For Students: How to Apply with Scoir

For Non Scoir High School/International/Transfer Students: How many recommendations do I need?

For Non Scoir High School/International/Transfer Students: Requesting letters of recommendation

For Non Scoir High School, International, and Transfer Students: Requesting transcripts, application documents, & letters of recommendation

For Colleges: Scoir application integration checklist

For Colleges: Configuring your application

For Colleges: Application activation

For Colleges: Importing School Reference IDs

For Colleges: Testing your application

How to fill out letters of recommendations for non Scoir high school/international/transfer students

For School Officials: Sending application documents for transfer, international, & unlinked students

For Counselors: Managing your account

Counselor Dashboard Overview

For Counselors/Teachers: Changing your email address

For Counselors: Creating a Demo Student Account

Using Scoir: A quick start guide for middle school counselors

For Counselors: Student roster overview

For Counselors: Add a new student

For Counselors: Student registration process

For Counselors: Labels overview

For Counselors: My student has a Scoir account but I can't see their data

For Counselors: Edit student profiles

For Counselors: Student transferring high schools

For Counselors: Archiving or Deleting Students in Scoir

For Counselors: Recording scholarships and awards for students

For Counselors: Getting started with Views

For Counselors: Using the Parent Roster

Why can't parents see Scattergrams, Surveys, and other Scoir features?

For Counselors: Viewing students’ career interests

For Counselors: PrinciplesYou character assessment overview

For Counselors: Searching and filtering colleges

For Counselors: Suggesting colleges

For Counselors: Add a college to a student's college list

For Counselors: Manage colleges on behalf of a student

For Counselors: How to view a student's college list in table layout

For Counselors: Managing and using Scattergrams

For Counselors: Understanding List Scores

For Counselors: College Selectivity Levels & Student Match Levels overview

For Counselors: A guide to Predictive Chances with Scoir AI

For Counselors: Guide to Acceptance Likelihood and Intelligent Match

For Counselors: Set student outcomes and post-graduate plans

For Counselors: Discover Programs

See where students stand with the Applications Overview

For Counselors: Admission Intelligence FAQ

Choosing the right way to share resources with students

For Counselors: Using School Drive

For Counselors: View and manage your student's Drive

For Counselors: Bulk add files & links to students' Drives

For Counselors: Adding a YouTube video to My Drive

For Counselors: Manage application materials

For Counselors: Secondary School Report (SSR) overview

For Counselors: Midyear Reports and Transcripts

For Counselors: Final Reports and Transcripts

For Counselors: Grade Reports (Individual)

For Counselors: Application fee waivers

For Counselors: Digitally signing Early Decision contracts

For Counselors: Completing second Early Decision contract for the same student

For Counselors: Letters of recommendation

For Counselors: Add a counselor evaluation/recommendation

For Counselors: Viewing status of teacher recommendations

For Counselors: Uploading recommendations on behalf of an 'Other Recommender' outside of Scoir

For Counselors: Managing FERPA on behalf of a student

Understanding FERPA - Frequently asked questions

For Counselors: Send application materials

For Counselors: Sending application documents for individual students

For Counselors: Understanding what "Complete Packets Ready to Send" means

For Counselors: Understanding the "Needs Attention" document status

For Counselors: Cancel sent documents - the send docs "undo" button 😮

For Counselors: Resending an updated transcript after it was already sent

For Counselors: Why aren't documents appearing in the list to be sent to colleges?

For Counselors: Track application materials

For Counselors: Troubleshooting "missing" documents

For Counselors: How documents are processed by colleges and universities

Can counselors change deadline dates for colleges in Scoir?

For Counselors: Using Plans

For Counselors: Create and assign Tasks

For Counselors: Using Forms

For Counselors: Creating, publishing, and editing Surveys

For Counselors: Viewing Survey results

For Counselors: How do students and parents know that a survey was sent?

