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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 ... 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. 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. 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 is a popular web-based software made for college consultants and counselors. It provides different tools that help you track student progress, and all your school projects, manage client data and create customized college plans. It has a calendar that is built-in and a task manager that keeps you organized and prepared for ...New members, start here! 1. General Introduction. New Member Training Guide. CollegePlannerPro 5 Minute Demo. CollegePlannerPro Account Introduction. Dashboard Overview & Account Customization. …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. 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 ...

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 …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 ...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 … How to access and set up CollegePlannerPro mobile version: From your mobile device, access your web browser (Safari, Chrome, etc.) Type in: cpp.ms. Enter your email address and your password. (These need to be the email address and password associated with your CPP account.) Now you're all set! CollegePlannerPro 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 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 ...

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.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 ... 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 ... Navigate to the Student's profile and click on the "Edit Exam Test Scores" button from the toolbar; Click the "Calendar" icon on the specific Test/Exam to display on the calendar and set up an alertIn 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.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 ...

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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. Follow. If you have your CollegePlannerPro calendar linked to your Google calendar, you may notice that there is a delay between the time you enter a new event into CollegePlannerPro and when it appears on your Google Calendar. This issue is not related to CollegePlannerPro, but rather, it is the result of Google Calendar's refresh rate on ...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 …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 thrilled to offer IECs an exclusive discount for your families who sign up for iD Tech courses. Use code CPP200 for $200 off all courses and private lessons. Virginia Trench, Content Specialist. Virginia started with iD Tech at the University of Denver in 2015 and has loved every minute since then!

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 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. Please note: We strongly recommend linking your calendar from a desktop/laptop computer, as opposed to a mobile device or tablet. Some 3rd party calendars do not support creating new calendar subscriptions from mobile devices. In any event, there are situations where it's necessary or preferred to link your CollegePlannerPro …Password Assistance Please enter the email address you'd like the password reset information sent to. 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! Note that all events booked through CollegePlannerPro scheduling pages are automatically designated as "Busy". Managing your "Available"/"Busy" external calendar events Upon connecting an external calendar account like Google, iCloud, or Outlook to CollegePlannerPro, you have the option to decide which calendar(s) - if any - you want …Within the standalone CollegePlannerPro Assessments platform: You can access your unredeemed license keys within your account by navigating to the "Manage Account & Billing Info" tab. You'll see the license keys on the right-hand side of the page. There, you'll also see detailed instructions on how to redeem those license keys. CollegePlannerPro offers six tiers, while GuidedPath offers five. Each tier allows for a different number of active students. Prospective students are free for both companies. Prices below are as of December 2019 and are subject to change. CollegePlannerPro has a level for 10, 20, 30, 40, 50 and an unlimited number of active students. 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 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.

Ideas for Multi-Student To-Do's. Ideas for Checklist Templates. How do Students indicate their First Choice and Alternate Choice Majors? How can I export a list of my clients? Creating a sample student profile and CustomCollegePlan account. eBook Guide: Creating An Impressive Sample Student Profile. How 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. 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?Each report is created and saved within a student's profile within CollegePlannerPro and will be branded with your logo. Follow the steps below to get started creating a report. The report will include valuable information that you want to present to your student and/or families, along with the student's name and an optional title.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 ...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.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".Build Your Brand: Elevate your marketing efforts and strengthen your brand by delivering professional, branded information for families and a robust platform for students. CollegePlannerPro is the leading software platform for independent educational consultants. Take a quick look at the key features in this video demo.Within 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 ...

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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". 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 …2. Select a Contact profile for which you'd like to add a student. You can access Contact profiles from the pie chart on the Contacts tab (clicking any subcategory to display a list), by clicking a name under "Recently Viewed", or by using the "Search" option in the upper right-hand corner of your account to search for the contact by name. 3.CollegePlannerPro Support; Support Articles; Colleges; Articles in this section. Webinar: Application Season 2023-2024: Part 2; Webinar - Preparing for the 2023-2024 Application Season - Part 1; Updated Application Deadlines for 2023-2024; How do I see a list of students accepted to or attending a specific college? Navigate to the Student Profile. Click "Create New College Report" from the toolbar (far right-hand side) Enter a "Report title". Today's date will be populated unless you choose to edit the date. Toggle Green/Gray (Yes/No) to display student test scores and GPA, and admission probability. Click "Create Report". 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.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 ...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 ...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?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 clientsPrompt 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 … Navigate to the Student Profile. Click "Create New College Report" from the toolbar (far right-hand side) Enter a "Report title". Today's date will be populated unless you choose to edit the date. Toggle Green/Gray (Yes/No) to display student test scores and GPA, and admission probability. Click "Create Report". 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 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. 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 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 ...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. 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]