---
title: "SETTINGS MENU & CUSTOMIZATIONS | Knowledge Base : CounselMore Support"
description: Detailed Descriptions of Account Settings Menu & the Customization Options Available
---

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1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/)
2. [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations)

# SETTINGS MENU & CUSTOMIZATIONS

 Detailed Descriptions of Account Settings Menu & the Customization Options Available

- [Bulk Import Student Information - How to improve your data](https://helpdesk.counselmore.com/bulk-upload)
- [Calendly - Prospect creation options](https://helpdesk.counselmore.com/calendly-prospect-creation-options)
- [How to setup your Acuity account](https://helpdesk.counselmore.com/how-to-setup-your-acuity-account)
- [Change login email](https://helpdesk.counselmore.com/change-login-email)
- [Student Portal : Can I customize the invitation?](https://helpdesk.counselmore.com/student-portal-can-i-customize-the-invitation)
- [College List - Student's Campus Fit, custom language](https://helpdesk.counselmore.com/student-fit)
- [Dashboard](https://helpdesk.counselmore.com/settings-dashboard)
- [Settings - Webmaster, Branding your Portal](https://helpdesk.counselmore.com/settings-webmaster)
- [Settings - Texting, Text Forwarding](https://helpdesk.counselmore.com/messages-tab-texting-text-forwarding)
- [Settings - App Tracker Strategy & Status Columns](https://helpdesk.counselmore.com/app-tracker-strategy-status-columns)
- [Custom Solutions - White Label, Custom-branded login experience, branded URL](https://helpdesk.counselmore.com/custom-solutions-white-label-custom-branded-login-experience-branded-url)
- [Ensuring Student Accounts Are Created Correctly from Acuity Appointments](https://helpdesk.counselmore.com/ensuring-student-accounts-are-created-correctly-from-acuity-appointments)

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## Settings - My Business

- [Zapier](https://helpdesk.counselmore.com/zapier)
- [My Business - Multiple Chrome Personas](https://helpdesk.counselmore.com/my-business-multiple-chrome-personas)
- [New Accounts - My Business Setup Overview](https://helpdesk.counselmore.com/new-accounts-my-business-setup)
- [My Business - Client College Search](https://helpdesk.counselmore.com/my-business-client-college-search)
- [Account Setup - Settings Menu - Tab Preferences](https://helpdesk.counselmore.com/my-business-setup-tab-settings)
- [Enabling Student Portal Search Settings](https://helpdesk.counselmore.com/enabling-student-portal-search-settings)
- [My Business - Custom Menu, Part II, Resources for your custom menu](https://helpdesk.counselmore.com/my-business-custom-menu-part-ii-resources-for-your-custom-menu)
- [Settings - Account Setup : Client Portal Assessments](https://helpdesk.counselmore.com/settings-account-set)
- [My Business - Gmail not required](https://helpdesk.counselmore.com/my-business-gmail-not-required)
- [My Business - G Suite Not Required](https://helpdesk.counselmore.com/my-business-g-suite-not-required)
- [My Business - DIY Migration Services, Historical Client Information Migration /Bulk Import Upload to Account](https://helpdesk.counselmore.com/my-business-diy-migration-services-historical-client-information-migration-bulk-import)
- [My Business - Paid Migration Services, Custom Data, Client History](https://helpdesk.counselmore.com/my-business-paid-migration-services-custom-data-client-history)
- [My Business - Client Portal Menu, Part I, Build for Clients](https://helpdesk.counselmore.com/new-accounts-build-a-custom-menu-of-resources-for-yourself-and-your-clients)
- [Net, Fit, Reach, Lottery – List Balance Labels and Target Mix](https://helpdesk.counselmore.com/my-business-admissions-probability-counselor-evaluation)

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## Settings - Branding

- [My Business - Branding - Invite to Student, Parent Client Portal](https://helpdesk.counselmore.com/my-business-branding-invite-to-student-parent-client-portal)
- [My Business - Branding the Student Portal](https://helpdesk.counselmore.com/my-business-branding-student-portal)