For Counselors: Creating brag sheets in Scoir

Test Score Imports: ACT score imports

Test Score Imports: ACT and PreACT scores via rapid manual entry

Uploading College Board test scores

Manually adding TOEFL scores for each student

For Counselors: Importing Custom Properties

Bulk add/update Grade Report

Bulk add/update Senior Courses

Bulk add/update Student GPAs

Bulk add/update Transcripts

For Counselors: Running reports on student data

For Counselors: Creating custom reports

For Counselors: Exporting reports from student roster view

For Counselors: Custom Properties and Property Groups

For Counselors: Messaging students & parents in Scoir

For Counselors: The Email Center

For Counselors: Sending and scheduling emails

For Counselors: Emailing users using the advanced email integration

For Counselors: Scoir Library & Email Subscription management

For Counselors: What notifications will students receive from Scoir?

For Counselors: Notifications & alerts

For Counselors: Calendar overview

For Counselors: Linking your Scoir calendar to an external calendar

For Counselors: Scheduling in-person visits & availability

For Counselors: Scheduling virtual visits

For Counselors: Scheduling visits for non-college organizations

For Counselors: Scheduling multiple college visits within the same time slot

For Counselors: Students' notification of college visits

For Counselors: Understanding Scoir RSVP dates

For Counselors: Scheduling office hours

For Counselors: Office hours from the student perspective

For Counselors: Edit or delete a visit

Class rollover in Scoir and counselor/student access

For Counselors: ACT/SAT test & release dates

For Counselors: Application season reminders

Getting started with Scoir U

Scoir U: Frequently asked questions

For Students: Scoir student overview [video]

For Students: Creating an account when invited by your high school

For Students: Creating an account on your own (non-Scoir high school student account)

For Students: How to tell if you are linked to a high school or not

For Students: Invite your parents/guardians

For Students: What to do if you have multiple accounts

For Students: Link your existing Scoir account to a high school

For Students: Change your email or add a backup email

For Students: Delete your account

For Students: Personalize your dashboard & college preferences

For Students: Update your personal information

For Students: First generation students

For Students: FERPA Release and FERPA Waiver

For Students: Update your academic information

For Students: Record your activities and achievements

For Students: Create and export a resume

For Students: Using your Drive

For Students: Taking a career interest assessment

For Students: Taking the PrinciplesYou character assessment

For Students: Discover careers

For Students: Managing careers in your profile

For Students & Parents: Access College Guidance Network with single sign-on (SSO)

For Students: Setting your college preferences

For Students: Student interest categories

For Students: Discover colleges

For Students: College profiles

For Students: Comparing colleges

For Students: Viewing Scattergrams

For Students: Discover Events

For Students: Discover Programs

For Students: Understanding what it means to follow a college in Scoir

For Students: My Colleges

For Students: View your college list in a table layout

Create and Manage Views

The Balanced List Score

For Students: View & simulate your Predictive Chances for college admissions

For Students: Updating outcomes and post graduate plans

For Students: Understanding Test Optional, Test Free & Test Required SAT/ACT Scores

