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, …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 ...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 …Forgot my password. Login.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.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 ...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 …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, …New members, start here! 1. General Introduction. New Member Training Guide. CollegePlannerPro 5 Minute Demo. CollegePlannerPro Account Introduction. Dashboard Overview & Account Customization. …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 …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 ...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 …CollegePlannerPro is a robust tool to help IECs build, structure, and grow their emerging businesses. We've highlighted our top features that will help you utilize the platform even if you are not yet working with many students. View Resource. A Beginner's Guide to Marketing an IEC Business.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 ...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 ...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.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 ... 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. 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.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 … 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". 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.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. 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. 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 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 ParentThe 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.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 ...1. Create a sample parent and student. In your CollegePlannerPro account, click the Contacts tab. Click Add Parent Contact. In the resulting window, add details for an … 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? 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.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, … CollegePlannerPro | 216 followers on LinkedIn. CollegePlannerPro serves the specific needs of independent educational consultants, now supporting thousands worldwide. | CollegePlannerPro is the ... 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 …How CollegePlannerPro sends email on your behalf. Email messages sent to your recipients will be "From" a CollegePlannerPro dot com email address. It used to be that we simply used your email address that you have associated with your CollegePlannerPro account to say that the email was "from" you. This isn't copacetic any longer with most …CollegePlannerPro licenses the Common Data Set from Peterson's College Data annually. New data sets from Peterson's College Data become available to us in September. We then perform a data cleanse to identify any potential anomalies and update college profiles shortly thereafter. Processing of data can take up to 2 weeks.CollegePlannerPro is an affiliate partner of Cyndy McDonald, The College Counselor's Coach. Cyndy is a college advisor with over 30 years of experience who now offers business and career coaching services to IECs. Cyndy's résumé speaks for itself; she has been a leader within countless professional organizations for independent college ...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.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.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 ...You can view your CollegePlannerPro calendar events in an external calendar like iCloud (Apple) Calendar, Google Calendar, Yahoo! Calendar or Outlook Calendar. In order to link the calendars, you will need to add a URL-based calendar "subscription" to your external calendar so it knows how to retrieve your CollegePlannerPro events. This is a ... 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. 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. To view the essay prompts, head to a college profile page and you'll see the option on the left hand side of the page: Essay prompts are collected by the Prompt team and are updated on a rolling basis. Thanks to our partnership with Prompt, essay requirements/prompts are available for free within your CollegePlannerPro account. 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.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.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.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 ...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 ... 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. 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. When viewing the calendar main screen you will see in the left-hand panel a section called, “Other calendars.”. Click the plus sign “+” next to “Other calendars”, then “From URL”. Paste the copied URL from step one into the “URL of calendar” field, and click “Add Calendar”. Your CollegePlannerPro calendar will now appear ...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 ...Once you have been approved for a ProPay merchant account to start accepting credit card payments for invoices created through CollegePlannerPro, you will receive a separate email from ProPay inviting you to access their merchant portal.Find out what CollegePlannerPro, the company Kevin works in, is actively searching across the web. Topic. Signal Score. i Signal Score indicates how big the spike is compared to a company's historical baseline for consuming content. Contingent Staffing. 100. 5 Signals found. Signal Location . Europe. Date . 2/20/24. Score .Once you have been approved for a ProPay merchant account to start accepting credit card payments for invoices created through CollegePlannerPro, you will receive a separate email from ProPay inviting you to access their merchant portal.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. 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. 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. 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 …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 ParentCollegePlannerPro is a robust tool to help IECs build, structure, and grow their emerging businesses. We've highlighted our top features that will help you utilize the platform even if you are not yet working with many students. View Resource. A Beginner's Guide to Marketing an IEC Business.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 and utilizes client ... CollegePlannerPro has become an integral part of our business. The platform provides us tools to efficiently run our business and effectively serve our clients. Our favorite tools include College Comparisons Reports, Student Scheduling and the ArborBridge Testing Resource tab. We appreciate that CPP constantly improves and utilizes client ... CollegePlannerPro is a robust tool to help IECs build, structure, and grow their emerging businesses. We've highlighted our top features that will help you utilize the platform even if you are not yet working with many students. View Resource. A Beginner's Guide to Marketing an IEC Business.3. Choose the appropriate “in reference to” icon (Phone call, Meeting, Email, Session, or Other). 4. Add your note content. (See “Note content” below for more info) 5. Choose the status of the note (Open or Closed). If there’s nothing more that needs to be done with the note, choose “closed.”. If there is additional follow-up ... 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. 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 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. 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.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 …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 clients1. 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 ...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?To view the essay prompts, head to a college profile page and you'll see the option on the left hand side of the page: Essay prompts are collected by the Prompt team and are updated on a rolling basis. Thanks to our partnership with Prompt, essay requirements/prompts are available for free within your CollegePlannerPro account.The best way to find out how CollegePlannerPro can help you and your business is to give it a spin… for Free! Send us a message. When I position myself to prospective clients, the two biggest pieces are finding a great … 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 ... 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 clientsForgot my password. Login.To edit a student's contact information, navigate to their student profile page and click on their name in the top left corner. A new window will appear, and you will be able to edit their contact information there.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 …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 …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 …At CollegePlannerPro, our members are our greatest assets. That's why we decided to put together a formal Member Advisory Board to help inform our product roadmap. We …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.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 …Labelle group, Maryland department of social services, Nissan greensboro, Lumpia house, Emerald golf course, Drift cars for sale, Eye institute of west florida, Imprintid, Kindred community church, Garden brothers circus, Charlie's steakhouse, Kilgore cable longview tx, Sanmar com sanmar, O connor hardware
