Summary

Explore by Cialfo is introducing a new type of Visit, where University users will be able to request virtual visits to schools.

Functionalities

  1. Connect Zoom account

    1. Login to your account

    2. Go to "My Settings" by clicking on the user icon from the top-right menu.

    3. Go to the "Zoom Setup" tab

    4. Click on "Connect Zoom Account" and you will be redirected to Zoom Sign In screen

    5. Login to your Zoom account

    6. Authorize the "Explore Meeting" app

    7. Get redirected back "My Settings" screen upon successful linking

    8. You will see "Your Zoom account (your email) is linked" with the "Disconnect" button.

  2. Disconnect Zoom account

    1. Login to your account

    2. Go to "My Settings" by clicking on the user icon from the top-right menu.

    3. Go to the "Zoom Setup" tab

    4. Click on the "Disconnect" button

    5. You will see a prompt with instructions to disconnect your Zoom account

      1. Login to your Zoom account and navigate to the Zoom App Marketplace.

      2. Click Manage > Installed Apps or search for the Explore Meetings app.

      3. Click the Explore Meetings app.

      4. Click Uninstall.

    6. Get redirected back to the "My Settings" screen upon successful unlinking

  3. Request Virtual Visit

    1. Scenario 1: Zoom account is linked

      1. Login to your account

      2. Go to the Schools tab to see a list of schools with slots available

      3. Click on the "Book Visit" button for the school you would like to book

      4. Pick a date from the available date

      5. Select an available time slot

      6. The user is redirected to Book Visit Page.

      7. Under Meeting Detail Section, Meeting link & Meeting instruction will be auto-populated based on selected time with "Join Zoom Meeting" & "Delete" icon

        1. Clicking the "Delete" icon will clear the Meeting link and Meeting Instruction, the existing meeting will be canceled and button will be changed to "Add Zoom Meeting"

        2. Clicking "Add Zoom Meeting" will create a new meeting and the Meeting link & Meeting instruction will be auto-populated again.

      8. Click on "Book Visit", Toast Notification appears that "You have Booked a Visit..."

    2. Scenario 2: Zoom account is NOT linked

      1. Login to your account

      2. Go to the Schools tab

      3. Click on the "Book Visit" button for the school you would like to book

      4. Pick a date from the available date

      5. Select an available time slot

      6. User is redirected to the Book Visit page.

      7. Under the Meeting Detail section, the Meeting link & Meeting instruction wIll be empty with the "Add Zoom Meeting" button.

      8. Click on "Add Zoom Meeting" will redirect to Zoom Sign-in screen in the new tab

      9. Login to your Zoom account

      10. Authorize the "Explore Meeting" app

      11. Get redirected back to the "My Settings" screen upon successful linking

      12. You will see "Your Zoom account (your email) is linked" with the "Disconnect" button

      13. Go back to the previous tab, a new meeting will be created and the Meeting link and meeting instruction should be auto-populated

      14. Add Zoom Meeting will be changed to the Join Meeting button and Delete icon.

      15. Click on the "Book Visit" button, toast notification appears that "You have Booked a Visit..."

  4. Reschedule Virtual Visit

    1. Login to your account

    2. Click on the "School Visits" tab

    3. Click on any confirmed / pending virtual visit

    4. The virtual Visit screen appears on the right side.

    5. Click on Reschedule button

    6. Pick a date from the available date

    7. Select an available time slot

    8. A toast notification appears that "Meeting link is updated according to new time slot"

    9. Under the Meeting Detail section, New meeting will be created. Link and Instructions will be updated

    10. Click on the "Reschedule" button, a toast notification appears that "Success, you have Rescheduled a Visit..."


Support

Help Center

  • Any users can refer to our help center for any required clarification. Link

Chat with Cialfo

  • To connect with our CX team, click on " Chat with Cialfo" to talk to our Customer Success team to resolve your queries. Our CX team will try to resolve your queries as soon as possible.

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