vcita Guide

Clients

• Automatic Client Messages
• Adding Clients & Contacts
• Managing Client Info & Activity
• Organizing Clients for Easy Categorization
• Using your Inbox for Client Management & Communication
• 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, Taxes, and Payment Processors
• Accepting Online Payments
• Managing and Tracking Payments
• Creating and Sending Invoices and Estimates
• Recording and Cancelling Payments
• Set up Automated Billing

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Online presence

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

Booking

• Pricing Options for Services
• Event Waitlist
• 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

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Business

• Setting Time-Slot Intervals
• Business details, contact info and branding
• Adding and Managing Staff Members