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College Visits - For Counselors

Summarizing new changes on the College Visits feature and how to set it up for counselor

Written by MOHIT MMANGAL

College Visits - Now on your Counselor Dashboard!

In this new release of college visits, two cards will be on the counselor dashboard for your convenience. In the two cards, you can monitor your College Visit Schedule and your Visits in your region.

In College Visit Schedule, you can look at information for the top 3 upcoming confirmed visits. In Visits in your region, you will be able to view the top 3 incoming requests and confirm requests directly on the dashboard.

If you need more information, clicking 'View All' will bring you to each corresponding page for management in a greater depth.

Accept or Decline College Visit on Dashboard

Counselors can now see an overview of the visit request in the request card with the ability to take quick action like accept, decline and proposing a new time. If counselor is declining the request, they will need to provide a reason on why they are declining the request and the reason will be shown to the university who requested the visit.

Additional information regarding a Visit

Once a visit is accepted, additional details become available, including the university's city and country, student connections, a message from the university, and the visit type (virtual or in-person). The University Information section also includes details such as the number of applicants from your school over the past two years and information about the university representatives.

Option to Notify students about the Visit

After accepting the Visit, counselors now have the option to notify students about an upcoming visit.

Navigating College Visits

You will now see three tabs underneath College Visits.

  1. Schedule

  2. Requests

  3. Availability

In Schedule, the notification shows you either "Upcoming" for upcoming visits in the next 15 days.

In Requests, you will see all the unconfirmed visit requests.

If you have not yet set your availability or if there are very few slots set for the school, you will see a 'Set up availability' prompt. Schools that set their availability can receive over 50 visit requests from universities.

Note: If your availability has already been set up, you will not see the

"Set up availability" prompt on the Visits page.

Scheduling a Visit

To schedule your own school events, such as a new college visit or a college fair for your students, click the Add New button and select College Visit or College Fair. Then, fill in the required details, including the college, description, staff note, organizer, visit type, date, time, and location. Organizers can be selected from the staff members already registered in Cialfo.

Scroll down within the visit page to find the Attendee Requirements section. Here, you can add requirements for attendees, such as setting a registration deadline and selecting students by graduation year.

After filling in all the required information, click Save. If you click Save and Notify Audience, all selected audience members will receive an email notification.

After completing and saving the visit, it will appear in the Upcoming College Visits list under Schedule tab.

Once the college event has been created, the selected attendees will receive a notification email from Cialfo.

Students can also log in to their Cialfo accounts to view more details about the event.


Email Reps

This feature allows counselors to send emails to all college representatives associated with the scheduled college visits. For every visit listed in the Visits Schedule section, the email will be sent to all designated representatives for the respective universities.

Enter the subject and message, attach any files if needed, and click Send.

Understanding the Scheduling Page

To access this page, go to Visits > Schedule. You'll see a dashboard displaying upcoming and past events, organized by date. From the top menu, you can also manage your account settings by selecting My Settings or School Settings.

Note: The School Settings option may not be visible to all users, depending on their user type and access level. Typically, only admin counselors have permission to view and modify school settings.

My Settings - Brings you to a page where you can link your Zoom account for virtual visits and indicate email notification preferences.

School Settings - You can sync your school/personal calendar so that all approved visits will show up in the calendar

To view more details about a college visit, click the scheduled event. A sidebar will open, displaying an overview of the event along with the list of attendees.

Managing College Visit Requests

Clicking on College Visit > Requests will allow you to view all incoming College Visit requests. This is where you can confirm, reschedule, and cancel requests.

Managing your school's Availability

Availability Settings

Sharing availability with College Representatives

Sharing your school's availability with college representatives is now easier than ever! Simply click the Copy Link button to copy the availability link, then share it with college representatives as needed.


Troubleshooting & FAQs

University Visit Not Appearing in Schedule

If a university visit that was confirmed or scheduled does not appear under College Visits > Schedule, this may be caused by a data sync issue affecting how visit records are displayed for that school.

How to Troubleshoot?

  • Refresh the College Visits > Schedule page and check all tabs (Schedule, Requests, and Availability).

  • Confirm the visit was formally accepted (not left in a pending/request state).

  • If the visit remains missing, contact Cialfo Support via Chat with Cialfo with the university name, expected visit date, and the school name so the team can investigate the visit record directly.

College Visit page appears blank

If you encounter an issue where the calendar and availability slots are missing, preventing counselors from setting up their availability for student college visit scheduling and the college visits page appears blank, please follow the below steps.

How to Troubleshoot?

  1. Hard-refresh your browser by pressing Ctrl+Shift+R (Windows/Linux) or Command+Shift+R (Mac) to clear the browser cache for this page.

  2. Log out of Cialfo and log back in, then navigate back to the College Visits page.

  3. Try opening College Visits in a different browser or an incognito/private window to rule out cache issue.

  4. If the page remains blank after trying all of the above reach out to Chat with Cialfo

Need Help?

Our Client Support team is available via Live Chat 24 hours a day, Monday through Friday, so you can get help anytime during the work week through Chat with Cialfo.

If you’re unable to find a solution in our help articles or need further assistance, you can contact the Cialfo Support team via Live Chat or email us at [email protected].

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