vcita

No-brainer for appointment based business

Comments: 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.

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.

Great for scheduling, other features not so much

Comments: 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

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.

Alternatives Considered: Full Slate

Reasons for Choosing vcita: Did not like hippa options Also like client portal with vCita

Switched From: Acuity Scheduling

Reasons for Switching to vcita: Has better reviews and more users.

Sinking Ship

Comments: Having been a customer for several years, vCita offered an all-in-one solution that few others compared to at the time. However, very little has changed in the last 3 years other than some unnecessary aesthetic updates and very minor enhancements. I got on board fully aware that there were several missing features I needed which were on the top of the feature request list and I put in place workarounds to suffice until these features were going to be implemented. I'm talking about pretty fundamental things, like the ability for online payments to be accepted with sales tax automatically calculated, and add-on/bundled products/services. Instead of the development team addressing critical upgrades the community is begging for, we get branding updates, color scheme changes, and random issues where things that have always worked fine no longer work properly.
Customer service is all but useless, and I constantly get the feeling their priorities lie in marketing the outdated product they have rather than improving it.
If you try the product and feel that it accomplishes 100% of what you need it to do, go for it. But if you find that it looks great but misses the mark on a few key areas, don't jump on board hoping it will be addressed in the next decade. Keep looking. I'm done waiting.

Pros:

Relatively easy to use and deploy. Client interface is mostly intuitive and easy to use.

Cons:

Product development is nonexistent. Customer support is a joke. On the rare occasion there is an update, I find something on my website no longer works, instead of being improved.

Alternatives Considered: Acuity Scheduling, Jobber and Schedulicity

Vcita Review Transcend Company

Comments: 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

Pros:

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

Cons:

The abilities to customize the software

Alternatives Considered: Salesforce Sales Cloud

Reasons for Choosing vcita: Method was just not user friendly in any way

Switched From: Method CRM

Reasons for Switching to vcita: Price, the value to cost was a hands down easy decision

Great Software with Awesome Support

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

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

Alternatives Considered: Housecall Pro

Reasons for Switching to vcita: Although Housecall pro has features that vcita does not (Time tracking), for our particular industry (cleaning solutions) we found it best to have an independent software for time tracking that is as customizable as we need it to be, and a separate client management software to handle everything else like Vcita.