Cialfo

Client Solutions Center

Jasmine Ng

Jenny Jiang

For School Counselors

Preparing to launch Cialfo with students?  This is where you can learn about various options & functionality!

Registering Students on Cialfo

This is the place to get started with setting up and managing your school's account. Review your settings and configurations, add team members, and upload data.

Getting Started

How to set up your new Cialfo account as a counselor.

Managing Settings for your Cialfo Account (Counselor)

Set up your Notifications Preference as a Counselor

How to change Cialfo to your preferred language (EN/CN).

Use Cialfo in your preferred language

How counselors can set their preferred working hours, timezone and sync calendar

Setting up your personal account settings

Setting up your account

Announce to your school that you have now adopted the Cialfo platform!

Launch Announcement

To-Do List, estimated timelines etc to prepare you to roll out Cialfo to your students and guardians. Your pre-launch checklist!

Introducing Cialfo to Students and Guardians

Check out these materials to help your school launch Cialfo with students and your community.

Launch Resources for Students

Use these materials when you are ready to launch Cialfo with teachers.

Teacher Launch

Check out these materials to help your school launch Cialfo with guardians.

Launch Resources for Guardians and Families

Beginning of Year FAQs

Shraddha Sahu

Launch Resources

Priscilla Ann

Resources & Checklists

The Cialfo Highlighter - March 2020

Getting you all caught up with all the latest happenings inside the Cialfo Community.

Monthly Highlighter: March 2022

Monthly Highlighter: April 2022

Monthly Highlighter: June 2022

The tips, tricks, and ideas behind today’s school counseling leaders

Counseling Unplugged Ep. 1 - "Using Tech Tools to Reach Out to Students."

Here is an easy activity to complete with students interested in applying to US universities

US University Mock Admissions Resource

The Now Virtual Reality of College Counseling

Career Advising - Resource Database of Helpful Career Guidance Tools

Monthly Highlighter: February 2022

Counseling Resources

Creating & updating student, guardian, teacher or counselor accounts

Uploading students, guardians and staff

How to add new students individually on Cialfo

Add a new student

How to assign a counselor to a student? How to unassign a counselor from a student? Where's the list of students w/o a counselor assigned?

Assignment of counselors to students

Preparing to launch Cialfo with Parents and Guardians? This is where you can learn about various options & functionality!

Registering Guardians/Parents on Cialfo

Community Launch Resources

Learn more about Direct Apply has to offer you.

What is Direct Apply?

Find out how to receive a scholarship through Direct Apply!

Scholarships through Direct Apply

Direct Apply: Frequently Asked Questions (FAQs)

Discover the programs available on Direct Apply.

What types of programs are available on Direct Apply?

Find programs tailored for international students on Cialfo. Direct Apply connects international students directly to universities, reducing complicated application processes to one simple flow — all without leaving Cialfo. Just search for Direct Apply schools, choose a program, and start the application. 

Direct Apply

No offers or decisions yet? Try adding an Extra choice

What is UCAS Extra

Frequently asked questions about UK applications through Direct Apply

Direct Apply: UK Applications FAQs

How to manage UK applications on Direct Apply for Counselors

Applying to UK Universities on Direct Apply - Counselors

UK Applications on Direct Apply: Letter of Reference

UK Applications on Direct Apply

Where to find & how to research for Direct Apply programs offered by different colleges. Also, learn how to add and delete an application.

Direct Apply College Search, adding and deleting applications (Counselors)

Where to find & how to research for Direct Apply programs offered by different colleges. Also learn how to add and delete an application.

Searching and applying for universities with Direct Apply

Search and Adding Programs

Applying to a Direct Apply (DA) program is a breeze. Counselor or student just have to follow these few steps to submit DA applications

Walking through the steps of Direct Apply application (Counselor)

Adding a review stage to your students' Direct Apply applications

Reviewing Direct Apply Applications (Counselor)

Creating and Submitting Application

More on VFS' visa services that come with Direct Apply!

