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 ...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.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, …How to change the student's status from "Active" to "Inactive". (1) Navigate to the student's profile page. (2) Scroll down to the bottom of the left-hand column to the "Student Client Status" section. (3) Toggle Profile status from "Active". (4) A new dialog window will appear to confirm this decision - select "Yes, Deactivate".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. 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. 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: Your clients pay by credit card via a secure online portal found …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: 101. 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 ...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.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 …Please Log In. Need to Register? Forgot Password? Log In. 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 ... 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 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. 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 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 ...New members, start here! 1. General Introduction. New Member Training Guide. CollegePlannerPro 5 Minute Demo. CollegePlannerPro Account Introduction. Dashboard Overview & Account Customization. …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 ParentNavigate 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 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.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 ... 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. 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 …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 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!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 …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 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 ...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 note that this recording is from 2018. Essentially, t o add a tag to a student's profile click on the text underneath your student's name to expand the Tag entry window, and begin typing your tags. Once you're done, hit the Tab button on your keyboard to save the tag. 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 ... To access a student’s college profile, navigate to their student profile, and click a school on either the "Suggested College List" or the "My List". Once there, you can quickly navigate between schools on the list by clicking the green arrows pointing left and right at the top of the page, under the menu items. If you arrived at the student ...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.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.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, …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 …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 ... Forgot my password. Login. 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. 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, …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 … 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. 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. 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; 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 ... 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. 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. Please Log In. Need to Register? Forgot Password? Log In. 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. 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... 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. 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 your trusted partner on the path to guiding students toward their dream colleges. Let’s transform lives and shape futures together! Katie Garrett. For over twenty years, Katie has shared her passion for academics and education with students and their families. She is a graduate of Vanderbilt University with degrees in ...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 ... 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. 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 …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.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 …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.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! 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! 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 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. 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 … 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. What Is College Planner Pro? CollegePlannerPro is a popular web-based software made for college consultants and counselors. It provides different tools that help …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.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 ... 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... 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. Test scores represent the score of enrolled degree-seeking first-time freshman students, and the search focuses on the 25 th percentile. This is defined as the score that 75% of students scored above. The search parameters return schools with a 25 th percentile within the minimum and maximum range you select. 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 …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...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 ...How to view your CollegePlannerPro events in your Outlook Calendar Follow. Please note: We strongly recommend linking your calendar from a desktop/laptop computer, as opposed to a mobile device or tablet. Some 3rd party calendars do not support creating new calendar subscriptions from mobile devices. Official ...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?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 …
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 …. Usclarks
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.CollegePlannerPro Reviews and Customer Ratings - CollegePlannerPro. Member Reviews. We’d be nothing without our members. Lucky us – they’re pretty keen on us … 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". 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 ...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 ...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 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: 10 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. 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; 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 ... 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 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 ... .