Free Trial + Technical Onboarding + Community Mentors + New Member Discounts
Launch
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.
Your training begins as soon as you log in. The image below shows a square that will appear in the lower-right corner of your screen. Click it to begin a self-guided tour.
7-Steps To Better Practice Management
Onboarding designed for busy professionals.
CounselMore respects your time and your established service delivery process.
New to educational consulting? You'll find CounselMore the easiest way to navigate college lists and track applications—tools that quickly become must-haves.
Experienced counselor? You'll build in your process quickly and be pleasantly surprised by our customer service. The software actually gives a damn about your practice. (Yes, that's refreshing.)
Flexible training options: Choose from quick tech connections, long-form peer mentor sessions, self-guided videos, step-by-step articles, or live meetings with Peer Mentors. Take all the sessions, take none, or mix and match. You can pause and implement changes to your account as you go.
1. Account Setup - article
The image above, shows a button available in your trial plan. Begin there for a quick and satisfying tour. Now you're ready to follow up with these articles & live support sessions to make systematic choices that improve your service delivery.
Book 1:1 Account Setup - 30 min.
2. College Lists & Tracker - article
Select default data columns and learn best practice for working a college list. The image above shows a button available in your trial plan. Begin there for a quick tour. Follow up by clicking the link below for a live talk-through.
Group List Building Walkthrough - 1 hour
3. Student & Parent Portal - article
Create your customer's experience with standard or enhanced options. Brand your login page and fire up onboarding. This session takes a deep dive into the end-user's service delivery performance.
Student Portal Overview - 1 hour
4. Google Drive - article
You will need a paid subscription before connecting your chosen Google Drive. The linked article above will guide you easily or meet with us for a quick connect & friendly chat.
Book Integration - 15 min.
5. Routine Assignments - article
If you're a new practitioner, consider the CounselMore College Readiness Curriculum as your first product offering. That will expedite your launch. If you are experienced, then standardize your product into consistent, measurable process delivery via the Assignments functions.
Routine Assignments Building - 1 hour
6. Scheduling Tools - article
Choose between Acuity or Calendly scheduling tools for simple sync across platforms & calendars. Student Last Meeting, Next Meeting and links, all work in your CounselMore portal.
Book Calendar Sync Session - 30 min.
7. Accounting & Time - article
Add your products & prices, Track time-spent per product, add payment links to invoices, email to customers. Export financial reports - all in one platform.
Join Billing Setup - 15 min.
New to Educational Services?
Join a demonstration especially for new consultants or those transitioning from the high school.
Demo - 30 min. (20 min. Q&A)
Live Support & Help Center in app
Click the link for Sales Help Get your immediate questions answered!
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!
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 MeetingLooking for professional navigation?
Listen in on this Peer Mentor call. Our Peer Mentors are professionals who are ready to help you launch your practice! Join today!
Community with Unexpected Professional Generousity
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!
