Client Management

• Managing Client Status
• Adding a New Client
• Importing Contacts From a CSV / Excel File
• Importing Contacts to Your Client List
• Using Tags to Locate and Manage Your Clients
• Adding Tags to Organize Your Client List
• Add New Contacts
• Invite Your Clients
• Use Tags to Organize Your Client's Data
• Assign Messages and Appointments to Other Staff Members
• Export Your vCita Contacts
• Managing Clients: Understanding the Clients Menu and Client Card