Will my Prompt account move to CounselMore?
Yes - they have confirmed you will continue to access your white label account.
Can I bring all of my historical client data?
Yes - we will migrate over all of your data. Follow Cyndy's instructions to reports.
Yes - there i no charge to migrate your data.
Can I bring my surveys with me?
Yes and we have surveys too.
Do you have calendar integration?
Yes. We partner with Acuityscheduling
WAIT! There's more!
Your student will go to your website, make an appointment, their appointment will show up as an Assignment in the Student's CounselMore account (as well as receiving the usual meeting confirmations)
For prospective clients, who you have never met before, they can book an appoint on your website and then will AUTOMATICALLY show up in your CounselMore account as a "new" client. And yes, their folders will auto-create too! (yeah we know - we think it's super cool too!)
On the registration page, it asks me to opt-in to referrals. Do you mean student/clients referred to me?
Yes. If you would like to have students/families who are looking for educational services to be routed to you, click yes. We partner with 3rd party agencies to drive your business.
I see the price is $69 a month for unlimited students. What happens after that? I mean how much more will it cost?
That's it. Yes that's all. You can access the entire platform, all the data and export all you like, for $69 a month.
I cannot find a convenient time for a demo. I purchased and I need to get into training class when it's convenient for me.
Yes - email firstname.lastname@example.org with your (Time Zone) times / dates. We will reply with a time that matches yours.
How will I access Net Price Calculator?
In CounselMore, you will access QuatroMoney from your college data menu. The result is a sharp looking pdf break down of 4 year costs. The student can even personalize the plan further.
Do you have Fiske?
Yes and so do you. https://www.collegecountdown.com/store/fiske-interactive-online.html
I hear CounselMore will refer students to my business, can you tell me more?
We network for your success. When we receive inquiry, we pass that along. When you register, you will asked to opt-in or out of referrals.
Yes, we do reporting. Accept/Decline, by high school, financials and so on.
I only use Google drive when I need to. I'm afraid I have to learn Google drive and CounselMore. Is that true?
No not exactly. It's a necessity that counselors confidently use Google drive, no matter what software platform they choose. Here's a stark difference between us and others: CounselMore recognizes you as a colleague and our obligations to our network of peers (that's you). CounselMore takes you through Google 1:1 hands on support, Google meetup groups, and general tech support when you're stuck. We are so committed to our members that there is a "hair on fire" button.
Instructions from GuidedPath
How to download student reports from Guided Path:
How do I make this transition easier?
How to download group reports:
How to print Advisor Data:
What You Should Know about Choosing a Technology Platform By Cyndy McDonald, PPS, MA.