Collegeplannerpro - 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 ...

 
CollegeplannerproCollegeplannerpro - 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 ...

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 ...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 ...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 ...IEC Pricing Webinar: Panel Q&A. Lisa Davis 08 April, 2022. The CollegePlannerPro team was joined by four IECs for a transparent conversation regarding the pricing of college consulting services. During the insightful conversation, our panelists shared their experiences and opinions and attendees …In 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 ...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 ... 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. 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 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.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 ...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.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 ...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 ... 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. 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.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 …Imagine Scholarships: Exclusive access and pricing for CollegePlannerPro Members. Polygence: Partnership Details. Utilizing Dr. Antonoff's "College Match Self-Survey for the College-Bound" in CollegePlannerPro. Dr. Antonoff's College Lists. See all 8 articles. How to navigate and purchase assessments within my full …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.Note that all events booked through CollegePlannerPro scheduling pages are automatically designated as "Busy". Managing your "Available"/"Busy" external calendar events Upon connecting an external calendar account like Google, iCloud, or Outlook to CollegePlannerPro, you have the option to decide which calendar(s) - if any - you want …1. 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, … 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... 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 ...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.Please Log In. Need to Register? Forgot Password? Log In. CollegePlannerPro | 216 followers on LinkedIn. CollegePlannerPro serves the specific needs of independent educational consultants, now supporting thousands worldwide. | CollegePlannerPro is the ... 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 …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.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. 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 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. 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.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 …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?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. … 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 ... 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.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 … 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. 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".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 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!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.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 ... 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 in Chrome select "Copy Image Address". in Edge select "Properties", then under "Address" select the URL. For all images "right-click" on the image and then paste the URL into the area for the URL address within the image property within a Note. You may see a picture on the internet that you would like to include in a college profile.CollegePlannerPro 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 ...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 ...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 ...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 …Start by creating an online presence. Here are three steps to take to build a classic and respectable online presence: Step #1: Build a website. Describe your services so that people can find out more about you and your business. Give them the information they need and a reason to contact you.Please Log In. Need to Register? Forgot Password? Log In.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 …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 my account It's your very own. Keep it if you like it. Cancel anytime. 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 … 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. 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 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 …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 …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.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.Start by creating an online presence. Here are three steps to take to build a classic and respectable online presence: Step #1: Build a website. Describe your services so that people can find out more about you and your business. Give them the information they need and a reason to contact you. 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 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 …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 …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 ... 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 Support; Support Articles; Colleges; Articles in this section. Webinar: Application Season 2023-2024: Part 2; Webinar - Preparing for the 2023-2024 Application Season - Part 1; Updated Application Deadlines for 2023-2024; How do I see a list of students accepted to or attending a specific college?CollegePlannerPro 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 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 …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 ...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 ...12304 Santa Monica Blvd Ste 106, Los Angeles, C…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 …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 …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) Each additional hour is $299. Connect with a live college planning expert, on demand! Avoid costly mistakes in financial aid forms and school selection. Know how and when to appeal for more money and avoid needless debt. View our team of experts! CollegePlannerPro 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 the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. This video will cover activating a student profile from the parent contact record and how to access your active students once added to CollegePlannerPro.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 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 …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.CustomCollegePlan (student portal) resources. How do I get Students to link their mobile phone with their account? How can students create a shortcut to access CustomCollegePlan on a phone or tablet? How is a student profile picture added? How do students view and update To-Dos? How does a Student add a test date … 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. 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 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. 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 … 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. 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.Outback gastonia, Grand chateau hotel, Steve windwood, City of alamo texas, Msu springfield mo, Savage barbell, Ucc roseburg, Micheladas near me, Hnos espinoza, Texas motors, Bless ed, The ranch loveland, Spurlock vet, Surfing crab delaware

Start by creating an online presence. Here are three steps to take to build a classic and respectable online presence: Step #1: Build a website. Describe your services so that people can find out more about you and your business. Give them the information they need and a reason to contact you.. Blaze credit union

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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.Create my account It's your very own. Keep it if you like it. Cancel anytime.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 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 ...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 …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.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 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 …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: 10Through 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 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.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 …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 ...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 …Imagine Scholarships: Exclusive access and pricing for CollegePlannerPro Members. Polygence: Partnership Details. Utilizing Dr. Antonoff's "College Match Self-Survey for the College-Bound" in CollegePlannerPro. Dr. Antonoff's College Lists. See all 8 articles. How to navigate and purchase assessments within my full … 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 ... 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 ...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 …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 …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 ...With our partnership with ProPay, you can seamlessly accept credit card payments through your CollegePlannerPro account.ProPay offers CollegePlannerPro members a competitive processing rate of 3.0% + $0 per transaction fee.The process is simple: Create an invoice and email it to your clientsCollegePlannerPro 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.Follow. This article is a part of our New Member Training Guide in the Billing and Invoicing section. Navigate to the next article in the series by following the link at the bottom of this article or return to the New Member Training Guide homepage here. The following video contains instructions on how to: Create a new Invoice. Email the Invoice.CollegePlannerPro 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 ... 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. 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 ...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.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 ... Forgot my password. Login. 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 ... New Member Training Guide. New members, start here! 1. General Introduction. New Member Training Guide. CollegePlannerPro 5 Minute Demo. CollegePlannerPro Account Introduction. Dashboard Overview & Account Customization. How do I add a Contact (Parent) profile? 2. Select a Contact profile for which you'd like to add a student. You can access Contact profiles from the pie chart on the Contacts tab (clicking any subcategory to display a list), by clicking a name under "Recently Viewed", or by using the "Search" option in the upper right-hand corner of your account to search for the contact by name. 3.How to 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 …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...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 ParentI 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 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;Find answers to your questions about CollegePlannerPro, a web-based college counseling software. Browse support articles, tutorials, and recent activity on various topics and …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 …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.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 …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.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.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? 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. 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. CollegePlannerPro | 216 followers on LinkedIn. CollegePlannerPro serves the specific needs of independent educational consultants, now supporting thousands worldwide. | CollegePlannerPro is the ... 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 …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. 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. 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 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.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? 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. 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 ...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 ...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. 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". 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 ... . Gilley's pasadena texas, Red fedele's brookhouse, Popcon indy, City of sterling heights, Russell's western wear, Innovation montessori ocoee, Home depot gurnee, Taco taxi, Shane smith law.