2024 Collegeplannerpro - Submit a request. Your email address. Description. Please enter the details of your request. A member of our support staff will respond as soon as possible. Attachments.

 
 1. Navigate to the student’s profile within CollegePlannerPro. 2. In the top left corner of the student’s profile toggle the Account Button from Disabled to Enabled. In order to enable a Student’s CustomCollegePlan account these are the requirements: The student must be set to an Active status. The Student must have an email address added ... . Collegeplannerpro

Terri Streetman, The College Planning Center. CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource …CollegePlannerPro is thrilled to offer IECs an exclusive discount for your families who sign up for iD Tech courses. Use code CPP200 for $200 off all courses and private lessons. Virginia Trench, Content Specialist. Virginia started with iD Tech at the University of Denver in 2015 and has loved every minute since then!CollegePlannerPro is your trusted partner on the path to guiding students toward their dream colleges. Let’s transform lives and shape futures together! Katie Garrett. For over twenty years, Katie has shared her passion for academics and education with students and their families. She is a graduate of Vanderbilt University with degrees in ... The data within the profiles is sourced from College Navigator (U.S. Department of Education) and the deadlines are sourced from Peterson's. The focus of college profiles in CollegePlannerPro is more to provide a framework in which you can build up profiles that are helpful for you and your students and less about being a research tool. College Profile Notes are notes that can be added to the CollegePlannerPro's and CustomCollegePlan's college profiles. Adding profile notes is a great way to include additional information or pictures thereby enhancing the school's profile. This information could be based on your personal knowledge and experience or from …One of the main features that consultant members of CollegePlannerPro enjoy is the ability to invite students to log in to their student account, which is called CustomCollegePlan. …In order to improve the accuracy of deadlines contained in the Deadline Import function within CollegePlannerPro, members can report incorrect deadlines to our team to review. In addition to these reviews, our CollegePlannerPro team is also conducting some internal checks and updating as we see fit. As corrections are made, a full listing of ...College Profile Notes are notes that can be added to the CollegePlannerPro's and CustomCollegePlan's college profiles. Adding profile notes is a great way to include additional information or pictures thereby enhancing the school's profile. This information could be based on your personal knowledge and experience or from …Navigate to the Student's profile and click on the "Edit Exam Test Scores" button from the toolbar; Click the "Calendar" icon on the specific Test/Exam to display on the calendar and set up an alertI think we all know that at times, it can get lonely working as an independent educational consultant. CollegePlannerPro does a tremendous job of fostering a community among its members. If you enjoy the community and high-quality information provided by CollegePlannerPro, you will certainly benefit from …In CustomCollegePlan, so long as at least one event type is active and made accessible to the student, the "Schedule with Consultant/Counselor/Coach" button will be shown on the student's Dashboard: The student will choose an available meeting type: Finally, the student will choose an appointment time from the available options on the branded ...How to change the student's status from "Active" to "Inactive". (1) Navigate to the student's profile page. (2) Scroll down to the bottom of the left-hand column to the "Student Client Status" section. (3) Toggle Profile status from "Active". (4) A new dialog window will appear to confirm this decision - select "Yes, Deactivate". Willamette University. William & Mary. Williams College. Wittenberg University. Wofford College. Worcester Polytechnic Institute. Xavier University of Louisiana. Yale University. The following schools are covered by the Fiske Guide to Colleges, and are available on the College Profile pages within... On the "Notes & Tags" tab, click on the note header of the note you would like to edit or delete; this will open a pop-up window where you can make corrections. Make edits and click "Save note", or, click "Delete Note" to delete. You may edit or delete College profile notes from both the College Profile pages and the Student College Profile pages.Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. This video will cover activating a student profile from the parent contact record and how to access your active students once added to CollegePlannerPro.CollegePlannerPro is a proud affiliate partner of College Aid Pro! Whether you want a better way to help your existing clients plan for the cost of college, or you want a trusted partner you can introduce clients to so they don’t get in over their head with student debt, College Aid Pro has you covered. Select from one of the two College Aid ... In order for a consultant to receive Prompt-generated notifications about student essays, they must be the primary consultant in CollegePlannerPro. This is one situation in which an essay specialist may be better suited as primary consultant rather than secondary consultant. Learn More about Primary & Secondary Consultant Assignments CollegePlannerPro has set