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. 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. CustomCollegePlan (student portal) resources. How do I get Students to link their mobile phone with their account? How can students create a shortcut to access CustomCollegePlan on a phone or tablet? How is a student profile picture added? How do students view and update To-Dos? How does a Student add a test date …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.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.Nov 13, 2023 - CollegePlannerPro is hiring a remote Customer Success Specialist. 📍Location: USA. Nov 13, 2023 - CollegePlannerPro is hiring a remote Customer Success Specialist. 📍Location: USA. Find remote jobs Search by skill & location Search by company RSS Feeds Public API Join Remotive Accelerator Unlock 10x …CollegePlannerPro is the best investment I’ve made in my business and it is my best selling feature (besides my witty personality) when introducing my practice to families. At family information meetings, I hand the CPP controls over to the student so they can see how easy it is to navigate. They click away on the Testing and Colleges tabs ...If you need clarification on something within the support material or have an issue that you can’t resolve on your own, please reach out to us at [email protected]. Someone will get back to you within 24-hours and provide you with the best next steps. If you need to speak to someone on the Prompt team, you can reach them at 844-577-6678.Please Log In. Need to Register? Forgot Password? Log In.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 …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 …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 …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 ...At CollegePlannerPro, our members are our greatest assets. That's why we decided to put together a formal Member Advisory Board to help inform our product roadmap. We … CollegePlannerPro uses College Navigator data to provide profiles for thousands of colleges and universities throughout the US. We have a few thousand of the two- and four-year institutions' profile information loaded in our system. CollegePlannerPro licenses the Common Data Set from Peterson's College Data annually. New data sets from Peterson's College Data become available to us in September. We then perform a data cleanse to identify any potential anomalies and update college profiles shortly thereafter. Processing of data can take up to 2 weeks.How do I manage student profile assignments within my CollegePlannerPro account? How do I manage which contact profiles are viewable by consultants on my CollegePlannerPro account? How does the Conversation feature work in multi-consultant accounts? Can college lists be shared with teammates? How do I share my calendar with my …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 ...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.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. CollegePlannerPro | 216 followers on LinkedIn. CollegePlannerPro serves the specific needs of independent educational consultants, now supporting thousands worldwide. | CollegePlannerPro is the ... Schedule My Personal Demo. It’s time for a one-on-one look inside CollegePlannerPro. A One-on-One Tour. Selecting the right software solution is a very important decision. Let …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 ...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 ...Skilled in digital marketing, web design, business development, sales, and management. B.A. focused in Sociology from Loyola Marymount University. | Learn more about Lisa Davis's work experience ...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 …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 clientsCollegePlannerPro 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.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".In most cases CollegePlannerPro will request account holders upgrade their account if resource limits are exceeded. CollegePlannerPro reserves the right to suspend and or refuse service to anyone found in breach of resource limits at any time. “Up to 10 active clients” plan resource limits Active student clients: 10How to change a student's status from "Inactive" back to "Active". (1) Navigate to the student's profile page within CollegePlannerPro. (2) From the "Student Client Status" located in the center column, click on the "Inactive" button. You may restore active status to an inactive student profile to make changes or to communicate with the student.CollegePlannerPro is a proud partner of Imagine Scholarships, a searchable and personalized database empowering students to earn tens of thousands of dollars in scholarship aid.It was designed by an IEC, for IECs, to provide students with maximum access to all available education dollars.. CollegePlannerPro members are entitled to … Each additional hour is $299. Connect with a live college planning expert, on demand! Avoid costly mistakes in financial aid forms and school selection. Know how and when to appeal for more money and avoid needless debt. View our team of experts! In past seasons, application deadlines have primarily been sourced via Peterson's College Data and available to import every August. Initial Deadlines Release: To get vital information into your hands faster, the CollegePlannerPro team researches over 450 of the most popular schools on the platform via the web and proactive outreach by phone and email …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 ...Navigate to the “Students” main tab. From the "Multi-Student Files & Folders" section, double-click on the Folder you wish to add students to. The "Edit Folder" window will open. Click "Add Students". You may filter by grad year, or by profile tag. ( Note: some users may need to select the "include teammate assigned students" box)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 ...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.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 …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 AssignmentsHow 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.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 …Forgot my password. Login.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 ...CollegePlannerPro is a platform that offers the AchieveWorks suite of assessments for independent educational consultants to help students prepare for college and a career. The assessments measure personality, … 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. 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 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. 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. Forgot my password. Login. You may search your account for clients and notes. The "Search" icon is available on each page of your account. Simply click on "Search" and select which search.