Collegeplannerpro - 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 …

 
CollegeplannerproCollegeplannerpro - 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 ...

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...Click the gear icon sign next to "Others" in the left-hand side panel, and click "Follow Other Calendars". Give your calendar a name, paste in the URL, and click "Save". Your calendar will appear under "Others" in the left-hand side panel, and your events will be visible on the calendar. Use Loom to record quick videos of your screen and cam.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 Parent1. 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 ...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 ...You can view your CollegePlannerPro calendar events in an external calendar like iCloud (Apple) Calendar, Google Calendar, Yahoo! Calendar or Outlook Calendar. In order to link the calendars, you will need to add a URL-based calendar "subscription" to your external calendar so it knows how to retrieve your CollegePlannerPro events. This is a ... How to Add a (Parent) Contact. Navigate to the Contacts Main page by clicking on the "Contacts" tab. Click on the button labeled, " Add Parent (s) Contact " in the toolbar. A window will open with a form prompting you for basic information about the primary parent. The asterisked/shaded fields are required. How to view your CollegePlannerPro events in your Outlook Calendar Follow. 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. Official ...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 ...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 … 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. 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 Help clients prepare for college. and a career using their strengths. CollegePlannerPro is happy to be the exclusive distributor of the AchieveWorks® suite of assessments for independent educational consultants. Purchase these assessments on their own or use them within your CollegePlannerPro platform. 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 ParentSubmit 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.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.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 …Academic Advising Software. CollegePlannerPro Alternatives. Top 10 CollegePlannerPro Alternatives & Competitors. Answer a few questions to help the CollegePlannerPro …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. 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! 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.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 … 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. 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. 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 …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 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?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 ... 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 ... 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. New members, start here! 1. General Introduction. New Member Training Guide. CollegePlannerPro 5 Minute Demo. CollegePlannerPro Account Introduction. Dashboard Overview & Account Customization. … Student Flyer. We welcome consultants to download and distribute our CustomCollegePlan flyer as a way to market the benefits of the student portal to families. The flyer can be printed or shared as a PDF to give students and parents an idea of what CustomCollegePlan has to offer. Download the unbranded flyer here. 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. 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.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.In this case, you can record the payment of $800, and enter a line item for +$100 to reflect that this credit will carry over to another invoice. You can label this line item as a “Credit” and in the description, state that the credit will be applied to a future invoice. Doing so brings the balance on the invoice to zero. When it comes time ... 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. Help clients prepare for college. and a career using their strengths. CollegePlannerPro is happy to be the exclusive distributor of the AchieveWorks® suite of assessments for independent educational consultants. Purchase these assessments on their own or use them within your CollegePlannerPro platform. CollegePlannerPro is an easy to use, yet powerful online software solution to organize, grow, and market your independent educational consulting business. From tracking student admission tasks, building college lists, recruiting prospective clients, scheduling meetings, and adding to-do’s, CollegePlannerPro delivers a complete software ... 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 ... 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 ... 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 …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. Create my account It's your very own. Keep it if you like it. Cancel anytime. 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 ... Forgot my password. Login. 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. 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 ... 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. 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. 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. Human eSources offers a professional certification program for its AchieveWorks suite of student assessments. The program provides counselors with a deeper understanding of the science and theory behind each assessment as well as the application of the assessments for career and education planning. Certification is …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 ProfileNavigate 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)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) 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 is seeking a Customer Success Specialist from late January to early August 2024 to cover some of our customer support needs during an employee's parental leave period. We are ...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 …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 ParentIdeas 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.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 …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...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.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 …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 ... 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. 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...Experience: CollegePlannerPro · Education: University of Illinois at Urbana-Champaign · Location: Los Angeles, California, United States · 344 connections on LinkedIn. View Valerie Kaskovich ...The application deadlines in CollegePlannerPro are sourced from internal research, the Common App, and Peterson's College Data, which collects and releases them on an annual basis. If there is an incorrect deadline, it may be because a school changed the deadline after the information was initially collected. We highly recommend that you verify ...What Is College Planner Pro? CollegePlannerPro is a popular web-based software made for college consultants and counselors. It provides different tools that help … 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 ... 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".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 ...Find answers to your questions about CollegePlannerPro, a web-based college counseling software. Browse support articles, tutorials, and recent activity on various topics and …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 ...Please Log In. Need to Register? Forgot Password? Log In. 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 ... 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 ... 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 …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 this case, you can record the payment of $800, and enter a line item for +$100 to reflect that this credit will carry over to another invoice. You can label this line item as a “Credit” and in the description, state that the credit will be applied to a future invoice. Doing so brings the balance on the invoice to zero. When it comes time ...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 …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 …Academic Advising Software. CollegePlannerPro Alternatives. Top 10 CollegePlannerPro Alternatives & Competitors. Answer a few questions to help the CollegePlannerPro …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.CollegePlannerPro is an easy to use, yet powerful online software solution to organize, grow, and market your independent educational consulting business. From tracking student admission tasks, building college lists, recruiting prospective clients, scheduling meetings, and adding to-do’s, CollegePlannerPro delivers a complete software ...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.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.You may search your account for clients and notes. The "Search" icon is available on each page of your account. 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Achieve. (42) 4.9 out of 5. E2E Advising's (e2eadvising.com) Achieve - Student Success and Retention Platform. An end-to-end student service advising platform for higher education to recruit, retain, and graduate more students on time. Achieve offers real-time two-way sync feature with Microsoft Outlook and Google Calendar …. Green lake animal shelter

