More about managing clients

Email Notifications and Contact Management

Online Client Communication
"One of my biggest challenges was to manage the way I connected with my clients. Since installing vCita, I have been able to manage my website inquiries as well as my time through the phone consultation feature much better. Thanks!"
Stephanie Keenan, SK FitLife Fitness
  • Read and Manage Requests on Any Device

    Read and Manage Requests on Any Device

    When a message is sent to you or a meeting is requested, vCita notifies you via email. 

    You can reply, accept or decline the scheduling request from any computer, tablet or smartphone. 

    Confirmed meetings will automatically appear on your calendars and sync to all your devices.

  • Know When a Client Reads Your Message
    Receive a Notification When a Client Reads Your Message

    Every message you send via vCita is tracked.

    Your Inbox will mark all the messages exchanged with the relevant client. 

    A V icon indicates successful delivery.

    An open envelope icon indicates that the message has been read.

  • Client Auto-Reminders via Email
    Client Auto-Reminders via Email

    vCita will send your client an email invitation with meeting details (time, location, phone number) and add it to the client's calendar. vCita will also send a reminder to you and the client 15 minutes before the meeting.

    If the meeting is missed, vCita will remind the client to reschedule.

  • Contact Management
    Contact Management

    Keep your contacts' email, phone, and even Facebook profile and picture.

    Export contacts to Excel or to a CSV file.