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 …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 …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 clientsThe 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 ...How CollegePlannerPro sends email on your behalf. Email messages sent to your recipients will be "From" a CollegePlannerPro dot com email address. It used to be that we simply used your email address that you have associated with your CollegePlannerPro account to say that the email was "from" you. This isn't copacetic any longer with most …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.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 …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 …CollegePlannerPro is a robust tool to help IECs build, structure, and grow their emerging businesses. We've highlighted our top features that will help you utilize the platform even if you are not yet working with many students. View Resource. A Beginner's Guide to Marketing an IEC Business.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 ... 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 ... 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 ... 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 ...Here’s an overview of some basic items to help you get started customizing your CollegePlannerPro account. Add your logo to the login pages. It’s important your …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.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. …1. Log in to CollegePlannerPro and on the Dashboard click the "My Profile & Billing Info" icon in the toolbar. 2. Navigate to "Manage Account Logo". 3. Click on the “Select File” button. 4. Select your logo and click "Open".”. Logos must be in PNG , …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".Email address. Company name. Choose a web address you'd like to use. https:// .collegeplannerpro.com. Required length of 8 to 20 characters. Learn more about …CollegePlannerPro is the industry-leading practice management platform that connects independent college counselors to their students like never before! Track families being …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.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. 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 ... First, let's take a look at the Account Settings for your students. Once a student's profile is enabled, you will see a button called "Account Settings" within the CustomCollegePlan.com Student Access section. Open Account Settings to view the option for "Application Outline viewable". You have the option to make the …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. How to utilize with CollegePlannerPro. For consultants who plan to utilize these worksheets with multiple students in CollegePlannerPro, we recommend you create a Multi-Student Folder that can be used to share the files with multiple students at once. 1. Click the Students tab, then "Add Multi-Student Files" 2. Click "Add New Folder". 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 … 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. How to view your CollegePlannerPro events on your iPhone/iPad Calendar app. Scheduling Tool + Zoom Personal Meeting Room. How do I email a notification of a Student calendar event? How to blackout dates across multiple event types. How do I create a Student calendar event from the Dashboard or Calendar tab?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 … 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... 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 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 ... 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! 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 …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. CollegePlannerPro is a proud affiliate partner of College Aid Pro! Whether you want a better way to help your existing clients plan for the cost of college, or you want a trusted partner you can introduce clients to so they don’t get in over their head with student debt, College Aid Pro has you covered. Select from one of the two College Aid ... In order 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 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, …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.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 ...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 ...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 ...To edit a student's contact information, navigate to their student profile page and click on their name in the top left corner. A new window will appear, and you will be able to edit their contact information there.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 ... Dive into a wealth of expert resources and information tailored for professionals like you. Explore insightful articles and insider tips to help you launch or elevate your consulting practice. CollegePlannerPro is your trusted partner on the path to guiding students toward their dream colleges. Let’s transform lives and shape futures together! 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 …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.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 …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.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.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 …CollegePlannerPro is the industry-leading practice management platform that connects independent college counselors to their students like never before! Track families being …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 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. Forgot my password. Login.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 …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 …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.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 … 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; How to use in CollegePlannerPro. For consultants who plan to utilize this survey with multiple students in CollegePlannerPro, we recommend you create a Multi-Student To-Do that can be assigned to students to request that they complete the survey. 1. Click the Students tab, then "Add Multi-Student To-Do" 2. CollegePlannerPro 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. 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 ... 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. 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 ...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 ...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.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 …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.CollegePlannerPro is the market-leading SaaS platform in the United States for independent educational consultants (IECs) – private counselors who work with high school students and their families to navigate the college admissions process. Our robust CRM toolkit helps IECs stay organized and grow their businesses, with tools like records ... CollegePlannerPro 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. 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: 10Owen 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 ...How to view your CollegePlannerPro events on your iPhone/iPad Calendar app. Scheduling Tool + Zoom Personal Meeting Room. How do I email a notification of a Student calendar event? How to blackout dates across multiple event types. How do I create a Student calendar event from the Dashboard or Calendar tab?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.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 …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.To edit a student's contact information, navigate to their student profile page and click on their name in the top left corner. A new window will appear, and you will be able to edit their contact information there.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 ...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.Goodwill belgrade, Sc york county, Altard, Bike bluebook, Pier 60 clearwater beach florida, Earths elements, Volunteer fire department, Casa mezcal, Evelo, Iceoplex, Sues notary, Southwood hospital, Her scan, Clothes closet near me
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. . Cincinnati zoo and botanical garden cincinnati
