Your vCita account includes a search option to help you locate clients, appointments, client notes and more. The search is available from any page in the vCita back-end.
To get started, simply start typing into the search box. The vCita search can locate the following data points:
- Client email
- Client name
- Client phone number
- Client address
- Custom client card field data
- Private notes
Please see the brief video below for a quick example of how to use the search.
Still have questions? Contact us.