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Achieve Set Up: Settings & Customizations

Learn how to customize Achieve's settings and other features.

Oct 22, 2026●

Click on the enclosed links below to access step-by-step instructions with visuals.

1

Add the Achieve app to your phone, using these steps.

2

Step up push notifications on your phone & computer(s), using these steps.

3

Customize your settings, using these steps.

4

Set up your integrations, using these steps.

Optional Steps

Users often prefer to explore Achieve more before advancing to the below steps.

5

Add student and/or advisor task templates, using these steps.

6

If you work with students beyond 9th - 12th, add them to your student pipeline using these steps.

7

Have the student trackers reflect your practices' milestones, using these steps.

8

Change your application tracker columns as needed, using these steps.

9

Add application tracker templates, using these steps.

  • Common templates include: Honors (with and without), Interviews (with and without), Scholarships (with and without), Portfolio Requirements (used for arts or architecture students), Transfers, etc.
10

Add custom fields and/or change field orders, using these steps.

Coming to Achieve from another platform? We're happy to move over your information to Achieve, even during your free trial! Simply complete this import request form.

Great work!