Assigning Messages and Appointments to Other Staff Members

If you have a team account with multiple staff members, vCita allows you to assign client messages and scheduling requests to different staff members. You can assign either a single engagement or multiple engagements to a specific staff member.

To assign engagements to another staff member: 

1. From your vCita Inbox, select the checkboxes of the engagements you want to assign. Then, at the top of the page, click Assign. 
   The Assign dialog box opens.
   
   
2. Click on the Assign line and select a staff member from the list that opens. You can type any specific notes that may be necessary on the Notes to assignee line. 
   
   
3. Click Send. 
   The staff member will receive an email notification about the assignment(s), and can reply to the client or reschedule if necessary. The customer will not receive a notification when this occurs.