Here's how you can manage your visit requests in the"School Visits" section of Explore.
Here's a step by step guide along with a video of how to do this on Cialfo:
To know how to request visits please see this article.
When you've requested a visit for a high school, the request will be under "Pending" section.
After the high school has confirmed the visit, the request will now shift to "Updated" section.
Note that all visit requests must be approved by the school. You can easily keep track of the status of your visit requests by looking at the color indicator next to each visit.
Yellow means the high school has not yet approved the visit.
Green means the high school has approved the visit.
Grey means the visit has been cancelled.
Red means there is a request by you or the high school to reschedule the visit.
Notifications & Sorting
As your institution will likely be managing many visits, there are a few features we've added to make it easy for you to manage these.
In the top right corner, there is a Notifications window with a bell symbol. This section will turn red whenever there are new notifications that have not been reviewed.
Additionally, we know that your institution may have many representatives that cover different territories. Sort the entire schedule of visits happening either by region (country or state) or by representative.
Download Visits
Finally, you can easily download all of the visits for your institution into an excel spreadsheet for any reports your team may need to create related to travel and community outreach.
Include Past Events
The default view for School Visits is to show any current or upcoming events. However, if you'd like to review past visits, use the toggle in the right hand corner to view both current and past visits.
Troubleshooting & FAQs
Why can't I edit the Visits Availability Settings?
Why can't I edit the Visits Availability Settings?
Admin counselors should have access to Edit the Visits Availability Settings. If the Edit option is not available, please contact Chat with Cialfo with the school and counselor details so the Support team can assist further.
Why is the Send Invitation popup missing its heading and message?
Why is the Send Invitation popup missing its heading and message?
The Send Invitation popup under Counselor Dashboard > Visits in your region should display both a heading and body text along with the available action buttons.
If the heading or message is not displayed, please contact Chat with Cialfo and share the relevant Visit details and a screenshot of the popup.
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].