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