Step 1 - Click the 'Add Student' button on the Students list
To add a new Student to the Cialfo platform you need to go to the 'Students' page in the left menu bar. Once you are on the Students page, select the blue 'Add Student' button in the top right corner.
Step 2 - Fill in the required details for the new student
A sidebar will appear, where you can set up a new student.
Fill in the required fields and add other important profile data (e.g. graduation year, assigned counselor) before clicking 'Save'.
Note: Check the "Send Registration Email" box if you want your student to receive a registration email and access the platform immediately; otherwise, leave this checkbox blank for now and send the email later.
Congratulations, you have successfully created a new student.
If you ticked the 'Send Registration Email' box, they will receive an email to activate their account and complete the rest of their profile. If you left this box blank, you will need to trigger this email separately before the student can access their account and begin receiving platform notifications.
Tip: If you want to send out registration emails to more than one student, please refer to this article on bulk actions. If you want to add create and add new students by bulk, please refer to this article here about using uploaders.
Need More 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].