Getting started
Setting up your practice in an afternoon
Import your roster, configure workflows, and invite your first families — step by step.
Guide
Guides
Practical guides for independent consultants.
Step-by-step playbooks for getting set up, bringing families in, and running your practice on the platform.
Onboarding
Bringing families into the portal
A simple playbook for introducing the family portal so it lands as a benefit, not a chore.
Guide
Workflows
Building your first checklist templates
Turn the way you work into reusable templates every student can run on.
Guide
College lists
A repeatable college-list process
From first conversation to a shared, comparative list families understand.
Guide
Billing
Invoicing without the spreadsheet
Track billable time and send invoices linked to the right student, in minutes.
Guide
Teams
Adding counselors the right way
How to bring on teammates while keeping workflows and quality consistent.
Guide
Put these into practice this week.
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