Live Training & Self Guided Options
My Practice Needs Direction!
Looking for professional navigation?
Welcome to CounselMore
Your counselor-centric onboarding and training experience starts here. Whether you’re new to educational consulting or transitioning from another platform, we’re here to support you every step of the way.
Free Trial
When your free trial begins, a square will appear in the lower-right corner of your screen. Click it to begin a self-guided tour. It includes step-by-step articles, video walkthroughs, and live meeting options with a Peer Mentor. You’ll be able to pause and implement changes to your account as you go.
7-Step Training Path
Live Support & Help Center
Visit the Help Center anytime to browse how-to guides, watch video demos, and contact support. Most tickets are answered in under an hour.
We’re here to help you build a sustainable, modern practice that elevates the work you do every day. CounselMore is a service delivery platform. Here, you will manage students, deliver services AND access the most up-to-date admissions information available in the the world!
1. Free Trial Access
Begin with full access to all core platform features. You'll explore:
- Student timeline & assignment manager
- Application tracker & strategy columns
- Admissions databases (undergrad core + optional K–12 or grad)
- Invoices, contracts, and client portals
2. Quickstart Training Video
Watch a short, focused video that walks you through essential setup steps, timeline and strategy tools, automation features, and how to find help.
3. Peer Mentor Assignment
You’ll be matched with a Peer Mentor—an experienced educational consultant who helps tailor CounselMore to your workflow, answers questions, and shares proven strategies.
4. Live Training Sessions
Join over 10 hours of weekly live sessions, including:
- Getting Started with CounselMore
- Feature deep dives (App Tracker, Stopwatch, Assignments, etc.)
- Mentor-led case studies and professional learning circles
5. Help Center & Live Support
Access our searchable knowledge base, submit help requests, or record your screen to show us what you need. Most responses arrive within an hour.
6. Optional Tools for Practice Builders
Build a professional practice with tools like:
- Prebuilt College Readiness Curriculum
- Consulting Contract Templates
- DIY counseling programs with branded portals
- Discounted web and marketing support from Short Story Marketing
Typical Onboarding Timeline
- Day 1: Start trial, explore the platform, add your first student
- Week 1: Meet your mentor, customize workflows
- Week 2–3: Attend live sessions, start using the curriculum
- Week 4: Operating independently with a student caseload
We’re here to make your work easier, your time more valuable, and your students more successful.
Start Now
1. Free Trial
Register for your free trial and start exploring CounselMore’s tools immediately.
Start Free Trial2. Training Video
Watch a short video that walks through College List building and the App Tracker setup.
Watch Training Video3. Meet Your Peer Mentor
Schedule a meeting with a Peer Mentor who will guide you through onboarding and setup.
Book Your Mentor MeetingLive Mentor Training & Self Guided Options
Attend Live Sessions
Supplement the video series with our weekly live virtual training sessions with our tech mentors, who personally walk you through your customization settings and account modules. If you are advising students on college applications, you need a software tool that understands what you do. You'll set up your account and begin onboarding students right away.
Video Tutorials
Ready, set, go — our videos are meant to watch, pause, try-at-home, play again... so you can go at your own pace. Anytime, day or night, our video series is an easy-to-follow tutorial. In addition to videos, you'll find a Compass button on every screen. Click there, and our FTUE (First Time User Experience) tour will begin.
Weekly Study Hall
New to college planning, managing a tutoring office, working in a high school, transitioning to private practice, or been doing this a while now... no matter what stage your practice, you'll enjoy our weekly Study Hall, where members bend the rules of technology to discover what works best in a friendly, informative environment.
Training Options
- Start Trial
- Begin Self Guided Setup
- Book Live Sessions
- Search Knowledge Base
- Seek Email Help
- Use Screen Recording Tools for Quick Live Human Support
Live On Demand Support
Admissions is time sensitive and full of moving parts. When you hit a snag, you'll want the ability to reach a person who will meet you online, share your screen, and get you back to focusing on your students.
Collaboration Lab
Before software, we were research: interviews, surveys, sitting at the elbow of our colleagues, recording the day-to-day practices and challenges of student planning practitioners. Our mission is to help you counsel more students in less time, without exhausting your resources or the advisor! The Collaboration Lab continues the spirit of discovering and building solutions together. Shape the future of education planning today.
AMBASSADORS
Peer-to-peer Mentoring
CounselMore's team of dedicated evangelists plays a pivotal role in welcoming new members into our community, offering them candid advice and insights from their wealth of experience. These seasoned professionals are not just experts in educational consulting; they're passionate advocates for CounselMore's mission, eager to share strategies that have propelled their own success. Through one-on-one meetings, they provide personalized guidance, helping new members navigate the complexities of the industry with confidence. This unique support system underscores CounselMore's commitment to fostering a nurturing environment where every member can thrive.
WEEKLY UPDATES
CounselMore's weekly membership updates are logged in the Knowledge Base and announced live each week at Study Hall. The updates documentation is a treasure trove of insights, updates, and industry trends for educational consultants. Carefully curated, each edition is packed with valuable content designed to inform, inspire, and empower our community. From the latest features in our software to expert advice, success stories, and exclusive resources, our newsletter keeps members ahead of the curve. It's not just a newsletter; it's your dose of inspiration and a gateway to like-minded professionals committed to excellence in educational consulting. Stay connected, stay informed, and elevate your practice with every issue.
