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  1. vcita Help center
  2. vcita Help and FAQs
  3. Clients
  1. vcita Help center
  2. vcita Help and FAQs
  3. Clients

Clients

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  • How do I export my client data?
  • Merge Duplicate Clients
  • Can I add multiple clients with the same email?
  • Nesting Multiple Items or Individuals under a Contact
  • Nesting Multiple Clients under a Main Contact
  • Add Multiple Projects to a Contact
  • How many clients can I have in vcita?
  • My forms are pre-populating with a client's information
  • New Client Card Design & Capabilities
  • How do I make a form or client field required?
  • Remove a Tag From All Clients
  • How to Take Internal Notes in vcita
  • Unlink Social Media from Client Cards
  • Some of my clients were not imported
  • Adding Clients to Your CRM
  • Managing Clients
  • Managing Client Status
  • Importing Contacts to Your Client List
  • Importing Clients From a CSV / Excel File
  • How to Bulk/Mass Update Your Clients
  • Setting up the Client and Contact Fields
  • Managing Client Card Settings
  • Can clients with a different country code add their phone number?
  • Adding and Managing Tags in Your Client List
  • Using Tags to Locate and Manage Your Clients
  • Assigning Messages and Appointments to Other Staff Members
  • What is the "source" of a client or conversation?
  • How do I block a client from scheduling with or contacting me?
  • Customize Your Client Intake Forms
  • How do I know the source of each client request with vcita?

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