How to set up your "General Preferences"

CollegePlannerPro provides you with the opportunity to set up your system to function according to how you like to do things. Here are a few ways to customize your account.

• From your account, select the "Settings" icon in the top right header
• Select “General” in the left-hand side menu

Set up what tab is displayed after logging into your account:

• You may choose to start on any of the following tabs, just select the one that works best for you:
  Dashboard, Contacts, Students, Broadcast, Calendar, or Colleges. 

Select what order your Quick Lists are sorted by:

• The Quick Lists are dropdown lists on the Students and Contacts tab (learn how to add students to your Quick List here). This setting allows you to select the preferred sort order for your Quick Lists. By default, all students are first organized into their assigned graduation years. From there, your options to sort are: "Ordered added", "Last name" or "First name". 

Choose how you prefer to be referred to as:

• This setting allows you to determine whether the term "Consultant", "Counselor", or "Coach" is used in reference to you on students' CustomCollegePlan accounts.

Copying parents on all emails to students:

• You may set up your account so that each time you email a student, their parent(s) will automatically be selected as "YES" to be copied in. These emails include emails set up through "Notes", "Calendar events", "To-Do alerts", and "Email Info for login information".