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vcita: Build a business you’re proud of.
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Recommended
John S.
Used daily for 2+ years
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I provide business management consulting for optometrists. All my work is done through appointments and email. vCita flawlessly syncs my calendar and allows clients to schedule when I'm actually available. Prior to vCita, I spent way too much time suggesting times, getting voicemails, etc. Besides that, they have done a great job of allowing a feature-rich "live-site" that is easy to set up and super customizable. I think for many businesses it would suffice to be the landing page.
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.
Asha I.
Health, Wellness and Fitness, self-employed
Used daily for less than 6 months
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I was using acuity but looked for other software, because of hippa option. I was ecstatic to see the client portal, unfortunately it is not optimal. Most features however aren’t hippa compliant. Really I only use client portal for scheduling and share patient handouts. Patients don’t have to log in like other apps, as it recognizing emails. Overall I do think it offers more than competition , but make sure you try every part to see what works for you and what doesn’t. Also customer service must be more present. Even after you pay they limit features until you use for a while , which is ridiculous. They will be better if they make conscious effort to improve
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.
Sue P.
Primary/Secondary Education, 1-10 employees
Used daily for 1-2 years
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Any benefits are undone by the disapearence of ALL Data and appointments.
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.
Hi Sue, We apologize if we failed to meet your expectations and will be happy to schedule a call to address any concerns to see if we can help correct your impression. In your review, you bring up two serious concerns: 1- Essential information such as appointments and payments that was deleted 2- Poor customer service from our team We'd like to address each of these issues separately. 1. vCita...
Tariq I.
Apparel & Fashion, 1-10 employees
Used daily for 2+ years
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Good enough where I am still using your service. Experienced some issues over the years but most have been resolved rather quickly, I think I had maybe a 2-3 day outage once in 2020 but I do understand things happen.
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.
Taryn S.
Publishing, 1-10 employees
Used daily for 1-2 years
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Overall, this has been a dream come true. Even if my assistant quit today, Vicita could do 95% of her work if I just set everything up properly. Clients like it, and it keeps me from having to dig through inbox emails for communications. Everything is in one easy place.
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.
Christa C.
Legal Services, self-employed
Used daily for 2+ years
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Excellent!
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!
Desiree M.
Construction, 1-10 employees
Used daily for 1-2 years
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I love it, I would like to do some further customization and I fee it is missing a few things but as we all grow including Vcita I am over all impressed & I have used many of these programs before in my 25yrs.
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.
Thank you for your kind words Desiree! If you'd like the team to help you get your invoices up and running with vcita - please feel free to reach out to the team.
Gregory B.
Hospital & Health Care, 1-10 employees
Used daily for 1-2 years
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Great. Ease of use is nice. Some functionality could be improved but overall it’s a great system and support is very responsive! I also really like my account manager [SENSITIVE CONTENT]! Always available and friendly!
Support and staff is great! The system is userfriendly.
Some feature adjustments and functionality could be improved
Thanks for your feedback Gregory!
Verified reviewer
Mental Health Care, self-employed
Used weekly for 2+ years
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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.
Ismaël D.
Design, 1-10 employees
Used daily for less than 6 months
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Very good work tool for a business man
I really liked the marketing side of the software
No problems encountered with the software so far
Ernest C.
Health, Wellness and Fitness, 11-50 employees
Used daily for 1-2 years
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Overall, the Vcita team takes care of their customers, they listen and they are helpful. I truly believe they do not shy away from what could improve the product. I would be great to see their engineering team increase in compacity to provide some customer wish list items
Simple to use, simple for a team to grasp and implement and generally speaking relikable
The abilities to customize the software
Ann C.
Self-employed
Used daily for 2+ years
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Automation, ease of use, runs my business life efficiently
Vcita has "grown" along with my dog walking/pet care business that I started 3 years ago. I use it everyday. The facebook page for improvement suggestions has been a great way to listen to customer needs. I'm impressed by all of the positive changes so far
The accounting aspect. I wanted to clear out my data so I could start the calendar year with a zero balance and use it to track my earnings/ cash flow. I am not able to use vCita for this so I have to pay a book keeper to do it. Cant archive old clients. I have about 70 customers over the last 3 years. I only have about 20 "active" at any one time so I'd like there to be a data file/storage for the in-actives that I can access/reactivate when they want my services. Not able to be able to color code my appointments so I use Google calendar. Server shuts down or times out so when I'm on the road when that happens I have to rely on my backup google calendar to make sure I'm on time for appointments or don't miss one.
Brice W.