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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 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;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 ...New members, start here! 1. General Introduction. New Member Training Guide. CollegePlannerPro 5 Minute Demo. CollegePlannerPro Account Introduction. Dashboard Overview & Account Customization. …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 … 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. 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 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 ... 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. 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.You can view your CollegePlannerPro calendar events in an external calendar like iCloud (Apple) Calendar, Google Calendar, Yahoo! Calendar or Outlook Calendar. In order to link the calendars, you will need to add a URL-based calendar "subscription" to your external calendar so it knows how to retrieve your CollegePlannerPro events. This is a ...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 Parent 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. 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. Add your first contact/parent profile. Storing all of the prospective and client contact information is vital to maximizing CollegePlannerPro and allowing the site to keep you organized. You’ll begin by entering in Contact and/or Parent information. You’ll need to do this before you can begin adding your student profile data.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, …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 …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 …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 ... 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 ... 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 …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 ... 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; 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 …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 ...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 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 ...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 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 …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 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 ... 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. On the Calendar tab, click "Scheduling Availability". To add a new event type from scratch, click "Add New Event Type". Alternatively, click on any existing event type on the left to edit it. Give your event type a name to describe what type of meeting it is (for instance, "Initial Consultation", "Junior Check-in Meeting", or "Essay Review ... 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. The application deadlines in CollegePlannerPro are a combination of internal research, the Common App, and dates sourced from Peterson's College Data, which collects them and releases them on an annual basis. You may choose to import this deadline information into your account. We highly recommend that you verify these deadlines by visiting ...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 ... Help clients prepare for college. and a career using their strengths. CollegePlannerPro is happy to be the exclusive distributor of the AchieveWorks® suite of assessments for independent educational consultants. Purchase these assessments on their own or use them within your CollegePlannerPro platform. 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".General Questions. Getting Started: Setting up your CollegePlannerPro account. How do I add my logo to CollegePlannerPro? How do I attach a file to an emailed note? Supported browsers and platforms. Members-Only Facebook Group. How do I link my mobile phone with CollegePlannerPro? How do I email a Note?Go to the CustomCollegePlan login page ( www.customcollegeplan.com ) 2. Directly below where they input their credentials, click on "Forgot password?" 3. A new dialog box will open. Enter the requested information and click "Email me a reset link". 4. If this does not work, either the student account has not been activated by the consultant, or ...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.I heard the essay prompts are free. Where do I find them? - Yes! Thanks to our partnership with Prompt, you will be able to view the essay prompts for each college on the College Profile pages. These essay requirements will be updated on … Help clients prepare for college. and a career using their strengths. CollegePlannerPro is happy to be the exclusive distributor of the AchieveWorks® suite of assessments for independent educational consultants. Purchase these assessments on their own or use them within your CollegePlannerPro platform. 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 ...I heard the essay prompts are free. Where do I find them? - Yes! Thanks to our partnership with Prompt, you will be able to view the essay prompts for each college on the College Profile pages. These essay requirements will be updated on …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 ...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; 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. 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 ...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 ...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 ...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 ...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.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. Student Flyer. We welcome consultants to download and distribute our CustomCollegePlan flyer as a way to market the benefits of the student portal to families. The flyer can be printed or shared as a PDF to give students and parents an idea of what CustomCollegePlan has to offer. Download the unbranded flyer here. CollegePlannerPro is an easy to use, yet powerful online software solution to organize, grow, and market your independent educational consulting business. From tracking student admission tasks, building college lists, recruiting prospective clients, scheduling meetings, and adding to-do’s, CollegePlannerPro delivers a complete software ...You can view your CollegePlannerPro calendar events in an external calendar like iCloud (Apple) Calendar, Google Calendar, Yahoo! Calendar or Outlook Calendar. In order to link the calendars, you will need to add a URL-based calendar "subscription" to your external calendar so it knows how to retrieve your CollegePlannerPro events. This is a ... Help clients prepare for college. and a career using their strengths. CollegePlannerPro is happy to be the exclusive distributor of the AchieveWorks® suite of assessments for independent educational consultants. Purchase these assessments on their own or use them within your CollegePlannerPro platform. CollegePlannerPro Reviews and Customer Ratings - CollegePlannerPro. Member Reviews. We’d be nothing without our members. Lucky us – they’re pretty keen on us … Student Flyer. We welcome consultants to download and distribute our CustomCollegePlan flyer as a way to market the benefits of the student portal to families. The flyer can be printed or shared as a PDF to give students and parents an idea of what CustomCollegePlan has to offer. Download the unbranded flyer here. Academic Advising Software. CollegePlannerPro Alternatives. Top 10 CollegePlannerPro Alternatives & Competitors. Answer a few questions to help the CollegePlannerPro …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.Click the gear icon sign next to "Others" in the left-hand side panel, and click "Follow Other Calendars". Give your calendar a name, paste in the URL, and click "Save". Your calendar will appear under "Others" in the left-hand side panel, and your events will be visible on the calendar. Use Loom to record quick videos of your screen and cam. 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. 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 ...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 view your CollegePlannerPro events in your Outlook Calendar Follow. 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. Official ... 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. I 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 …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 ParentStrategic 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 …I heard the essay prompts are free. Where do I find them? - Yes! Thanks to our partnership with Prompt, you will be able to view the essay prompts for each college on the College Profile pages. These essay requirements will be updated on …. Lowes east peoria il, Carver companies, Athens family vision, Pacers arena, Renditions golf, Ms sec of state, Tameron kia, The dillon bloomington, Xcel energy center arena.