vcita Reviews

Very simple appointment set-ups. Before vCita there was a ton of back and other emails, or worse than that - phone calls.

The invoicing/billing system is not as robust as some other programs out there. Specifically I would like the program to send out regular monthly retainer billing.

Able to customize scheduling page to be more professional and to distinguish services offered. Like the idea of client portal. Clients can go to portal to pay , schedule and can share documents. Works for me who share patient education handouts.

Some additional features are really glitchy and most features of the client portal I can’t use. When customers pay online , they are not taken to confirmation page or automated message . Messaging IS NOT secure , sometimes links In messages, don’t work. Documents are not secure. So since I’m using for health business, I had to get another program for secure messaging .
Customer service good when you can each them, there is a 2 hour window only to call in a 24 hour day. Chat is not always available during business hours. It’s even worse if you are on east coast.

I did like that you can put all of your comunication and documentation into the system.

Unrlieable: On 3 seperate occations, I have lost all of my appointments and payment records!
Unhelpful: Customer service is slow to repond with any response that keeps them blameless. I have never had any of my issues resolved.

I really like how the appointment setting process work and also how clean it looks on my site. This is pretty much the main use for your platform. Most customers seem to be able to figure out using the appointment setting feature so decent UI, not everyone can use it but honestly after speaking with them I dont know if those people could even send an email if they had too.

I am paying about 2.5 times what was when I first started using your service. When speaking with customer service they said it was because all these other things were added. Many of the items added since I started working with your company I do not use or have any plan too. A plan suited to my use would be more ideal. In regards to operation this something I contacted support for in the last couple of months, but when syncing to my calendar it loads 3 very long urls which make it hard view info as easily on a mobile device which is mostly where everyone here views the appointment. Ideally some sort of URL shortener should be added to clean up the calendar notes. Here is a sample from my cal and what your service put in.The mobile add is very slow to load and navigate.

Simple to use, simple for a team to grasp and implement and generally speaking relikable

The abilities to customize the software

It made me not need an assistant for the first few years in business. It also makes training my new assistant simple. It is a magnificent platform that allows me to schedule appts, manage clients, send out mass email, accept payments, AND communicate with clients. I can take notes on each client call, I can share and receive documents. Everything I need is in here.

The only thing I wish it had was a more robust accounting system. If there was a direct way to integrate Wave and Vcita I would be so grateful. I also dislike how difficult it is to download several files ar once when a client sends you several images or pages.

This by far is the best user-friendly platform I have seen and implemented. I have used several types of CRMs over the years, but this works by far the best for me and what I am doing. I refuse to change!

Like everything there is always room to grow or for improvement, but Vcita has so many apps and integrations it made it so simple to create and implement almost immediately, hardly much of learning curve at all! Vcita now has their own CC processing if you don't have one set up already with paypal, stripe or square. the only drawback is they don't batch right away and can take few days to see in account, but if that's no big deal, then Vcita is the way to go!

I love the ease of this software, the set up was also streamlined

The Invoicing, I have been on this for almost 2 years and am still not using this feature , partially my fault for not getting the training yet.

Support and staff is great! The system is userfriendly.

Some feature adjustments and functionality could be improved

It enables me to easily communicate with prospective clients, book them on my calendar, and send reminders for appointments. It's great for invoices, allowing online payments and tracking of income.

Sometimes it's hard to navigate to find the client or invoice I'm looking for. But honestly, there's not much to dislike.

We like the way it ties our contact form, CRM and invoices together.

Invoices can only be paid by one person. They can't forward to someone for payment.

* Fast
* No coding
* Cover all aspetcs of customer relationship
* Easy to customize (webdesign)

* No sorry !
* No worries or things to improve at the moment

In order to test the product's capabilities that were needed for my business, I had to sign up for a monthly membership and upgrade my membership 3 separate times.
Once I saw how mediocre the software is, I ruled it out, emailed customer service to cancel my trial, and continued shopping for a better software.
A few days later, I again reached out to customer service about canceling my trail, and again for a 3rd time. Finally, I reached out for the 4th time and got ahold of someone who told me that the membership and upgrade fees weren't refundable.
Also, when I started adding clients, during my trial, all of my clients received some bizarre message from VCita to join their client porthole. It is such an aggressive feature to automatically turn on. I wish I had never even messed with VCita.