Marketing and Advertising, 51-200 employees
Used daily for 1-2 years
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Overall our experience with vCita has been great. They add a lot of features that are in line with the current temperature of the market and they support their releases with webinars and training calls. It is nice to have training available for new release feature especially when those items are not at a cost so it doesn't feel like a sales pitch in disguise.
vCita has a lot to offer small businesses and service providers. Great for booking, communication, and client management. Works exceptionally well in industries where email communication is not the norm. Lawn care, salons, medical offices (has levels with HIPPA compliance), Axe throwing bars (reservations and waiver completion).
This solution would be perfect for solo entrepreneurs if they could lockdown being a legitimate email enabled system. As is it does everything a small business or single consultant needs except its painful to get clients to use the client portal once they have had a single email communication with you.
Lynne F.
E-Learning, self-employed
Used daily for less than 6 months
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In one word: Horrible.
I am a professional dog trainer who has designed websites for the last 20 years. None of the features on this platform work on my simple wordpress website. I got this with the dream of having clients, payments and scheduling flow smoothly.
Not one feature on this platform worked for scheduling clients, group classes, enrolling students, taking payments or event setting the calendar. Once an event is on the calendar, you cannot remove it. Group events all default to invitation only ( a somewhat weird and useless default) so, you have to get people to sign up before you invite them to join a class, rather than just having them enrol...
Meredith S.
Alternative Medicine, 1-10 employees
Used daily for 2+ years
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RemindersText communication with clienta
I wish the payment system allowed for tips
Stephanie M.
Used daily for 2+ years
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Scheduling interviews with businesses in different time zones used to be a nightmare before I found vCita. Now, I am confident I'll never miss a call thanks to vCita sending notifications to both parties in our respective time zones.
The vCita Team is very responsive and open to new feature requests. All it took was a suggestion of making directions to a client's location accessible through the app and they made it a one-click solution! Because the app works across different devices, I can run my business from anywhere.
I'm ready to delve into their email campaign feature and see it integrates with Constant Contact. Having more auto-responder integrations would be great.
Bradford C.
Automotive, self-employed
Used daily for 2+ years
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I really like the calendar management which allows me to send appointment invitations that once accepted automatically puts it in my calendar. I also like the client portal which is separate from my regular email and I get a text notification if someone communicates through the portal. It also sends text reminders automatically. Like I mentioned earlier, if there was a pipeline management feature it would be unbeatable. I am currently looking for pipeline management that will intergrate throughZapier.
I really like the calendar management features
Wish it had pipe line management feature
Tyrone w.
Construction, 1-10 employees
Used daily for 2+ years
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a Organized system to engage with my potential customers 24/7
customers can create their own file when reaching out to us thru our website and request appointments
when using the app to share a Doc typing message really slow to show up on screen Customers get confused when filling out the appointment Location instaed of the address they mention the name of the place like ( my House , or driveway , or patio, // since we do driveway and patio work they just miss understand it is the address of the meeting )
Gabriella V.
Education Management, self-employed
Used weekly for 2+ years
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vCita lets me stay in contact with leads and older clients all in one place! I love the user-friendly interface that is also usable in the palm of my hand!
I love that there is a vCita app where I can view my calendar whenever and wherever I am! The software recognizes past clients and lists new leads in a clean and organized fashion. The customer service team takes into account user "complaints" and suggestions and makes changes to keep making this software better over time. I like how easily it integrates with my website and how it creates links for me to share specific pages: either the scheduler or the contact form. If I didn't have articles to share, this could easily be my only website as a service provider.
I cannot think of anything I do not like because it meets all of my needs.
Marcelo V.
Automotive, 1-10 employees
Used daily for 1-2 years
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Better understanding of the features I need for my business and for my clients.
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.
Brian N.
Used daily for 2+ years
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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.
Dion T.
Education Management, 1,001-5,000 employees
Used daily for 2+ years
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The fact that Vcita sync's with Google. So, whatever I put on one calendar shows up on the other calendar. The outcome is that I never miss anything.
Vcita syncing with Google. I have two calendars a Vcita and a Google calendar, whatever I put in my Google calendar automatically appears in my Vcita calendar, and whatever I put in my Vcita calendar automatically appears in my Google calendar. Love, Love, Love this feature!
No cons were added to this review
Daniel P.
Higher Education, 1,001-5,000 employees
Used daily for 2+ years
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Ease of use, intuitive, and consistently faultless over time. Customers always comment on how good the system is from their perspective.
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.
Maud G.
Financial Services, 11-50 employees
Used daily for 6-12 months
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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.
Debbie T.
Mental Health Care, self-employed
Used daily for 2+ years
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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.
Thanks for your feedback Debbie! Your note regarding rescheduling has been shared with the prodcut team