Square + vcita
Create new vcita clients from new Square appointments
Save time on tedious manual entry by using this workflow. Whenever a new appointment is scheduled in Square, it will create a new client profile in vcita. This streamlines your client management process, allowing you to focus more on providing quality service.
Save time on tedious manual entry by using this workflow. Whenever a new appointment is scheduled in Square, it will create a new client profile in vcita. This streamlines your client management process, allowing you to focus more on providing quality service.
- When this happens...New Appointment
Triggers when a new appointment is created.
- automatically do this!Create Client
Creates a new client.
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About Square
Square creates tools that help sellers of all sizes start, run and grow their businesses. Square’s point-of-sale service offers tools for every part of running a business, from accepting credit cards and tracking inventory to real-time analytics and invoicing.
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About vcita
vCita is a client engagement solution for small businesses, including lead generation, online scheduling, document sharing, online payments and contact management. vCita is available on desktop, tablet and mobile, easily integrating with any website and online platform.
