- Knowledge Base : CounselMore Support
- SETTINGS MENU & CUSTOMIZATIONS
- Settings - Integrations
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ACCOUNT SET UP
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CLIENT MANAGEMENT
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ADMISSIONS DATA & SEARCH NAVIGATION
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GOOGLE-DRIVE
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SETTINGS MENU & CUSTOMIZATIONS
- Settings - My Business
- Settings - Branding
- Settings - Default Data Columns
- Settings - Routine Assignments
- Settings - Webmaster
- Settings - Broadcast Station
- Settings - Reporting
- Settings - Professional Log Books
- Settings - Toolbox
- Settings - Texting Set up
- Settings - Accounting Setup
- Settings - Integrations
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SALES & DEMONSTRATIONS
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MEMBERS. ONLY
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Sales Lead Tools
What AI Note Taker Do You Recommend?
The CounselMore community has spoken
Fathom
Sign up for your Fathom account by clicking here.
Here is a link to the Quick Start Guide.
These articles should help if you need further support.
Our Dev Team is busy working on an integration that will port your notes directly into your CounselMore account. It's early stages at the moment but we'll keep you posted.