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:
- 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.
- 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.
- 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.