Either in the final days of the school year or in the first days when school resumes you’ll want to update students’ counselor assignments. If a counselor is leaving and being replaced by a new person you can mass change the counselor assigned from the “old” to the “new” counselor. Here is how:

Assigning the new counselor

  1. Go to the Students tab
  2. Apply the Counselor is filter and select the the counselor whose students you would like to assign to your new counselor.
  3. Select the check boxes next to the student's names.
  4. From the Bulk Actions drop down menu select 'Assign Counselor' and click Apply.
  5. A side bar should now appear with a list of all your staff members that are added in Cialfo. Select the new counselor's name and click 'Assign Selected'.


Unassigning the previous counselor

  1. Go to the Students tab
  2. Apply the Counselor is filter and select the the counselor whose students you would like to unassign.
  3. Select the check boxes next to the student's names.
  4. From the Bulk Actions drop down menu select 'Unassign Counselor' and click Apply.
  5. A side bar should now appear with a list of all your staff members that are assigned to the selected students. Select the counselor you would like to unassign and click 'unassign Selected'.

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