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.

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

It has been a pretty frustrating experience trying to get this running smoothly. I have spent SEVERAL hours/days trying to figure out glitches, workarounds, etc. I don't feel it's the right product for my company. I do plan to switch to another platform that will work better for my needs. I know they have tried, but I only get short timeframes to work with them and then I have to schedule another appointment. I would have rather paid a lot more money upfront to have them work on it until it was perfect. I have now given up because I'm just tired of it.

I love the way it looks on my website. I am able to use the colors of my logo, etc. so it looks professional. I think customers like to be able to book on the spot. I think it's nice that I can approve each event. It helps me from doing back and forth phone calls. I like that it gets integrated with my gmail calendars that are shared with the employees.

It is taking FOREVER to figure out how to set things up to streamline for my personalized business needs. Not sure this is the best platform for my business. I don't like how "wordy" it is in my gmail calendar. I wish I could customize things more, like addresses for instant. It requires them to put an address in, but it is not integrated to ensure it is a true address. We have gone to the wrong location multiple times. I have multiple services w/ 2 separate trucks. I find myself having to try to do a lot of workarounds that don't go well for the customers.I wish it was easier to use with Quickbooks. You can do a one-time sync but then it only syncs if customers get sent an invoice, and only a few details get synced over to Quickbooks. My CRMs don't match.

I needed a way for a small team to organize group classes, private appointments and lessons, communications with clients, and invoicing all in one tool. This does almost 95% of what I need, in one location.

It contains all of our client information, calendar, scheduling, document sharing, invoicing and payments all in one convenient tool.

When there are issues, they are usually epic and the support team isn't quick about fixing them (if they get fixed at all). The Marketing tool is very basic and isn't 'pretty' enough for my monthly marketing Newsletter.

My experience has been great. I almost feel like the vcita people are my friends even though they're in Seattle and I'm in NJ.

I love the people like [SENSITIVE CONTENT HIDDEN] who understand that I am archaic and need help implementing technology. I also love that I can follow the day's activities by just flipping on my computer. Vita allows me to do virtually everything I need to do with the exception of cleaning the office.

I really do not have any complaints with the system.

At first I absolutely loved it. The separate calendar has made it especially difficult and currently the sink is not working, so I am not able to see you on calendar in any place. This is created major problems for my business.

I like how you can customize different meetings with a lot of detail. The user experience overall is pretty good.

The sync snd recurring Meeting functionality needs work. If it doesn’t work all the time then we can’t rely on it. I really don’t like the fact that we have to have a separate for vcita feed rather than feeding into our Google calendar like it used to. It has added a lot of complexity to our end.

Overall, I'm pretty luke warm regarding this application. It forces prospective users into a 12 month contract (which wasn't ideal during a pandemic). Honestly, it felt a little slimy and self serving. Many of the features are not needed for every type of business, while the more basic features requires users to select the platinum plan which is nearly $1000 a year. Had I not been charged for a full year which is non refundable, I would have cancelled already.

What I most like is the seamless integration with Zoom. The calendar features are pretty intuitive as well.

This software is grossly overpriced and forces you into a higher tier to get basic features and a wealth of features you dont want or need. A trial was offered which immediately rolled into an automatic, year long contract--which I found out AFTER my credit card was charged. You cannot delete appointments made in error nor can you 'actually' delete contacts.

I will be sticking with them since it has been the most effective method of automating schedule.

I love the ease of use and how I have a system that helps me stay organized with all my upcoming clients

The online calendar on the mobile device is not as easy to use compared to the desktop

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 + Customization + 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.

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.

Really good, they are brilliant at helping you to set up and get going, as well as allowing you to personalise your site. Vcita works really well with my website, which gives me peace of mind. I have been complimented on it several times, as well as referring a few friends of mine to vcita.

Its easy to use once you know how. I love the fact that new clients and appointments go straight to the app on my phone. I use the computer version to make any edits. Its a great way of personalising a payment website to your phone. I wish my app would keep me logged in all the time, sometimes I have to wait for an email before I realise I have a notification on the app.

-Its quite expensive, and once you have upgraded our plan, you can't go back to a simpler plan. - If you want to add a staff member onto it its extremely expensive. I currently use it just for myself, but if I wanted to add someone , I would probably have to use a different company. -Its also very American! which I find sometimes very difficult to deal with, acronyms and wording is sometimes confusing. -I wish my app would keep me logged in all the time, sometimes I have to wait for an email before I realise I have a notification on the app. -Additionally some features are over complicated for what they do, sometimes simplicity is key!! Its very easy to overcomplicate things, therefore if Vcita was a bit more minimalist it would rank even higher that I already perceive it.

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!

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.

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.

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 on their own. Unwieldy, but it might be workable.. However, clients are not allowed to enrol on the lovely vCita intake form. The form doesn't send. Lastly, the support is negligible. I have reached out three times, and instead of immediately helping with these issues, I have had to wait 2 weeks to get an appointment with a customer support rep. who bailed on the first appointment and didn't even bother to let me know she was cancelling. . In the meantime my livelihood hangs in the balance, with all classes having to be cancelled and customers disappointed. I certainly feel ripped off. Don't bother with this one.

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

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.

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.

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

We absolutely love Vcita and really could not recommend it more. The staff is incredibly responsive, the software is easy to use, and we love all the new features they are constantly adding.

The integration of this software was so simple and very easy to use. This software is simple for our clients and our staff to use. We strive to use it as much as possible and really love the overall use!

I wish there were a few other types of forms we could ask client questions with, like a google form, but the only form information they would have to fill out every single time they scheduled an appointment.

Online booking, scheduling and some payment processing

Easy Integration with my website (customizable colors and stuff) Easy to link portal to anything that I need with url

A little tough to navigate at 1st. I dislike having to click so many times to get invoice marked as payed. I wish it was more streamlined

I normally don't post reviews, but I am exceptionally displeased with this company. As with most cloud solutions, they work on a subscription basis. Be very careful. When renewal time comes, they send you a ubiquitous email with the renewal notice hidden at the bottom... on a Saturday. Then then bill you on a Saturday so you don't have time to dispute the charges. And of course, they don't issue refunds.

it worked for the one event I used it for.

They are a foreign company will scrupulous business practices.

A good appointment booking system, SMS reminders and email reminders. easy contact manager

Whitelabel is expensive Limited gateway integration Not willing to improve their product not helpful team

Good software to manage your prospects very well

The adaptation is simple but above all effective, the tool also offers me many other features

During its use I did not notice any problems frankly