GETTING STARTED

COUNSELGO BASICS

• User Account Setup
• Getting Access to CounselGO
• Menus & Navigation
• Client List in CounselGO
• CounselGO Terms & Definitions

COUNSELGO ADMINS

• CounselGO User Roles & Permissions
• Creating & Managing CounselGO Users
• Resending Activation Email to New Users
• Updating a User Account

GENERAL

• Two-Factor Authentication (2FA) FAQ
• CounselGO Quickstart Guide
• Account Login
• Change Password
• Reset Password

GENERAL COUNSELGO FAQs

• Why isn't my CounselGO activation link working?
• What if I am not receiving the 2FA verification code?
• Can I change the name on my CounselGO account?
• What if a client is missing from my list in CounselGO?
• How can we change our firm's name in CounselGO?
• How do I change the email address for my account?