vcita Reviews

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

Cons
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.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 6/10

Cons
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.

Rating breakdown

Pros
Calendar integration with my website, Revenue tracker, Invoicing, Easy of online payment integration.

Cons
There could be more features in the calendar section of the software

Rating breakdown

Likelihood to recommend: 9/10

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

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

Rating breakdown

Likelihood to recommend: 8/10

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

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

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
I cannot think of anything I do not like because it meets all of my needs.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Puts me in control of my diary Gives clients choice Provides us with a professional image

Cons
It does not integrate with our main CRM system - Intelliflo's Intelligent Office. Databases have to be synchronised manually which wastes time and is frustrating.

Rating breakdown

Likelihood to recommend: 8/10

Pros
I can't believe how many features are included. It is easy to use. The online booking feature brought in a new client on the day I set it up.

Cons
I didn't realize that the SMS appointment reminder messages were not included in the basic plan.

Rating breakdown

Likelihood to recommend: 10/10

Pros
vCita provides integration with Wix, which I used to create and host my online store. vCita allows me to offer and schedule services with clients all around the world.

Cons
The options and navigation are a bit overwhelming. vCita's user interface could definitely be streamlined.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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

Cons
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.

Rating breakdown

Likelihood to recommend: 6/10

Pros
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

Cons
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.)

Rating breakdown

Likelihood to recommend: 10/10

Pros
This is the best FREE Appointment Generator system you can get. It differentiates from other products by letting you set up a widget on your website that will capture the prospects and notify them to initiate a conversation with you by calling you, sending an email or leaving a note. Once the potential prospect starts any action, you can follow up on the web portal and start your lead generation/marketing campaign from there if you want. Vcita is easy to use and setup, and I would recommend any business to incorporate it on their website since it is FREE.

Cons
I didn't like the interface design of some web portal features.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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.

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
Easy to use, great customer support, and the articles for explaining things actually explain them, so you don't have to google it even after getting an answer. The things I asked about that they didn't have, Kylee gave me the link to a features suggestion forum for users and encouraged me to list the features there. She also invited me to beta test for an AWeber integration, so I would assume that asking about your email marketing provider would be a good way to let their development team know which ones to make API's for first.

Cons
The only email marketing integration is Mailchimp and I have AWeber. This is annoying, but not a deal breaker. There is not two factor authentication for admin and users. I don't know that two factor authentication would be useful for clients, but I would really like this for account holders and anyone who can else who would be using it on the emplyee side. There is no way to sort clients by date since last appointment, appointment type, or anything else.

Rating breakdown

Pros
+ Ease of use - this tool is very easy to use for me, and my clients love it for the easy of use. + HUGE Time Savings - I have spent no time scheduling meetings this year, and my admin has spent less than 30 minutes. + Mobile interface - including a simple app, and SMS reminders + Overall cost + Customization + Record-keeping - I can easily search the meeting history for any of my students

Cons
- Cost of SMS packages - I stopped sending reminders because it was not a great cost-benefit ratio. - Lack of group-scheduling feature.

Rating breakdown

Likelihood to recommend: 10/10

Pros
The floating Word Press Plugin makes it so easy for clients to reach out to me. I do not have to worry about a call to action on every page. vCita is there, no matter where they click! Adwords is EXPENSIVE vCita ensures I get the return on investment converting the clicks into paying clients in my office.

Cons
The app notifications on my phone are not consistent. They work and they do not. I have to make sure I check my inbox frequently to stay on top of contact requests and appointment changes. It works very well for a single location, with multiple people, I opened a 2nd office and clients have trouble picking the right location.

Rating breakdown

Likelihood to recommend: 9/10

Pros
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.

Cons
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 .

Rating breakdown

Likelihood to recommend: 10/10

Pros
I am able to keep up with my schedule and all appointments, and keep everything well organize. In my line of business I need to keep up with appointments, time line for sending out ads, promotions. As a travel agent we must keep up with who is traveling and their time frame of traveling. This software helps in this area.

Cons
It doesn't capture my clients interest enough to want to use it in scheduling their appointments. I would like them to click and schedule their own appointments at their earliest convenience.

Rating breakdown

Likelihood to recommend: 10/10

Pros
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

Cons
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.

Rating breakdown

Likelihood to recommend: 10/10

Pros
I really like the calendar management features

Cons
Wish it had pipe line management feature

Rating breakdown

Likelihood to recommend: 9/10

Pros
customers can create their own file when reaching out to us thru our website and request appointments

Cons
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 )

Rating breakdown

Likelihood to recommend: 9/10

Pros
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

Cons
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

Rating breakdown

Pros
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.

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

Rating breakdown

Likelihood to recommend: 8/10

Pros
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.

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

Rating breakdown

Likelihood to recommend: 10/10