Cialfo

Client Solutions Center

Shraddha Sahu

Understanding the Core Functions and Features available

Core Functions

How to manage your active and deactivated students on Cialfo

Using the Student List & Creating Reports

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

The Power of Bulk Actions

Student List Page

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

Managing a Student's Profile as a Counselor

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

The Application Details of a Student's Profile

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

Find out more about available GPA options supported in Cialfo

Grades - GPA Options in Cialfo

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

Extra-curricular Activities

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

Guardians

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

Using Meetings in Cialfo

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

Using Groups in Cialfo

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

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

Student Profile

The new Applications page and how to use it to manage your student's applications as a counselor.

Managing Applications in Cialfo

Using Schools to research colleges and universities in Cialfo

Searching for Colleges and Universities in Schools

Explore the School Profile

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

My student is applying to a university not listed on Cialfo. What should I do?

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

College Tags

Scattergrams

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

College Essay Requirements in Cialfo

Visualize a Student's Admissions Chances with Scattergrams

Likelihood & College Fit Calculator

Schools

Summarizing new changes on the College Visits feature and how to set it up for counselors

College Visits - For Counselors

College Visits

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

Broadcast to Students & Guardians

Chat with your students easily through our internal inbox feature!

Inbox in Cialfo

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

Notes

Communications: Broadcast, Inbox & Notes

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

Creating a Task List & Tasks for Students

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

Assessments on Cialfo

Tasks & Assessments ✨ Pro Users Only ✨

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

Reports - reimagined!

Introduction to Cialfo Reports Classic ✨Pro Users Only ✨

How to Use Reports Classic

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

Generating Reports For Your School Profile

Learn how Cialfo reporting works & the problems it can solve.

Understanding Reports

Reports ✨ Pro Users Only ✨

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

Creating Surveys

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