How can we help?
Quick guides to UnisPath for schools, counseling teams and their students. If you can't find what you need here, email us — we typically respond within one business day.
How UnisPath works
A platform with two sides — counselors guide every student's applications on one side, students apply and upload documents on the other.
Counselors & admins
Invite students, review documents, message families, and move each application from shortlist to offer.
Students
Chat with the AI counselor, shortlist universities, upload documents, and track every application's status.
Workflow
Each application moves through six stages — Shortlisted, Documents Needed, Counsellor Review, Submitted, Under Review, and Offer Received.
For organizations & counselors
Getting started after approval
After registering your organization at /auth/org-signup, we email you a link to confirm your address. Once you have confirmed it, our team reviews and approves your organization (usually within 24 hours). Once approved, you can sign in at /auth/login and you'll land on the admin dashboard.
A getting-started checklist appears at the top of your dashboard with four steps: confirming your organization, adding your first student, creating your first application, and setting up a follow-up task.
Invite your counselor team
Go to Team in the sidebar to invite counselors. Each invitee receives an email with a temporary password and is required to change it on first login. You can set a per-counselor student capacity — the maximum number of students they can be assigned — which controls the round-robin distribution described below.
Add students — one at a time or from a file
Go to Students to add one student at a time, or use Bulk import on the same page to add a whole year group from a CSV, Excel or PDF file — for example your student export from ManageBac.
What the file needs
Email— requiredName— required, orFirst NameandLast NameNumber(orPhone,Mobile) — optionalGrade— optional: 8 to 12, Gap Year, or DP1/DP2 and MYP3–MYP5. AYearorYear Groupcolumn is read as UK years (Year 12 = Grade 11).Class of(orGraduation Year) — optional, e.g. 2027. A year group named “Class of 2027” works too. Give a grade or a class and the other is filled in.
The import modal includes a Download template CSV link to start from. Extra columns are ignored. Duplicate emails and invalid addresses are skipped, and you'll see a per-row report of what was created, skipped, or errored.
Imported students receive a Firebase account and a temporary password by email; they're prompted to change it on first sign-in.
Application stages
Every application moves through six stages, shown as columns on your dashboard:
- Shortlisted — student has selected this university but documents are not yet collected.
- Documents needed — application is open and awaiting uploads from the student.
- Counsellor review — the student has marked their documents as final, and a counselor checks them before the application goes out.
- Submitted — the application has been sent to the university.
- Under review — university is evaluating.
- Offer received — admission decision is in; counselor can upload the offer letter for the student.
Status changes trigger automatic email notifications to the student.
Document validation
When a student uploads a transcript, English test score, personal statement, CV or reference letter, our AI reads it, checks that every name, number and date can be read, and for a reference letter checks for a letterhead, signature, stamp and date. It then assigns one of three statuses:
- Valid — looks correct, legible, and complete.
- Needs review — AI is unsure; a counselor should check.
- Invalid — wrong document type, illegible, or incomplete. Reason is shown.
Counselors can review all uploads in the Doc Queue tab. AI verdicts can be overridden by the counselor. Document types you add yourself in Settings are not checked by AI; a counselor reviews them.
Tasks & follow-ups
Use the Tasks tab to track next steps — follow-ups, document chases, deadline reminders. Tasks are tied to a student or an application, and overdue ones surface on the dashboard.
Messaging students
Every application has a built-in message thread between the student and the counseling team. Use Messages in the sidebar to see all threads in one place — unread counts appear in the navigation badge.
Counselor assignment & workload
When a new student joins your organization (manually or via CSV import), they're automatically assigned to the counselor on your team with the lowest current student count, respecting each counselor's capacity setting. This is visible in the Team tab as a workload breakdown.
You can manually reassign a student to a different counselor at any time from the student's detail page.
Email notifications
Students automatically receive emails for major events: their account is created, and their application moves to a new stage (including a university making an offer). All emails come from UnisPath at noreply@unispath.com.
For students
How you join
Your school or counseling team sends you an invitation by email. The email contains a temporary password — sign in at /auth/login, set a new password, and you're in.
If your school has turned on school sign-in, you don't need an invitation: choose Continue with Google or Continue with Microsoft with your school account, confirm you are 13 or older, and join your school.
Building your shortlist
On first login you'll be asked to complete your profile — your country, qualifications, intended majors, budget, and grades. Your counselor uses that to put together a shortlist of universities for you with University Match, which draws on QS rankings, official US and UK data, and each university's own website.
Each university your counselor adds to your shortlist appears in your portal as an application.
The application portal
Your portal at /portal shows every application's current stage, the documents each one needs, and a message thread with your counselor.
Uploading documents
For each application, upload the documents your university requires — transcripts, English test scores (IELTS / TOEFL), a personal statement, CV, and reference letters. Upload each one as a PDF of up to 10 MB.
After upload, our AI checks the document type and legibility and flags anything that looks off. Your counselor reviews and gives the final approval before submission.
Webinars
When the UnisPath team hosts a webinar (admissions guidance, test-prep sessions, alumni Q&As), invited students see it in their portal and can join directly in the browser.
Frequently asked questions
We try to be transparent about what UnisPath does today and what's on the roadmap. If something below is a deal-breaker for you, please email us — we'd rather hear it before you sign up.
?Can students sign themselves up directly?
?Can I customize the application stages for my organization?
?Can I add my organization's logo?
?Can I use a custom color theme?
?Can people sign in with their school Google or Microsoft account?
?Can a whole school sign in by its email domain, without invitations?
?Can I see deadlines in Google Calendar or Outlook?
?Is there a limit on University Match searches and assistant messages?
?Can a single student be shared between multiple counselors on my team?
?What does the student import file need to contain?
Email column and a Name column (or First Name and Last Name). Optionally Number, Grade and Class of. CSV, Excel and PDF all work, including a student export from ManageBac. You can download a starter template from the import dialog. Extra columns are ignored. Duplicate or invalid emails are skipped with a per-row report.?How are new students assigned to counselors?
?What languages does UnisPath support?
?Where is student data stored?
?How do I cancel my organization's account?
Talk to a human
Want a walkthrough or have a longer question? Book time with us via the contact form.
Open contact formStill stuck?
Email support@unispath.com or open the contact form — we read every message and reply within one business day.