Quick Search and Quick Actions
Your vCita account includes a Search option to help you locate clients, appointments, notes and more. The Search tool is at the upper right corner of every page of your account. For example:
vCita's Search function can locate the following data points:
- Client email
- Client name
- Client phone number
- Client address
- Private notes
To get started, just start typing in the Search field. Search results are listed automatically as you type.
The quick actions menu is a launchpad to your most-used features. Find the Quick Actions button in the top-left hand corner.
From the expanded menu, you can quickly perform actions such as setting a new appointment or issuing an invoice.
Editing the Quick Actions Menu
You can edit the actions and the order of the actions in the Quick Actions menu.
Step 1: Go to your Dashboard.
Step 2: Click the Edit Actions button near the top of the page and drag and drop actions into the desired location.