Multi Counselor

Because there is tremendous ease offered in the Multi Counselor plan for assigning and re-assigning students across staff members. Collaborating on student accounts and oversight of staff educational planning. Sharing Google Drive means the Company sets the brand + services and staff have a scaffold to follow. This creates consistency of service delivery across clients. It allows you to scale quickly. 

Because we do not charge by student, you can control your costs by adding and subtracting counselor seats as needed.

There are advance reporting and analytics that will change the way you make business decisions.

If your services are complicated then so is your need for a steady infrastructure to build on, then you'll be interested in our custom development packages.

As a manager, you have to always be thinking about the future. Growing a company leads to selling a company. That requires an "in-the-box" solution that contains the company's processes and demonstrates the tangible and intangible company assets.

You could try and run a multi counselor practice on a Single Counselor plan but why?! If you intend to grow - then GROW! And we will help you meet your goals.

All free trials are of the Professional plan. 

The Multi Counselor plan comes with a 30 day 

no risk trial.

With your free 2 weeks trial of the Professional Plan, you are given access to the total platform and all the features. In that time we invite you to engage your free training program and get to know our amazing team. 

As a Multi Counselor, after your 2 week trial of the Professional plan, you then have the option to let go of that trial account and initiate your 30 day money back guarantee of the Multi Counselor platform. 

When your 30 days begin, our team transitions you. You are not left to figure it out on your own. We take all the friction out of transitioning a thriving practice to a new platform.

In total you have 45 days at no risk to try all of the features.

This article will explain the details of your transition.

1) You will register for a free 2 week trial of the Professional plan and from there, decide you'd like to try the Multi Counselor plan.

2) You'll use this link to book a time to meet with a specialist who will answer your specific questions about how your company processes will be reflected in CounselMore.

3) You'll register for a Multi Counselor account using the company's general email address. This will be your primary service account.

4) You'll review this article to know what to gather together.

5) You'll book your Transition & Implementation meeting. This is a 2 hour time slot set aside for you and your Implementation Manager to build your account. That's right, we will be right-by-your-side. 

With your preparation, gathering documentation and meeting with your Implementation Manager, the transition will be completed within your 30 day trail. There may be situational needs or customization requests that can change the timeline but our goal is that you feel comfortable and ready to announce to your clients and begin portal orientation by that time.

Yes.

There are 3 surveys included in the app. And you can choose to add custom forms.

Before inviting a student to their portal, you have the option to turn 'On' assessments. The student will be greeted by the surveys when entering the student portal for the first time.

If you prefer to use surveys later in the intake process, they can be found in the Biographical Banners. The Counselor always maintains control.

If your practice needs further surveys customization services beyond what is included, such as custom-assessments, custom intake forms,  or 3rd party assessment tools - these customized software development services are available.

Contact support@counselmore.com to discuss your specific needs. Our custom software development projects are built in direct collaboration with our customers, keeping their budget in focus.

You clients will never come to you for tech support. They have a Help button in theri app to reach us directly.

We have peer-colleagues who have volunteered their stories of how they chose to transition clients in the Knowledge Base library. You can read those. Some choose to announce with a Broadcast Message and onboarding each student during a meetings. Others chose to have students and parents join a webinar for orientation. In your free trial you will find a sample Assignment introducing CounselMore to a Parent-client. 

In each case, the customer is always surprised at how easily their student-clients adapted, accepted and actively engaged with the CounselMore student portal. CounselMore's Student Portal boasts a 72% student engagement rate! That's incredible!

We aren't being coy, it is the truth

We tailor cost to size of company, location of company, niche it serves, student load, Portal need, customzation requests, non-profit status, NGO recognition, industry association membership, current member upgrade, high school district, data-contributions, etc.

CounselMore was born in the educational consulting industry - not outside of it. We serve our colleagues. Therefore, we are sensitive to costs and the reality of income accural within educational services. You'll meet with one of our fantastic teammates and discuss your specific needs to gain the most tailored price.

