Managing the College Admission Planner

The Planner helps administrators guide students through each stage of the university admission journey.
This powerful tool organizes progress into Stages, Scores, College Lists, and Assessments — ensuring no part of the admission process is missed.

Each section updates individually, giving a complete overview of how prepared a student is for university applications.

1. Accessing the College Admission Planner

Go to Students → Student Profiles
Select a student
Click the Planner tab

Inside the Planner, you’ll find four sub-sections:

Stages – Tracks key steps in the student’s application timeline
(can be defined by admin under the Stages & Scores subtab within the Workflow tab in the admin panel)
Scores – Stores standardized test results
(can be defined by admin under the Stages & Scores subtab within the Workflow tab in the admin panel)
College List – Saves colleges the student intends to apply to
Assessments – Coming Soon

2. Stages: Tracking Application Milestones

The Stages tab breaks the entire application process into actionable steps.

Typical stages include:

Identify Majors
Select Region
IELTS / SAT prep
CV Draft
Personal Statement
Recommendations
University List
Submit Application

Note: these stages and the statuses for each can be customized and defined by admins by navigating to the Stages & Scores subtab under the Workflow main tab in the admin panel.

Updating Stage Status

Each stage has a dropdown with the statuses defined by admin, for example:

Not Started
In Progress
Completed

Simply:

Select the stage
Choose the status
Status saves automatically

3. Scores: Recording Test Scores

The Scores tab displays key academic test results required for admissions or any scores that you want to keep track of for all of your students.

Typical Scores include:

CGPA
GPA
IELTS
ACT
SAT

Note: these scores can be customized and defined by admins by navigating to the Stages & Scores subtab under the Workflow main tab in the admin panel.

Updating a Score

Click Update Score next to the test
Enter the score
Save changes

This creates an easy reference sheet for counselors managing applications.

4. College List: Managing Target Universities

The College List sub-tab stores all universities a student is planning to apply to.

➕ Adding a College to the List

Click the ➕ Add College button
A searchable list of all PrepBase colleges appears (these colleges can also be added by admin by navigating to the Schools & Colleges main tab in the admin panle)