In this article, you’ll learn how to add your contacts to the Clients List in your vCita account. You can add contacts one-by-one or all at once.

Adding individual clients

Step 1: Open the Clients menu and click New Client.

You could also click the Quick Actions button (under the vCita logo) and select Add Client.

Step 2:  In the window that opens, fill out the client's information.

Note: The only detail that is mandatory is First Name. You can continue adding more information after the client is added. 

Step 3:  When you’re done entering the client’s info, click Save.

A Client Card for the new client opens. 

Step 4: To see the added clients in the Clients list, open the Clients menu.

Adding a list of clients

Step 1: Open the Clients menu and click Import to open the Import Clients wizard. 

Step 2: Choose the importing method: 

• Import directly from Square or Google Contacts
• Upload your own spreadsheet (a CSV or Excel file that contains the fields you want to import) 

FAQs:

• How do I export my client data?