Add a new student

How to add new students individually on Cialfo

Client Solutions Center avatar
Written by Client Solutions Center
Updated over a week ago

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 New 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'. 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. 

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