---
title: "Quick Guide for Homeschool Counselors"
slug: "playbook"
updated: 2026-08-07T14:30:43Z
published: 2026-08-07T14:30:43Z
canonical: "knowledge.technolutions.net/playbook"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://knowledge.technolutions.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Quick Guide for Homeschool Counselors

This guide provides an overview of Slate.org for **homeschool counselors**. Use Slate.org to:

- View applicant progress and decision information.
- Upload materials to student applications.
- Create student lists.

## Creating an account

1. Register for an account at [slate.org/connect/login](https://slate.org/connect/login).
2. Select **homeschool counselor**.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-9BHOAVEH.png?sv=2026-02-06&spr=https&st=2026-11-01T07%3A27%3A52Z&se=2026-11-01T08%3A27%3A52Z&sr=c&sp=r&sig=1nunzcfv69wwpF1xshfwhPh2vhG7l542T3z8nu0%2FiQE%3D)

## Home

After signing in, the [Slate.org](https://slate.org) **homepage** includes notifications and recent activity. From the homepage, you can:

- View, accept, or decline student invitations from the counselor invitation feed.
- View recent activity, including application updates and decisions.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-E2XK859E.png?sv=2026-02-06&spr=https&st=2026-11-01T07%3A27%3A52Z&se=2026-11-01T08%3A27%3A52Z&sr=c&sp=r&sig=1nunzcfv69wwpF1xshfwhPh2vhG7l542T3z8nu0%2FiQE%3D)

## Profile

Update your personal profile information from the Profile page.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-MMDN4IXP.png?sv=2026-02-06&spr=https&st=2026-11-01T07%3A27%3A52Z&se=2026-11-01T08%3A27%3A52Z&sr=c&sp=r&sig=1nunzcfv69wwpF1xshfwhPh2vhG7l542T3z8nu0%2FiQE%3D)

## Students

Homeschool counselors can:

- Invite students to join Slate.org.
- View application statuses, checklist items, and decisions.
- Upload materials.

### Inviting students

To invite students:

1. Go to **Students**.
2. Select **Invite Students** from the right-hand column and enter the student information in the *Invite Student* popup.
3. Select **Invite**. The student receives an email prompting them to confirm the connection. The student **must accept this invitation** before you can view their applications.
4. A list of students appears. If a student status is **inactive**, you cannot view that student information.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-18SOL5PX.png?sv=2026-02-06&spr=https&st=2026-11-01T07%3A27%3A52Z&se=2026-11-01T08%3A27%3A52Z&sr=c&sp=r&sig=1nunzcfv69wwpF1xshfwhPh2vhG7l542T3z8nu0%2FiQE%3D)

### Student list

1. After a student accepts the invitation, the student appears in the counselor **student** list. Counselors can see the number of shared applications on file and the student graduation year. For information about creating student lists, see [How to Create Lists](/v1/docs/how-to-create-lists).
2. Select a student to view more information, including date of birth, email address, graduation date, and current active applications.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-FS9L8Y4G.png?sv=2026-02-06&spr=https&st=2026-11-01T07%3A27%3A52Z&se=2026-11-01T08%3A27%3A52Z&sr=c&sp=r&sig=1nunzcfv69wwpF1xshfwhPh2vhG7l542T3z8nu0%2FiQE%3D)

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-F7I7ZUSP.png?sv=2026-02-06&spr=https&st=2026-11-01T07%3A27%3A52Z&se=2026-11-01T08%3A27%3A52Z&sr=c&sp=r&sig=1nunzcfv69wwpF1xshfwhPh2vhG7l542T3z8nu0%2FiQE%3D)

1. Select an individual application to view the student application **status**, **decision**, and **checklist**. The checklist shows any missing materials.

![](https://cdn.us.document360.io/cd8ea7a6-07f3-4846-a554-627ac016d3e3/Images/Documentation/image-6J4AOJI3.png?sv=2026-02-06&spr=https&st=2026-11-01T07%3A27%3A52Z&se=2026-11-01T08%3A27%3A52Z&sr=c&sp=r&sig=1nunzcfv69wwpF1xshfwhPh2vhG7l542T3z8nu0%2FiQE%3D)

> [!WARNING]
> 📝 Note
> 
> Materials can be uploaded to an individual student or an individual application. For more information, see [Upload Documents](/v1/docs/application-management#upload-documents).

## Help

Go to **Help** to:

- Access documentation and training videos.
- Provide feedback and ideas for new Slate.org features.

Direct questions to [info@slate.org](mailto:info@slate.org).