Visa Facilitation Services Global (VFS)

Follow up on your application status and more.

Post-Submission FAQs with Direct Apply

Deleting or withdrawing from applications with Direct Apply

Post Submission

Your Dashboard explained

Dashboard

Using Columns, Filters & Views on the Students page

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

How to send a direct message to the students via the Inbox feature?

Send an Inbox message to your student

Prial Gupta

Students

Understanding your student's Home page

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

Take down important Notes for students

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

Managing Applications in Cialfo

Student Features

The student window explained

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

Find out more about available GPA options supported in Cialfo

Understanding Grades and GPA options offered

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

Maintain your student's subject grades and GPA information

Add or remove your student's test scores

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

Record Extra-Curricular Activities taken by your student

Store parent, guardian, or other contact information for a student

Register your student's contacts as Guardians

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

Invite your student to a Meeting

Student Profile

Using the Universities page to research on university options for your students

Browse and search for colleges and Universities

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

Likelihood & College Fit Calculator

Navigating a revamped university search experience

Exploring A University's Profile

Cialfo Likelihood

Universities

Send documents electronically to colleges and universities

cDocs

A checklist to keep in mind before beginning the recommendation letters and document sending process.

cDocs Checklist

PreSubmission Checklist

How counselor can prepare a Common App School Report

Prepare and send a Common App School Report

Prepare and send a Counselor Recommendation & Letter of Recommendation

Prepare and send a Teacher Evaluation & Letter of Recommendation

Prepare and send a Mid-Year Report & Mid-Year Transcript

Learn how to prepare an optional report, attach an optional transcript, as well as sending these documents in cDocs

Prepare and send an Optional Report & Optional Transcript

Prepare and send a Final Report & Final Transcript

How to manage document sending for graduated students

Sending Documents for Alumni

Quick Guides & Checklists

cDocs explained

Account Configure: cDocs

How to manage your documents and submissions per student on cDocs

cDocs - Profile

Keep your student's application results and decisions up-to-date

Record and update details for your student's Applications

How to manage transcript requests from students for summer programs, internships and more!

Student Transcript Request for Counselors

Getting started with cDocs

For creating, managing and uploading documents for all students in a single view

cDocs Documents

Counselor can manage individual student's document on this tab!

cDocs Profile - Documents Tab

Prepare your School Information & School Profile

How to bulk upload up to HUNDREDS of documents on cDocs

cDocs Bulk Uploader

How to update or delete documents in cDocs

How to replace or remove a document

Methods to upload documents for sending

Document Preparation & Uploading

Document Sending via Common App

Document Sending via Parchment

How to send documents for Direct Apply Applications

Document sending via Direct Apply

cDocs Submissions

Sending documents for students through the cDocs Profile? This help article's for you!

cDocs Profile - Submissions Tab

How to undo a sent document (Common App only)

Document Sending

What is a CEEB Code?

Why can't I change delivery methods?

How do you tackle sending LORs for external recommenders

Letter of Recommendations process for External Recommender

Common troubleshooting tips and how to work around them

cDocs Known Issues

Common App Troubleshooting

A guide for counselor to help their student on missing LoR Button

Why can't my student request for LORs?

Why can't my students link their Common App accounts

What does 'Enable Sending' mean? How do I handle  students from previous and current application cycles?

Why should I enable sending?

Get help with document sending errors and unexpected behaviors

Troubleshoot cDocs errors

Sending documents for transfer students via cDocs

Can I send documents for a transfer student?

Document sending in the new application cycle for students applied in the previous year

Sending Final Transcripts after August 1st

How can counselors help to unlink a student's Common App account

How to unlink a student's Common App account

A different recommender name is showing on my student's Common App account

When a teacher or counselor's account shows as "Not Linked", what needs to be done to resolve it?

Getting Started

Resources & Checklists

Direct Apply

Dashboard

Students

Universities

cDocs

Visits

Broadcast & Inbox

Premium Features

Student, Guardian, & Teacher Views

Common Questions

Cialfo Access