KNOWLEDGE BASE
An extensive repository of information, designed to empower you with the tools you need to excel. This comprehensive resource is packed with articles, tutorials, FAQs, and best practices, covering every aspect of the college admissions process and the use of CounselMore's software. Whether you're looking for quick tips, deep dives into specific features, or strategies to enhance your consulting services, our Knowledge Base has you covered. Constantly updated to reflect the latest trends and insights in educational consulting, it's not just a library of information—it's a dynamic learning platform that grows with you.
NEW TO EDUCATIONAL CONSULTING
Being new to anything is an awkward feeling. Most new educational consultants speak about dedicating their time and attention to training programs that left them with more questions. New members of CounselMore are surprised by our pragmatic resource sharing, ACCELERATOR Academy, and codified college-readiness plans, making it so easy for anyone with an interest in educational planning for student success to learn the steps every student needs before applying to college, submitting financial appeals, athlete recruitment, and the service platform to deliver and track those services effortlessly.
ADMISSIONS EVENTS CALENDAR
CounselMore's admissions calendar is a unique and invaluable resource for educational consultants, featuring a comprehensive compilation of college admissions events. If it is a professional event of college informational, you'll find it on our unique calendar. From college fairs to scholarship announcements and decision release dates. This unparalleled tool exemplifies CounselMore's dedication to providing cutting-edge resources that streamline the admissions journey, making it an indispensable asset for professionals in the field.
Trusted by over 1000 educational service teams around the world
Easy to use
"I love it. What’s even more important is that my students and their parents love it."
- Lee Bierer,
Bierer Consulting & Publishing
I changed careers
"I wanted to move from part time consulting to full time. I thought I just needed to get more clients but even an independent practice needs infrastructure."
- Espie Flores,
All College Pros
Efficient, Affordable, Easy
It's efficient, affordable and easy to use! When I was researching different platforms it stood out because it was going to be a tool for me and families and most importantly, my students!
- Gerene Keesler,
Admissions Untangled
How to Get the Most Out of CounselMore?
CounselMore is overflowing with intelligent tools to improve your service delivery.
Seamlessly search for schools, make recommendations, generate tasks and keep track of each application requirement per school in our one-of-a-kind
app tracker!
Even get notified when student assignments are completed.
Centralize all your student-client information under one tool and you can even integrate it with your digital marketing tools. Add customizations to your data, making unique, repeatable programming.
Find out how your peers use CounselMore—attend
Study Hall!
Training & Onboarding
Enhance your learning experience with our weekly live virtual training sessions, led by our knowledgeable tech mentors. These sessions offer a hands-on guide through your account’s customization settings and various modules, ensuring you’re fully equipped to utilize all features effectively.
For those guiding students through the college application process, it’s essential to have a software tool tailored to your needs. With CounselMore, you’ll quickly set up your account and begin onboarding students without delay.
Train at your own pace
Get set and dive in – our video tutorials are designed for you to watch, pause, experiment, and replay, allowing you to learn at your own pace, whenever it suits you, day or night. These easy-to-follow guides ensure you never feel lost. Plus, for an extra layer of support, every screen features a Compass button. Simply click it to kickstart our First Time User Experience (FTUE) tour, guiding you through each step with ease.
Join a Peer Professional Community
CounselMore's community events stand as a vibrant testament to our commitment to fostering a supportive and collaborative environment for educational consultants. These gatherings, ranging from webinars and workshops to networking sessions, are meticulously designed to bring together professionals from across the globe. Here, participants can share insights, explore new trends, and learn from industry leaders, all while building meaningful connections. Whether you're a seasoned consultant or just starting out, CounselMore's community events offer invaluable opportunities for growth, learning, and collaboration, ensuring you're always at the forefront of educational consulting practices. Join us and be part of a community that's shaping the future of educational planning together.
We resolve issues with solutions
CounselMore offers its customers an exclusive Support Portal, designed to provide a streamlined experience for tracking the progress of their inquiries and issues. Featuring a user-friendly interface, it allows customers to effortlessly submit tickets, follow their resolution journey, and receive timely updates. Enjoy the assurance and tranquility of having your queries resolved swiftly and with the utmost professionalism.
Don't be shy about asking for help
Admissions processes are critically time-sensitive and involve numerous intricate details. Encountering obstacles is inevitable, and when these moments arise, having immediate access to a real person who can join you online, share your screen, and swiftly navigate you through the issue is invaluable. This ensures you can return your attention to what matters most: guiding your students effectively.
Feeling Lost? Get Found!
Our Knowledge Base serves as a vast wellspring of information, meticulously crafted to equip you with essential tools for success. It's a rich compilation of articles, tutorials, FAQs, and best practices, thoroughly addressing the nuances of the college admissions journey and the functionalities of CounselMore's software. Whether you seek swift pointers, in-depth exploration of particular features, or tactics to elevate your consulting practice, our Knowledge Base stands ready to assist. Regularly refreshed to mirror the evolving landscape of educational consulting, this resource transcends a mere collection of data—it evolves into a vibrant educational platform that advances alongside you.