Dashboard

CounselMore offers a feature known as the "Dashboard," which provides a comprehensive overview of your to-do lists, scheduled appointments, assignments report, application results, and students categorized by year. This centralized tool ensures that

Your dashboard will prominently showcase your logo and company name, facilitating quick identification and enhancing your branding efforts.

My To Do's - the purpose of this is to help you keep track of all pending tasks, such as completing student evaluations, submitting college applications, scheduling parent meetings, and more. This feature allows you to prioritize your responsibilities, set deadlines, and ensure that nothing falls through the cracks. With My To Do's, you can efficiently manage your workload and stay on top of your daily, weekly, and monthly goals.

• Click the add button and list all your checklist items in detail.

Scheduled Appointments - This section of the Dashboard provides you with a detailed overview of all upcoming appointments with students, parents, or other stakeholders. You can easily view the date, time, and purpose of each appointment, allowing you to stay organized and prepared for all your meetings. By having this information readily available, you can efficiently manage your schedule, avoid double bookings, and ensure that you are meeting all your commitments in a timely manner. Additionally, you can use this feature to set reminders, send meeting invitations, and track attendance, making the appointment scheduling process seamless and hassle-free.

• Connect your calendly and/or acuity account to CounselMore to allow your clients to easily schedule appointments with you.

Assignments Report - This section offers a comprehensive breakdown of the assignments assigned to students, parents, and counselors. It presents a clear overview of the tasks, their respective due dates, and any pertinent details or instructions linked to each assignment.

• Moreover, users can easily filter assignments based on graduation year, student status, completion status, and assignment status to streamline the search process.

Application results - This section displays the colleges your clients are linked to, along with labeled markers indicating the status of students' college applications.

Students by year - This feature provides a visual representation of your student population segmented by graduation year, allowing you to easily identify the distribution of active and prospective students. The graph offers a clear overview of the number of students in each graduating class, enabling you to track trends and plan accordingly for future counseling and support needs. By visualizing this data, you can effectively strategize and allocate resources to meet the varying needs of students across different graduation years.