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Complete User Manual

A full walkthrough for students and counselors: account setup, appointments, chat, resources, troubleshooting, and frequently asked questions.

Student Workflow Counselor Workflow Features Guide Troubleshooting FAQs
Quick Start

Register or log in, complete your profile, then open your dashboard to continue.

Main Actions

Book or manage sessions, send messages, check notifications, and review resources.

Best Practice

Keep details updated and check your appointment page regularly for status changes.

Student Manual

Follow this sequence for a complete student journey from sign-up to follow-up support.

Student Step-by-Step Guide

How students can request support and manage sessions.

  1. 1

    Create an account or sign in using your active school credentials.

  2. 2

    Update your profile details including basic information and support preferences.

  3. 3

    Browse counselor availability and choose a schedule that fits your classes.

  4. 4

    Submit an appointment request and review confirmation details on your appointments page.

  5. 5

    Prepare before session time by checking status, date, location, or meeting link.

  6. 6

    Attend and complete the session, then check any counselor notes or next-step instructions.

  7. 7

    Use chat for follow-up when your counselor enables communication outside scheduled sessions.

  8. 8

    Continue support with resources such as articles, videos, and self-help tools.

Student Tips

Use the appointments page as your source of truth. Confirm status there before attending.
Arrive early for virtual sessions. Test your device, browser, internet, and audio at least 5-10 minutes before start time.
Check notifications daily. Schedule changes and updates are posted there first.
If you need to reschedule, do it early. Early changes improve availability and reduce missed sessions.
Use resources between sessions. This helps maintain progress and practice coping strategies.

Counselor Manual

Use this workflow to manage schedules, appointments, communication, and support continuity.

Counselor Step-by-Step Guide

How counselors can manage schedules and support students.

  1. 1

    Sign in and review your profile so students can identify your expertise quickly.

  2. 2

    Publish weekly availability and maintain updated schedule blocks.

  3. 3

    Review incoming requests and accept, reschedule, or transfer as needed.

  4. 4

    Add meeting link details for online sessions before appointment time.

  5. 5

    Conduct the counseling session and update appointment status accurately.

  6. 6

    Follow up through chat and resources to sustain student support between sessions.

  7. 7

    Use discussions and announcements to guide students with timely updates.

  8. 8

    Monitor notifications and performance tools to keep operations responsive.

Counselor Best Practices

Set availability ahead of time. Weekly schedule consistency improves booking success and reduces conflicts.
Update appointment statuses promptly. Real-time updates reduce student confusion and missed sessions.
Provide session details early. Share links and reminders before start time to support attendance.
Use follow-up channels actively. Targeted resources and messages strengthen intervention outcomes.
Keep profile and expertise updated. Accurate information helps students choose the right support provider.

Features Guide

Understand what each major module does and when to use it.

Appointments

Book, approve, reschedule, transfer, and complete counseling sessions with clear status tracking.

Chat

Send direct messages for follow-ups and coordination related to support plans.

Calendar and Schedules

View events and maintain counselor availability to improve session planning.

Resources

Access articles, videos, and self-help content to continue learning between sessions.

Discussions

Participate in moderated community conversations for additional peer support.

Notifications

Receive updates on appointment changes, new activity, and platform announcements.

Troubleshooting

Quick fixes for the most common user issues.

I cannot sign in

Check your email/password, confirm account registration, then use "Forgot Password" if needed.

No available schedule

Try a different date, counselor, or check again later when new slots are published.

Meeting link not visible

Open the appointment details page and refresh. If still missing, contact your counselor.

Notifications seem delayed

Refresh the notification page and confirm your session is active. Re-login if needed.

Session expired during use

Sign in again to restore access, then retry your last action from the relevant module.

General technical issue

Capture the page name, error behavior, and time encountered, then report it to support.

Frequently Asked Questions

Expand each question for quick answers.

Students and counselors with registered accounts can access role-specific dashboards, tools, and workflow pages.
Yes. Students can manage upcoming bookings from the appointments module, subject to timing and availability rules.
Yes. Counselors can transfer eligible appointments when there are schedule conflicts or specialized support needs.
Open appointment details. The link appears once the counselor sets or updates the session connection details.
Check your appointment status first, then book a new slot or send a follow-up message to coordinate next steps.
Use the Forgot Password option on the sign-in page and follow the reset steps sent to your registered email.
Yes. The platform supports modern mobile browsers with responsive layouts.
Notifications appear in-app for new appointments, status updates, reminders, and platform activities.
Report the issue to your school support team or counselor support channel and include the page and time the issue happened.

Quick Start

New users can create an account first. Existing users can continue directly to their dashboard.

Create Account Sign In

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