vcita Guide

Clients

• Adding Clients & Contacts
• Managing Client Info & Activity
• Organizing Clients for Easy Categorization
• Using your Inbox for Client Management & Communication
• Automatic Client Messages
• Managing and Sharing Documents

Marketing

• Creating and Sending Automated Campaigns
• Creating and Sending Announcements
• Targeting Marketing Recipients
• Tracking Marketing Results
• Getting Ratings and Reviews

Payments

• Setting Up Payments: Currency and Payment Processors
• Recording and Cancelling Payments
• Accepting Online Payments
• Getting Paid Online
• Online Payment Forms and Payment Experience
• Managing Discounts: Creating, Promoting and Applying Coupons and Packages

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Online presence

• Client Portal Login and Actions: Client Side
• Business Web Pages

Booking

• Setting Up Your Calendar and Availability
• Using your Calendar: Scheduling Appointments, Events, Busy Time & Promoting Bookings
• Understanding and Managing Your Services Menu
• Adding and Defining Services
• Enabling and Customizing Online Booking
• Setting Your Booking Reminders and Intake Form

Business

• Business details, contact info and branding
• Adding and Managing Staff Members
• Business Integrations