Knowledge Base
CounselMore.com
Getting Started with Single Counselor
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
Back to home
Knowledge Base
Getting Started with Single Counselor
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
Getting Started with Single Counselor
New Single Counselor members start here!
Business Set up
Bulk Import / Upload Students
How do I upload / fit my logo?
START TRAINING WITH YOUR NEW MEMBER GUIDE BELOW!
New Member Guide - Getting Started With The CounselMore Training Program
Managing Students & Navigating their Records in CounselMore
Independent Consultant: How do I onboard a new client?
Interests: Self Assessments, interpreting student answers
How to update a Student email address after they have accepted the Student Portal invite
Self Guided Tutorial of the software
CounselMore Best Practices & Standard Symbols
Adding a Student & Parent Contact
Managing A Student Record Bio Banner
What are the steps to, Student, client intake, add student, begin process?
Encrypted Keychain
QuickList Sorting Options
How To Tag A Student
See more
Student & Parent Portal Must Knows
Preparing a student record for a consultation with parents
How do I transition to a new software platform?
What does the student portal & parent portal invite look like?
How do I Invite a Student or a Parent Contact to Their Portal?
How do I access and send my students my unique student portal link so my logo appears?
Putting your Student/Parent Portal link on your website
How Can the Counselor See the Student Portal from the student's perspective?
How do I revoke Student Portal access?
How Can I Verify The Last Time My Student Signed In
Invite To Student Portal Not Found In Student's Email
See more
FAQ's
Schedule a tech support call over Zoom
Error Message Lookup
How Do I Subscribe When On The Free Trial To Become A Member?
How do I extend my Free Trial
How Do I Submit a Help Request? How do I access support?
How does the Student/Parent access CounselMore tech support?
Do You Have A Great Idea To Improve The App? Submit It As A Feature Request
What other platforms can be integrated into CounselMore?
What email address do my clients need to add to their address book / whitelist?
Opt Back In After Unsubscribing To Emails
It's not working. I can't sign in. Clear cookies?
Can I Use The Fiske Guide?
Can I change my password?
I Can't Login To My Counselor Portal
See more