For Scoir connected students: Requesting a fee waiver

For Students: Early Decision contracts

For Scoir connected students: Requesting transcripts

For Scoir connected students: Requesting letters of recommendation

For Students: Checklist for ensuring application document delivery

For Students: The Scoir guide to the Common Application

For Students: Access and complete your assignments

For Students: Registering for office hours

For Students: Registering for college visits

For Students: The Scoir mobile app

For Students: The Scoir mobile app - Me

For Students: The Scoir mobile app - Inbox

For Students: The Scoir mobile app - My Colleges

For Students: The Scoir mobile app - Discover

For Colleges: Add & invite admissions staff

For Colleges: Admissions Officer roles & permissions

For Colleges: Remove admissions staff

Integrating Slate with Scoir

Step 1: Prepare Slate for Scoir Documents and Record Creation

Step 2: Connect Slate and Scoir

Step 3: Map Scoir Student Data and Documents in Slate

For Colleges: Troubleshooting Slate integration with Scoir

For Colleges: Slate Integration - Message Scoir Students from Slate

Introduction: Managing Application Rounds

Step 1: Creating Application Document Requirements

Step 2: Creating an Application Deadline

For Colleges: Edit, copy, and delete document requirements

For Colleges: Scoir Index File

For Colleges: Set up SFTP integration to recieve documents from Scoir

For Colleges: Troubleshoot configuration of SFTP integration with Scoir

For Colleges: Slate Mapping

For Colleges: Supported Document Types

For Non-Slate Colleges: Configuring File Preferences

For Colleges: Downloading & reviewing documents

For Colleges: Grade Reports

For Colleges: The Scoir CSV/Manifest file

For Colleges: How to access student application documents in Scoir

For Colleges: Premium Presence overview

For Colleges: Create & manage Posts, Events, and Programs

For Colleges: Events

For Colleges: Programs

For Colleges: Guidelines for college profile header photos

For Colleges: Outreach Messaging overview

For Colleges: Create one-time messages

For Colleges: Create automated messages

For Colleges: Schedule & manage high school visits

For Colleges: Linking to an external calendar

For Colleges: Explore your Admissions Insights Dashboard

For Colleges: Applicant Insights & Management

Uploading and mapping your End of Cycle Report

For District Admins: Logging into your Network account

For District Admins: Getting started with a Network account

For District Admins: Adding and managing users in your Network account

For District Admins: Network roles and permissions

For District Admins: District communications

For District Admins: Setting up and enabling Advanced Email features

Grades 9-12: Scoir data gathering instructions (Naviance & SIS for students, parents, and teachers)

Grades 9-12: Scoir data gathering instructions (Naviance, ClassLink & SIS for parents)

Grades 9-12: Scoir data gathering instructions (Naviance, Clever & SIS for parents)

Grades 9-12: Scoir data gathering instructions (ClassLink & SIS for parents)

Grades 9-12: Scoir data gathering instructions (Clever & SIS for parents)

Grades 9-12: Exporting data from your Student Information System (SIS)

Grades 6-8: Exporting data from your Student Information System (SIS)

Grades 6-8: Scoir data gathering instructions for account setup (Clever)

Grades 6-8: Scoir data gathering instructions for account setup (ClassLink)

Grades 6-12: Scoir data gathering instructions (ClassLink & SIS for parents)

Grades 6-12: Scoir data gathering instructions (Clever & SIS for parents)

Grades 6-12: Scoir data gathering instructions (Naviance, ClassLink & SIS for parents)

Grades 6-12: Scoir data gathering instructions (Naviance & SIS for students, parents, and teachers)

Grades 6-12: Exporting data from your Student Information System (SIS)

Grades 6-12: Scoir data gathering instructions (Naviance, Clever & SIS for parents)

Grades 9-12: Exporting Parent data from your Student Information System (SIS)

Syncing ClassLink with Scoir

Syncing Clever with Scoir

Importing Historical Data into Scoir (Outside of Naviance)

Exporting Data from Naviance

Exporting data from your Student Information System (SIS)

School Settings Overview

Enable application materials (Documents)

Setting your high school student email domain

Setting up and enabling Advanced Email

Ensuring Scoir access and emails will be delivered

Request a GPA scale change

Display school photos for students on their profile

Configuring Your SSR - Secondary School Report

Managing Student Transcript Settings

Configuring FERPA Waiver & Release Forms

Managing Your recommendations settings

School logo and template for teacher recommendations

Student self-reporting for GPA and test scores

Pending Acknowledgement

Predictive Chances and Scattergram display settings

For Counselors: Overriding a college's application document requirements

Can counselors control who sees Balanced List scores?

Can counselors adjust Balanced List minimums?

Can Balanced List Scores be based on just colleges marked as Applying and Applied?