the default invoice number to 01; so your second invoice would be 02; You are able to start your invoices at any number you choose (when creating an invoice, simply click into the Invoice Number box and make any changes) Invoices numbers are unique and can be used only once;The Fiske Guide to Colleges is a widely-used and highly respected resource for students and their families and counselors as they navigate the college search and application process. It was first published in 1982 by Edward B. Fiske, a former education editor for The New York Times. Fiske identified a need for a comprehensive and unbiased guide ...How to view your CollegePlannerPro events on your iPhone/iPad Calendar app. Scheduling Tool + Zoom Personal Meeting Room. How do I email a notification of a Student calendar event? How to blackout dates across multiple event types. How do I create a Student calendar event from the Dashboard or Calendar tab?CollegePlannerPro has set the default invoice number to 01; so your second invoice would be 02; You are able to start your invoices at any number you choose (when creating an invoice, simply click into the Invoice Number box and make any changes) Invoices numbers are unique and can be used only once;The Power of Research Projects in College Admissions. Janos Perczel 28 January, 2021. Janos Perczel, former Harvard research fellow and co-founder of Polygence, discusses how research projects and working with mentors can help students stand out to universities, and the role IECs can play in this effort.Webinar - Preparing for the 2023-2024 Application Season - Part 1. Updated Application Deadlines for 2023-2024. How do I see a list of students accepted to or attending a specific college? What is the source of the college data in CollegePlannerPro? How do I navigate between colleges on a student's list? Video: Tracking Major choices and unique ...Based on the work of Carl Jung, Katharine Cook Briggs and Isabel Briggs Myers, AchieveWorks Personality has been written and normed specifically for students in ninth grade through college. Online and fully automated, AchieveWorks Personality allows counselors and consultants to provide more refined, personalized guidance.Desktop device (such as a laptop computer) To-Dos can be found within a tab in the left-hand navigation called To-Dos. To-Dos are shown in a kanban board format. Students can drag and drop the To-Do items from one column (status) to another. Clicking on any To-Do item allows the student to see more detail, add comments, … Navigate to the Student Profile. Click "Create New College Report" from the toolbar (far right-hand side) Enter a "Report title". Today's date will be populated unless you choose to edit the date. Toggle Green/Gray (Yes/No) to display student test scores and GPA, and admission probability. Click "Create Report". Password Assistance Please enter the email address you'd like the password reset information sent to.The best way to find out how CollegePlannerPro can help you and your business is to give it a spin… for Free! Send us a message. When I position myself to prospective clients, the two biggest pieces are finding a great … How to use in CollegePlannerPro. For consultants who plan to utilize this survey with multiple students in CollegePlannerPro, we recommend you create a Multi-Student To-Do that can be assigned to students to request that they complete the survey. 1. Click the Students tab, then "Add Multi-Student To-Do" 2. The CollegePlannerPro team was joined by four IECs for a transparent conversation regarding the pricing of college consulting services. During the insightful conversation, our panelists shared their experiences and opinions and attendees chimed in with questions and commentary. The CollegePlannerPro team shared relevant data …Get the ultimate college planning experience with CollegePlannerPro! The customizable college profiles easily deliver to students the essential information they need to succeed, while the powerful file system keeps everything organized and accessible from anywhere. Exchange files quickly with … 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? Once you have been approved for a ProPay merchant account to start accepting credit card payments for invoices created through CollegePlannerPro, you will receive a separate email from ProPay inviting you to access their merchant portal.Navigate to the student's profile page with your CollegePlannerPro account; Click the "My Suggested College List" button in the toolbar This will open a new dialog window which will contain the list of colleges currently on the list of colleges you are suggesting for this student; Click the icon next to each college you'd like to remove from ... Forgot my password. Login. Email address. Company name. Choose a web address you'd like to use. https:// .collegeplannerpro.com. Required length of 8 to 20 characters. Learn more about …1. Navigate to the student’s profile within CollegePlannerPro. 2. In the top left corner of the student’s profile toggle the Account Button from Disabled to Enabled. In order to enable a Student’s CustomCollegePlan account these are the requirements: The student must be set to an Active status. The Student must have an email address added ...This video will provide you with a detailed overview of the Dashboard tab within CollegePlannerPro. We discuss how to customize your account and manage your notification preferences. Next Article: Add a ParentLogin to your account. In the toolbar on the Dashboard click the “My Profile & Billing Info” button. Follow the instructions in the section labeled, “Link My Mobile to My Account.”