Using vcita and FAQs

FAQs

• How do I change my password?
• How do I clear my cache?
• How to Take a Screenshot on Your Device
• Safari Can't Open the Page Error
• What is the recommended browser for vcita?
• Why can’t I use or send links in vcita?

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Business and staff

• How can I change the email address on my account?
• Setting Staff Roles and Permissions
• Staff Default Assignment Rules
• Add and remove staff members
• Change the Primary Admin of Your vcita Account
• How do I change the business address in my vcita account?

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Email and notifications

• Why are Emails/Notifications not received or marked as spam?
• How do I set up Email & SMS appointment reminders for my clients?
• How to CC additional email addresses on all account notifications
• Can I text my clients?
• Why does my notification email show a different appointment time?
• Can I customize the auto reply messages sent to my clients?

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Clients

• How do I export my client data?
• Importing Contacts to Your Client List
• Merging Duplicate Clients
• Remove a Tag From All Clients
• Unlink Social Media from Client Cards
• Some of my clients were not imported

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Booking

• Troubleshooting Availability: Why Is My Service Not Showing for Online Scheduling?
• Sync vcita Appointments to Your Personal Calendar
• How Do I Export My Appointment Data?
• Automatically Add Appointments From vcita to My Personal Calendar
• My Client Received a Notification for the Wrong Time
• I Was Double-Booked in vcita

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Payments

• Does vcita charge transaction fees?
• How do Payment Payouts work with vcita?
• Online Payment Processing Settings
• How to Create a Payment Link or Button for Your Website
• How to Issue Refunds
• How to Save a Credit Card on File

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Calendar and calendar sync

• Sync Your Google Calendar to vcita
• Automatically Add vcita Appointments to my Google Calendar
• Switch the Calendar Synced to Your vcita Account
• Disconnect Your Calendar From vcita
• Sync an 'Other' Type of Calendar to vcita
• Manage Your Calendar on Mobile with the vcita App

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Marketing

• Working with Announcements: Overview
• Creating and Working with Coupons
• Can I add multiple images and buttons to my campaign message?
• My Campaigns are Blocked/Bounce Rate Exceeded
• Announcement and Campaign Placeholders
• vCita's Marketing Tools: Overview

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Documents

• What file extension types can I upload to My Documents?
• How much document storage space do I have?
• I need more document storage space
• Documents: Overview
• Share Documents with a Client
• Requesting Documents from Clients

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Online presence

• Customize Your Client Portal
• How to Create a Direct Link
• Connect Your Domain to Your Client Portal
• Client's Guide to the Client Portal
• Create a Shortcut to Your Client Portal on a Mobile Home Screen
• Add, Remove, and Move Action Buttons on your Client Portal

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Website widgets

• Add the Client Portal Widget to Your Website With HTML Code
• Customize Your Client Portal Widget
• Add the Contact Form or Scheduling Calendar Widget to Your Website with HTML Code
• How do I put multiple Scheduling Calendar Widgets on my website?
• Remove Powered by vcita Branding From Widgets
• Customize Your Scheduling Calendar Widget

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Integrations

• Use Zoom in vcita for Appointments and Events
• Adding a Call To Action Button to Your Facebook Page
• Connect Your QuickBooks Account to vCita
• vCita REST API for Developers
• Connect POWr Forms to vcita
• Use Skype in vcita for Appointments and Events

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Mobile app

• I am not receiving mobile app push notifications
• How to Utilize the vCita Mobile App
• Logging Into vCita's Mobile App