vcita Help and FAQs

App Market & Integrations

• Design Campaigns with Pro Campaign Editor
• Get your documents signed with App.rove
• vcita REST API for Developers
• Connect Zoom in vcita for Appointments and Events
• Connect to QuickBooks (New integration - App Market)
• Fill Calendar Gaps with SmartSlots

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Business and staff

• How to Interpret Key Metrics on Your Dashboard
• Managing Notification Preferences
• Adding and Managing Staff Members
• Business details, contact info and branding
• Tracking your business activities with Reports
• Using BizAI: Your Ultimate AI-Driven Business Advisor

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Booking

• How can I add UTM codes to my scheduling links?
• Understanding and Managing Your Services Menu
• Setting Your Booking Reminders and Intake Form
• Enabling and Customizing Online Booking
• Adding and Defining Services
• Your Calendar: Scheduling 1-on-1 Appointments, Group Events, & Booking Off Time

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Calendar and calendar sync

• Sync Your Outlook Calendar to vcita using New 2-Way Sync
• Sync Your Google Calendar to vcita using New 2-Way Sync
• I Can't See my Staff Member's Schedule on the Calendar
• Your Calendar: Appointment View, Event View & Promoting Bookings

Clients

• Automatic Client Messages
• Create and Manage Views
• Importing Contacts to Your Client List
• Adding Clients & Contacts
• Managing Client Info & Activity
• How do I export my client data?

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Documents

• Documents: Overview

Email and notifications

• How do I turn off notification emails for staff members?
• Email Templates Placeholders

Inbox

• Getting to know your inbox

Marketing

• My Campaigns are Blocked/Bounce Rate Exceeded
• Best Practices for Preventing Blocked Announcements and Campaigns
• Creating and Sending Announcements
• Targeting Marketing Recipients
• Tracking Marketing Results
• Getting Ratings and Reviews

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Mobile App

• Using Caller ID
• Troubleshooting the mobile app
• I am not receiving mobile app push notifications
• How to Utilize the Mobile App
• Logging Into the Mobile App

Online presence

• Customize Your Client Portal and Business Page
• Direct Links, Action Buttons & Widgets
• Add a HTML Code to Your Website
• Client Portal Login and Actions: Client Side
• Client's Guide to the Client Portal

Payments

• Getting Started with Payments by inTandem
• How to Create a Payment Link or Button for Your Website
• Connect Your PayPal Account to the Platform
• Payments by InTandem: Terms of Service
• Selling Products
• Recording and Cancelling Payments

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