New! Set Reminders to Follow-Up with Your Clients

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New! Set Reminders to Follow-Up with Your Clients

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vCita offers a great way to get new leads and clients from your website. But it is just as important to follow up with them at the right time and maintain a long lasting relationship.


vCita now offers an easy way to manage clients follow up!

You can set a reminder to follow up with each of your contacts. vCita will mark them for you, and will send you an email reminder when it's time to connect with them, schedule another appointment or collect a payment.

You can also keep a private note on the client file, to remind you what's the follow-up is about.

To help you keep your Inbox clean, we also added a "Closed" folder where you can keep client engagements that do not require any follow-up.

To learn more how to set follow up reminders, please click here.

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