Welcome to our Support Portal

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Working Your Leads

Everything you need to know to work your leads.

Sending a text message

In order to send text messages, you'll need to have the texting platform turned on for your account. This is a $25/mo fee, unless you have the Counselor Ultra package. If you do have the texting package, then you'll simply go to the contact you want to text, click on the 'Text Messaging' tab down below the 'Notes' tab and click 'Send Text Message".

Email Blasts

How to send an email blast to a group of contacts.

Adding a new user

How to add a new counselor to the database.

Change Passwords

How to change your password