Assigning a new Counselor
Under the Students List page, select the students to whom you will be assigning the same counselor by clicking on the checkboxes next to their names.
Once you have selected the needed students, click on Bulk Actions and select 'Assign Counselor' from the drop-down menu.
A sidebar will appear with a list of all your staff members on Cialfo. Select the counselor's name by clicking on the checkboxes, then click on 'Assign Selected' to complete the assignment.
Re-Assigning Students to a new Counselor
First, filter out the list of students who are assigned to the current counselor using Filters.
Once you have filtered out the students, select all of them using the Check All checkbox and then you can assign them to their new counselor. Once you're done, you may use the same list to Unassign the current counselor from the same students.
Un-assigning the previous/current Counselor
Once you have filtered out the list of students for whom you will be unassigning a counselor, click on Bulk Actions and Unassign Counselor.
A sidebar will appear with a list of all the counselors that are currently assigned to these students. Select the counselor you would like to unassign and click on the 'Unassign Selected' button.
If you have any questions or need assistance, please feel free to reach out to us using the 'Chat with Cialfo' feature.