## Settings - Default Data Columns

- [Settings - Custom Columns, 2 types](https://helpdesk.counselmore.com/custom-column)
- [Default College Data Menu - Columns Updated, Nothing Changed](https://helpdesk.counselmore.com/default-college-data-menu-columns-updated-nothing-changed)
- [Default College Data Menu - Columns, Reordering](https://helpdesk.counselmore.com/default-college-data-menu-columns-reordering)
- [Default College Data Information Columns- How many columns can be made available per list?](https://helpdesk.counselmore.com/how-many-columns-can-i-turn-on-in-default-columns)
- [Columns - How to drag and reorder columns](https://helpdesk.counselmore.com/how-to-drag-and-reorder-columns)
- [Default College Data Menu - Basics](https://helpdesk.counselmore.com/default-college-data-menu-basics)
- [Counselor List - Choose Account Default Data Columns in Settings menu](https://helpdesk.counselmore.com/counselor-list-default-columns-settings)
- [Settings - Data Manager - Per School Custom Columns - Add Custom Columns](https://helpdesk.counselmore.com/per-school-custom-columns-)

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## Settings - Routine Assignments

- [Routine Assignments - How can I apply the same Assignment and Master Folder document, to several students at one time?](https://helpdesk.counselmore.com/how-can-i-apply-the-same-assignment-and-document-to-several-students-at-one-time)
- [Routine Assignments - Add dates to Routine Assignments](https://helpdesk.counselmore.com/routine-assignments-add-dates-to-routine-assignments)
- [Routine Assignments - Convert Assignments to Routine](https://helpdesk.counselmore.com/routine-assignments-convert-assignments-to-routine)
- [Routine Assignments - Assigning RA in bulk, including students who have been archived.](https://helpdesk.counselmore.com/routine-assignments-)
- [Routine Assignments - Basics](https://helpdesk.counselmore.com/routine-assignments-basics)
- [How to Bulk assign assignment to multiple students at one time](https://helpdesk.counselmore.com/how-to-bulk-assign-assignment-to-multiple-students-at-one-time)
- [Streamlining Communication with Prospective Clients Without a CounselMore Account yet](https://helpdesk.counselmore.com/streamlining-communication)
- [Routine Assignments - Bulk Apply Across Students](https://helpdesk.counselmore.com/routine-assignments-bulk-apply-across-students)
- [Routine Assignments - Advance Set Assignment Release Date](https://helpdesk.counselmore.com/routine-assignments-advance-set-assignment-release-date)
- [Routine Assignments - Organize Routines by Group or Product Name](https://helpdesk.counselmore.com/routine-assignments-organize-routines-by-group-or-product-name)
- [Routine Assignments - Change / Move Group Banner](https://helpdesk.counselmore.com/routine-assignments-change-move-group-banner)

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## Settings - Webmaster

- [Student Portal Resources: Badge, PDF, Video - free to use - How to add the CM Student portal badge as a button to your website?](https://helpdesk.counselmore.com/how-to-add-the-cm-student-portal-badge-as-a-button-to-your-website)
- [Settings - Webmaster](https://helpdesk.counselmore.com/my-business-stay-out-of-cient-s-spam-folder)
- [Add payment to my Calendly meeting type event](https://helpdesk.counselmore.com/add-payment-to-my-calendly-meeting-type-event)

## Settings - Broadcast Station

- [Settings - Broadcast Station, Send or Schedule Messages with attachments to segmented audiences](https://helpdesk.counselmore.com/settings-broadcast-messages)
- [Broadcast Station - How to change your Broadcast Email advisory text message](https://helpdesk.counselmore.com/broadcast-station-)
- [Broadcasts - Sending messages with attachments and images](https://helpdesk.counselmore.com/broadcasts-sending-messages-with-attachments-and-images-draft)
- [Broadcast Station - Annual Repeat Broadcast](https://helpdesk.counselmore.com/broadcast-station-1)
- [Settings - Broadcasting Station : View the Content of a Sent Broadcast](https://helpdesk.counselmore.com/broadcast-station)
- [Why PDF Attachments Don't Appear in the Messaging Tab](https://helpdesk.counselmore.com/why-pdf-attachments)

