Fast Self Guided Training + Live Individualized Support
The CounselMore training program starts with a series of brief, self-guided training videos. Access these videos at your convenience. Self guided training is supplemented with live group training sessions and peer-learning events. Individualized training is available on a limited basis. The links to access these are below.
LIVE SESSIONS
CounselMore offers lively training sessions, providing new users with the opportunity to ask questions, receive clarification on specific topics, and interact with other participants.
Schedule in advance; our live events are in high demand and fill up quickly. Some partners may find time zone scheduling challenges. Please reach out to us at support@counselmore.com, and we'll find a time that suits your schedule.
ACCOUNT SPECIFIC SUPPORT
While live training sessions focus on general platform usage and best practices, CounselMore also provides account-specific support via email and in-app chat with our Tech-Mentors. Look for 'Help' in your app.
Users can reach out with any account-related inquiries or issues, including billing questions. This ensures that users receive tailored technical assistance when needed. For practitioner related inquiry, please see Peer Mentor events.
ONBOARDING DURATION
How long until I'm comfortable?
The duration of the onboarding process varies depending on the user's needs and the extent of functionality they wish to adopt within CounselMore.
For those looking to implement the full client management system, training typically takes 1 to 3 weeks. During this time, users build their account to reflect their unique processes and onboard their students into the portal.
Beyond software training, CounselMore organizes various professional development events to support our community holistically. Our community's momentum is owed to our remarkable Peer Mentors, whose contributions are invaluable. Once you've acclimated to the technology platform, we encourage you to actively participate in our community events.
The videos below provide a comprehensive overview of the platform's features, navigation, and best practices for effective use. After you are aware of what is possible, customize your platform. If you have any questions along the way click 'Help' in your app and we will be there!
#1 Account Customizations
Fastest Account set-up: walk through a series of short videos.
*control the video playback speed with gear icon
Supplement your self guided video study with a live Tech Mentor training session.
#2 College Lists & App Tracker
Learn the 3 phase college search and list builder tools: save your custom data.
App Tracking Assignment Generator
App & Essay Requirements per School
*control the video playback speed with gear icon
Save your college knowledge where it is easily retrievable - and actionable for informing your strategies.
#3 Student & Parent Portals
Test your client onboarding process - full circle: How to create a test-student account and preview your branding in a single-sign-on tool.
Counselor Portal vs Student Portal
Detailed Student Portal Set-up
Link Student Portal from your Website
*control the video playback speed with gear icon
Your Student's Journey is a repeatable, process that drives efficiency with standardizations of service-delivery.
It's important to note that live-sessions are conducted in groups and for privacy reasons cannot be used to ask personal account-specific billing issues. However, our team is readily available to assist with any billing inquiries via email. Support@CounselMore.com
#4 Google Prep & Connect
Connect to your program's Google Drive: Learn file organization tips and auto-generating documents to each student's Google Drive folder.
*control the video playback speed with gear icon
Save and generate standardized documents for individual's folders effortlessly.
#5 Building Routine Assignments
The process of delivering services must possess standardizations that meet the efficiency levels needed to scale services. Build your client services delivery system to be a measurable, repeatable success delivery machine.
Purchasing College Readiness Curriculum
Convert assignments to routines
Bulk apply across student type
*control the video playback speed with gear icon
Save assignment-groups representing the service menu. Measure service delivery activity. Build agility and equity into your service delivery.
#6 Scheduling & Calendaring
Two favorite scheduling apps are integrated with CounselMore: Acuity and Calendly. Other scheduling integrations; see Solutions. Connecting these apps is simple:
*control the video playback speed with gear icon
#7 Accounting & Time Tracking
Great accounting begins with easy time tracking. Learn to build accounting profiles and track time against services.
*control the video playback speed with gear icon