Key Features

Features designed with you and your business in mind.

College Profiles

Customizable College Profiles to deliver your students the information they need.

Files and Folders

One place to store all your files, accessible from anywhere. Exchanging files with your students has never been so simple.

Time Tracker

Track the time you spend with your students and easily create invoices.

Broadcast Emails

Send out announcements including attachments to your prospects and clients and track who has opened them.

Billing and Invoicing

Invoicing clients and tracking payments made easy with a simple and intuitive interface.

Calendar and Alerts

Automated text message and email reminders to students and parents. Quick reports of upcoming meetings and scheduled events.

Spotlight Features

Take a closer look at some of our favorite features.

Scheduling Simplified

Easily manage your availability and simplify the way in which students, parents, and even prospective clients book meetings with you. Eliminate the back and forth scheduling emails and cut right to a time that works best with everyone.

Connect to your calendar and manage your availability and scheduling preferences.
Allow students to seamlessly book meetings with you directly from their account.
Allow anyone with your unique calendar link to schedule a meeting with you. Great for prospective clients and professional contacts.

Mobile Friendly

CollegePlannerPro’s mobile version allows you to seamlessly navigate the platform across all your favorite devices.

Easily access contact and student profiles on the go.
Take notes and add college tags as you visit college campuses around the nation.
Find the information you need anytime, anywhere.

CollegePlannerPro helps keep my students, my staff, and me totally organized! I can't imagine managing our practice and advising students without it. Students and parents love that everything is in one place and accessible wherever there is internet service.

Claire Cafaro, Clear Directions

Explore More Features

Student Profiles

All the information you’ve collected and communicated with clients is available within each student’s comprehensive profile page. Student information has never been so easy to find.

Printable College Reports

Create, customize and print professional, branded college reports for your clients. Delivering a detailed list of colleges to students and parents has never been so simple.

Text Messaging

Powerful yet simple, conversations consolidate text messages, emails, and posts to student profiles in one place. It’s the most effective and efficient way to communicate.

Student Keychain

With so many passwords to remember for the application process, the keychain provides a single place for students to keep all of their credentials.

Campus Map View

You and your students can see exactly how far or how close to home college campuses on a student’s list are. Students can even use the maps to plan out their campus visits.

Notes & Emails

Easily track all of the interactions you have with prospects and clients. Plus, save time by emailing them right from your own notes.

Fiske Guide Profiles

College profiles include Fiske’s trademark descriptions, exclusive ratings, tips from current students, and tools for broadening and narrowing a college list for both you and your students.

Contact Profiles

Store and organize all client and prospective client information in one place. Schedule meetings, send emails, upload files, and create invoices all from one intuitive page.

College Lists

Quickly and easily create lists of colleges for both you and your students. College tagging allows you to organize colleges by your custom criteria.

CustomCollegePlan

Learn more about what your students get to use.

Explore CustomCollegePlan