vcita App Features Breakdown

On the go? Download the vcita app for Android or iPhone to access helpful features from the mobile dashboard:

• New appointment
• Take payment
• Send invoice
• Send message
• Create campaign
• Client notes

Client Card Features

Tap to Call

You’ll see a phone icon in the top bar of the client card. Tap it to open your device’s dialer with the contact’s number ready to go.

To access tap to call:

1. Open the vcita app.
2. Tap Clients.
3. Select a client.
4. Tap the phone icon.

More Options Menu

The Client card includes six options to help you manage your contacts:

• Phone: Opens your dialer with the contact’s number.

• Address: Opens your maps app with the contact’s location.

• Remind Me In...: Set a reminder to come back to this conversation later.

• Move Client Under...: Choose a different contact person to manage this client.

• Delete Client: Permanently remove this client after confirming.

• Mark as Spam: Flag this client as spam to keep your workspace clean

To access the more options menu:

1. Open the vcita app.
2. Tap Clients.
3. Select a client.
4. Tap the more options icon .