. The instructions will include a custom “code” in orange text and the +1 (919) 408-7773 phone number. From your mobile phone, send the custom code … 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 to access and set up CollegePlannerPro mobile version: From your mobile device, access your web browser (Safari, Chrome, etc.) Type in: cpp.ms. Enter your email address and your password. (These need to be the email address and password associated with your CPP account.) Now you're all set! CollegePlannerPro provides you the opportunity to set up your system to function according to how you like to do things. Here are a few ways to customize your account. From your Dashboard, navigate to "My Settings & Preferences" and view the information under the heading "General Preferences" on the right. This was originally written for and published by Saving For College, adapted and expanded for the College Aid Pro community. When families think about bridging the gap between what they have saved for college, the financial aid they’re offered, and the total cost of attendance, their minds usually go straight to private scholarships. Desktop device (such as a laptop computer) To-Dos can be found within a tab in the left-hand navigation called To-Dos. To-Dos are shown in a kanban board format. Students can drag and drop the To-Do items from one column (status) to another. Clicking on any To-Do item allows the student to see more detail, add comments, …In the "Invoices" section, click on the invoice item to be deleted. The invoice will open in a new dialog window. Click the "Edit Invoice" button from the options on the bottom of the invoice view window. A new dialog window will open with a button at the bottom labeled, "Delete Invoice." Click the "Delete Invoice" button.Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. This video will cover activating a student profile from the parent contact record and how to access your active students once added to CollegePlannerPro.CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab. We appreciate that CPP constantly improves …Build Your Brand: Elevate your marketing efforts and strengthen your brand by delivering professional, branded information for families and a robust platform for students. CollegePlannerPro is the leading software platform for independent educational consultants. Take a quick look at the key features in this video demo.Webinar - Preparing for the 2023-2024 Application Season - Part 1. Updated Application Deadlines for 2023-2024. How do I see a list of students accepted to or attending a specific college? What is the source of the college data in CollegePlannerPro? How do I navigate between colleges on a student's list? Video: Tracking Major choices and unique ...Ideas for Multi-Student To-Do's. Ideas for Checklist Templates. How do Students indicate their First Choice and Alternate Choice Majors? How can I export a list of my clients? Creating a sample student profile and CustomCollegePlan account. eBook Guide: Creating An Impressive Sample Student Profile.Ideas for Multi-Student To-Do's. Ideas for Checklist Templates. How do Students indicate their First Choice and Alternate Choice Majors? How can I export a list of my clients? Creating a sample student profile and CustomCollegePlan account. eBook Guide: Creating An Impressive Sample Student Profile.How CollegePlannerPro sends email on your behalf. Email messages sent to your recipients will be "From" a CollegePlannerPro dot com email address. It used to be that we simply used your email address that you have associated with your CollegePlannerPro account to say that the email was "from" you. This isn't copacetic any longer with most …CollegePlannerPro Reviews and Customer Ratings - CollegePlannerPro. Member Reviews. We’d be nothing without our members. Lucky us – they’re pretty keen on us …in Chrome select "Copy Image Address". in Edge select "Properties", then under "Address" select the URL. For all images "right-click" on the image and then paste the URL into the area for the URL address within the image property within a Note. You may see a picture on the internet that you would like to include in a college profile.AchieveWorks® Assessments. Follow New articles New articles and comments. Online assessments to help identify student strengths for career and educational paths. How to navigate and purchase assessments within my full CollegePlannerPro account. Accessing your unredeemed assessments license keys. AchieveWorks Assessment Resources.How do I create, email and record a payment for an invoice? How do I create a payment plan for a client? How do I set my invoice defaults?Please Log In. Need to Register? Forgot Password? Log In.CollegePlannerPro is an affiliate partner of Cyndy McDonald, The College Counselor's Coach . Cyndy is a college advisor with over 30 years of experience who now offers business and career coaching services to IECs. Cyndy's résumé speaks for itself; she has been a leader within countless professional organizations for …Navigate to the student's profile page with your CollegePlannerPro account; Click the "My Suggested College List" button in the toolbar This will open a new dialog window which will contain the list of colleges currently on the list of colleges you are suggesting for this student; Click the icon next to each college you'd like to remove from ...CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab. We appreciate that CPP constantly improves …Founded on Howard Gardner’s multiple intelligences