Onboarding for CBOs
Your guide to getting started with Scoir
Thanks for joining the Network. In order to get the most out of the Scoir, here's what you should plan to do and by when.
Within 1 week of receipt, accept the invite to Scoir (if you don't see it in your inbox, drop us a line) and familiarize yourself with onboarding expectations and timing.
During your second week, please configure your account, invite any other advisors on your team to Scoir, and watch our 15 minute onboarding.
We hope you use Scoir every day, but at minimum, please plan to login 2x per month.
Invite students to Scoir and rollout by week 4 🎉
Important! If your students already have a Scoir account, be sure to invite them to link with your CBO using their school email (or the one already on file with Scoir), rather than a personal address.
By 2 months in, you should have at least a 50% registration rate. You can re-invite students as many times as you need to reach this number (though we hope you get closer to 100%!)