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Account Setup Checklist

Please note: This guide was written for users on the Essentials subscription level. Some options may not be available for users not currently on that subscription level. To review your current subscription and/or make changes, navigate to the My Account  section. 

Getting Started

This Quick Start guide will assist you in learning how to configure your vCita Essentials account and will help to maximize the value of your LiveSite. For best results, please first log in at www.vcita.com so you may use the shortcut links in this document.

Business Settings

Your premium vCita account offers you a variety of tools and settings to best fit vCita to your business needs. First, you will want to configure your back-end settings before adding vCita to your website. Below are shortcuts to some of the main settings you will need to configure in order to use your vCita account.

  • Customize Your Business Information
    • Configure your business name and description as well as your basic contact information.
  • Customize Your Service Menu
    • Add any services/meeting/event options that you would like to allow your clients to book online.
    • Click here to review the FAQ article for this function.
  • Set Your Business Hours & Sync a Calendar
    • Set the general range of hours you are available for meetings each day and sync your personal calendar to vCita.
    • Click here to review the calendar sync FAQ forum.
  • Enable Online Payments
    • If you wish to accept payments for services provided you will need to sync your eligible payment gateway to vCita.
    • Click here to review our Payments FAQ forum.

Client Settings

Before you start using vCita, you will want to determine what information should be collected from clients during the scheduling or contact process via the LiveSite widget. You can set the fields for information to be collected and all information will be stored in your vCita CRM.

LiveSite Setup & Branding

You will not fully benefit from vCita without adding LiveSite to your website. You are able to customize the layout, colors, branding and text to perfectly match your business needs.

Adding vCita to Your Website

vCita can be easily and quickly integrated with most website platforms. From your account dashboard, click on Edit LiveSite button then click on Add to Website. Then click Edit/View for the desired widget. Then, select the Add to Website button to review the instructions for your specific platform.

You may also utilize the Preview option from your vCita Dashboard to see how the LiveSite widget will look on your  website before actually adding it.

preview_livesite.png

What's Next?

That’s it! Congratulations on successfully configuring your vCita account and adding LiveSite to your website. You can now start accepting new appointments and contact requests directly from your website.

Still Need Help?

Click here to schedule a 45 minute Guided Setup & Personal Training session with a Client Success Representative for only $49.99. We can assist with installing vCita to your website and will train you on how to use your account.

Helpful Links

 

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