Core Functions

Using the Student List & Creating Reports

How to manage your active and deactivated students on Cialfo

Written by Sheryl Lee
Updated over a week ago

The Power of Bulk Actions

From assigning counselors to students, sending out registration emails, deactivating students and more!

Written by Sheryl Lee
Updated over a week ago

Managing a Student's Profile as a Counselor

Guidance for counselors to manage / edit your students' profile details, application, contact details and more!

Written by Sheryl Lee
Updated over a week ago

How to edit my view of my students' dashboard

How to customize my view of my students' Dashboard view as a counselor

Written by Sheryl Lee
Updated over a week ago

The Application Details of a Student's Profile

Adding groups, Counselors, degree types, changing application regions, application vs enrolment year and majors and financial aid!

Written by Cath Huang
Updated over a week ago

Test Scores - How to Add and Edit a Student's Test Score individually

View and edit a student's test scores

Written by Sheryl Lee
Updated over a week ago

Grades - GPA options in Cialfo

The available GPA options and where GPA is used in the platform.

Written by Sheryl Lee
Updated over a week ago

Extra-curricular Activities

Your students can log their club participations, volunteering experiences and other achievements under the Extra-curricular Activities

Written by Sheryl Lee
Updated over a week ago

Guardians

Store parent, guardian, or other contact information for a student. Create parent accounts?

Written by Cath Huang
Updated over a week ago

Using Meetings in Cialfo

Getting started with Meetings - Calendar & Zoom sync, schedule, reschedule, delete & how can you see all meetings on the students page

Written by Cath Huang
Updated over a week ago

Using Groups in Cialfo

How To create and edit a Group and How To assign students and tasks to that Group.

Written by Sheryl Lee
Updated over a week ago

Grades: Add, View, and Edit a student's grades and curriculum as a counselor

Learn how to upload your student's transcript or academic record into Cialfo.

Written by Sheryl Lee
Updated over a week ago

Searching for Colleges and Universities in Schools

Using Schools to research colleges and universities in Cialfo

Written by Sheryl Lee
Updated over a week ago

Managing Applications in Cialfo

How to manage student college and university Applications

Written by Sheryl Lee
Updated over a week ago

Explore the School Profile

Written by Sheryl Lee
Updated over a week ago

How to add Universities / Colleges that do not currently exist in Cialfo

Can't find a college / university on Cialfo! What do I do now?

Written by Sheryl Lee
Updated over a week ago

College Tags

Counselors can use tags to create lists of schools for students to use when searching for universities.

Written by Sheryl Lee
Updated over a week ago

Scattergrams

Written by Sheryl Lee
Updated over a week ago

College Essay Requirements in Cialfo

Cialfo collects essay prompts for over 1000 universities in the United States!

Written by Cath Huang
Updated over a week ago

Visualize a Student's Admissions Chances with Scattergrams

Written by Client Solutions Center
Updated over a week ago

Likelihood & College Fit Calculator

Written by Client Solutions Center
Updated over a week ago

College Visits

How to create a College Visit or Fair and enabling email notifications to audience.

Written by Sheryl Lee
Updated over a week ago

Edit or Cancel a College Visit

Changing event dates, adding/editing attendees, send email reminders or cancel the event etc. All about managing your college visits.

Written by Sheryl Lee
Updated over a week ago

Broadcast to Students & Guardians

Communicate with students and guardians using email, SMS, and inbox.

Written by Cath Huang
Updated over a week ago

Inbox in Cialfo

Chat with your students easily through our internal inbox feature!

Written by Sheryl Lee
Updated over a week ago

Notes

Our Notes feature is perfect for post-meeting notes, brainstorming sessions, emailing families about progress, and more!

Written by Cath Huang
Updated over a week ago

Creating a Task List & Tasks for Students

How to create a tasks for a student and archive a task/task list. ✨ Pro Users Only ✨

Written by Sheryl Lee
Updated over a week ago

Assessments on Cialfo

How to assign assessments to students, where students can find the assessments and troubleshooting. ✨ Pro Users Only ✨

Written by Client Solutions Center
Updated over a week ago

Reports - reimagined!

How to use the latest version of Reports! ✨ Pro Users Only ✨

Written by Cath Huang
Updated over a week ago

How to Use Reports Classic

Introduction to Cialfo Reports Classic ✨Pro Users Only ✨

Written by Sheryl Lee
Updated over a week ago

Generating Reports For Your School Profile

Find the reports needed in Cialfo to create a School Profile ✨Pro Users Only ✨

Written by Client Solutions Center
Updated over a week ago

Creating Surveys

How to create surveys for students and guardians! ✨Pro Users Only ✨

Written by Sheryl Lee
Updated over a week ago

Accessing Surveys

Counselors can view drafts and completed surveys, track survey responses, reopen, archive or delete a survey. ✨Pro Users Only ✨

Written by Sheryl Lee
Updated over a week ago