Clients
- Export your client list from common Tax platforms
- How do I export my client data?
- Merge Duplicate Clients
- Using the Mobile App Caller ID
- How to move or nest a client under an existing contact
- 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
- What is the "source" of a client or booking?
- How do I block a client from scheduling with or contacting me?