Once a student has confirmed a meeting, the counselor will not have the option to edit, reschedule it from their end.
Here are the steps to schedule a meeting.
Step 1:
To schedule a meeting, go to the Students page and open the profile of the student you wish to set up the meeting with. Then, click on Meetings, where you can view the schedule and any upcoming meetings. To create a new meeting, click on Schedule Meeting in the top right-hand corner.
Step 2:
Once you click on Schedule Meeting, the student's calendar will display available time slots.
You can select a preferred time slot by clicking on the calendar. After choosing a time, you will be able to fill in additional details for the student. Once completed, click on Create & Send Invite, which will send the meeting invitation to the student.
Your student will receive an email invite and must accept the meeting for it to be displayed as confirmed. Once the student accepts the request, you will also receive a meeting confirmation with the date and time.
Please note: Counselors cannot edit or reschedule a meeting after it has been created. If you scheduled a meeting with incorrect details, delete the meeting and schedule a new one with the correct date and time.
Troubleshooting & FAQ'S
Why is my meeting request showing as "Pending Confirmation"
Why is my meeting request showing as "Pending Confirmation"
When a student submits a meeting request through Cialfo, the selected time slot is temporarily held on the counselor’s calendar until the request is reviewed.
The meeting will remain marked as Pending Confirmation until the counselor confirms it. It will only appear as recurring when a recurring availability block has been intentionally set.
Why am I seeing duplicate or recurring meeting entries on my calendar?
Why am I seeing duplicate or recurring meeting entries on my calendar?
If you notice multiple unconfirmed meeting entries, check whether the student has submitted more than one request, as each request creates a separate calendar entry.
Decline any duplicate requests and confirm only the intended meeting time.
If an entry continues to appear after being declined, contact Cialfo Support through Chat with Cialfo and share your name, the student’s name, and a brief description of the calendar entry.
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].