Users page overview

Adding and removing counselors and other staff to Scoir

Inviting faculty and staff

Understanding and assigning roles and permissions

Inviting Students

Assigning counselors to students

Inviting parents/guardians

Inform students, families, and staff about Scoir with these templates

Bulk add/update parents & guardians

Bulk add/update school photos

Bulk add/update students

Importing student historical applications (limited import available)

Importing other data updates

Managing college contacts

Understanding error messages

For Parents/Guardians: Managing your email notifications

For Parents/Guardians: Changing your email address

For Parents: How to create and link your account to your student and their school

For Parents/Guardians: Change your Scoir password

For Parents/Guardians: View your student’s college list

For Parents: View your student’s college list in a table layout

For Parents/Guardians: Suggesting colleges to your student

For Parents/Guardians: Unsuggesting a college for my student

For Parents/Guardians: View and simulate your student’s Predictive Chances

For Parents: View and manage your student’s Drive

For Parents/Guardians: Digitally signing your student's early decision contract

How parents can sign the FERPA release

For Parents/Guardians: Searching for colleges

For Parents/Guardians: Viewing college profiles

For Parents/Guardians: Viewing Scattergrams

For Parents/Guardians: Comparing colleges

For Parents/Guardians: Financial information & estimates

For Parents/Guardians: Discover College Events

For Parents/Guardians: Discover Programs

Access and complete your parent Assignments

For Parents/Guardians: Scoir mobile app

For Parents/Guardians: The Scoir mobile app - Discover

For Parents/Guardians: The Scoir mobile app - Colleges

For Parents/Guardians: The Scoir mobile app - Inbox

For Parents: The Scoir mobile app- Me

For Teachers: Managing Recommendations

For Teachers: Managing Your Account

For CBOs: Updating Your Personal Profile

For CBOs: Managing Your Advisors

For CBOs: Dashboard Overview

For CBOs: Adding Students

For CBOs: Viewing your Students' Scoir Experience

For CBOs: Suggesting Colleges to Students

For CBOs: Viewing Student's Application Status

For CBOs: Send, View, and Manage Messages

Product Updates

Navigation
More actions & search
Message Center & Notifications
Your Profile
Understanding your students’ Scoir experience
- How do students get started on Scoir?
  - Checklists to help you and your students get started
- How can I view the student experience?
Additional resources

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Counselors

Getting started

Using Scoir: A quick start guide for middle school counselors

Using Scoir: A quick start guide for middle school counselors

Updated 2 weeks ago by Cristina Hernandez

Navigation
More actions & search
Message Center & Notifications
Your Profile
Understanding your students’ Scoir experience
- How do students get started on Scoir?
  - Checklists to help you and your students get started
- How can I view the student experience?
Additional resources

Middle school counselors, please note that your access and visibility into certain features might differ compared to high school counselors'. Although the resources linked throughout this article are aimed at different audiences, they still offer valuable insights that can help you familiarize yourself with Scoir.

Welcome to Scoir – your student guidance platform! We're here to simplify counseling by offering a centralized space for interaction and planning with students. To get started, log into your counselor account and check out the guide below for a quick tour.

💡 Tip: Start with our Counselor and student checklists to help you and your students get ready!

Dashboard
The dashboard is where you'll access actionable insights about your students and see everything you need at a glance.
Students
Students is where you oversee and manage your student roster. Add students and view their profiles, send emails, manage assignments, and more. Customize your roster by applying filters, adjusting columns, and sorting preferences. Save your preferences with Views for quick access and easily export all customized information. Learn how
School Drive
School Drive is your hub for uploading files and links, organizing resources into folders, and setting sharing rules. You can share files with student groups based on class year or counselor assignment, ensuring future students automatically gain access—saving time and reducing repetitive work. Designed for efficiency, School Drive streamlines resource sharing and keeps you organized. Learn how to use School Drive
Comms
Comms provides access to the Email Center for all things email management. Draft, schedule, and monitor messages easily. You can also track email statuses, authors, and recipients, and edit or delete messages before sending. Learn how
Assignments
Assignments brings together three powerful tools—Plans, Tasks, and Forms—to help students stay on track with their college and career goals. Instead of manually assigning individual tasks every year, Plans let you set up a structured roadmap of recurring tasks that automatically roll over for each new grade level. These help ensure every student gets the right guidance at the right time, with minimal effort on your end. Since Plans assign tasks to an entire grade level, they’re perfect for tracking milestones.
But not every task is meant for an entire grade level. That’s where standalone tasks come in—you can create individual Tasks outside of a Plan when you need to assign something to a smaller group of students or even parents.
Need to collect information? Forms let you gather student and parent data, which can be assigned through Tasks for easy completion and tracking.
Together, these tools help you streamline guidance, stay organized, and ensure the right support reaches the right people at the right time.
Want to learn more? Check out Plans, Tasks, and Forms.
Discover
Discover is where you can explore career and colleges. Learn more about colleges by browsing the Programs they offer or exciting content created by them in Posts. Customize your search with filtering and sorting options for a personalized experience. Learn how

