Sep 23 Member Update

CounselMore

Members' Newsletter


Admissions Season

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Updates regarding your College Data Menu options:

  • Be aware, Commonapp member schools can change their applications at any time.
  • Jump directly to Majors (New feature requested by your students).
  • "Other Deadlines" Column added. Add additional deadline types to this column.
  • Honors Program qualifications updating.
  • Closed schools will continue to be found in the database. The school will be listed as closed.
  • The database has been updated to remove duplicate schools. Before adding a new school, ensure you've conducted a comprehensive search using keywords rather than the full name. With CounselMore's extensive collection of both domestic and international higher education providers, the school you're considering is likely already listed. If you're uncertain, email: support@counselmore.com
  • For international members wishing to add multiple schools to the database, we're here to assist! Send us your list!
  • Maintain your own data by using Custom Data Columns - need help?
  • Our commitment is STRONG: Over 350 colleges participate in CounselMore database directly! That's 350+ relationships, built one-by-one, so we can counsel more, together!

Thanks for all the great feedback on 

the new Student Portal video!

Video is included in all invites, custom and standard Download for your website


DOES 

CounselMore 

HELP YOU COUNSEL MORE STUDENTS?

Each year we measure if we are meeting our goal to help you counsel more. 


  • This year we were able to see that our members are constructing lists (counselor list to student list to export) in less than one hour.
  • We were also able to see that the majority of students are clicking their assignment "done" within one hour of portal entry.



STUDENT PORTAL BRANDING




Professional plan holders: 

  • Change the color of your student/parent portal login page. 
  • Add your logo to your login page. 
  • Attach your unique student portal login page to your Routine Assignments.

NEW QUICKLIST TOOLS

Professional plan holders:

  • See the search bar in your Quicklist. This round blue button opens an additional search menu that allows you to locate your students even faster.

PROFESSIONAL LOGS

Professional plan: 

  • Tracking campus visits and professional development and campus visits is made easier! Click Settings > Professional Logs.
  • Campus Visits
  • Professional Credits

GOOD-BYE & HELLO

The Financial Fit tab will no longer be accessible at the end of this month. Export your reports now! Profile your average client and your most selected schools, then download school financial reports. This is fantastic content for your clients through 2024! See a report.

MULTI COUNSELOR ANNOUNCEMENT


  • Those in your account who are not Super Users have the ability to delete assignments they have created. They cannot delete Assignments created by the Manager's role.
  • Please notice we are changing the titles of some functions. In the Multi Counselor account we refer to the owner's account as the Admin account. We are transitioning to the new titles Manager or Service Account. The title of 'Admin' was causing confusion for our members. 
  • Managers: In the top left hand corner of your app there's an Add Counselor button. The title of the button will change to Add Account.

SEND US YOUR HISTORICAL CLIENT INFORMATION


1. FOLLOW THE FORMAT

2. SUBMIT THE SPREADSHEET

3. SEE YOUR DATA


Professional plan members will see a substantial increase in data visualizations over the next six months.

Unlimited student record count means, you can add as many as you can!

You do not need much specific information to empower your analytics. Send us your spreadsheets or import them yourself. Need help?


COMMUNITY



ADMISSIONS EVENTS CALENDAR

MENTOR CIRCLE   Do not miss next month!

MOVE TO MULTI LICENSE PLAN  FAQ  or  MEET WITH US



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