vcita Help and FAQs

FAQs

• How do I change or reset passwords?
• How do I clear my cache?
• "Your account cannot make live charges" error
• How to Take a Screenshot on Your Device

App Market & Integrations

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

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Business and staff

• Using BizAI: Your Ultimate AI-Driven Business Advisor
• BizAI - Frequently Asked Questions
• Staff Reports
• Tracking your business activities with Reports
• Change the Primary Admin of Your vcita Account
• Business details, contact info and branding

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Booking

• Your Calendar: Scheduling 1-on-1 Appointments, Group Events, & Booking Off Time
• Pricing Options for Services
• Setting Time-Slot Intervals
• Rescheduling and Canceling Appointments
• Setting Up Your Calendar and Availability
• Using your Calendar: Scheduling Appointments, Events, Busy Time & Promoting Bookings

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Calendar and calendar sync

• Sync Your Outlook Calendar to vcita using New 2-Way Sync
• Sync Your Google Calendar
• 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
• Adding Clients & Contacts
• Adding Clients to Your CRM
• Managing Client Info & Activity
• Organizing Clients for Easy Categorization

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Email and notifications

• Why are Emails/Notifications not received or marked as spam?
• How do I turn off notification emails for staff members?
• Email Templates Placeholders

Marketing

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

See all 7 articles   >>

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
• Add a Widget Using HTML Code to Your Website
• Client's Guide to the Client Portal
• Client Portal Login and Actions: Client Side

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
• Create Recurring and Scheduled Payments
• Setting Up Payments: Currency, Taxes, and Payment Processors
• Creating and Applying Taxes

See all 18 articles   >>