Articles
Tutorials and how-to articles to explain the many features of CollegePlannerPro.
General Questions
- GDPR Tools
- GDPR - What you need to know
- How to setup OpenDNS on my Mac
- SAT/ACT Resource Download Links
- What is DNS, DNS Cache, and DNS Propagation?
- How much does Prompt cost?
Students
- How do I add a Tag to a Student Profile?
- What is a Student/Contact Profile Tag?
- Guide: Creating An Impressive Sample Student Profile
- How to Edit a Student's Contact Information
- How do my students add Google Doc links?
- How do I add a Google Doc link to Files and Folders?
Contacts/Parents
- I cannot find the "Add Student" icon on the Contact profile
- What's the recruitment source?
- What are the four different Contact status categories all about?
- What are Contact Notes and how can I use them?
- How do I delete a Contact?
- Contact Profiles: An overview of Contacts Profiles
Colleges
- How do I add/delete College Tags to/from multiple schools at once?
- Which schools are covered by the Fiske Guide?
- Resetting Application Deadlines
- The Fiske Guide
- Can college lists be shared with teammates?
- How do I create a report to list verified college deadlines?
CPP Mobile (Version)
- Why do I have to sign in each time to access CollegePlannerPro from my iPhone?
- How do I add a College Tag from my mobile device?
- Can I access the regular version of CollegePlannerPro from my mobile device?
- How can I create a shortcut to access the CPP mobile version?
- How do I access CollegePlannerPro's mobile version?
Reporting
- How do I create a Prospective Student Report?
- How do I create a Received Scholarship report?
- How do I create an Exam/Test report?
- How do I generate a report listing all Student To-Do's?
- How do I create a report to track the status of college applications and admission decisions?
- How do I create a College deadlines report for all students?
College Reports
- How do I export my College Comparative Report to a CSV File like Excel?
- How do I create a PDF of a College Report?
- How do I print a College Profile Report?
- How do I add Notes to the College Profile Report?
- How do I add Colleges to a College Profile Report?
- How do I create a College Profile Report?
Billing & Invoicing
- Video: How do I create a payment plan for a client?
- How do I enter tax settings in the Billing & Invoicing module?
- How do I manage invoice numbers?
- How do I set Time Tracker defaults?
- How do I set default terms for invoices?
- How do I set my email defaults for emailing invoices?
Broadcast Messages
- How do I include the names of all students in a broadcast message?
- How can I reuse Broadcast Messages?
- How do I save Broadcast Messages?
- Tracking Broadcast Messages
- How do I send a Broadcast Message?
- How do I create my Broadcast email signature?
Calendar
- How to blackout dates across multiple event types
- How do I unsubscribe/re-add a calendar in Apple Calendar?
- Why don't calendar events show up immediately on my Google Calendar?
- How do my students reschedule an appointment?
- How do my students schedule appointments through CustomCollegePlan?
- How do people schedule an appointment with me?