Live training & mentor sessions

Your first 30 days on CounselMore.

Three tracks. Pick where you need support — set up the platform, learn the workflow, or develop your practice. Take all three, or just the one you need.

Find your starting track → See all sessions

Live mentors 1:1 & group Included with every plan Drop in any week

Choose your starting point

Three tracks. Take all three, or just the one you need.

1 Track 1 · Foundation

Technical setup

Get the platform wired up. Settings, branding, integrations, custom intake — the mechanical work, done quickly with a Tech Mentor or fully self-guided.

Tech Mentor 1:1 · 30–60 min Fast & mechanical
Each session has its own booking link · book what you need
2 Track 2 · Workflow

Platform in practice

Where the software meets your service delivery. Group sessions led by Peer Mentors — learn alongside other counselors, see how others work, build the muscle memory of the platform.

Peer Mentor Group · 1 hour Repeatable, weekly
Each session has its own booking link · drop in any week
3 Track 3 · Strategy

Practice development

Beyond the software. Build your product, price your services, scale to a team — and when you're ready to grow, sit down with our most experienced Peer Mentors. Included with your subscription.

Peer + Senior Peer Mentor Advisory · 45–60 min On your schedule
Each session has its own booking link · included with your subscription

Not sure where to start?

Three questions. We'll point you at the right track.

Your progress, not your sessions

Onboarding milestones.

The real markers of momentum — and they show up on your dashboard, not in your inbox.

0 / 7
Momentum
Try it — tap a milestone to mark it done.
  • Account live & branded Settings, logo, default columns ready
  • Integrations connected Drive · Stripe · Calendly · Zoom
  • First student record created Profile, intake, file structure
  • First portal invitation sent Student or parent receives access
  • First assignment delivered From the routines library or custom
  • First invoice sent Stripe-connected, time tracked
  • First family fully onboarded Intake → first deliverable → first invoice

"How do I get clients?"

That's a great question — and it has its own home.

Client acquisition, pricing, and building your product belong in Track 3 — Practice Development, not in the platform training sessions. Book a Practice Strategy session when you're ready to dig in — we'll route you to the right Peer Mentor.

Book a Practice Strategy session →

Self-serve reference

The complete handbook.

Prefer to learn on your own? Read or watch the full handbook — linked from every Foundation session.

01 · Foundation Account setup Profile, branding, default columns, account-wide settings. Open guide → 02 · Workflow Lists Build, vet, and version college lists with the Application Tracker. Open guide → 03 · Workflow Portal Student and parent portals — invitations, permissions, visibility. Open guide → 04 · Foundation Drive File structure, sharing, templates that survive a season. Open guide → 05 · Workflow Routines The curriculum library — assignments, sequences, course progression. Open guide → 06 · Foundation Scheduling Calendly / Acuity integrations, intake automations, booking flows. Open guide → 07 · Foundation Accounting Time tracking, Stripe invoicing, hours by student, hours by service. Open guide →

Better counselors. Better outcomes. Every student.

Pick your first session.

Three tracks, one community, real mentors. Foundation gets you set up, Workflow gets you fluent, Strategy gets you growing — all included with your subscription.

See all sessions → Schedule a demo

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