vcita Erfahrungen

All around perfect solution for all types of businesses.

Vorteile:

I love how this app was thought through very carefully. Everything you need is literally within the app.

Nachteile:

I wasn’t very fond of the lack of offerings for integration. More partnerships would help with that.

Great for scheduling, other features not so much

Kommentare: 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

Vorteile:

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.

Nachteile:

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.

Avis vcita

Kommentare: it is a very good software because of its user interface which is also easy to use and even for a beginner and also its online payment management functionalities. but on the other hand what I did not like in this software is that some features require upgrades to premium plans

Vorteile:

I like this software because of its user interface which is easy to use even for a beginner and also its online payment management features

Nachteile:

What I didn't like about this software is that certain features require upgrades to premium plans

Setting Up for Your Business - Not easy at all!

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Convenient Time Saver!

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

Vorteile:

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

Nachteile:

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

Vcita Review Transcend Company

Kommentare: 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

Vorteile:

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

Nachteile:

The abilities to customize the software

Get it!

Kommentare: Vcita has seriously freed up so much of my time with the automation and client portal. Now the client no longer have to call for a copy of their documents, they can just login and grab

Vorteile:

It’s too much to like. I like Everything about the software.

Nachteile:

There’s nothing I really don’t like about the software.

Great Software with Awesome Support

Kommentare: Overall, Vcita has done a wonderful job with their support team when in helping me maximize their features.

Vorteile:

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

Nachteile:

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

Vita has upped the professionalism of my website

Vorteile:

I love that it's a thorough yet simple to use software. It's one of the first things a client or someone visiting my website mentions. They like widgets and say that it makes my website look put together and trustworthy. I LOVE that I can list my different services in sections and overall Vcita has great customer service. I look forward to exploring the software more and maximizing what it can do for my business success.

Nachteile:

I don't like the features that force a time limit for a service, some services I offer I cannot put a time slot per say, for example, a service I offer is custom earring making and I wouldn't necessarily have someone sign up for a time slot to get their earrings done BUT my way around that issue is I have it as a waitlist for folks to inquire about a custom pair and they can sign up that way.

Very Good for Customers Managements

Kommentare: Overall vcita is very good for CRM for businesses that have no need for integrations and too many customizations.

Vorteile:

vcita is amazing for Customer management, including all functions and features, but the remote payments were the most exciting.

Nachteile:

vcita is slightly expensive for one module, and we faced some obstacles in integration.

vcita review for Knights Chamber

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Best Thing For Small Businesses

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Vcita has grown along with my dog walking business

Kommentare: Automation, ease of use, runs my business life efficiently

Vorteile:

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

Nachteile:

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.

The perfect solution for Service Professionals and small businesses

Kommentare: 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.

Vorteile:

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).

Nachteile:

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.

Unique Appointment Management Solution

Kommentare: 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.

Vorteile:

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.

Nachteile:

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

Good with some need improvements

Kommentare: Being able to communicate with client with ease. I like it and thinks it works well.

Vorteile:

The ease of the software. The way you communicate with clients.

Nachteile:

Would be nice to be able to create a web form with hyperlink to use on my website that integrates information to clients on portal. Compares to a Microsoft form. More control of the setup of the dashboard. Text messaging should be included and unlimited. Able to setup reoccurring payments from clients through system.

Good Place to Start for Small Business

Kommentare: Overall, Vcita helped us get our small business off the ground with the scheduling and billing features. It was a good place to start for our business.

Vorteile:

Calendar synch was helpful, scheduling and billing were easy to manage.

Nachteile:

Confusing layout, CRM features were not very robust, customer support was spotty.

Cost effective, user friendly

Kommentare: Scheduling appointments and staying well organized.

Vorteile:

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.

Nachteile:

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.

Makes my small business look and feel bigger than it is to my clients and potential clients

Kommentare: 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.

Vorteile:

I really like the calendar management features

Nachteile:

Wish it had pipe line management feature

Wonderful product

Kommentare: 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.

Vorteile:

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!

Nachteile:

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.

Tax & Accounting Professional

Kommentare: My overall experience has been positive and I look forward to growing with your company. Thanks for the feature this tax season!

Vorteile:

I love using the software since it's an all in 1 tool.

Nachteile:

I dislike the document feature because I should be able to open 1 file and continue scrolling into the next attached documents. When opening each file 1 by 1 I lose my placement and have to start all the way over while reviewing files.

Watch our for sneaky renewals

Kommentare: 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.

Vorteile:

it worked for the one event I used it for.

Nachteile:

They are a foreign company will scrupulous business practices.

Great product for my small business

Kommentare: I've been using it for over 2 years and I really like the product.

Vorteile:

My clients have a secure place to connect with me and share documents. They can request appointments based on days and times that work for them. I can manage my workflow more effeciently.

Nachteile:

I wish the software had the ability to link 2 or more individuals to one business, so that they all receive the emails and requests.

Essential Consulting and Executive Coaching Resource

Kommentare: vcita has contributed to The Aware Leader LLC's success. Makes my life easier!

Vorteile:

My clients, or their administrative assistants, book their appointments...no back and forth emails to identify a mutual time and day for all parties involved. Also, vcita links with Zoom to set up the meeting

Nachteile:

I would like to build in automatic 15-minute breaks between calls

A little review from vcita user

Vorteile:

Easy to use and install. Intuitive marketing automations.

Nachteile:

Not being able to reach customer service and getting support when I need it turns me off from this platform.