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 …. Sulphur springs tx
mcmenamins bend oregonNew members, start here! 1. General Introduction. New Member Training Guide. CollegePlannerPro 5 Minute Demo. CollegePlannerPro Account Introduction. Dashboard Overview & Account Customization. …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 …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 ... 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 ... 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 …Find out what CollegePlannerPro, the company Kevin works in, is actively searching across the web. Topic. Signal Score. i Signal Score indicates how big the spike is compared to a company's historical baseline for consuming content. Contingent Staffing. 100. 5 Signals found. Signal Location . Europe. Date . 2/20/24. Score .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! 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. 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 application deadlines in CollegePlannerPro are a combination of internal research, the Common App, and dates sourced from Peterson's College Data, which collects them and releases them on an annual basis. You may choose to import this deadline information into your account. We highly recommend that you verify these deadlines by visiting ...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?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.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 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 ... 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. 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 alertEach 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.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 …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.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 ...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.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 ...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 ...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.At CollegePlannerPro, our members are our greatest assets. That's why we decided to put together a formal Member Advisory Board to help inform our product roadmap. We … 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. 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.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 …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 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: 10Schedule My Personal Demo. It’s time for a one-on-one look inside CollegePlannerPro. A One-on-One Tour. Selecting the right software solution is a very important decision. Let …To edit a student's contact information, navigate to their student profile page and click on their name in the top left corner. A new window will appear, and you will be able to edit their contact information there.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.1. Create a sample parent and student. In your CollegePlannerPro account, click the Contacts tab. Click Add Parent Contact. In the resulting window, add details for an …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. Login to your account. In the toolbar on the Dashboard click the “My Profile & Billing Info” button. Follow the instructions in the section labeled, “Link My Mobile to My Account.”. The instructions will include a custom “code” in orange text and the +1 (919) 408-7773 phone number. From your mobile phone, send the custom code to the ... 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 …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 ...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 ...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 ...The focus of college profiles in CollegePlannerPro is more to provide a framework in which you can build up profiles that are helpful for you and your students and less about being a …In this case, you can record the payment of $800, and enter a line item for +$100 to reflect that this credit will carry over to another invoice. You can label this line item as a “Credit” and in the description, state that the credit will be applied to a future invoice. Doing so brings the balance on the invoice to zero. When it comes time ...You may search your account for clients and notes. The "Search" icon is available on each page of your account. Simply click on "Search" and select which search. CollegePlannerPro 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 ... Email address. Company name. Choose a web address you'd like to use. https:// .collegeplannerpro.com. Required length of 8 to 20 characters. Learn more about …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 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".CollegePlannerPro is a robust tool to help IECs build, structure, and grow their emerging businesses. We've highlighted our top features that will help you utilize the platform even if you are not yet working with many students. View Resource. A Beginner's Guide to Marketing an IEC Business.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 …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 … 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. 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. 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. 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 …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 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 ...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 …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 ... 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". If you are part of a team within CollegePlannerPro, you may share multi-student to-dos with teammates by turning on the toggle "To-Do manageable by team?" Facebook; Twitter; LinkedIn; Was this article helpful? 9 out of 10 found this helpful. Have more questions? Submit a request.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... 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 …A checklist template may be created for checklists you repeatedly use with various groups of students. For example, you may have a checklist for all Juniors or all Seniors.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 …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.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 …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 ...I heard the essay prompts are free. Where do I find them? - Yes! Thanks to our partnership with Prompt, you will be able to view the essay prompts for each college on the College Profile pages. These essay requirements will be updated on … 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. 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...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 …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 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 ...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, …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. …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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