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Getting Started with Multi Counselor
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Bio Banner
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Receiving Clients
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Feature Collaboration Updates
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Knowledge Base
Q & A
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
Q & A
General questions
Can I speak with someone by phone?
Taxes: Is my software expense deductible as a business expense?
Bring A Friend, share the wealth, earn account credit. Pay it forward and keep a little for yourself too!
New users of College Search & List Builder
Receiving Clients
We have a long intake form for new clients. How can we incorporate that into CounselMore Acuity or Calendly?