New Member Training Guide
New members, start here!
1. General Introduction
- New Member Training Guide
- CollegePlannerPro 5 Minute Demo
- CollegePlannerPro Account Introduction
- Dashboard Overview & Account Customization
- How do I add a Contact (Parent) profile?
- How do I Activate a Student
2. College Lists
- How do I create a Suggested College list for a student?
- How do I create a Custom College List
- What is a College Tag?
- College Search
- How do I create a College Profile Report?
- How do I create a College Comparative Report?
3. Application Tracking
4. Student Management and Communication
- How do I create a To-Do for an individual student?
- How do I create Checklist items to manage my progress with a student?
- How do I share documents with an individual student?
- How do I track my time spent with a student?
- What are Student Notes and how can I use them?
- Communicate with students using the Conversation Module