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- A Beginner's Guide To -

Working

Online

with Students

In this guide, we'll explore online tools and best practices for transitioning your practice online.

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Tools to get Better Results

When making the transition to working with students online, consider the tools necessary for an organized and engaging experience.

VIDEO CONFERENCING​

Connecting face-to-face using video and audio conferencing software will help you to maintain your personal connection with students even when working at a distance.

FILE SHARING​

When you are not meeting in person with families, sharing files digitally will cut out the need to print and ship clunky paper files. And, using a file sharing platform eliminates messy email attachments.

AUTOMATED SCHEDULING

Using a tool to manage your availability and simplify how meetings are booked will eliminate the back and forth scheduling emails and cut right to a time that works best with everyone.

​WEB-BASED PLATFORM​

​Working remotely with students increases your need to have all the information you’ve collected and communicated with clients available in one place and accessible anywhere. 

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Video Conferencing: Why We Recommend Zoom


Ease of Connection

Zoom's meeting capabilities make it easy to start, join, and collaborate across any device.​


Screen Sharing

​Multiple participants can share their screens simultaneously and co-annotate for a more interactive meeting.​


Built-in Recording

Record your meetings locally or to the cloud, and leave the note taking to Zoom’s auto-generated, searchable transcripts​​.​


Additional Features

Zoom gives you the option to connect one-on-one or in a group meeting format. You'll always look meeting-ready with Virtual Backgrounds and Touch Up My Appearance. And, Zoom Meetings for mobile provides the same great experience that you’d expect from the desktop client.​


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Web-Based Platform: Why You Should Choose CollegePlannerPro


File Sharing

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


Scheduling​

Easily manage your availability and simplify the way in which students, parents, and even prospective clients book meetings with you. ​


Reminders and Task Management

​Manage a task list for both you and your students and utilize automated text message and email reminders for students and parents. ​


Virtual Communication

Conversations consolidate text messages and emails in one place. It’s the most effective and efficient way to communicate.​


Student Accounts

​Connect with your students, keep their attention, and deliver the information they need to keep them on track.​

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Webinar Recording


Many counselors are moving their practice online. Meeting with families via video call, and collaborating with students via online tools. In this webinar we cover how to make the most of your online time with students.

We share our best tips after a decade of working online with students including; best practices for setting up your virtual meeting space, online tools for scheduling and collaboration, how to engage students on a screen, how to troubleshoot common tech issues, and more!

RESOURCES

  • Zoom Login Instructions Template​
  • Working Online Troubleshooting Checklist​

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schedule a demo

Selecting the right software solution is a very important decision. Let us be your guide to show you exactly how CollegePlannerPro can help you manage your business, stay organized, and keep your students on track.

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REQUEST DEMO

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