Knowledge Base
CounselMore.com
Account Setup, Tools & Settings
Before registering for a CounselMore Free Trial
Free Trial & Cost
Before you buy - ask questions
Getting Started with Multi Counselor
For Admins
For Multi Counselors
Getting Started with Single Counselor
Business Set up
START TRAINING WITH YOUR NEW MEMBER GUIDE BELOW!
Managing Students & Navigating their Records in CounselMore
Student & Parent Portal Must Knows
FAQ's
Continue Training Program
Training Articles
Training Homework Articles
Account Setup, Tools & Settings
My Business Setup
College Data Menu Defaults
Routine Assignments
Texting Setup
Broadcasting Station
Accounting Setup
Reporting
My Account
Scheduling
Toolbox
Webmaster
Expense Log
Google Drive
Data, College Search & List Building
Data & Exports
List Building & Search Features
Assignments
Routine Assignments
Accounting
Billing Clients
Files Tab
Messages / Communications / Notifications
Text
Financial Fit Tab
Member Development & Additional Resources
Resource sharing
Privacy Policy
Quatromoney
CounselMore
For Parents & Students
Bio Banner
Q & A
Receiving Clients
Members Only
Feature Collaboration Updates
Feature Requests
Other Resources & Articles
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Knowledge Base
Account Setup, Tools & Settings
Before registering for a CounselMore Free Trial
Free Trial & Cost
Before you buy - ask questions
Getting Started with Multi Counselor
For Admins
For Multi Counselors
Getting Started with Single Counselor
Business Set up
START TRAINING WITH YOUR NEW MEMBER GUIDE BELOW!
Managing Students & Navigating their Records in CounselMore
Student & Parent Portal Must Knows
FAQ's
Continue Training Program
Training Articles
Training Homework Articles
Account Setup, Tools & Settings
My Business Setup
College Data Menu Defaults
Routine Assignments
Texting Setup
Broadcasting Station
Accounting Setup
Reporting
My Account
Scheduling
Toolbox
Webmaster
Expense Log
Google Drive
Data, College Search & List Building
Data & Exports
List Building & Search Features
Assignments
Routine Assignments
Accounting
Billing Clients
Files Tab
Messages / Communications / Notifications
Text
Financial Fit Tab
Member Development & Additional Resources
Resource sharing
Privacy Policy
Quatromoney
CounselMore
For Parents & Students
Bio Banner
Q & A
Receiving Clients
Members Only
Feature Collaboration Updates
Feature Requests
Other Resources & Articles
Account Setup, Tools & Settings
This section covers everything in your settings page
How Do I Delete a Student?
How to Invite Using Custom Portals
How to Promote/Move a School From Counselor List to Student List to App Tracker
Master Folders: What they are, how to apply them, and common questions
What To Do For Twins/Siblings Student Portal Invite
How Do I Share My Screen on Zoom?
Counselor Opinion Column
Account Setup, Tools & Settings
My Business Setup
Use your Custom Menu to store quick links to external resources
Adding a CounselMore shortcut to your Mac Dock
Portal Custom Menu for adding links
My Business Setup
How Do I Change My Business Email Address?
See more
College Data Menu Defaults
Reordering The Data Columns In Your College Lists and App Tracker
Default Data Information Column Basics
Routine Assignments
How to Move a Routine Assignment to a Different Category and Rename the Group
How Do I Organize Routine Assignments Into Groups?
How can I add dates to Routine Assignments?
Texting Setup
Texting Setup
How to email a student or parent
Broadcasting Station
Broadcasting Station
Accounting Setup
Attach a user friendly payment button to your invoices
Creating & Applying Billing Profiles With International Currencies
How To Create Billing Profiles In Settings
How To Add Default Legal Copy & A Business Message Across All Invoices
How do Other Counselors Accept Payments?
See more
Reporting
How to pull up a list of all students applying to a given school
Downloading / Exporting Contacts
Reporting
My Account
My Account
How to change my Subscription Plan?
How to cancel your CounselMore account?
How To: Subscribe, Upgrade, or See Current Payment Details
Scheduling
Why do I have an unwanted student / duplicates of students?
How can I see all my upcoming appointments?
Scheduling Setup Overview
Acuity Setup
Calendly Setup
Automated Client Intake With Acuity
See more
Toolbox
The College Counselor's Timeline
ToolBox
Purchase Comprehensive Routine Assignments Package - The Blueprints to College Counseling
Webmaster
Where will my logo show after I upload it?
Webmaster
Expense Log
Expense Log