CollegePlanner360 is building a comprehensive platform for independent college counselors and counseling firms—combining client onboarding, scheduling, contracts, invoicing, payments, family communication and college-planning tools in one connected system.
Our student platform is launching first. Join the founding counselor list to receive updates, provide feedback and be considered for early access and selected CollegePlanner360 counseling assignments.
Generic scheduling, payment and client-management tools can help run a business. They do not understand academic rigor, extracurricular progression, student pathways, college-list strategy, essays or application readiness.
CollegePlanner360 is being designed to connect the business side of a counseling practice directly to the student-planning work counselors deliver.
Capture prospective-family inquiries, collect student information, manage consultation requests and move families from initial interest to active engagement.
Let families book consultations and counseling sessions based on counselor availability, with calendar synchronization, meeting links, reminders, rescheduling and cancellation controls.
Create clearly scoped counseling packages with defined deliverables, meeting allowances, service periods, revision expectations and payment terms.
Send service agreements, collect parent or guardian signatures and store completed contracts with the client record.
Issue invoices, accept secure online payments, support deposits and payment plans, track balances and provide families with receipts and payment history. Secure payment processing through planned Stripe integration.
Give students and parents role-appropriate access to appointments, tasks, plans, documents, deliverables, messages, invoices and payments.
Review academics, activities, awards, projects, goals and college interests in one structured student profile.
Build grade-by-grade academic plans, evaluate course rigor, develop activity strategy and create actionable student roadmaps.
Recommend competitions, research programs, enrichment opportunities, leadership experiences and summer activities matched to the student's goals.
Develop balanced college lists, organize application requirements, monitor deadlines and track progress across each institution.
Guide students through brainstorming, story development, drafting and revision with a structured workshop that protects the student's authentic voice.
Turn counselor recommendations into polished, family-ready academic plans, activity strategies, meeting summaries and downloadable reports.
For counseling firms, manage multiple counselors, student assignments, roles, permissions, templates, caseloads and internal quality review.
Track inquiries, consultations, active clients, outstanding payments, package usage, counselor workload and practice performance.
A family discovers the counselor and submits an interest form.
The family books an introductory meeting based on counselor availability.
The counselor recommends a service package with a clearly defined scope.
The parent reviews and electronically signs the counseling agreement.
The family pays online or begins an approved payment plan.
Student and parent accounts are connected to the counselor's practice.
The counselor reviews the student profile and creates an individualized roadmap.
The family manages appointments, assignments, documents, payments and progress through the client portal.
Access to student reflections, essay work and counselor communications may be controlled through role-based visibility settings.
Counselor participation in CP360 assignments is invitation-based and depends on experience, specialty, availability and family needs.
Share how you currently manage inquiries, meetings, student planning, contracts, payments and family communication.
Selected counselors may be invited to review workflows, test new features and provide structured feedback.
Qualified counselors may be invited to complete paid, clearly scoped CollegePlanner360 planning assignments.
Founding-list members will receive information as counselor and firm capabilities become available.
Help define a platform designed around the real workflow of independent college counseling rather than a generic CRM.
CollegePlanner360 intends to build a network of experienced counselors while maintaining clear professional and service-quality standards.
Tell us about your background, specialties, current practice and interest in CollegePlanner360.
Selected counselors may be invited to a conversation about how they currently manage students and operate their practice.
Qualified counselors may be considered for product testing, recommendation review or paid CP360 counseling assignments.
We will contact founding-list members as independent-counselor and firm capabilities become available.
Joining the list does not guarantee platform access, client referrals, counseling assignments or a specific launch date. Counselor accounts and early pilots are offered by invitation.
CollegePlanner360’s student platform is launching first, and the comprehensive independent-counselor platform is coming in a future phase.
Tell us about your experience and practice. We will use counselor feedback to shape the platform and contact selected professionals about research conversations, product pilots, early access or CP360 counseling assignments.
Prefer email? Reach us at partners@collegeplanner360.com.