theory, AchieveWorks Intelligences has been written and normed specifically for students from 8th to 12th grade. Online and fully automated, consultants who use AchieveWorks Intelligences can spend more time helping clients and less time figuring out clients’ personal …You may choose any picture or image you would like displayed on CollegePlannerPro and for your students within their CustomCollegePlan accounts. A default icon will be used on your account until you add your Profile Picture. Pictures may be in the following formats: jpg, png, and gif. Student profile pictures are entirely different and can be ...Note that all events booked through CollegePlannerPro scheduling pages are automatically designated as "Busy". Managing your "Available"/"Busy" external calendar events Upon connecting an external calendar account like Google, iCloud, or Outlook to CollegePlannerPro, you have the option to decide which calendar(s) - if any - you want …Within the standalone CollegePlannerPro Assessments platform: You can access your unredeemed license keys within your account by navigating to the "Manage Account & Billing Info" tab. You'll see the license keys on the right-hand side of the page. There, you'll also see detailed instructions on how to redeem those license keys.CollegePlannerPro is a platform that helps you manage your business, stay organized, and keep your students on track. You can customize college profiles, access files and folders, …1. Log in to CollegePlannerPro and on the Dashboard click the "My Profile & Billing Info" icon in the toolbar. 2. Navigate to "Manage Account Logo". 3. Click on the “Select File” button. 4. Select your logo and click "Open".”. Logos must be in PNG , …The Power of Research Projects in College Admissions. Janos Perczel 28 January, 2021. Janos Perczel, former Harvard research fellow and co-founder of Polygence, discusses how research projects and working with mentors can help students stand out to universities, and the role IECs can play in this effort.You may choose any picture or image you would like displayed on CollegePlannerPro and for your students within their CustomCollegePlan accounts. A default icon will be used on your account until you add your Profile Picture. Pictures may be in the following formats: jpg, png, and gif. Student profile pictures are …CollegePlannerPro is a proud affiliate partner of College Aid Pro! Whether you want a better way to help your existing clients plan for the cost of college, or you want a trusted partner you can introduce clients to so they don’t get in over their head with student debt, College Aid Pro has you covered. Select from one of the two College Aid ...When viewing the calendar main screen you will see in the left-hand panel a section called, “Other calendars.”. Click the plus sign “+” next to “Other calendars”, then “From URL”. Paste the copied URL from step one into the “URL of calendar” field, and click “Add Calendar”. Your CollegePlannerPro calendar will now appear ...IEC Pricing Webinar: Panel Q&A. Lisa Davis 08 April, 2022. The CollegePlannerPro team was joined by four IECs for a transparent conversation regarding the pricing of college consulting services. During the insightful conversation, our panelists shared their experiences and opinions and attendees …Based on the work of Carl Jung, Katharine Cook Briggs and Isabel Briggs Myers, AchieveWorks Personality has been written and normed specifically for students in ninth grade through college. Online and fully automated, AchieveWorks Personality allows counselors and consultants to provide more refined, personalized guidance.CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab. We appreciate that CPP constantly improves … How to access and set up CollegePlannerPro mobile version: From your mobile device, access your web browser (Safari, Chrome, etc.) Type in: cpp.ms. Enter your email address and your password. (These need to be the email address and password associated with your CPP account.) Now you're all set! Please note that this recording is from 2018. Essentially, t o add a tag to a student's profile click on the text underneath your student's name to expand the Tag entry window, and begin typing your tags. Once you're done, hit the Tab button on your keyboard to save the tag.CollegePlannerPro is the market-leading SaaS platform in the United States for independent educational consultants (IECs) – private counselors who work with high school students and their families to navigate the college admissions process. Our robust CRM toolkit helps IECs stay organized and grow their businesses, with tools like records ...Note that all events booked through CollegePlannerPro scheduling pages are automatically designated as "Busy". Managing your "Available"/"Busy" external calendar events Upon connecting an external calendar account like Google, iCloud, or Outlook to CollegePlannerPro, you have the option to decide which calendar(s) - if any - you want …Create Your Own Custom College List: 1. Navigate to "Colleges Main" and from the toolbar select "Add New College List". 2. A new dialog window will open prompting you to name your list (it is optional to provide a list description) 3. Click the "Save Custom College List" button.When you login as a student, a new tab (or window) will be displayed and you will be able to go back and forth between your CollegePlannerPro account and the student's CustomCollegePlan account. Be sure to "refresh" your screen if you have made changes to one account so that it will be reflected in the other. Dive into a wealth of expert resources and information tailored for professionals like you. Explore insightful articles and insider tips to help you launch or elevate your consulting practice. CollegePlannerPro is your trusted partner on the path to guiding students toward their dream colleges. Let’s transform lives and shape futures together! 