---
title: Settings - Toolbox Resources, free and paid
description: Educational consulting resources for your practice because Together we Know More!
---

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1. [Knowledge Base : CounselMore Support](https://helpdesk.counselmore.com/?hsLang=en)
2. [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en)
3. [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox)

# Settings - Toolbox Resources, free and paid

## Educational consulting resources for your practice because Together we Know More!

You can find the **Toolbox** by going to **Settings \> Toolbox** in CounselMore.

![settingstoolbox](https://helpdesk.counselmore.com/hs-fs/hubfs/settingstoolbox.png?width=670&height=323&name=settingstoolbox.png)

 

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**

### **Premium Packages**

The premium packages provide additional resources that help counselors manage students more efficiently and provide structured guidance.

Included in the Toolbox are:

![premiumpackage](https://helpdesk.counselmore.com/hs-fs/hubfs/premiumpackage.png?width=670&height=336&name=premiumpackage.png)

#### **The Complete Counselor Package**

The **Complete Counselor Package** is designed for counselors who are starting a new practice or looking to standardize and streamline their counseling process.

With a **savings of $2,300**, this bundle provides the essential tools and resources needed to build a comprehensive college counseling program.

The package includes:

- **Your first year of CounselMore** (includes up to **15 active students**)
- **Professional Services Contract** template
- **The College Readiness Curriculum**

The **College Readiness Curriculum** includes **20 fully editable assignments** that guide students through every stage of the college planning process—from building a strong foundation in junior year through senior year enrollment. These assignments can be customized to match your counseling style and workflow.

Rather than creating materials from scratch for every student, the Complete Counselor Package provides a consistent, organized framework that helps you deliver a professional and repeatable counseling experience.

**[Blueprint Assignments Package](https://helpdesk.counselmore.com/resources-client-facing-routine-assignments-packages?hsLang=en) – Pre-made assignment templates to keep students on track throughout the college application process.**

**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.

**[Essay Clinic – Video Assignment Package](https://helpdesk.counselmore.com/college-sharks?hsLang=en)** – 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.

 

**Mobile Apps ![toolboxmobile](https://helpdesk.counselmore.com/hs-fs/hubfs/toolboxmobile.png?width=670&height=319&name=toolboxmobile.png)

[CounselMore Tours – Counselor App](https://helpdesk.counselmore.com/college-tours-by-counselmore-mobile-app?hsLang=en)**  
Take college tour notes on the go, including voice-to-text for easy dictation.

[**Student Mobile App**](https://helpdesk.counselmore.com/counselmore-student-mobile-app?hsLang=en) Students and parents can access their college lists, assignments, notifications, and more from their phone.<https://helpdesk.counselmore.com/college-sharks?hsLang=en><https://helpdesk.counselmore.com/college-sharks?hsLang=en>

[**Student Portal Badge**](https://helpdesk.counselmore.com/how-to-add-the-cm-student-portal-badge-as-a-button-to-your-website?hsLang=en)   
A badge you can place on your website to show students where to log in to the portal.

- 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.
  
  <iframe height="417" src="https://www.youtube.com/embed/GOPCF2ITNQo?feature=oembed" width="556" data-mce-src="https://www.youtube.com/embed/GOPCF2ITNQo?feature=oembed" data-mce-style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;" data-hsprotectallowfullscreen="allowfullscreen"></iframe>

Need a different badge? [Just ask](https://www.counselmore.com/marketing)

**Counselor’s Guide to the Parent Portal**  
A guide to help parents understand the portal and support their students.

**![guidetoportal](https://helpdesk.counselmore.com/hs-fs/hubfs/guidetoportal.png?width=670&height=322&name=guidetoportal.png)**

 

[**College Counseling Timeline**](https://helpdesk.counselmore.com/resources-the-college-counselor-s-timeline-pdf?hsLang=en)  
Outlines the college planning journey — often used at the start of the counseling process.

**![timeline](https://helpdesk.counselmore.com/hs-fs/hubfs/timeline.png?width=670&height=342&name=timeline.png)**

### **Free Downloadable PDFs**

![freepdf](https://helpdesk.counselmore.com/hs-fs/hubfs/freepdf.png?width=670&height=320&name=freepdf.png)

The Toolbox also includes a variety of free downloadable PDFs, such as:

- Student / Parent Portal Guide
- FAFSA Tips
- CSS Profile Tips
- Hierarchy of Funding
- Test Prep Package

- HIPAA vs FERPA

…and many more resources.

**![freepdf2](https://helpdesk.counselmore.com/hs-fs/hubfs/freepdf2.png?width=670&height=322&name=freepdf2.png)**

 

**‼️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](https://helpdesk.counselmore.com/resources-client-facing-routine-assignments-packages?hsLang=en)

[Resources - The College Counselor's Timeline pdf](https://helpdesk.counselmore.com/resources-the-college-counselor-s-timeline-pdf?hsLang=en)

[How to add the CM Student portal badge as a button to your website](https://helpdesk.counselmore.com/how-to-add?hsLang=en)

 

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    - [New Account - MULTI LICENSE ACCOUNT SET UP](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-multi-license-account-set-up)
    - [New Account - COLLEGE SEARCH NAVIGATION](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-college-search-navigation)
    - [New Account - PARENT & STUDENT USERS](https://helpdesk.counselmore.com/account-set-up?hsLang=en#new-account-parent-student-users)
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    - [Clients - Assignments tab](https://helpdesk.counselmore.com/client-management?hsLang=en#clients-assignments-tab)
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    - [Google Drive - Document Management](https://helpdesk.counselmore.com/google-drive?hsLang=en#google-drive-document-management)
- [SETTINGS MENU & CUSTOMIZATIONS](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#main-content)

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    - [Settings - Branding](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-branding)
    - [Settings - Default Data Columns](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-default-data-columns)
    - [Settings - Routine Assignments](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-routine-assignments)
    - [Settings - Webmaster](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-webmaster)
    - [Settings - Broadcast Station](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-broadcast-station)
    - [Settings - Reporting](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-reporting)
    - [Settings - Professional Log Books](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-professional-log-books)
    - [Settings - Toolbox](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-toolbox)
    - [Settings - Texting Set up](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-texting-set-up)
    - [Settings - Accounting Setup](https://helpdesk.counselmore.com/settings-menu-customizations?hsLang=en#settings-accounting-setup)
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- [MEMBER BENEFITS](https://helpdesk.counselmore.com/member-benefits?hsLang=en#main-content)

    - [Community Resources](https://helpdesk.counselmore.com/member-benefits?hsLang=en#community-resources)
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    - [Directory](https://helpdesk.counselmore.com/sales-lead-tools?hsLang=en#directory)

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