore! This video will take you through your Settings Menu, which is the core of your account. Spend this time making customization choices for the look and feel of your company or program before you begin onboarding students. Your next training will build upon this one and take you through college search & list building. Use the material below to complete the setup of your portal.
       
      Click settings at the top right, then account. You will first land on your training page.
       
       

      My Business Setup

       

      Email and Notification Preferences

      Below that, you'll find options to copy your business email on all outgoing correspondence and receive email notifications for completed assignments.

       

      Branding Your Account

      Moving on to branding, you'll have the option to upload your logo. Ensure it's square-shaped to maintain its integrity across platforms.  Upload your logo or email it to support@counselmore.com.

       

      Customizing Student and Parent Portal Invitations

      Continuing on the page, scroll down to 'Student and Parent Portal Invitations' for customization options. There is a standard message in place or customize the message. Plan level differences limits levels of customization

       

      Student Portal Search Settings

      Further down, you'll find settings to enable or disable the search functionality for parents and students.

       

      Admissions Probability Evaluation

      In the 'Net Fit Reach Lottery' section, customize the terminology used for admissions probability evaluations. This can be changed here or from within the student list.

       

      Tab Settings

      The next section allows you to customize the visibility and order of the tabs.

       

      Custom Menu

      One of our most popular features, the 'Custom Menu,' is a repository of resources.
      Collect your resources and offer your students resources from within their student portal.
       

      Student Data Import

      At the bottom, you'll find the 'Student Data Import' section. Follow the instructions to upload your student data.
       

      Google Drive

       
      If you own a multi-license account, you'll find three distinct options for Google Drive integration.
       
       

      College Data Menu Defaults

       

       

      Routine Assignments & Meeting Notes

       

      Texting Setup

       

      Broadcasting

      Broadcasting is a great way to mass communicate with your clients. There is no setup here. You'll come back to this page whenever you need to send or schedule a broadcast. Click this link for more general information on broadcasting.

      Accounting Setup and Reporting

      Add notes that will appear on all your invoices and explore the reporting menu for analytics.
       
      Log Books
      Log books is a great place to keep association resources ready to export and submit. See this article for more information!

      Scheduling

      CounselMore is integrated with Calendly and Acuity,
       

      Toolbox

      The toolbox offers a plethora of resources. This is where you can find free and paid resources. All the content you need to succeed on day one! There's a lot of particular information on this section. See this article to read about it more in depth. 
       

      Webmaster

      This section provides valuable information on improving your brand and SEO. Read through this article for some key points.  
       

      👍   Now that you've complete the Self Study, make a list of your questions and reserve a seat at a live training session. You will find a complete schedule here.

       

      👉  Onto the next section in your Training Program,
      2) College Lists & App Tracker.