Articles
Tutorials and how-to articles to explain the many features of CollegePlannerPro.
General Questions
- Getting Started: Setting up your CollegePlannerPro account
- How do I add my logo to CollegePlannerPro?
- Supported browsers and platforms
- How do I link my mobile phone with CollegePlannerPro?
- How do I email a Note?
- How do I view an emailed Note?
Students
- Creating a sample student profile and CustomCollegePlan account
- How do I add a student?
- How do I create and/or assign a To-Do for an individual student?
- How can I export a list of my clients?
- Student Profiles: An overview of Student Profiles
- eBook Guide: Creating An Impressive Sample Student Profile
Contacts/Parents
- Contact Profiles: An overview of Contacts Profiles
- How do I add a Contact (Parent) profile?
- How do I import parent and student contact information?
- 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?
Colleges
- Webinar - Preparing for the 2022-2023 Application Season - Part 1
- Colleges: An overview of the College features
- College Profiles
- The Fiske Guide
- Which schools are covered by the Fiske Guide?
- Where can I find Essay Prompts?
CustomCollegePlan
- How do students use their CustomCollegePlan accounts?
- CustomCollegePlan (student portal) resources
- Enabling a student's CustomCollegePlan account
- How do I get Students to link their mobile phone with their account?
- How can students create a shortcut to access CustomCollegePlan on a phone or tablet?
- How is a student profile picture added?
Calendar
- Scheduling Tool + Zoom Personal Meeting Room
- How do I link my CollegePlannerPro calendar with another calendar?
- How do I link my CollegePlannerPro calendar with my iPhone / iPad?
- How do I unsubscribe/re-add a calendar in Apple Calendar?
- How do I set up my availability in the scheduling module?
- How do people schedule an appointment with me?
Reporting
- How do I see a list of colleges my students are attending?
- How do I create a Prospective Student Report?
- How do I generate a report listing all Student To-Do's?
- How do I create an Exam/Test report?
- How do I create a College deadlines report for all students?
- How do I create a report to track the status of college applications and admission decisions?
Broadcast Messages
- Broadcast Messages: An Overview of the Features
- How do I include the names of all students in a broadcast message?
- How do I create a Broadcast Message?
- How do I attach a document to a Broadcast Message?
- How do I send a Broadcast Message?
- How do I create a Broadcast message recipient list?
Billing & Invoicing
- Video: How do I create, email and record a payment for an invoice?
- How do I enable the billing & invoicing module?
- How do I add line items on an invoice?
- How do I manage invoice numbers?
- Video: How do I email, print or save a PDF of an invoice?
- How do I edit an invoice?
CPP Mobile Version
- How do I access CollegePlannerPro's mobile version?
- How can I create a shortcut to access the CPP mobile version?
- Can I access the regular version of CollegePlannerPro from my mobile device?
- 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?
- How do I manage Students from the Mobile Version?
Community Forum
ProPay
- How do I accept credit card payments through CollegePlannerPro?
- Important information about opening a merchant account
- Accessing ProPay's merchant portal
- How do my clients pay me via the ProPay integration?
- How do I process a refund or partial refund for payments made via the ProPay integration?
- ProPay - Important Contact Information
Affiliate Partner Resources
AchieveWorks® Assessments
- How to navigate and purchase assessments within my full CollegePlannerPro account
- How to navigate and purchase assessments within my standalone CollegePlannerPro Assessments account
- Accessing your unredeemed assessments license keys
- AchieveWorks Assessment Resources
- How do I make assessment results visible for a student?
- How do I change a student's personality type within the AchieveWorks Personality assessment?