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.
Student records
Every student, in one tab
Notes, emails, texts, files, tasks, and meeting history live on one student profile — with unlimited prospect and family contacts alongside your active roster. No more five apps and a spreadsheet.
- 30-day free trial
- No setup fee
- No long-term contracts
One complete student record
MC
Maya ChenClass of 2027 · Lakeside High
On track
Application journey
College listBalanced and ready to share
Next stepsEverything stays on track
One timelineEvery conversation, together
A complete profile for every student
Tasks, notes, contacts, and files and folders shared securely with the family.
Text, email, and notes
Conversations consolidate text messages, emails, and posts to student profiles in one place. Plus, save time by emailing prospects and clients right from your own notes.
Files and folders
One place to store all your files, accessible from anywhere. Exchanging files with your students has never been so simple.
Conversations consolidate to each student’s profile
Two-way texting, email, and notes land on the same profile, so there is one place to look — at your desk or on a campus visit. When a note needs to go out, email it right from the note.
- Two-way student texting, consolidated with email and notes on the profile
- Access contact and student profiles on the go — take notes as you visit campuses
Timeline
Email
Re: Early decision timelineTue 3:40 PM
Sent Maya the updated ED checklist and deadlines.
Note
Meeting notesMon 4:15 PM
Discussed adding a likely school to balance the list.
SMS
Maya ChenJust now
Got it — I’ll have the new draft ready by Friday!
Maya Chen
SMSJust now
Got it — I’ll have the new draft ready by Friday!
Tidiness and organization that your students will perceive
Checklists keep every student clear on what’s next, and broadcast emails keep every family in the loop. Families notice a practice that runs on time.
- Checklists that keep every student on track
- Broadcast emails with open tracking
Maya’s checklist · Senior fall
Finalize college listDone
Request transcriptDone
Carleton supplement draftDue Fri
Submit FAFSATo do
Broadcast · Fall planning night
Sent24
Opened18
Send follow-up
And everything else is already in the box
Contact profiles
Unlimited prospects
Student keychain
Notes & email logging
Text messaging
Broadcast emails
Multi-student to-dos
Checklist templates
Test score tracking
Mobile friendly
It enabled us to step in, open her account for every student, and see exactly where she was in the process thanks to the Checklists. We saw all conversations and all meetings planned. We never dropped one student during that process thanks to CollegePlannerPro.