Quick Search

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
• Appointments
• Conversations
• Documents
• Payments

To get started, just start typing in the Search field. Search results are listed automatically as you type.

Quick Actions

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.