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Getting Started with Multi Counselor
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For Multi Counselors
Getting Started with Single Counselor
Business Set up
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Managing Students & Navigating their Records in CounselMore
Student & Parent Portal Must Knows
FAQ's
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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
Continue Training Program
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
Continue Training Program
Complete training program to receive certificate
How To Enroll In A Live Training Session
Training Articles
Demonstration of process, 1st section of your Training Program
1) Account Settings & Customization
2) College Lists & App Tracker
3) Student & Parent Portal
4) Google Drive Prep & Connect
5) Building Routine Assignments
6) Scheduling & Calendar Connections (Optional)
7) Accounting Setup & Time Tracking (Optional)
See more
Training Homework Articles
1) Account Settings & Customization Homework
2) College Lists & App Tracker Homework
3) Parent & Student Portal Homework
4) Google Prep & Connect Homework
5) Routine Assignments Homework
6) Scheduling & Calendar Connections Homework
7) Accounting & Time Tracking Homework
See more