Call us for the pricing for the Multi Counselor manager's platform.

A Multi Counselor account with less than 5 Counselors: Each Counselor account within the Multi Counselor account is a Professional plan reduced from $176 to only $45 per month per counselor.

Company's with more than 5 counselor seats have a reduced rate per counselor, after the 5th seat.

Multi Counselor collectives with multiple independent contractors practicing under one umbrella are best served by CounselMore's pricing because their account is reduced to $45.

Partnership practices with no intention of expanding would be best served by the Single Counselor Professional plan. With that plan, one additional counselor may be added to the account for $45. In the event that you did grow, the upgrade transition is seamless and hardly noticable, accept for lots of new tools to play with.

No.

The Service Account, which is the Admin role determines who is a Superuser.

A Superuser has almost the same access as the Admin.

Everyone else is a Counselor role. A Counselor role cannot see other Counselors or Students not assigned to them.

In each Counselor account the Admin can decide what access each Counselor role has to Accounting.

An Admin could also determine that every Counselor role is a Superuser. Making all Counselor and Student accounts visible to all Counselor roles. This is of particular advantage in a flat hierarchy. The Admin can still set Accounting privledges per Superuser.

Customer wrote:

"I've been doing this for so long. I don't know how to describe it enough to a Implementation Manager. I just do it! Although, I know I need this plan. Tell me how to be less nervous about all this!"

We've been down this road several times, we know the hidden curves and blind drives, we can confidently show you the way.

It is because we understand how you are feeling that we set up the transition and implementation program this way.

Two meetings: 

1) Questions with a Specialist

2) Homework of what to gather

3) Implementation meeting where we work through it with you.

If explaining your process doesn't feel natural - no worries because you aren't talking to tech people! You are speaking to colleagues who understand the ecosystem of educational services.

We will make this easy by asking you to pretend your Implementation manager is one of your student-cleints and walk us through your process in that way. As you move through your practice, we will work with you to reflect the functionality within the CounselMore account.

Yes! Absolutely - your practice is unique but CounselMore performed 2 years of observational research, sitting at the elbow of our colleagues as they administered services. That was for the purpose of mapping out organically constructed educational service delivery practices. We them built the software around those findings. No doubt your practice has a signature style that we cannot replicate but we're confident we can account for all of your mechanics. That makes our team the best people to help you document your process within CounselMore.

Integration with Calendly or Acuity scheduling software is included in the cost of every plan.

Bring your Calendly or Acuity scheduling account with you to your CounselMore account. Your dedicated Implementation Manager will assist you in making the appropriate connections.

After the connection, CounselMore goes beyond calendar syncing. When a new prospective client makes an appointment, a CounselMore account will be auto-generated for you. That is included in all plans.

The advanced creating of unique meeting types that auto-gen Assignments, is included in the Multi Counselor plan. All features are included in the Multi Counselor plan.

Other 3rd party app integrations?

CounselMore allows you to program buttons within your account to create accessibility for your clients. Bring any 3rd party app with you!

If your practice needs further customization beyond integrations such as custom-assessments, custom intake forms, Zapier, Dubsado, Quickbooks - these customized software development services are available.

Contact support@counselmore.com to discuss your specific needs. Our custom software development projects are built in direct collaboration with our customers keeping their budget in focus.

Yes.

• White label apps.
• 3rd party Integrations
• Custom forms and fields
• Custom triggers
• White label branding
• Mobile app
• Mobile app branding
• Role permission levels

and other custom requests.

Please contact support@counselmore.com with your specific needs. Your project proposal will be developed and a quote will be sent to you for consideration. Then your discussions will continue directly with our development team. 

We suggest you grow comfortable with your Multi Counselor plan capabilities and determine your wish list with your dedicated Implementation Manager. This allows you to maximize the features already available and minimize the need for extra development costs first. Your Implementation Manager will guide you.

We also offer on site training for large teams and on going virtual training for any new counselors you are adding to your plan.