No-brainer for appointment based business
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.
Great for scheduling, other features not so much
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.
WAS CHARGED TO TRY THE SOFTWARE
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.
Réponse de Carl
We're sorry that your experience using vCita wasn't positive. You're perfectly right in saying that we could have responded to you sooner and we apologize that we couldn't reach out to you just when you needed us most.
However, some claims that you make here are inaccurate. We have two subscription plans - yearly and monthly - and we clearly state on our pricing page and checkout process that our monthly plan doesn't come with a free trial period. However, following the call we've had with you on Thursday, we had fully refunded your account. We tried to get in touch with you several times but unfortunately, you weren't available to take our calls. We did leave you a VM, updating you on the refund.
Finally, the message you refer to as "bizarre and aggressive" is a welcoming message that invites your clients to your clients portal, where they can book appointments, pay online, share documents, ask a question or view past interactions and transactions that they've had with your business. Sending this welcome message to clients is completely optional - you may choose not send it out.
Again, we're sorry that vCita and our team didn't leave up to your expectations. We try our very best to deliver great service and experience to our users and I personally regret every failed communication with a client. Inevitably, not every communication is successful. We will, however, use your feedback to
learn and improve our services to ensure that we are continually aligned with our clients' needs.
Wishing you all the best,
US Customer Success Team Manager
Great Software with Awesome Support
Overall, Vcita has done a wonderful job with their support team when in helping me maximize their features.
Calendar integration with my website, Revenue tracker, Invoicing, Easy of online payment integration.
There could be more features in the calendar section of the software
Ties all together
A all in one service for SME
You need to manage a calendar with your clients (training, coaching, interviews), leaving them the initiative of meetings, product choice? This encourages their commitment. VCita offers you the possibility of a very fine follow-up of the customer relationship: email exchanges, appointments, orders, payments... by making moreover the link with your website. For me it is a very good solution. Fast implementation. This avoids many internal developments that are often inefficient or very costly. The extra efficiency with VCita at an affordable cost.
* No coding
* Cover all aspetcs of customer relationship
* Easy to customize (webdesign)
* No sorry !
* No worries or things to improve at the moment
User-friendly and Convenient!
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.
Running a professional business
Support very good except they are not interested when I ask them about integration with our CRM
Puts me in control of my diary
Gives clients choice
Provides us with a professional image
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.
reducing no-shows, allowing clients to access the calendar on-line
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.
I didn't realize that the SMS appointment reminder messages were not included in the basic plan.
A Critical Tool for Customer Management
vCita has wonderful customer support and makes it very easy to manage my time. They used to allow clients to make timed phone calls through vCita that would automatically end, which was very useful for managing clients, and I would like for this feature to be added back. I'm very pleased with vCita as a client management portal and have barely even scratched the surface of all of what it can do.
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.
The options and navigation are a bit overwhelming. vCita's user interface could definitely be streamlined.
Vcita has grown along with my dog walking business
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.
Wonderful way to engage visitors to your website. I highly recommend for new practitioners
Love having my clients book online and syncs with Google calendar.
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.)
Unique Appointment Management Solution
For me, Vcita is now capturing more leads on my site because the visitors have a better interaction thanks to the widget that is constantly displayed, capturing the prospects and enticing them to contact me.
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.
I didn't like the interface design of some web portal features.
My Business Runs on vCita
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.
Great service, hugely helpful for coaching and case management
I have been doing life coaching and small business consulting and am about to start doing mental health case management. I just got my LLC and am doing everything by myself. It's a lot of work, but companies like vCita, that do a few things really well, have been making it possible for me to put my business together. I have been extremely concerned for the confidentiality of my client information (who wants to be hacked, really?), but I have also needed to make sure I can get paid beforehand or store a credit card. vCita is HIPAA compliant, whichi s a huge relief, although I found out HIPAA compliance is only relevent if you deal with insurance companies, which I don't.
Through emails over two weeks, Kylee K. has patiently answered all of my questions. With every answer, she has shown me how much vCita can actually do, how flexible it is, and how customizable it is. I am going to be advertising and launching in the next few weeks and I am confident that if I have problems, they shouldn't be with vCita.
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.
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.
My admin and I have several hours of additional productive time!
I save at least 1 hour every week, and my admin saves 2-3 hours every week . This means that our team gets a lot more done in a week than was possible with vCita.
+ 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
+ Record-keeping - I can easily search the meeting history for any of my students
- Cost of SMS packages - I stopped sending reminders because it was not a great cost-benefit ratio.
- Lack of group-scheduling feature.
Money Making Machine!
Better return on my Adwords marketing budget. It also saves me hours of a week playing telephone tag to schedule clients. I work and vCita schedules so I do not have to get involved. Everything else is just gravey!
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.
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.
I am not tech savvy but I can use this software and the customer service is excellent.
A complete online scheduling, email, CRM, event booking, stat tracking system. It's perfect for me.
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 .
Cost effective, user friendly
Scheduling appointments and staying well organized.
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.
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.
The Lead Funnel Starts with Vcita
Contacts. Leads. Connections. Conversations. What more can a consultant ask for? I run a small business, and Vcita is my call center, appointment manager and more.
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.
Makes my small business look and feel bigger than it is to my clients and potential clients
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
really helps a small contractor like my self stay organized
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 )
Love it and I love that it keeps getting better
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
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.
Hands down, the best CRM service available!
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.