vCita

vcita is a business management platform offering online scheduling, client management, and payment solutions integrating vcita with make com automates workflows, saving time and streamlining client interactions across your business tools vcita is published by community users and is developed, supported and maintained by community make does not maintain the application to get support on vcita, reach out to the developer https //f make com/r/w4eaar?app name=vcita\&app slug=vcita community requirements to use the vcita service api, you need an active vcita account with api access enabled app installation start by installing the app from the integration page here click the install button and follow the on screen instructions to complete the setup connect vcita and {{product name}} to get started, you must first create a connection between vcita and {{product name}} , allowing the two services to communicate you can connect using the following methods api key api key instructions you need to generate your api key from your account settings login to your vcita account using your credentials go to the settings section select the api & developers or integrations tab locate the api key section generate a new api key if one does not already exist copy the generated api key (named api key) use this api key as a header or parameter when making api requests vcita modules after connecting to the vcita app, you can choose from a list of available modules to build your {{scenario plural lowercase}} actions modules cancel a booking this module lets you easily cancel an existing booking, helping you manage your appointments and keep your schedule up to date cancel a waitlist registration this module lets you remove a user from the waitlist for a particular event, making sure their spot is no longer reserved create a booking creates a new appointment or booking in your chosen system, making it easy to schedule time with clients or team members create a business this module lets you easily set up a brand new business profile by entering all the key details you need create a client adds a new client to your vcita account, allowing you to manage their details, appointments, and communications within the platform create a lead adds a brand new lead to your account, helping you keep track of potential clients or contacts in your system create an estimate this module lets you create a new estimate by using the details you provide, helping you quickly generate and send cost estimates to your clients create an event waitlist creates a waitlist for an event, helping you organize and manage extra attendees when your event reaches full capacity create an invoice this module lets you generate a new invoice for a particular customer or a specific transaction, making it easy to keep your billing organized and up to date create a payment creates a new payment within the selected account, allowing you to record and manage financial transactions easily create a staff member adds a new staff member to your account, letting you easily manage and assign team members within your system delete a client this module permanently removes a client and all their information from your database delete a staff member removes a specific staff member from your account, so they’ll no longer have access or appear in your staff list get a business this module lets you pull up detailed information about a particular business, making it easy to access key business details whenever you need them get a client this module lets you quickly find and display detailed information about a specific client using their unique client id get an appointment this module lets you get all the details about a particular appointment, so you can see everything you need to know about that specific booking get an invoice this module lets you fetch a specific invoice from your service account, so you can view all its details whenever you need them get a service this module lets you fetch detailed information about a specific service stored in your system get a staff member this module lets you find and view details about a specific staff member using their unique id get businesses this module lets you fetch a complete list of all businesses in your vcita account, making it easy to access and manage business details in one place match a payment this module helps you link a payment to its specific transaction or invoice, making it easier to keep your records accurate and organized merge duplicate clients combines duplicate client records into a single primary client, making it easier to manage all their information in one place update a business this module lets you update the details of a business entity, such as its name, address, or contact information, making sure your business profile stays accurate and up to date update a client this module lets you update an existing client’s details with the specific information you provide, making it easy to keep your client records accurate and up to date update rsvp state this module lets you update the rsvp status for a particular event or attendee, making it easy to keep track of who’s attending and manage your event responses efficiently searches modules get appointments this module lets you pull a complete list of all your scheduled appointments, making it easy to view and manage your bookings in one place get bookings this module lets you pull a complete list of all your bookings, so you can easily review and manage every scheduled appointment in your account get client estimates this module lets you quickly pull up a complete list of all the estimates you’ve created for your clients get client invoices this module lets you easily pull a complete list of all invoices associated with your clients, giving you a clear overview of their billing history get client payments this module lets you pull a complete list of all payments made by your clients, so you can easily review and manage your client payment history get clients this module lets you quickly fetch a complete list of all your clients, making it easy to view and manage everyone in your client database get estimates this module lets you easily pull up a complete list of all your estimates, so you can review and manage them in one convenient place get invoices this module lets you pull a complete list of all invoices from your account, giving you an overview of every invoice you've issued get payments this module lets you pull a complete list of all payments recorded in your service, making it easy to track and review every transaction get services this module fetches a complete list of all the services available in your account, making it easy to view and manage your offerings get services by category this module helps you get a complete list of all your services, organized by their respective categories get staff members this module lets you easily pull up a complete list of all staff members in your account triggers modules watch events the watch events module lets you keep an eye on specific activities or changes in your app, so you can automatically trigger actions whenever something important happens universals modules make an api call sends a custom, authorized api request to vcita, letting you interact directly with their platform and access any available endpoints templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} vcita resources you can have access to more resources related to this app on the following links vcita website vcita documentation vcita api documentation vcita page on make explore how make can help you join the academy learn make at your own pace with hands on courses that build practical skills learn the basics get to know make, how automation works, and the meaning of apis get the support from make comunity connect with other makers, get community tips and tricks reach out to customer care log 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