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## Settings - Reporting

- [Downloading Fit Evaluations Report](https://helpdesk.counselmore.com/downloading-fit-evaluations-report)
- [Reporting – Top School Questions: App Tracker Ranking, School Report](https://helpdesk.counselmore.com/reporting-top-school-questions-app-tracker-ranking-school-report-acceptance-rate)
- [Reporting — Manager Report](https://helpdesk.counselmore.com/reporting-manager-report)
- [Settings - Reporting Tools, Reports](https://helpdesk.counselmore.com/reporting)
- [Clients - Quicklist, Students who are currently applying to a specific school](https://helpdesk.counselmore.com/quicklist-students-who-are-currently-applying-to-a-specific-school)
- [Reporting - Time Spent per Student](https://helpdesk.counselmore.com/tax-season)
- [Settings - Reporting: Sort by Students/School](https://helpdesk.counselmore.com/settings-reporting-sort-by-school)
- [Application Tracker Report - App Tracker Report, Reporting](https://helpdesk.counselmore.com/application)
- [Settings - Reporting: Ways to Export/Download contact information in your CounselMore account](https://helpdesk.counselmore.com/resources-way-to-export/download-contact-information-in-your-cm-account)
- [Dashboard - Reporting, Run Custom Report](https://helpdesk.counselmore.com/dashboard-run-custom-report)
- [Reporting - Readiness Assignments, Assignments Reporting](https://helpdesk.counselmore.com/reporting-readiness-assignments)
- [Dashboard & Settings: Reporting - A Comprehensive Guide](https://helpdesk.counselmore.com/reporting-in-counselmore-settings-a-comprehensive-guide)
- [Using the Reporting's Admissions Outcomes Tool in CounselMore](https://helpdesk.counselmore.com/using-the-reportings-admissions-outcomes-tool-in-counselmore)
- [Reports for the clients of our customers - Client Facing Reports](https://helpdesk.counselmore.com/understanding-different-types-of-reports-for-counselor-clients)

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## Settings - Professional Log Books

- [Settings - Professional Log Books, College Tours, Travel Expenses, CE Credits](https://helpdesk.counselmore.com/settings-professional-log-books)

## Settings - Toolbox

- [Settings - Toolbox Resources, free and paid](https://helpdesk.counselmore.com/toolbox)

## Settings - Texting Set up

- [Text Forwarding - Text not forwarding to my phone or are delayed](https://helpdesk.counselmore.com/settings-text-not-forwarding-to-my-phone)
- [Why am I limited to 110 character when texting from my portal?](https://helpdesk.counselmore.com/why-am-i-limited-to-110-character-when-texting-from-my-portal)

## Settings - Accounting Setup

- [Free Trial, Payment Details, and Automatic Plan Charges - Close Trial](https://helpdesk.counselmore.com/free-trial-payment-details-and-automatic-plan-charges)
- [How to Set Up Your Invoice](https://helpdesk.counselmore.com/how-to-set-up-your-invoice)
- [Settings - My Account : How to add/update credit card](https://helpdesk.counselmore.com/settings-my-account-updating-credit-card)

## Settings - Integrations

- [Connecting with Sync CRM](https://helpdesk.counselmore.com/connecting-with-sync-crm)
- [How do I start taking payments through CounselMore Auto Payment Processing with Stripe](https://helpdesk.counselmore.com/how-do-i-accept-payments-through-counselmore)
- [Stripe Payments - FAQ](https://helpdesk.counselmore.com/stripe-payments-faq)
- [Acuity + CounselMore Portals: Integration vs. Link Sharing](https://helpdesk.counselmore.com/acuity-counselmore-portals-integration-vs.-link-sharing)
- [What AI Note Taker Do You Recommend?](https://helpdesk.counselmore.com/what-ai-note-taker-do-you-recommend)

