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31 guides for Counselor OS — assessments, the Planning Board, signing a plan, NexPilot, billing and privacy.
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Getting started
Getting started
From an empty workspace to your first participant approved and their results in front of you.
4 min readThe demo school
A complete organisation with sample data, available to every counselor, for seeing how a full Counselor OS behaves.
3 min readYour account settings
Your own profile and sign-in, and why there is no password to change — plus where the settings for your organisation actually live.
3 min readAssessments & roster
Approving people, and what it costs
Approving is the action that spends money. What it commits you to, how to do it, and why leaving someone pending is free.
4 min readCreating an assessment
Choosing a questionnaire, what you can and cannot configure, and the two things to know before you create your second one.
3 min readDeadlines, closing and reopening
How to stop an assessment accepting responses, how to start it again, and what happens to people who are part-way through.
3 min readGrouping students by class, year or programme
How to keep classes and year groups separate — create one assessment per group, and the group forms itself.
3 min readSharing an assessment
The four ways to get an assessment in front of people — link, access code, QR code and printable sheet — and what each is good for.
2 min readThe participants pipeline and Today's Focus
What each pipeline stage means, and how Today's Focus decides who needs your attention first.
2 min readThe Desk
The Board
Reviewing a task a participant has answered
The two answers a participant can give, the two verbs you have back, and why accepting "I could not do this" is not the same as approving it.
3 min readWorking on the Planning Board
The three columns, what moves an occupation between them, and what "agreed" means before anything is signed.
3 min readThe Tools
Go Solo
Learning Path with a self-employment lens — and an honest account of where its help stops.
2 min readJob Hunt
The only mode that uses real labour-market data — for participants who need work now, in a particular place.
2 min readLearning Path
The default mode — from assessment results to a shortlist of occupations with real education routes.
2 min readReading a NexProfile
What each part of the profile is, what the numbers do and do not mean, and the specific places it is easy to read too much into.
6 min readThe NexPlanner wizards
Four modes, what actually differs between them, and how to pick the right one.
3 min readNexPilot
NexPilot, the counselor assistant
What NexPilot can and cannot see, what it is good and bad at, and what it costs.
3 min readWhat the AI sees, and what it does not
Exactly which participant data reaches the AI provider, what is removed first, and what is stored afterwards — for when a parent or a data protection officer asks.
3 min readThe Plan
Revising a signed plan
How to change a plan after it is signed, what stays in force while you do, and why a signed version can never be edited.
3 min readSending a plan for signing
What has to be true before a plan can be sent, what the participant does, and why nobody gets an email about it.
4 min readThe plan document
What a signed plan contains, how versions work, and why the document you print is guaranteed to be what was signed.
4 min readRunning your organisation
Billing and your plan
What you are charged for, where to see it, how AI credit works, and what you cannot do from this screen.
3 min readOrganisation analytics
What the three analytics tabs answer, why small cohorts are withheld, and what the export gives you.
4 min readReports
Where the per-participant career report lives now that the Reports page has been retired — and why it is not the same thing as Analytics.
2 min readTeam and seats
Adding colleagues, what a seat costs, the two permission levels, and what actually happens to a caseload when someone leaves.
3 min readYour public page
Setting up the page participants land on, choosing its address, and what it does and does not reveal.
3 min read