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

      WELCOME to 1) Account Setup

      Watch and learn, Meet and ask: Follow self guided videos and meet with tech mentor for a free 30 minute personalized support session.

      🛠ī¸   Setup & Configure your CounselMore Portal

      ⚙ī¸   1. The videos below will walk you through step-by-step account set up.

      ⚙ī¸   2. Watch the videos and pause the video, to make changes in your own account.

      ⚙ī¸   3. Keep a list of questions.

      ⚙ī¸   4. Reserve your 30 minute complimentary Account Set up session

      Email support@counselmore.com with any questions, anytime.

      ↩ī¸   Meet with a sales representative.  Check out our Demos Page.

       

       
      Account > Settings > My Business Setup

      Google Drive Prep

      Google Drive Connection

      College Data Menu

       

      Routine Assignments & Meeting Notes

      This section is covered in depth in training #5. See below for an overview 
       

      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

      This section is optional, only if you will be invoicing from CounselMore. It will be covered in Training #7. If you have specific questions about it or are not sure if you'll end up invoicing from CM, please contact support from your counselor portal and we'll help you figure it out. 

       
      Reporting  
      Log Books

      Scheduling

      CounselMore is integrated with Calendly and Acuity.
      This section is covered in depth in training #6. See below for an overview

      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.  
       
       

      👉  Continue your self-guided learning journey: Proceed with the next Training Programs below.
      2) College Lists & App Tracker

      3) Student & Parent Portal

      4) Google Drive Prep & Connect

      5) Routine Assignments

      6) Scheduling & Calendar Connections

      7) Accounting Profiles & Time Tracking