A display name is a great option when you do not want to show your full name, or have a different name/title that you want clients to see. Using a display name allows you and/or your staff to keep their full name private, or create a persona for interacting with clients. Once the Staff Display Name is set, it will be displayed to your clients going forward on all your vCita interactions.

Solo Instructions

If there are no additional staff members, you can update the Display Name by following these steps:

1. Go to Settings > Business Info 
2. Scroll down to the Admin Account section
3. Update the Display Name field
4. Click the Save button at the top

Team Instructions

If you are on a multi-staff account, each individual staff profile can have their own display name. The display name can be set by either an Admin or the individual staff member.

Account Admin Instructions

1. Navigate to Settings > Staff  
2. Click the three dot icon next to the staff member being edited
3. From the drop down menu select Staff Settings 
4. You will be redirected to the Staff Editing page, opening on the My Profile details
5. Update the Display Name field
6. Click the Save Changes button

Staff Instructions

1. Go to Settings > My Staff Account
2.  Update the Display Name field
3. Click the Save Changes button