vcita Erfahrungen

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.

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.

I really liked the marketing side of the software

No problems encountered with the software so far

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

The abilities to customize the software

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.

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.

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.

RemindersText communication with clienta

I wish the payment system allowed for tips

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.

I really like the calendar management features

Wish it had pipe line management feature

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 )

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.

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.

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!

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.