You can find the Toolbox by going to Settings > Toolbox in CounselMore.
The Toolbox is a collection of tools, downloads, and resources designed to help counselors and students. Think of it as a one-stop hub for everything you might need to run your counseling practice efficiently and provide students with helpful materials.
What’s Inside the Toolbox
Mobile Apps 
CounselMore Tours – Counselor App
Take college tour notes on the go, including voice-to-text for easy dictation.
Student Mobile App Students and parents can access their college lists, assignments, notifications, and more from their phone.
Student Portal Badge
A badge you can place on your website to show students where to log in to the portal.
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An example to using your Student Portal badge on your website. Showing all present and future clients where to log in to the client portal.
Need a different badge? Just ask
Counselor’s Guide to the Parent Portal
A guide to help parents understand the portal and support their students.
College Counseling Timeline
Outlines the college planning journey — often used at the start of the counseling process.
Premium Packages
The premium packages provide additional resources that help counselors manage students more efficiently and provide structured guidance.
Included in the Toolbox are:
Financial Assignments Package – these are counselor’s tools that guide parent and student financial preparation during the educational transition from an American high school to domestic higher education.
Contract Templates – Brand and use with your clients today. Includes additional paragraphs for consideration and instructions.
Blueprint Assignments Package – Pre-made assignment templates to keep students on track throughout the college application process.
Essay Clinic – Video Assignment Package – Structured video lessons for essay writing that you can assign to students to guide them step by step.
💡These packages are designed to give counselors ready-to-use tools that save time and ensure consistency in advising students.
Free Downloadable PDFs
The Toolbox also includes a variety of free downloadable PDFs, such as:
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Student / Parent Portal Guide
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FAFSA Tips
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CSS Profile Tips
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Hierarchy of Funding
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Test Prep Package
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HIPAA vs FERPA
…and many more resources.
‼️Go to Toolbox to see all available free downloadable PDFs that you can browse and download directly.
Related Articles you can visit:
Resources - Client-Facing, College Readiness Curriculum, Routine Assignments Packages
Resources - The College Counselor's Timeline pdf
How to add the CM Student portal badge as a button to your website