- [ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up#main-content)

    - [New Account - SELF GUIDED SET UP](https://helpdesk.counselmore.com/account-set-up#new-account-self-guided-set-up)
    - [New Account - FREE LIVE TRAINING](https://helpdesk.counselmore.com/account-set-up#new-account-free-live-training)
    - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up#new-account-multi-license-account-set-up)
    - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up#new-account-college-search-navigation)
    - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up#new-account-parent-student-users)
- [CLIENT MANAGEMENT](https://helpdesk.counselmore.com/client-management#main-content)

    - [Clients - Biographical Banners](https://helpdesk.counselmore.com/client-management#clients-biographical-banners)
    - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management#clients-assignments-tab)
    - [Clients - Files tab](https://helpdesk.counselmore.com/client-management#clients-files-tab)
    - [Clients - Messages tab](https://helpdesk.counselmore.com/client-management#clients-messages-tab)
    - [Clients - Accounting tab](https://helpdesk.counselmore.com/client-management#clients-accounting-tab)
    - [Clients - Quicklist](https://helpdesk.counselmore.com/client-management#clients-quicklist)
    - [Clients - Contacts](https://helpdesk.counselmore.com/client-management#clients-contacts)
    - [Clients - Fin Fit tab](https://helpdesk.counselmore.com/client-management#clients-fin-fit-tab)
- [ADMISSIONS DATA & SEARCH NAVIGATION](https://helpdesk.counselmore.com/admissions-data-search-navigation#main-content)

    - [College Data](https://helpdesk.counselmore.com/admissions-data-search-navigation#college-data)
    - [College List - Columns](https://helpdesk.counselmore.com/admissions-data-search-navigation#college-list-columns)
    - [College Data - App Tracker](https://helpdesk.counselmore.com/admissions-data-search-navigation#college-data-app-tracker)
- [GOOGLE-DRIVE](https://helpdesk.counselmore.com/google-drive#main-content)

    - [Google Drive Settings](https://helpdesk.counselmore.com/google-drive#google-drive-settings)
    - [Google Drive - Master Folders](https://helpdesk.counselmore.com/google-drive#google-drive-master-folders)
    - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive#google-drive-document-management)
- [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations#main-content)

    - [Settings - My Business](https://helpdesk.counselmore.com/settings-menu-customizations#settings-my-business)
    - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations#settings-branding)
    - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations#settings-default-data-columns)
    - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations#settings-routine-assignments)
    - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations#settings-webmaster)
    - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations#settings-broadcast-station)
    - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations#settings-reporting)
    - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations#settings-professional-log-books)
    - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations#settings-toolbox)
    - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations#settings-texting-set-up)
    - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations#settings-accounting-setup)
    - [Settings - Integrations](https://helpdesk.counselmore.com/settings-menu-customizations#settings-integrations)
- [SALES & DEMONSTRATIONS](https://helpdesk.counselmore.com/sales-demonstrations#main-content)

    - [Sales, Free Trials, Demonstrations](https://helpdesk.counselmore.com/sales-demonstrations#sales-free-trials-demonstrations)
- [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits#main-content)

    - [Community Resources](https://helpdesk.counselmore.com/member-benefits#community-resources)
    - [Member Benefits](https://helpdesk.counselmore.com/member-benefits#member-benefits)
    - [Customer Service Support](https://helpdesk.counselmore.com/member-benefits#customer-service-support)
    - [Privacy Policies](https://helpdesk.counselmore.com/member-benefits#privacy-policies)
- [Sales Lead Tools](https://helpdesk.counselmore.com/sales-lead-tools#main-content)

    - [Directory](https://helpdesk.counselmore.com/sales-lead-tools#directory)

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Please note that CounselMore is a robust college planning platform with multiple integrations.

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