ApproveThis manages your CounselMore Integration approvals.

When College Planning Meets Actual Decision-Making

Let's be real - building college lists and tracking student readiness is complicated enough without chasing down signatures. CounselMore helps organize the academic side, but what happens when you need actual decisions made? That's where 87% of education teams hit a wall. Department heads buried in PDF attachments. Budget approvals stuck in email threads. External partners who can't access your systems.

ApproveThis plugs directly into CounselMore via Zapier to automate the human part: getting clear approvals from the right people at the right time. We're talking about turning "Where's that form?" into automatic triggers that move students through processes faster. No more missed deadlines because someone forgot to check their inbox.

Why This Combo Works (When Others Don't)

Most approval tools force you to choose between flexibility and control. ApproveThis gives both by meeting CounselMore where it already works:

• No app hopping: Approvers get requests in email or Slack - no new logins
• Compliance-safe: Full audit trails sync back to CounselMore student profiles

Take college application packet reviews. CounselMore tracks deadlines and requirements, while ApproveThis automatically routes packets to:

1. Academic advisors (check course completion)
2. Financial aid officers (verify award letters)
3. External recommenders (confirm submission)

All without anyone downloading another app. Bonus: If an advisor's OOO, requests auto-reassign - no student left waiting.

Real-World Use Cases That Don't Suck

1. Scholarship Approval Pipelines

Community colleges and scholarship foundations waste weeks manually verifying applicant eligibility. With the integration:

How it works: CounselMore flags qualifying students → Zapier triggers ApproveThis requests to: - Donor committees (approve award amounts) - Financial aid (confirm no duplicates) - Legal (validate tax docs)

Key feature: Approval thresholds auto-approve small awards (<$5k) while escalating larger ones.

2. Dual Enrollment Contracts

High schools partnering with colleges need signatures from: - Parents (consent forms) - Principals (schedule approvals) - College registrars (seat confirmations)

The fix: CounselMore tracks student progress → ApproveThis routes contracts sequentially with calculated fields showing: - Remaining seats - GPA requirements - Transportation costs

Principals get real-time data to approve/reject in one click.

Setup That Doesn't Require a PhD

Connect in 15 minutes flat:

1. Create a Zap between CounselMore and ApproveThis
2. Pick triggers: New student profile, updated readiness score, etc.
3. Map data to ApproveThis fields (budgets, due dates, approvers)
4. Test with a live student record

Pro tip: Use ApproveThis' calculated fields to auto-flag students needing extra reviews (ex: GPA < 3.0 triggers counselor approval).

Why Teams Actually Stick With This

Beyond the setup, three things keep admins from ripping their hair out:

1. External approvers don't cost you
CounselMore licenses stay internal. ApproveThis lets external partners (donors, college reps) approve via email without added seats.

2. Vacation mode actually works
Approvers out? Requests auto-reassign to backups. No "I thought you were covering this!" chaos.

3. Thresholds prevent bottlenecking
Auto-approve routine requests (field trip deposits under $500) while escalating bigger items (new software purchases).

Who This Helps Most (Besides Your Sanity)

Admissions Teams

Automate application packet reviews with: - Conditional routing (international apps go to visa team first) - Deadline-based escalations

Financial Aid Offices

Streamline FAFSA verification by: - Syncing CounselMore docs to ApproveThis checklists - Requiring dual approvals for sensitive data

College Counselors

Accelerate recommendation letters with: - Automated reminders to teachers - Principal sign-offs embedded in workflow

The Bottom Line

ApproveThis doesn't replace CounselMore - it forces it to actually close the loop on decisions. Students move faster when you're not chasing down 14 "final" versions of a form. Budgets get approved before prices change. External partners stop ghosting your emails.

Ready to stop being a human router? Get started with a free trial or book a demo to see specific CounselMore workflows.

P.S. No, we won't make you sit through a 90-minute sales pitch. 22 minutes tops.