Achieve Set Up: Prospects & Students
Set up a mock prospect and student in Achieve to practice the full workflow.
Click on the enclosed links below to access step-by-step instructions with visuals.
Add a mock prospect to Achieve, using these steps.
Move your prospect through the pipeline, until they become an active client, using these steps.
Add a tag to your mock student, using these steps.
Not sure what tag(s) you should be using? Here are some common ones:
- Client types (ex. Hourly, Comprehensive)
- Major categories (ex. STEM, Liberal Arts)
- Add-on services (ex. Tutoring)
- Special situations (ex. Athletic Recruiting, medical differences, etc.)
- (For multi-counselor practices) Advisor's names
Add test scores to your mock student, using these steps.
Add private notes to your mock student, using these steps.
Share notes with your mock student, using these steps.
Add a student task to your mock student, using these steps.
Add a file or link to your mock student, using these steps.
Build a college list for your mock student, using these steps.
Activate your mock student's account, using these steps.
You can't use the same exact email for your mock student as you're using for your Achieve account. For your mock student, we recommend either using a personal email, or adding a +1 to your existing email (ex. justin.thyme@gmail.com is your advisor email & justin.thyme+1@gmail.com is your student email for Achieve). This works for most websites! It tricks the system into thinking it's a separate email address, but everything goes to your actual inbox.
Explore your mock student's profile from the student perspective, using these steps.