More actions & search

To modify settings or add/remove staff users, you need the Account Administrator role.

School Settings
School Settings is where you can customize your school’s account by displaying school photos in student profiles, setting up your school email domain, and organizing student and school data with custom properties and groups. Learn how
Data Management
In Data Management you can upload student data such as your roster and school photos. You also have the option to upload any other data you wish to include in your account. Learn how
Users
Go to Users to add and manage staff members and edit their roles. Learn how
Search
Click the search bar to search for colleges and students in Scoir.

Message Center & Notifications

Message Center
Click to access the Message Center, where you can communicate with counselors and review message history.
Notifications
Click to access updates on student invitations, email center messages, counselor assignments, and other important notifications. A badge will display when you have unread notifications.

Your Profile

Personal Profile
Select Personal Profile to easily update your title, contact details, notification preferences, account email, or reset your password. Learn how
Support
Click on Support to access our Help Center, where you can find articles to help answer your questions.

Understanding your students’ Scoir experience

It’s important for counselors to understand what students see and do in Scoir. This helps you guide them more effectively and answer their questions with confidence. Here’s what you need to know

How do students get started on Scoir?

Before inviting your students, we recommend introducing Scoir to them. We've prepared a template for you to personalize and share with your school.

Middle school students must be invited to Scoir through a Counselor email invitation.

Once invited:

Students set a password and log in.
They arrive on their homepage, where they’ll see any active assignments.
From there, they can explore careers, colleges, and programs in the Discover section, or begin building their profile in Me.

Checklists to help you and your students get started

To make your onboarding experience even smoother, we’ve created two helpful checklists:

📋 Counselor Checklist: A step-by-step guide to help you prepare your students to use Scoir.
🧑‍🎓 Student Checklist: A resource you can share with students to help them navigate Scoir.

Each checklist includes additional helpful resources!

How can I view the student experience?

Counselors can’t log in as students or directly view their accounts. However, you can create a demo student account to explore what students see and how they use Scoir.

👉 Learn how to create a student demo account

Additional resources

We hope this guide was useful in getting you started on Scoir. Here are some additional resources to help manage your account and support students at every stage of their journey.

Although these resources are aimed at different audiences, they still offer valuable insights that can help you familiarize yourself with Scoir.

Middle School Checklists	Counselor Checklist Student Checklist
Students	Inviting Students For Counselors: Student Roster Overview For Counselors: Getting Started with Views
Career & college exploration	For Students: Discover Careers For Students: Discover Programs For Parents/Guardians: Searching for Colleges
Email management	For Counselors: The Email Center For Counselors: Sending and Scheduling Emails
School Drive	For Counselors: Using School Drive
Assignments	For Counselors: Using Plans For Counselors: Create and Assign Student Tasks For Counselors: Using Forms For Students: Access and Complete Your Assignments
School settings	Setting Up and Enabling Advanced Email For Counselors: Custom Properties & Property Groups
Data management	Bulk Add/Update Students Bulk Add/Update School Photos
Staff users & roles	Users Page Overview
Profile management	For Counselors: Managing Your Account

Table of Contents

Using Scoir: A quick start guide for middle school counselors