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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 — required
  • Name — required, or First Name and Last Name
  • Number (or Phone, Mobile) — optional
  • Grade — optional: 8 to 12, Gap Year, or DP1/DP2 and MYP3–MYP5. A Year or Year Group column is read as UK years (Year 12 = Grade 11).
  • Class of (or Graduation 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:

  1. Shortlisted — student has selected this university but documents are not yet collected.
  2. Documents needed — application is open and awaiting uploads from the student.
  3. Counsellor review — the student has marked their documents as final, and a counselor checks them before the application goes out.
  4. Submitted — the application has been sent to the university.
  5. Under review — university is evaluating.
  6. 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?
At a school, yes, once school sign-in is on: a student signs in with their school Google or Microsoft account and joins as a student of that school. Otherwise UnisPath is invitation-only — students join after their school or counseling team adds them (one at a time or from a file).
?Can I customize the application stages for my organization?
Not today. All organizations use the same six stages described above: Shortlisted → Documents Needed → Counsellor Review → Submitted → Under Review → Offer Received. We're collecting feedback from launch customers on which custom stages matter most.
?Can I add my organization's logo?
Yes. Go to Settings in the admin sidebar and upload a PNG, JPEG, or WebP file up to 2 MB. Your logo replaces the default UnisPath mark in the admin sidebar (and, over time, in more student-facing surfaces).
?Can I use a custom color theme?
Not today. Custom color theming is not yet supported. Email us if you need it and we'll prioritize based on demand.
?Can people sign in with their school Google or Microsoft account?
Yes. Students and staff can sign in with Google or Microsoft as well as with an email and password, as long as the email matches the one they were invited with. If your school's Google Workspace for Education blocks apps for students under 18, or your Microsoft tenant needs an admin to approve new apps, your IT administrator needs to allow UnisPath first: see the IT setup guide.
?Can a whole school sign in by its email domain, without invitations?
Yes. Your IT team emails us from an address on the school's domain, and we turn on school sign-in for that domain. Students with a school email then sign in with Google or Microsoft, confirm they are 13 or older, and join your school as students with a counselor assigned. Staff still need an invite from the Team page. The IT setup guide has the steps.
?Can I see deadlines in Google Calendar or Outlook?
Yes. Students find Add to your calendar on their Deadlines page; counselors find it in Settings. It makes a private link that Google Calendar, Outlook or Apple Calendar subscribe to, and it keeps itself up to date.
?Is there a limit on University Match searches and assistant messages?
Yes. Your organization gets 6 University Match searches per student a year and 50 assistant messages per student a month, counted for at least 50 students and shared by everyone in your organization. Searches renew each year on the date your organization joined; messages renew each calendar month. Admins can see what is left in Settings. If you need more, email us.
?Can a single student be shared between multiple counselors on my team?
Not today. Each student is assigned to one counselor at a time (selected automatically via round-robin, or manually reassigned). For collaborative cases, colleagues whom your organization's owner allows to see every student can still read that student's applications and messages.
?What does the student import file need to contain?
An 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?
Automatically, by least-loaded round-robin. When a student is created (manual or CSV), UnisPath picks the counselor on your team with the smallest current student count, respecting each counselor's capacity. You can override and reassign at any time from the student's detail page.
?What languages does UnisPath support?
English only. The interface, document review notes, and AI validation feedback are all in English, and uploaded documents should be in English too.
?Where is student data stored?
On Google Cloud Platform — Cloud SQL for the database (private IP, encrypted), Cloud Storage for uploaded documents (private bucket, signed URL access only). Authentication runs on Google Identity Platform. See our Privacy Policy and Security pages for details.
?How do I cancel my organization's account?
Your organization's owner can do it from Settings → Danger zone → Delete organization. You'll be asked to type your organization's name to confirm. Every student and counselor login is then switched off at once and the organization disappears from UnisPath. Its data is kept for 60 days, so we can restore everything if you ask within that time, and is then permanently erased. If you need a data export first, email support@unispath.com before deleting — we can hand over your data in line with our Privacy Policy.

Email support

Product questions, account issues, or feature requests.

support@unispath.com

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Want a walkthrough or have a longer question? Book time with us via the contact form.

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Still stuck?

Email support@unispath.com or open the contact form — we read every message and reply within one business day.