Business and staff
- How can I change the email address on my account?
- Staff Roles and Permissions
- Getting your business ready for tax season
- Getting your business ready for tax season
- Staff Reports
- Marketing Reports
- Client Reports
- Payments Reports
- Booking Reports
- Tracking your business activities with Reports
- What client information can my staff members see?
- Why are my messages and client interactions disappearing?
- My Staff Member did not get Their Account Activation Email
- Staff Assignment and View Permissions
- Use Email Aliasing to Create Multiple Users or Clients With the Same Email Address
- Adding a Lunch Break to My Schedule
- The Quick Actions Menu
- Staff Default Assignment Rules
- Add and remove staff members
- Change the Primary Admin of Your vcita Account
- Choose your language
- How do I change the business address in my vcita account?
- Quick Search and Quick Actions
- What languages can I use with vcita?
- How do I set a Display Name?
- Adding, Removing and Managing Staff Members
- Staff Member Settings
- View, Work and Log-in Options for Multi-staff Accounts
- Permission Settings by Role