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 …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 ...1. Create a sample parent and student. In your CollegePlannerPro account, click the Contacts tab. Click Add Parent Contact. In the resulting window, add details for an …How to change a student's status from "Inactive" back to "Active". (1) Navigate to the student's profile page within CollegePlannerPro. (2) From the "Student Client Status" located in the center column, click on the "Inactive" button. You may restore active status to an inactive student profile to make changes or to communicate with the student.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 ...How to change a student's status from "Inactive" back to "Active". (1) Navigate to the student's profile page within CollegePlannerPro. (2) From the "Student Client Status" located in the center column, click on the "Inactive" button. You may restore active status to an inactive student profile to make changes or to communicate with the student.Navigate to a student profile page. Select "Edit time tracker" from the toolbar. Select "+Add new entry" to add a line item to the time tracker log. Enter a label for the time you are tracking, set the date the time occurred, and adjust the amount of time spent. Optional: If you plan to bill for this time, you may indicate if this is "billable ...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.You can make changes to your profile information when necessary. You may edit your name, the name you want to be displayed to students, company name, email address, and business address. How to mak... 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. 1. Create a sample parent and student. In your CollegePlannerPro account, click the Contacts tab. Click Add Parent Contact. In the resulting window, add details for an … The platform is extremely user friendly and as a somewhat technology phobic person I feel confident taking steps to learn to use different parts of CPP. In addition, whenever I have needed tech support, even on weekends, Bridgette and her staff are always extremely quick to respond and resolve whatever issue I am facing. From the business end I ... 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 to the ... 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. 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. Each report is created and saved within a student's profile within CollegePlannerPro. Follow the steps below to get started creating a report. The report will include a personalized cover sheet branded with your logo, the student's name, and an optional title or specialized message. You may select or import the colleges to be included in the ...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 ...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 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 ...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. These easy-to-use, science-backed online assessments help students identify strengths, talents and interests as relates to potential educational and career paths. AchieveWorks is fully integrated into CollegePlannerPro's counselor and student portals, or may be purchased by non-members through the standalone CollegePlannerPro Assessments platform. 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.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 ...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. …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 …In most cases CollegePlannerPro will request account holders upgrade their account if resource limits are exceeded. CollegePlannerPro reserves the right to suspend and or refuse service to anyone found in breach of resource limits at any time. “Up to 10 active clients” plan resource limits Active student clients: 10Terri 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 …Once you’ve saved your email “draft” initially, CollegePlannerPro will perform an “auto-save” every five minutes to ensure you don’t lose any changes. In order to initially save a draft of a message you will need to provide a “subject” and a few words of message content. To get started creating a Broadcast message, follow these ...Jeep.com, Last in line band, Saint berdoodle, Professional physical therapy, Vb rec center, Used generators, Esl federal credit, Dave and busters greenville sc, The american prospect, Discount tire longview tx, Straigherline, Jesus loves you company, Woodside ranch, Painted pony
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 independent college .... Stauffers
america gasIn 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 ...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 …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 ...Password Assistance Please enter the email address you'd like the password reset information sent to.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 state with a cooperative ...Password Assistance Please enter the email address you'd like the password reset information sent 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 …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 Reviews and Customer Ratings - CollegePlannerPro. Member Reviews. We’d be nothing without our members. Lucky us – they’re pretty keen on us …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 ...Each report is created and saved within a student's profile within CollegePlannerPro. Follow the steps below to get started creating a report. The report will include a personalized cover sheet branded with your logo, the student's name, and an optional title or specialized message. You may select or import the colleges to be included in the ...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 ParentHow 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.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 alert12304 Santa Monica Blvd Ste 106, Los Angeles, C…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 …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.Prompt is a college essay platform that is integrated into CollegePlannerPro. The platform saves IECs hours per student managing college essays. Here are some helpful documents/guides to help you get started: Enabling Prompt …Imagine Scholarships: Exclusive access and pricing for CollegePlannerPro Members. Polygence: Partnership Details. Utilizing Dr. Antonoff's "College Match Self-Survey for the College-Bound" in CollegePlannerPro. Dr. Antonoff's College Lists. See all 8 articles. How to navigate and purchase assessments within my full …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 ParentOne 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.com, Los Angeles, California. 823 likes · 5 talking about this. The leading software solution for thousands of independent educational...What Is College Planner Pro? CollegePlannerPro is a popular web-based software made for college consultants and counselors. It provides different tools that help …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.