General Questions
- How do I attach a file to an emailed note?
- 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?
- 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?