haileyquinnlaHow to use in CollegePlannerPro. For consultants who plan to utilize this survey with multiple students in CollegePlannerPro, we recommend you create a Multi-Student To-Do that can be assigned to students to request that they complete the survey. 1. Click the Students tab, then "Add Multi-Student To-Do" 2.The 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 …CW College Planner's Recommendation. We would recommend CollegePlannerPro to other IECs in a heartbeat. It makes the college planning process simpler for the consultant to manage a variety of clients because there are so many features built in. You can easily track and see a dashboard of your different clients.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 ...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 …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 …You may choose any picture or image you would like displayed on CollegePlannerPro and for your students within their CustomCollegePlan accounts. A default icon will be used on your account until you add your Profile Picture. Pictures may be in the following formats: jpg, png, and gif. Student profile pictures are entirely different and can be ...1. To create an active Student profile, first, add a student to a Contact profile. If you have not yet created a contact profile for the student's parents/family, begin with the article, …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 …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. 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 … 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 ... 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 ... Here’s an overview of some basic items to help you get started customizing your CollegePlannerPro account. Add your logo to the login pages. It’s important your …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 ...CollegePlannerPro is the industry-leading practice management platform that connects independent college counselors to their students like never before! Track families being …College Reports are simple to create and may be distributed to your students and parents in a hard copy printout and also may be available for view by your clients on the "Colleges" tab within the student's CustomCollegePlan account. Reports are a great way to provide your clients with a customized list of colleges. Feel free to create as many ...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 ... 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 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 … Open Account Settings to view the option for "Application Outline viewable". You have the option to make the "Application Outline" viewable or not viewable by your students. You may elect to make the "Application Outline" viewable by an entire class or for just specific students. You may also turn off the viewable option for any of your students. CollegePlannerPro 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 …In the "Invoices" section, click on the invoice item to be deleted. The invoice will open in a new dialog window. Click the "Edit Invoice" button from the options on the bottom of the invoice view window. A new dialog window will open with a button at the bottom labeled, "Delete Invoice." Click the "Delete Invoice" button.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. 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 ... 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.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 …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 …How to remove a college from the Student's "My List of Colleges": From within the Student's account, select the "Colleges" tab. From the "My List of Colleges", click the orange " X " icon next to each college you'd like to remove from the list. Both you and your Student may add or remove colleges from the Student's "My List of Colleges."The College Bucket. 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. This can be a lot to sift through, and we understand that many of these schools are ones you ... 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 ... Desktop device (such as a laptop computer) To-Dos can be found within a tab in the left-hand navigation called To-Dos. To-Dos are shown in a kanban board format. Students can drag and drop the To-Do items from one column (status) to another. Clicking on any To-Do item allows the student to see more detail, add comments, …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.CollegePlannerPro Reviews and Customer Ratings - CollegePlannerPro. Member Reviews. We’d be nothing without our members. Lucky us – they’re pretty keen on us … 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 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.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 …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 ... 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 ... 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 ...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 ...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 …You may choose any picture or image you would like displayed on CollegePlannerPro and for your students within their CustomCollegePlan accounts. A default icon will be used on your account until you add your Profile Picture. Pictures may be in the following formats: jpg, png, and gif. Student profile pictures are entirely different and can be ...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 ... 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. 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. In order for a consultant to receive Prompt-generated notifications about student essays, they must be the primary consultant in CollegePlannerPro. This is one situation in which an essay specialist may be better suited as primary consultant rather than secondary consultant. Learn More about Primary & Secondary Consultant Assignments CollegePlannerPro 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 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. 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 …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 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 ...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. The Fiske Guide to Colleges is a widely-used and highly respected resource for students and their families and counselors as they navigate the college search and application process. It was first published in 1982 by Edward B. Fiske, a former education editor for The New York Times. Fiske identified a need for a comprehensive and unbiased guide ... How to 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".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: 10Follow. 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. 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 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 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, …Here’s an overview of some basic items to help you get started customizing your CollegePlannerPro account. Add your logo to the login pages. It’s important your …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.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 How to utilize with CollegePlannerPro. For consultants who plan to utilize these worksheets with multiple students in CollegePlannerPro, we recommend you create a Multi-Student Folder that can be used to share the files with multiple students at once. 1. Click the Students tab, then "Add Multi-Student Files" 2. Click "Add New Folder". 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 …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 …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.Once you have been approved for a ProPay merchant account to start accepting credit card payments for invoices created through CollegePlannerPro, you will receive a separate email from ProPay inviting you to access their merchant portal.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 ... Create my account It's your very own. Keep it if you like it. Cancel anytime. CollegePlannerPro has been fortunate enough to be fueled by a passionate member base since its inception over a decade ago. We have learned that this community and these connections matter deeply. With this at the forefront, we have established a dedicated space for our members within a Facebook Group.Desktop device (such as a laptop computer) To-Dos can be found within a tab in the left-hand navigation called To-Dos. To-Dos are shown in a kanban board format. Students can drag and drop the To-Do items from one column (status) to another. Clicking on any To-Do item allows the student to see more detail, add comments, …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 … 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. 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. 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 …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 …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 .... Apa of mo, Tacoland, Pineapple cove classical academy, Dan's pizza, Ice cream shoppe, New haven pet hospital, Amphitheater tampa, Cope community services, Big island delights, El bronco tacos, I play america, Whitehouseblack market, Mcloons lobster shack, Flagstaff snow park, Institute of contemporary art. boston, American icon brewery, Emagine novi novi mi, Karikaturas.