- Knowledge Base
- Continue Training Program
- Training Homework Articles
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Before registering for a CounselMore Free Trial
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Getting Started with Multi Counselor
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Getting Started with Single Counselor
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Continue Training Program
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Account Setup, Tools & Settings
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Google Drive
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Data, College Search & List Building
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Assignments
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Accounting
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Files Tab
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Messages / Communications / Notifications
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Financial Fit Tab
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Member Development & Additional Resources
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Privacy Policy
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For Parents & Students
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Q & A
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Members Only
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Feature Requests
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Other Resources & Articles
1) Account Settings & Customization Homework
Complete before moving onto the next section
Navigate back to the Account Settings & Customization training section
- Complete setup of the following sections
- My Business Setup
- Texting Setup
- My Account (subscribe to a paid plan if needed)
- Send a test message using the Broadcasting Station
- Add 3 items to your Expense Log
- Download all resources in your Toolbox and go through them
- In Webmaster, do the following
- Copy the Student Portal link
- Open a private window in Chrome. See instructions if needed.
- Paste the Student Portal Link in this window and go
- You should now be at the Student Portal login page. Please note this is a different page/url than the Counselor Portal you use to sign in.
- You should now be at the Student Portal login page. Please note this is a different page/url than the Counselor Portal you use to sign in.
Move onto the next section in your Training Program, College Lists & App Tracker.
Need help completing this assignment?
- Return to Account Settings & Customization training section to review content
- Checkout our KB Collection on this topic to learn more
- Contact support@counselmore.com for further assistance.