1. Love the POP up on the website - engages visitors and my business grew because of it
2. I like the ability for my patients to schedule their own appointments and I can make recurring appointments
3. People can schedule with other team members
4. Syncs with Google Calendar
5. Works well on mobile

1. On rare occasion the sync with Google calendar doesn't work and it messes up my schedule.
2. I ask for 48 hour cancellation but clients can still cancel last minute and the system lets them reschedule it even though the policy says they cannot
3. Email campaigns are rudimentary and are extremely cumbersome for those with over 500 mailing list and one cannot divide the blast based on metrics (the most active clients in the last 6 months, certain age groups etc.)

Calendar synch was helpful, scheduling and billing were easy to manage.

Confusing layout, CRM features were not very robust, customer support was spotty.

It's easy to learn and use for both myself and my clients. I can customize the communications and the reminders are great. I also like that I can book events through the software so I don't have to use Eventbrite or any other outside program. I get paid in two days rather than wait for Eventbrite to hold my money until the event is over. I love that I can choose whether or not I require payment for my different services. There's also an email component built in so I can communicate with my clients directly. It's very complete for what I want and need.

I can't make admin changes from the phone app. I have to go into the desk/laptop version. It's not a big deal but sometimes I want to make changes to my settings when I think about them and have to wait until I can get to the full version .

This tool has been my number one go-to resource for lead generation. In my business, contact is king. Giving clients and potential clients an easy way to access my calendar, and set up a time to talk, is a central part of my business model. It links in easily with my website, you can see it in action at westfallonline[dot]com

I wish that there was a link from email on iPhone to the actual software (app). An email link pops open the browser, and asks me to login. For some reason, my browser doesn't remember that Vcita and I have been dating for quite some time, and it asks me to login. Which causes me to open the app. Not sure if this is an iPhone issue, or an operator error, but I don't like the extra steps to confirm an appointment.

This software is easy to use and reliable. When a glitch occurs (rarely) support is quick to help resolve the issues. Also, time zone converter is critical as I hold Zoom meetings all over the world!

I don't like that you have to pay extra for text reminders

I like having all my clients in one place. I love that new features are being added all the time. I love that I can integrate it with my website

I would like more payment processing options
I would like to schedule my campaigns
I would like to add videos and more than one image to my email campaigns
I would like a better followup system so I can note what the followup is about how many times I have called and moniter my contact so they can be removed if not intreseted

Easy to use and configure, the clients are is very nice and the open API helps a lot. For a regular appointment system provides all of what is needed.

However, when coming to multi lingual capability, customisations, shopping cart (or multiple bookings in one single reservation) and the time to update the product or integrate new features, the system is very weak compared to your competitors. The lack of such capabilities made me start using a another software.
You just have to read the Facebook forum to see how many clients are not happy with the product.

Good website widget/contact form. Used the free version for a while before taking the plunge and paying for a full plan.It integrates with Google Calendar and customers can book online - it's great and saves a lot of time especially as a one man band as customers can do everything online leaving me to see to the customers.

Plans are a bit expensive for a one man run business and the free version doesn't give enough flexibility.

My clients have a secure place to connect with me and share documents. They can request appointments based on days and times that work for them. I can manage my workflow more effeciently.

I wish the software had the ability to link 2 or more individuals to one business, so that they all receive the emails and requests.

The software is easy to use, intuitive and performs consistently over time. I searched a long time for a CRM system that I could use for my small coaching and consulting practice.

Sometimes, it would be helpful to have tutorials to assist in infrequently used procedures or attributes of the program.

Easy to use and install. Intuitive marketing automations.

Not being able to reach customer service and getting support when I need it turns me off from this platform.

Record of communication with clients in one place, automated messaging, ability to send out messages to phone and email.

When I reschedule, I can't change to a different type of appointment, only different day and time.