You can determine how you would like your name to be displayed to your Students within their CustomCollegePlan portal. The name you have associated with your account on CollegePlannerPro may be different from the name displayed to Students. For example within CollegePlannerPro, a consultant is listed as Susan Smith, but she prefers her students refer to her as Ms. Smith, she can change it to read "Ms. Smith" in their CustomCollegePlan account.
CollegePlannerPro populates your first name as a default name to be displayed to Students. To change the name to be displayed, please follow the instructions listed below.
How to change how my name is displayed to students
- Navigate to the Profile section () of your account.
- Select “Name & Contact Info” in the left-hand side menu.
- In the "Personal Information" section, enter the name you would like to be displayed to your students
- Click the green "Save Contact Info" before leaving the page.
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