Articles
Tutorials and how-to articles to explain the many features of CollegePlannerPro.
ProPay
General Questions
- SAT/ACT Resources Module : New Diagnostic Score Reports
- Permissions for sub-account consultant profiles
- SAT/ACT Resources Module - powered by ArborBridge
- What to do when students and parents are not receiving emails
- Where can I find Essay Prompts?
- GDPR Tools
Students
- Student Keychain Update - August 5th, 2019
- Student Keychain Access Update - Sample Broadcast Email Template
- How can I re-send my student their Activation Info?
- Security Updates - Student Login Info
- How can I put a link on my website for students to access their CustomCollegePlan accounts?
- Disabling a Student's CustomCollegePlan vs. making a student Inactive
Contacts/Parents
- How do I import parent and student contact information?
- 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?
Colleges
- Campus Reel Integration
- How do I add a College profile note on my mobile device?
- How do I verify a deadline?
- How do I add an image to a Contact or Student Note?
- How do I add/delete College Tags to/from multiple schools at once?
- Which schools are covered by the Fiske Guide?
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
- Imported Deadlines Reviewed and Updated for Accuracy - September 2019
- 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?
Billing & Invoicing
- Payments Received Report
- How do I add line items on an invoice?
- 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?
Unpublished
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?
AchieveWORKS Assessments
- Introducing the AchieveWORKS Skills Assessment
- Criteria Checklists
- Accessing your unredeemed license keys
- How to navigate the platform, add a new student & purchase assessments
- How to troubleshoot error messages
- Assessment Resources: Handbooks and Guides