Adding Clients & Contacts
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)