Frequently Asked Questions
- How do I update the business address in my vcita account?
- Client Card Settings: How to Select What Fields Display to Clients Based on Their Actions
- Permissions that are available for each Role in the vCita Platform
- How can I change the time format?
- How do I set a Display Name?
- How Many SMS Messages Do I Get per Month with My vCita Subscription?
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- Can Clients with a Different Country Code Add Their Phone Number?
- How to Bulk/Mass Update Your vCita Client List
- How do I know the source of each client request with vCita?
- How Do You Upload an Internal Document to a Client Card?
- How to Permanently Delete a Client
- What is the "source" of a client or conversation?
- Can I limit how far in advance my clients can schedule with me?
- Can I Request More Information From Clients During Scheduling?
- Create a Scheduling Link That Opens the Calendar on a Specific Date
- Does my client need to create an account before scheduling an appointment?
- Editing the Duration of an Existing Service
- How Can I Require Clients to Provide Their Phone Number When Scheduling Online?
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- How Can I Test My Availability After Syncing My Calendar?
- How to Sync Multiple Google Calendars with vCita
- How to Sync Your Outlook Calendar to vCita
- Why Are Appointments Not Automatically Added to My Outlook Calendar?
- Why Are Appointments Being Added to My Personal Calendar for the Wrong Time?
- Why Should I Sync My Personal Calendar to vCita?
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Invoicing & Payments
- Payment FAQs: Client Payments
- Payment FAQs: Client Payment Notifications
- Can I Collect Payments with My Own Online Payment Gateway?
- Can My Clients Pay by Check or Bank Transfer?
- Can I Set Taxes, Discounts, Terms of Service, and a Due Date on a vCita Invoice?
- Can I Use Multiple Currencies with Square?
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Email & Notifications
- Add Unique Labels to Your Call to Action Urls and Direct Links for Better Source Tracking
- Configuring SMS & Push Staff Notifications
- Email Templates Placeholders
- How Can I Know If the Client Received or Read My Message?
- How Do I Create an Email Signature in My vCita Account?
- How Do I Customize Reminders for a Specific Service?
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- Add the vCita Client Portal Widget to Your Website with HTML Code
- Add the vCita Contact Form or Scheduling Calendar to a Website with HTML Code
- Add the vCita Sidebar Widget HTML to Any Website
- Can I Create More Than One Contact Form with the vCita Contact Form Widget?
- Conversion Tracking
- How do I put multiple Scheduling Calendar Widgets on my website?
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