3. Choose the appropriate “in reference to” icon (Phone call, Meeting, Email, Session, or Other). 4. Add your note content. (See “Note content” below for more info) 5. Choose the status of the note (Open or Closed). If there’s nothing more that needs to be done with the note, choose “closed.”. If there is additional follow-up ...Klockwerks, Ccs detroit, Newtown mo, Tlc animal shelter, Happ brand, Big thunder gold mine, Chicago winery, Invertir online, Prime building materials, Mickeys black box, Erau prescott, Fairfax public schools, Ripley walmart, Oil and gas safety supply

With our partnership with ProPay, you can seamlessly accept credit card payments through your CollegePlannerPro account.ProPay offers CollegePlannerPro members a competitive processing rate of 3.0% + $0 per transaction fee.The process is simple: Create an invoice and email it to your clients. The straz center

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Send us a message. Email *. First name. Last name. What can we help you with? Message. When I position myself to prospective clients, the two biggest pieces are finding a great fit (financial, social, academic) and managing the process. When I show them CollegePlannerPro, it really sets us apart compared to others. It’s unbelievable. Get the ultimate college planning experience with CollegePlannerPro! The customizable college profiles easily deliver to students the essential information they need to succeed, while the powerful file system keeps everything organized and accessible from anywhere. Exchange files quickly with …To edit a student's contact information, navigate to their student profile page and click on their name in the top left corner. A new window will appear, and you will be able to edit their contact information there.Webinar - Preparing for the 2023-2024 Application Season - Part 1. Updated Application Deadlines for 2023-2024. How do I see a list of students accepted to or attending a specific college? What is the source of the college data in CollegePlannerPro? How do I navigate between colleges on a student's list? Video: Tracking Major choices and unique ... Open Account Settings to view the option for "Application Outline viewable". You have the option to make the "Application Outline" viewable or not viewable by your students. You may elect to make the "Application Outline" viewable by an entire class or for just specific students. You may also turn off the viewable option for any of your students. CollegePlannerPro is the market-leading SaaS platform in the United States for independent educational consultants (IECs) – private counselors who work with high school students and their families to navigate the college admissions process. Our robust CRM toolkit helps IECs stay organized and grow their businesses, with tools like records ...CollegePlannerPro Account Introduction. This article is a part of our New Member Training Guide in the General Introduction section. Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. This video will help to orient you on the layout of your ...Follow. This article is a part of our New Member Training Guide in the Billing and Invoicing section. Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. The following video contains instructions on how to: Create a new Invoice. Email the Invoice.Strategic Admissions Advice would not be as successful as we are without CollegePlannerPro. It’s innovative, intuitive and ever-evolving. For over five years, CPP has helped us to grow from 25 clients to close to 400. Students and parents find it resourceful and our team of college coaches appreciate the ease of connectivity …College Profile Notes are notes that can be added to the CollegePlannerPro's and CustomCollegePlan's college profiles. Adding profile notes is a great way to include additional information or pictures thereby enhancing the school's profile. This information could be based on your personal knowledge and experience or from …Talal Farisi is a Music Director at CollegePlannerPro based in Claymont, Delaware. Previously, Talal was a Music Director at Ink Entertainment. Talal Farisi Current Workplace . CollegePlannerPro. 2024-present (1 month) Get to know more about CollegePlannerPro! Travis and Brooke Daly, a husband and wife team, are the co …UL is a public university in Lafayette, a city of 120,000 about two and half hours west of New Orleans. With nearly 17,000 students, UL is the second largest school in the state after Louisiana State University. In 2020, UL set a record with more than $164 million in research funding, and is the only university in the …How to change the student's status from "Active" to "Inactive". (1) Navigate to the student's profile page. (2) Scroll down to the bottom of the left-hand column to the "Student Client Status" section. (3) Toggle Profile status from "Active". (4) A new dialog window will appear to confirm this decision - select "Yes, Deactivate".Step-by-step instructions. On the Calendar tab in CollegePlannerPro, click “Connect/Manage Calendars”. Click “+ Add”. Select your calendar provider from the list, and follow the steps to authorize Cronofy (our 3rd party calendar partner). You must grant these permissions in order for your calendar connection to work; in certain cases ...Written specifically for students from 10th to 12th grade, AchieveWorks Skills can be completed in less than 20 minutes. Based on 50 years of ongoing HEXACO research, AchieveWorks Skills provides insight into the complex skills identified as critical for academic and employment success. 