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Knowledge Base
  • CounselMore.com
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
      Back to home
      1. Knowledge Base
      2. 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?
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      • CounselMore.com