vcita

Pros

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.

Cons

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.

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.

Pros

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.

Cons

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.

Alternatives Considered

Reasons for Choosing vcita

Switched From

Reasons for Switching to vcita

Pros

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

Cons

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.

Pros

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

Cons

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