15 distinct skill facets comprise five skills within the ...Login to your account. In the toolbar on the Dashboard click the “My Profile & Billing Info” button. Follow the instructions in the section labeled, “Link My Mobile to My Account.”. The instructions will include a custom “code” in orange text and the +1 (919) 408-7773 phone number. From your mobile phone, send the custom code …Find out what CollegePlannerPro, the company Kevin works in, is actively searching across the web. Topic. Signal Score. i Signal Score indicates how big the spike is compared to a company's historical baseline for consuming content. Contingent Staffing. 100. 5 Signals found. Signal Location . Europe. Date . 2/20/24. Score . Submit a request. Your email address. Description. Please enter the details of your request. A member of our support staff will respond as soon as possible. Attachments. When you login as a student, a new tab (or window) will be displayed and you will be able to go back and forth between your CollegePlannerPro account and the student's CustomCollegePlan account. Be sure to "refresh" your screen if you have made changes to one account so that it will be reflected in the other. CollegePlannerPro 5 Minute Demo Follow. This article is a part of our New Member Training Guide in the General Introduction section. Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. Take a quick spin around the CollegePlannerPro platform to ...Step-by-step instructions. On the Calendar tab in CollegePlannerPro, click “Connect/Manage Calendars”. Click “+ Add”. Select your calendar provider from the list, and follow the steps to authorize Cronofy (our 3rd party calendar partner). You must grant these permissions in order for your calendar connection to work; in …Please note that this recording is from 2018. Essentially, t o add a tag to a student's profile click on the text underneath your student's name to expand the Tag entry window, and begin typing your tags. Once you're done, hit the Tab button on your keyboard to save the tag.With our partnership with ProPay, you can seamlessly accept credit card payments through your CollegePlannerPro account. ProPay offers CollegePlannerPro members a competitive processing rate of 3.0% + $0 per transaction fee. The process is simple: Your clients pay by credit card via a secure online portal found …Experience: CollegePlannerPro · Education: University of Illinois at Urbana-Champaign · Location: Los Angeles, California, United States · 344 connections on LinkedIn. View Valerie Kaskovich ...Please note: We strongly recommend linking your calendar from a desktop/laptop computer, as opposed to a mobile device or tablet. Some 3rd party calendars do not support creating new calendar subscriptions from mobile devices. In any event, there are situations where it's necessary or preferred to link your CollegePlannerPro …How to access and set up CollegePlannerPro mobile version: From your mobile device, access your web browser (Safari, Chrome, etc.) Type in: cpp.ms. Enter your email address and your password. (These need to be the email address and password associated with your CPP account.) Now you're all set!Owen joined CollegePlannerPro after nearly a decade of helping college-bound students prepare for standardized tests. A graduate of the University of Pennsylvania, he is excited to apply the same demanding standards from his tutoring career to the design of intuitive and practical software for IECs. Ray spent the first decade of his ... When you login as a student, a new tab (or window) will be displayed and you will be able to go back and forth between your CollegePlannerPro account and the student's CustomCollegePlan account. Be sure to "refresh" your screen if you have made changes to one account so that it will be reflected in the other. Admission probabilities are determined by you based on your professional opinion of the student’s chances of being admitted. You may display the admission probability to all of your students or lim... Setting defaults for emailing invoices to contact. Navigate to the Contacts Main tab. In the "Reports" section, click on "Invoice Reports Settings". In the "Invoice Defaults & Contact Email Notification Settings" section navigate to the second subsection. Type in the subject line to be displayed.UL is a public university in Lafayette, a city of 120,000 about two and half hours west of New Orleans. With nearly 17,000 students, UL is the second largest school in the state after Louisiana State University. In 2020, UL set a record with more than $164 million in research funding, and is the only university in the …Forgot my password. Login.How to access and set up CollegePlannerPro mobile version: From your mobile device, access your web browser (Safari, Chrome, etc.) Type in: cpp.ms. Enter your email address and your password. (These need to be the email address and password associated with your CPP account.) Now you're all set!Build Your Brand: Elevate your marketing efforts and strengthen your brand by delivering professional, branded information for families and a robust platform for students. CollegePlannerPro is the leading software platform for independent educational consultants. Take a quick look at the key features in this video demo.Linking a student's