As an advisor using Upswing, you have access to a suite of tools designed to make your advising appointments more effective and engaging. This guide outlines the essential steps you need to take to get started. For more detailed instructions on each task, please refer to the linked articles throughout the article.

Articles included in this guide:

Onboarding Steps

1. Log Into Upswing

To get started, you'll need to first log into Upswing. Depending on the institution you're affiliated with, you may log into Upswing using your school credentials. However, an administrator from your school may also create an account on your behalf. Consult with your school's Upswing administrator for assistance.

2. Set Up Your Profile

Once you've logged in, you'll want to get started with setting up your account. This includes setting a profile picture, writing a bit about yourself in your 'About Me' section, detailing your experience as an advisor, and adding your education history!

For step by step instructions on how to set up your profile, take a look at this article: Campus Advisors: Setting Up Your Profile

3. Adjust Your Communication Preferences

Customize the types of alerts you'd like to receive from Upswing and the method by adjusting your communication preferences. This involves adding a phone number and adjusting your notification settings to ensure you stay informed about advising appointments and communications.

For step-by-step instructions on how to adjust your communication preferences, view this article: Campus Advisors: Adjusting Communication Preferences

4. Set Up Your Advisor Profile

Highlight the ways in which you're able to support students by selecting the advisement areas you're able to assist with. This information helps students find the right match for their needs.

For step-by-step instructions on how to set up your Advisor Profile, please view: Campus Advisors: Setting Up Your Advisor Profile

5. Add Your Availability

In order for students to be able to schedule advising sessions with you, you'll need to add your availability to your Advisor Profile.

We've written quite a few articles pertaining to setting availability as an advisor. We recommend starting with this article to view the different ways in which you can add your availability on Upswing: Setting Availability as an Advisor on Upswing: A Quick Guide

6. Communicate with Your Upswing Administrator

Once you've completed the steps above, your school's Upswing Administrator may need to complete the final step to allow for students to be able to start scheduling advising appointments with you!

Campus Advisors: Onboarding Guide