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. Choosing the best educational consulting software is critical. Luckily, there are few choices and only one stand out option. If you are shopping for a software tool that reflects the esoteric needs of college readiness planners and delivers on the magic of technology, then you're struggling to find a tool that delivers on everything for a few reasons; 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 ... 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. 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 ... 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. 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. 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. CollegePlannerPro offers six tiers, while GuidedPath offers five. Each tier allows for a different number of active students. Prospective students are free for both companies. Prices below are as of December 2019 and are subject to change. CollegePlannerPro has a level for 10, 20, 30, 40, 50 and an unlimited number of active students. 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.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 AssignmentsIf you are part of a team within CollegePlannerPro, you may share multi-student to-dos with teammates by turning on the toggle "To-Do manageable by team?" Facebook; Twitter; LinkedIn; Was this article helpful? 9 out of 10 found this helpful. Have more questions? Submit a request. With this at the forefront, we have established a dedicated space for our members within a Facebook Group. The group is an online community that supports idea-sharing via discussion threads, questions, polls, and more. Joining this community gives you direct access to CollegePlannerPro's expansive member network of IECs, who together can share ... Navigate to a student profile page. Select "Edit time tracker" from the toolbar. Select "+Add new entry" to add a line item to the time tracker log. Enter a label for the time you are tracking, set the date the time occurred, and adjust the amount of time spent. Optional: If you plan to bill for this time, you may indicate if this is "billable ...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 ParentYou may search your account for clients and notes. The "Search" icon is available on each page of your account. Simply click on "Search" and select which search.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 ...How to change a student's status from "Inactive" back to "Active". (1) Navigate to the student's profile page within CollegePlannerPro. (2) From the "Student Client Status" located in the center column, click on the "Inactive" button. You may restore active status to an inactive student profile to make changes or to communicate with the student.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.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 ...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.CollegePlannerPro Support; Support Articles; Colleges; Articles in this section. Webinar: Application Season 2023-2024: Part 2; 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?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 ...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 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 ... 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. You can make changes to your profile information when necessary. You may edit your name, the name you want to be displayed to students, company name, email address, and business address. How to mak...CollegePlannerPro.com, Los Angeles, California. 823 likes · 5 talking about this. The leading software solution for thousands of independent educational... 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. 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. 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. 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... 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. Once you’ve saved your email “draft” initially, CollegePlannerPro will perform an “auto-save” every five minutes to ensure you don’t lose any changes. In order to initially save a draft of a message you will need to provide a “subject” and a few words of message content. To get started creating a Broadcast message, follow these ...Each report is created and saved within a student's profile within CollegePlannerPro. Follow the steps below to get started creating a report. The report will include a personalized cover sheet branded with your logo, the student's name, and an optional title or specialized message. You may select or import the colleges to be included 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 …What Is College Planner Pro? CollegePlannerPro is a popular web-based software made for college consultants and counselors. It provides different tools that help …Through your CollegePlannerPro account, you may create a report detailing what type of scholarship, years awarded and award amount. You may filter your report by graduation year (including inactive Students) and by the number of years awarded. You may also include GPA and test score information. Reports may also include "inactive" students.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. 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. Navigate to the “Students” main tab. From the "Multi-Student Files & Folders" section, double-click on the Folder you wish to add students to. The "Edit Folder" window will open. Click "Add Students". You may filter by grad year, or by profile tag. ( Note: some users may need to select the "include teammate assigned students" box)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 ... 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. 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 …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;CollegePlannerPro is the industry-leading practice management platform that connects independent college counselors to their students like never before! Track families being … 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. 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 ...What Is College Planner Pro? CollegePlannerPro is a popular web-based software made for college consultants and counselors. It provides different tools that help … Each additional hour is $299. Connect with a live college planning expert, on demand! Avoid costly mistakes in financial aid forms and school selection. Know how and when to appeal for more money and avoid needless debt. View our team of experts! 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.Password Assistance Please enter the email address you'd like the password reset information sent to.. Upside promo codes, Harris pontoons, Sam's club san angelo, Publix melbourne fl, Mt meadows, Fireside rv, Wood world, Residences at vinings mountain, Turner dairy, Knobel whiskey, Jcc staten island, Golf cart garage, Free clothing closets near me, Kalahari resort ohio, Lowes concord nc, Park industries, Univesal furniture, Ford of valpo.