Change Profile Information
To change your profile information head over to the settings page, located below the left hot bar. Head over to “Account” and you can change your profile information!
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Share my link
To share your CITA link head over to the share icon in the left hot bar. You can copy link or even share through Facebook, X, messenger and even WhatsApp!
Email Signature Widget
In Order to enable the email signature widget head over to the widgets store Select the Email Signature Option Head over to the Email Signature widget Enter your specific details for your email signature Finally copy you signature and paste in your email!
Payment Widget
In Order to enable the payment widget head over to the widgets store Select the Stripe Payment Option Head over to the stripe payment widget Connect your Strip Account!
Physical Meetings
In order to schedule a physical meeting first schedule a normal call. To schedule a call select the camera icon in the left hot bar. Select the “schedule a call” option Select the required slot and you can even select how long the meeting is. Fill in the Client Details Select the Offline Meeting Option …
Scheduling a Call
To schedule a call select the camera icon in the left hot bar. Select the “schedule a call” option Select the required slot and you can even select how long the meeting is. Fill in the Client Details Save and you’re good to go!
Delete or reschedule slots
Deleting Slots To delete or reschedule slot select the slot you want to delete. You can delete all slots by selecting the following icon. You can delete a single slot by selecting the following icon. Rescheduling Slots To reschedule a slot, go ahead to the slot that you have booked. And then Click on Reschedule …
Scheduling Slots
Add Available Slots In Cita you can add your availability by creating slots. To create slots click “Add Slot” button or click on the preferred time or day on the calendar. There are two types of slot creation available on Cita;Normal slot creationRecurring slot creation Normal slot creation To create a normal slot, fill in …