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?
- How to make the Prompt "Essay tab" viewable to students
- How to set up your "General Preferences"
- How do I edit my profile information?
- How do I upgrade or downgrade my subscription plan?
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?
Students
- How do students use their CustomCollegePlan accounts?
- How do I add a student?
- How do I create and/or assign a To-Do for an individual student?
- How do I filter using Profile Tags?
- How do students search for colleges?
- What is the Keychain and how is it used?
Colleges
- Webinar: 2021 - 2022 Application Season - Part 2
- 2021-2022 Application Deadlines : Import Information & Updated Timeline
- Webinar: Preparing for the 2021-22 Application Season - Part I
- College Search - Beta Release
- How do I add Application Deadlines from College Profiles?
- How do I add Application Requirements for specific students?
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?
Billing & Invoicing
- How do I enable the billing & invoicing module?
- Video: How do I create, email and record a payment for an invoice?
- 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?
Calendar
- Scheduling Tool + Zoom Personal Meeting Room
- Using the "Appointment Availability Time Zone" setting (released December 2019)
- 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?
Reporting
- How do I create a Prospective Student Report?
- What are College Reports?
- How do I create a College Comparative Report?
- How do I generate a report listing all Student To-Do's?
- How do I create a College Profile Report?
- How do I create an Exam/Test report?
AchieveWorks® Assessments
- AchieveWorks Assessment Resources
- How to navigate and purchase assessments within my full CollegePlannerPro account
- How to navigate and purchase assessments within my standalone CollegePlannerPro Assessments account
- Error Message: Students unable to access assessments
- How do I make assessment results visible for a student?
- Accessing your unredeemed assessments license keys
New student version
- CustomCollegePlan 2.0: New student version timeline updates (Last updated March 2021)
- CustomCollegePlan 2.0: What can/can't students do in the new version?
- Student and counselor resources for the new version of CustomCollegePlan (updated June 2021)
- CustomCollegePlan 2.0: Timeline Updates Announced July 29, 2020
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 manage Students from the Mobile Version?
- How do I manage Contacts from the Mobile Version?