Supporting Tools
Student Functions
- Student Reports
- Student Dashboard
- Student Messaging
- Student Assignments
- Student Appointments
- Student Activity Summary
Group Functions
- Group Calendar - Group Appointments and Group Assignments
- Group Messaging (Broadcast Emails)
- Group Reports
- Group Dashboard and Reporting
- FAQ - How do I send a broadcast email message, or mail blast, to a group of students or connections?
User Management
- FAQ - What account Roles can a Connection and Advisors have?
- Types of Students (Active, Prospect, Archived)
- Adding Advisors, Students and Connections
- FAQ - How do I tell if a student or user is registered to help them log in?
- Convert a Prospect into an Active student
- Archive a Student