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New Counselor Experience

What's changed and where to find what you need as a counselor or an admin

Written by Central Support

This academic year, transform your students' university exploration-to-application journey into a personalized and impactful experience with powerful new features so they can discover, apply, and succeed with confidence.

We’ll go through each of the changes in detail below.

New visual design & focused navigation panel

A fresh look and feel, but with the same power-packed features. With the all-new navigation panel, your team can zoom in on just the areas they need, without the clutter.

The most used and popular features are kept at your fingertips, including:

  • Dashboard

  • Students

  • Universities (previously 'Schools')

  • cDocs

  • Visits (previously 'College Visits')

Other useful features are tucked away, but still within reach under 'More', including:

  • Broadcast

  • Tasks & Assessments

  • Surveys

  • Events

  • Insights (previously 'Reports')

  • Quick Reports (previously 'Reports Classic')

  • Direct Apply

  • 🆕 Careers

  • 🆕 Discovery Center

View Students by Status

On the Students page, you can use the tabs at the top to quickly view students by category, including Active, Deactivated, Unconfirmed, and Unassigned. This makes it easier to find and manage students based on their current status.

Speed up your searches with a universal search bar

Regardless of which page you're on, the universal search bar will be there, ready for you at the top of the page. Locate your student, a university, any article or video content, or careers anytime you need. You can enter any keyword to start, expand to see all search results, browse through, and return to exactly where you left off by clicking 'Back'.

Color-contrasted windows to differentiate student viewing

Upon clicking on a student's name, or any of the pages unique to their account, you'll find yourself looking through a brightly colored rectangle, we call this the student window.

The Student Window is designed to clearly indicate to the counselor that they are now viewing the platform from the student's perspective, rather than with the permissions of a counselor or an admin.

One exception to this rule is the student cDocs file. Marked with an outline on the navigation panel, cDocs, or what is referred to as the student cDocs file, is the only feature that is unique to the student, Students themselves would not be able to access or view this feature.

Apart from that, the left navigation panel and the top bar menu will also differ from what counselors or admins see on their own accounts and are specifically designed for students.

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].

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