Collegeplannerpro

Terri Streetman, The College Planning Center. CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab.

Collegeplannerpro. 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 ...

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 ...

Tools for IECs. CollegePlannerPro - No introduction needed. I think we can all agree that this is the long pole in the tent, one of two tools that I simply cannot do without. MacBook Pro - This is without a doubt the most costly tool I have. I realize many of you are not “Apple People” and I can respect that.See: How do I send text messages to Students via CollegePlannerPro? If a consultant who previously had permission to utilize the Conversation with a student no longer has that permission, any prior Conversation history with the student will be preserved, but both student and consultant will be prevented from further contributing to the thread.How to login as a Student: Navigate to the Student's profile within your CollegePlannerPro account. From the "CustomCollegePlan.com Student Access" section, click on "Login as …One of the main features that consultant members of CollegePlannerPro enjoy is the ability to invite students to log in to their student account, which is called CustomCollegePlan. When students log into their account at www.customcollegeplan.com, they can: See assigned tasks and update progress. Research colleges and build a college list. CollegePlannerPro 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. 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 ...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 ...

One of the main features that consultant members of CollegePlannerPro enjoy is the ability to invite students to log in to their student account, which is called CustomCollegePlan. When students log into their account at www.customcollegeplan.com, they can: See assigned tasks and update progress. Research colleges and build a college list.CollegePlannerPro 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. 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. 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 Within CollegePlannerPro (your consultant account): 1. Navigate to the Student profile and click on the " Requirements, Deadlines & Notes " button located between the college lists. 2. Select the " Application Deadlines " tab to view all by deadline types, or select " Application Deadlines (by College) " to view all deadlines grouped by college ... 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 ... CollegePlannerPro | 216 followers on LinkedIn. CollegePlannerPro serves the specific needs of independent educational consultants, now supporting thousands worldwide. | CollegePlannerPro is the ... 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.

Webinar - Preparing for the 2023-2024 Application Season - Part 1. Updated Application Deadlines for 2023-2024. How do I see a list of students accepted to or attending a specific college? What is the source of the college data in CollegePlannerPro? How do I navigate between colleges on a student's list? Video: Tracking Major choices and unique ...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 …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 … Forgot my password. Login. 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.

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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 ... 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. 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 …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 …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 ...

Navigate to the “Students” main tab. From the "Multi-Student Files & Folders" section, double-click on the Folder you wish to add students to. The "Edit Folder" window will open. Click "Add Students". You may filter by grad year, or by profile tag. ( Note: some users may need to select the "include teammate assigned students" box)CollegePlannerPro is a proud 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 …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.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.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 ...Victoria Tabor works at CollegePlannerPro, which is an Internet Service Providers, Website Hosting & Internet-related Services company with an esti mated 35 employees. They used to work at Forest Hills Public Schools. Found email listings include: v***@collegeplannerpro.com, @fhps.net. Read more.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 clientsWillamette 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...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 …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 ...

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.

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 …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 ...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 ProfileOne 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. 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 ...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 ...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 ... 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 ...

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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 …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.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.In order for a consultant to receive Prompt-generated notifications about student essays, they must be the primary consultant in CollegePlannerPro. This is one situation in which an essay specialist may be better suited as primary consultant rather than secondary consultant. Learn More about Primary & Secondary Consultant Assignments CollegePlannerPro has 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 ... with CollegePlannerPro. CollegePlannerPro equips organizations with tools to streamline administrative tasks and enhance efficiency. The robust and powerful student management platform helps teams organize their processes so that more valuable time can be spent directly working with students. Password Assistance Please enter the email address you'd like the password reset information sent to. 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. 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 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". Admission probabilities are determined by you based on your professional opinion of the student’s chances of being admitted. You may display the admission probability to all of your students or lim... 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, … ….

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 …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 ... Login to your account. In the toolbar on the Dashboard click the “My Profile & Billing Info” button. Follow the instructions in the section labeled, “Link My Mobile to My Account.”. The instructions will include a custom “code” in orange text and the +1 (919) 408-7773 phone number. From your mobile phone, send the custom code to the ... 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 … Let us be your guide to show you exactly how CollegePlannerPro can help you manage your business, stay organized, and keep your students on track. Simply find a day and time to connect using the calendar here. No time to waste? You can take a quick video tour of the platform here: Video Tour, and get started for free with a 30-Day Trial Account. CollegePlannerPro 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 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 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 … 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. Collegeplannerpro, [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1], [text-1-1]