November Product Updates: New Client Card Settings Page, Partial Payments, Fresh Templates for Holiday Season and More
New Client Card Settings Page: Master Your Client Data
Discover the new Client Card Settings page - a brand new design and capabilities will enable you to master your client data management. Easily customize your Client Card - reorder, remove and create new client fields to include all the client information you care about.
Manage the information you’d like to collect from leads and existing clients at every touchpoint with your business. Simply go to the “Intake Forms” tab and customize your intake forms.
Multiple Documents Sharing: One Click, Multiple Share
Multiple documents functionalities are available! You can now upload several documents at once to your account, share them in bulk with your clients and let your clients share multiple docs with you from straight from the client portal.
Give it a try in the Documents module.
Partial Payments On Invoices: Enable Your Clients Favorable Payment Terms
Let your clients split their payment into increments without you losing track of your billings. When enabling partial payments you will also have the ability to set a minimum amount to transfer in each installment, and thus receive advance payment for your services.
Go to "Invoices and Estimates" in your Payments settings page to enable partial payments.
New Client Picker Features: Keep Your Top Clients On Top Of Your Mind
Discover the “Recently Active” client list in the client picker - clients you’ve just messaged, invited to an event, charged or sent invoice to - now your most relevant clients are at your fingertips!
Need to contact a client who's not listed in your contacts? Not a problem! Use the “New Client” button to add a new client on the fly.
Create follow up actions in nano-seconds and keep your top clients on top of your mind.
New Email Templates: Gain More Business Opportunities This Holiday Season
What marketing campaigns are you running for your business this holiday season? Look no further with these 4 tried and tested, beautiful holiday campaigns guaranteed to spread the holiday cheer and get business booming!
Get creative with a Holiday Selfie Contest, or a New Year's Resolution Pact, while driving attention to your social media page.
Expanding The Family: WiseStamp Joins The vCita Team
vCita has recently acquired WiseStamp, a veteran of the startup scene and an email marketing tool specifically designed for small businesses. With WiseStamp you can easily create a professional email signature using a smart signature generator and a variety of pre-made templates for any business type. And it’s 100% FREE.
Click here to create your professional email signature.
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