Clients
- How do I export my client data?
- Importing Contacts to Your Client List
- Merging Duplicate Clients
- How many clients can I have in vcita?
- My forms are pre-populating with a client's information
- Coming Soon: 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 a New Client
- Understanding the Clients Menu and Client Card
- Managing Client Status
- Importing Clients From a CSV / Excel File
- How to Bulk/Mass Update Your Clients
- Working with Client Fields
- Managing Client Card Settings
- Can clients with a different country code add their phone number?
- Managing Tags in Your Client List
- Using Tags to Locate and Manage Your Clients
- Assigning Messages and Appointments to Other Staff Members
- How to Permanently Delete a Client
- 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?