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  1. CollegePlannerPro Support
  2. Support Articles
  3. General Questions

General Questions

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  • 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?
  • How do I search for clients, colleges and notes?
  • How do I print Student and Contact Notes?
  • How do I find/access a Student or Contact profile?
  • How do I add another consultant to my account?
  • Permissions for sub-account consultant profiles
  • How do I manage student profile assignments within my CollegePlannerPro account?
  • How do I share folders with other consultants within my account?
  • How do I manage which contact profiles are viewable by Consultants on my CollegePlannerPro account?
  • How to set up your "General Preferences"
  • How do I add (or remove) Students & Contacts to "Quick Lists"?
  • How can I alphabetize my Quick Lists?
  • How do I change the debit/credit card for my account?
  • How do I upgrade or downgrade my subscription plan?
  • How do I edit my profile information?
  • How do I set up College Profile defaults?
  • What is a profile picture?
  • How do I add a profile picture ?
  • Timezones
  • How do I enable or disable modules?
  • SAT/ACT Resources Module - powered by ArborBridge
  • GDPR Tools
  • GDPR - What you need to know
  • How can I change my email address associated with my CollegePlannerPro account?
  • How do I locate the URL address for an existing image/picture?
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CollegePlannerPro Support