phone with their CustomCollegePlan account. Direct student to log in to their account. Direct them to click the Settings tab within the student account. This appears in the list of tabs on the left-hand side of their screen (when viewing on a desktop device like a laptop). On the Settings tab, the student will see the ...How to remove a college from the Student's "My List of Colleges": From within the Student's account, select the "Colleges" tab. From the "My List of Colleges", click the orange " X " icon next to each college you'd like to remove from the list. Both you and your Student may add or remove colleges from the Student's "My List of Colleges."Find answers to your questions about CollegePlannerPro, a web-based college counseling software. Browse support articles, tutorials, and recent activity on various topics and …Step-by-step instructions. On the Calendar tab in CollegePlannerPro, click “Connect/Manage Calendars”. Click “+ Add”. Select your calendar provider from the list, and follow the steps to authorize Cronofy (our 3rd party calendar partner). You must grant these permissions in order for your calendar connection to work; in certain cases ...CollegePlannerPro equips organizations with tools to streamline administrative tasks and enhance efficiency. The robust and powerful student management platform helps teams organize their processes so that more valuable time can be spent directly working with students. Access to comprehensive, data-driven college profiles, empowers students to ...How to utilize with CollegePlannerPro. For consultants who plan to utilize these worksheets with multiple students in CollegePlannerPro, we recommend you create a Multi-Student Folder that can be used to share the files with multiple students at once. 1. Click the Students tab, then "Add Multi-Student Files". 2.Create Your Own Custom College List: 1. Navigate to "Colleges Main" and from the toolbar select "Add New College List". 2. A new dialog window will open prompting you to name your list (it is optional to provide a list description) 3. Click the "Save Custom College List" button.Willamette University. William & Mary. Williams College. Wittenberg University. Wofford College. Worcester Polytechnic Institute. Xavier University of Louisiana. Yale University. The following schools are covered by the Fiske Guide to Colleges, and are available on the College Profile pages within...Note that all events booked through CollegePlannerPro scheduling pages are automatically designated as "Busy". Managing your "Available"/"Busy" external calendar events Upon connecting an external calendar account like Google, iCloud, or Outlook to CollegePlannerPro, you have the option to decide which calendar(s) - if any - you want …Each college or university within CollegePlannerPro has its own profile page. When a school is added to a Student’s list, a separate college profile page is then created for that Student. This new profile can contain specific tasks and deadlines customized for the Student. Each student has his/her own profile of a college, so depending on the ...CollegePlannerPro is a popular web-based software made for college consultants and counselors. It provides different tools that help you track student progress, and all your school projects, manage client data and create customized college plans. It has a calendar that is built-in and a task manager that keeps you organized and prepared for ... Let us be your guide to show you exactly how CollegePlannerPro can help you manage your business, stay organized, and keep your students on track. Simply find a day and time to connect using the calendar here. No time to waste? You can take a quick video tour of the platform here: Video Tour, and get started for free with a 30-Day Trial Account. One of the main features that consultant members of CollegePlannerPro enjoy is the ability to invite students to log in to their student account, which is called CustomCollegePlan. When students log into their account at www.customcollegeplan.com, they can: See assigned tasks and update progress. Research colleges and build a college list. CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab. We appreciate that CPP constantly improves and utilizes client ... Navigate to the student's profile page with your CollegePlannerPro account; Click the "My Suggested College List" button in the toolbar This will open a new dialog window which will contain the list of colleges currently on the list of colleges you are suggesting for this student; Click the icon next to each college you'd like to remove from ...Setting defaults for emailing invoices to contact. Navigate to the Contacts Main tab. In the "Reports" section, click on "Invoice Reports Settings". In the "Invoice Defaults & Contact Email Notification Settings" section navigate to the second subsection. Type in the subject line to be displayed. How to utilize with CollegePlannerPro. For consultants who plan to utilize these worksheets with multiple students in CollegePlannerPro, we recommend you create a Multi-Student Folder that can be used to share the files with multiple students at once. 1. Click the Students tab, then "Add Multi-Student Files" 2. Click "Add New Folder". How to use in CollegePlannerPro. For consultants who plan to utilize this survey with multiple students in CollegePlannerPro, we recommend you create a Multi-Student To-Do that can be assigned to students to request that they complete the survey. 