Our Insurance Teacher Referral Partner calendar and client management system is purchased from a 3rd party at vCita.com. By allowing us to manage your account, we can insure that your account is set up properly (using your certified coach) and is connected to the systems that we install for your small business and share leads like never before!
| Module 1 | Welcome to ContractCoach and vCita | |
|---|---|---|
| Unit 1 | Welcome to ContractCoach and vCita Client Management System | |
| Module 2 | How does the Contact Management System Work | |
| Unit 1 | Client Management Software | |
| Unit 2 | Calendar and Online Scheduling | |
| Unit 3 | The Mobile App | |
| Module 3 | Marketing Systems | |
| Unit 1 | Lead Generation | |
| Unit 2 | Creating Marketing Campaigns | |
| Unit 3 | Marketing Systems | |
| Unit 4 | Get Text Messages (SMS) to Your Mobile | |
| Module 4 | Staff Settings and Activities | |
| Unit 1 | Staff Member Settings | |
| Unit 2 | Define Your Staff Role and Permissions | |
| Unit 3 | Offer Multi-Staff Online Scheduling | |
| Module 5 | Setting Up Your Online Calendar | |
| Unit 1 | Using Your Calendar | |
| Unit 2 | Date Specific Availability | |
| Unit 3 | Recurring Meeting | |
| Unit 4 | 1 on 1 Appointment Options | |
| Unit 5 | Group Events | |
| Unit 6 | Set Follow-Up with Clients | |
| Unit 7 | Sync with Gmail | |
| Unit 8 | How to sync iCloud | |
| Module 6 | Your In Box | |
| Unit 1 | Get to Know Your Inbox | |
| Unit 2 | Email Notifications | |
| Module 7 | Your Services Menu | |
| Unit 1 | Configuring Your Services Menu | |
| Module 8 | Billing and Invoicing | |
| Unit 1 | Billing and Invoicing | |
| Module 9 | How-to's and FAQ's | |
| There are no units in this module. | ||