School Counselor Planner

This school counselor planner is a real app for your whole caseload: students, sessions, referrals and follow-ups in one calm place, right in your browser.

Log a session in about 20 seconds, and it fills in the student's history, your use of time, the next follow-up and your reports. It works as a caseload tracker and student data tracker for school counselors, and a School Social Worker mode adds service minutes and home visits.

It's an interactive web app, not a spreadsheet and not a printable PDF. No formulas, no broken cells, nothing to install.

What you get

• One PDF with your private download link and a quick-start guide
• The Caseload Tracker app (one file you keep forever)
• Sample data from a made-up middle school, which you can import from Settings to explore every screen first

How to open it

After purchase, your PDF includes the private access link and quick-start guide.

• Tap the link inside to get your app.
• Open it and start logging. The PDF shows the quick steps for every device, including iPhone and iPad.

Works on

• iPhone, iPad, Android, Mac and Windows, in any modern browser
• Works offline, even in an office with no Wi-Fi
• No account needed: your data saves on your device
• Optional cloud sync with a free account keeps your school laptop and home computer in step

What's inside

Today

• Your day at a glance: who's on your schedule, overdue follow-ups, safety check-ins due
• 20-second Quick Log from any screen: session, check-in, group, crisis response, contact and more
• Hide names: one tap blurs every student name when someone walks into your office

Students

• Every student's story in one place: sessions, groups, family contacts and follow-ups on one dated timeline
• Grade, homeroom, MTSS tier, concern areas, 504 / IEP flags, status
• Show full names, initials or student codes, app-wide and on prints
• Print a clean student summary for team meetings (private notes stay out unless you choose)

Referrals

• One board: Waiting → Triaged → In progress → Closed
• Referrals from teachers, parents, nurses, admin or students, with urgency and school days waited
• Turn a referral into a caseload student in one tap
• Print a blank referral form for staff

Safety follow-up

• Record the steps and dates: noted, family notified, admin informed, safety plan, outside referral, check-ins, closed
• Due and overdue check-ins show first, here and on Today
• This is a follow-up record. It is not a risk assessment and it doesn't replace your school's crisis protocol.

Use of time

• Every session, group, lesson and duty adds up on its own
• Direct / indirect / program time against your own goal (80% by default, editable)
• Week, month or school-year view, ready to print for your principal

Groups

• Members, schedule, sessions and attendance for each small group
• Before-and-after scores show who improved
• Print group results to share with your team

And more

• Calendar and appointments, including weekly recurring check-ins
• Activity log, day by day
• Follow-ups count school days (weekends and breaks skipped)
• School Social Worker mode: service minutes (mandated vs delivered) and home visits
• School Counselor mode: classroom lessons
• Resource library for community agencies, hotlines and services
• Printable reports: program summary, students served, use of time, referral log, group results, caseload list, safety record
• Export your activity for Excel or Sheets
• New school year: archive the year and carry active students forward
• Backup and restore from Settings, with automatic daily restore points

Made yours

• 3 themes: Harbor, After Hours (dark) and Lavender Room
• English, Español, Français. Switch any time in Settings
• Free updates
• One-time payment. No subscription, no monthly fees

Privacy, honestly

• Student information is sensitive. Saving on this device is the recommended option, and cloud sync is optional.
• Please use the storage option your school or district allows.
• The optional 4-digit PIN is a screen lock, not encryption.

What you need

• A phone, tablet or computer with a modern browser (Safari, Chrome, Edge or Firefox)
• Internet only to download the app and, if you choose, for cloud sync
• A printer only if you want paper reports

What you don't get

• No physical item is shipped
• Not a Google Sheets or Excel file, and not printable planner pages
• Not an App Store app: it opens in your browser
• No data is preloaded: the app starts empty, and the sample data is optional