1. Click the Students tab, then "Add Multi-Student To-Do" 2.CollegePlannerPro is thrilled to offer IECs an exclusive discount for your families who sign up for iD Tech courses. Use code CPP200 for $200 off all courses and private lessons. Virginia Trench, Content Specialist. Virginia started with iD Tech at the University of Denver in 2015 and has loved every minute since then!How to permanently delete a student profile from your CollegePlannerPro account. Navigate to the Student's profile you wish to delete; From the "Student Client Status" section, select "Permanently delete this profile" View from an Active Student Profile . View from an Inactive Student Profile with CollegePlannerPro. CollegePlannerPro equips organizations with tools to streamline administrative tasks and enhance efficiency. The robust and powerful student management platform helps teams organize their processes so that more valuable time can be spent directly working with students. Through the Student Profile within your CollegePlannerPro account, you may determine what information is viewable by the student (and parents) inside of CustomCollegePlan. Based on your preference you are able to show or hide certain information from all or some of your students. Terri Streetman, The College Planning Center. CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab. Setting defaults for emailing invoices to contact. Navigate to the Contacts Main tab. In the "Reports" section, click on "Invoice Reports Settings". In the "Invoice Defaults & Contact Email Notification Settings" section navigate to the second subsection. Type in the subject line to be displayed.UL is a public university in Lafayette, a city of 120,000 about two and half hours west of New Orleans. With nearly 17,000 students, UL is the second largest school in the state after Louisiana State University. In 2020, UL set a record with more than $164 million in research funding, and is the only university in the …Login to your account. In the toolbar on the Dashboard click the “My Profile & Billing Info” button. Follow the instructions in the section labeled, “Link My Mobile to My Account.”. The instructions will include a custom “code” in orange text and the +1 (919) 408-7773 phone number. From your mobile phone, send the custom code …Desktop device (such as a laptop computer) To-Dos can be found within a tab in the left-hand navigation called To-Dos. To-Dos are shown in a kanban board format. Students can drag and drop the To-Do items from one column (status) to another. Clicking on any To-Do item allows the student to see more detail, add comments, …Within CollegePlannerPro (your consultant account): 1. Navigate to the Student profile and click on the " Requirements, Deadlines & Notes " button located between the college lists. 2. Select the " Application Deadlines " tab to view all by deadline types, or select " Application Deadlines (by College) " to view all deadlines grouped by college ...1. To create an active Student profile, first, add a student to a Contact profile. If you have not yet created a contact profile for the student's parents/family, begin with the article, …How to add an Application Deadline from "Quick Add". 1. Navigate to a college profile and select the "Students, Deadlines & Requirements" tab. 2. Select "Show quick" to add deadlines. 3. Click the calendar icon next to any of the greyed out deadline types to select the appropriate date. By selecting a date, it will add the new deadline to … Let us be your guide to show you exactly how CollegePlannerPro can help you manage your business, stay organized, and keep your students on track. Simply find a day and time to connect using the calendar here. No time to waste? You can take a quick video tour of the platform here: Video Tour, and get started for free with a 30-Day Trial Account. CollegePlannerPro.com, Los Angeles, California. 823 likes · 5 talking about this. The leading software solution for thousands of independent educational...When viewing the calendar main screen you will see in the left-hand panel a section called, “Other calendars.”. Click the plus sign “+” next to “Other calendars”, then “From URL”. Paste the copied URL from step one into the “URL of calendar” field, and click “Add Calendar”. Your CollegePlannerPro calendar will now appear ...CollegePlannerPro has set the default invoice number to 01; so your second invoice would be 02; You are able to start your invoices at any number you choose (when creating an invoice, simply click into the Invoice Number box and make any changes) Invoices numbers are unique and can be used only once; 2. Select a Contact profile for which you'd like to add a student. You can access Contact profiles from the pie chart on the Contacts tab (clicking any subcategory to display a list), by clicking a name under "Recently Viewed", or by using the "Search" option in the upper right-hand corner of your account to search for the contact by name. 3. To view the essay prompts, head to a college profile page and you'll see the option on the left hand side of the page: Essay prompts are collected by the Prompt team and are updated on a rolling basis. Thanks to our partnership with Prompt, essay requirements/prompts are available for free within your CollegePlannerPro account. To access a student’s college profile, navigate to their student profile, and click a school on either the "Suggested College List" or the "My List". Once there, you can quickly navigate between schools on the list by clicking the green arrows pointing left and right at the top of the page, under the menu items. If you arrived at the student .... 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