vCita Reviews and Ratings

Rating: 8.5 out of 10

Score

8.5 out of 10

Community insights

TrustRadius Insights for vCita are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.

Pros

Online Payment Feature: Many users have praised the online payment feature, stating that it has made transactions easy and convenient. Several reviewers mentioned that they were able to seamlessly process payments through the product's platform. Appointment Scheduling Function: The appointment scheduling function has received positive feedback from a number of users. They have found it effective in managing their appointments and appreciated the flexibility to easily adjust allotted times. Some reviewers mentioned that this feature helped them streamline their scheduling process. Form Creation and Deployment: Users have found the form creation and deployment feature helpful for onboarding new clients and integrating with their website. Several customers mentioned that it simplified the process of collecting client information, making it easier to gather necessary data for their business operations. Integration with Facebook Pages: The integration with Facebook Pages was well-received by users who appreciated the seamless connection between their social media presence and appointment scheduling. Some reviewers stated that this integration allowed them to reach a wider audience and attract new clients through their Facebook Page.

Reviews

10 Reviews

vCita is a winner!

Rating: 10 out of 10

Incentivized

December 31, 2021

Use Cases and Deployment Scope

We use vCita for the following: 1. Online payment portal - which allows us to accept payments faster. 2. Appointment scheduling - which makes appointment scheduling easier and more efficient. 3. Messaging with clients - which allows us to communicate very quickly. 4. Exchanging documents with clients - which allows us to keep documents in one place. The online payment portal makes payments much easier and faster.

Pros

Online payments.
Appointment scheduling.
Messaging.
Receiving and sending documents.

Cons

Fillable pdf forms that don't require downloading and remain online.
More online payment link choices - currently only works with Square, Stripe, and PayPal.
Confirming user email addresses prior to accepting profile (rather than allowing incomplete or non-existent email addresses).

Likelihood to Recommend

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

William Niffen

Partner in Legal at Barlow & Niffen P.C. (1-10 employees)

Vetted Review

2 years of experience

We LOVE vCita

Rating: 9 out of 10

Incentivized

December 29, 2021

Use Cases and Deployment Scope

We are a Christian nonprofit organization that offers life and spiritual coaching for adults who are dealing with issues that have become obstacles to the life they truly want to live. We have a team of coaches who meet one-on-one or with small groups. We needed a web-based solution to help us manage client relationships. This needs to include appointment management, communication, and financial transactions. Ideally, we needed a telehealth tool that would give us the ability to manage both face-to-face and virtual appointments. It had to be scalable for the future and useful for clients not only in our city or state but accessible to a national, even international client base.

Pros

Client Management
Appointment Scheduling
Form creation and Deployment

Cons

Payment collection: We want to have an option to allow clients to choose the amount they wish to pay.
Improved ease of use with forms.

Likelihood to Recommend

It is nearly perfect for the work we do. With it, we can manage our client relationships more effectively. After setting the appointment, the system automatically sends out reminders that can be tailored to suit your level of need. The fact that it uses Zoom is a real plus for us. It is the most reliable teleconferencing software we've used- and we have used many! We love this product!

John Stroud

Senior Coach in Information Technology at Grace Ministries, Inc. Manassas (1-10 employees)

Vetted Review

1 year of experience

View profile

Easy-Peasy Client Management when it COUNTS~!

Rating: 10 out of 10

Incentivized

December 22, 2021

Use Cases and Deployment Scope

VCita Rocks My Business! I use this for communicating with EVERY bride, and bridal is a field in which perfect customer service is required. I integrated the VCita contact form on my website, and my brides rave about my easy-peasy booking, contact, and payment through their personal client portal with vCita!

Pros

Integration of Contact/Client Portal Into Website.
Keeps all of my Client Data in ONE Place (easy!)
Ability to Store Images/Documents on a Client's File.
Ability to have Internal Only Notes on a Client's File.

Cons

I don't have anything to say here!

Likelihood to Recommend

This is great for ANY business that offers online scheduling or works with clients. I love peeking all client data in one place, and being able to track my leads and provide epic customer service with this great tool!

Janay Joy

Owner/CEO in Customer Service at High Vibe Bride (1-10 employees)

Vetted Review

10 years of experience

vCita brings victory in business

Rating: 10 out of 10

Incentivized

December 21, 2021

Use Cases and Deployment Scope

I have used vCita for nearly ten years, and I have been pleased with their products and services. They helped me with the flood of emails I used to get for booking sessions and needed a separate merchant account for payment. They also make it easier for my assistant to use my account through her portal.

Pros

Answer my questions and requests.
Keep me posted on renewals for their service.
Continually add new features over the years.

Cons

They've become more restrictive with their live customer service hours.

Likelihood to Recommend

It's way easier to supply people with a link to book services than it is to rely on a glut of emails from potential clients.

Samuel Reynolds

Chief consultant at UnlockAstrology (1-10 employees)

Vetted Review

9 years of experience

View profile

vCita Empowers your Customers and Gives You More Time

Rating: 8 out of 10

Incentivized

May 11, 2020

Use Cases and Deployment Scope

vCita was originally used as an appointment booking service for my computer training business. It was very good for allowing customers to book an appointment online without having to call me back and forth until we found a time that worked for us. Initially, this saved me a lot of time and allowed me to prepare better for training sessions and the customer had an opportunity to put the nature of the lesson in the request. As time went by, more features were added to the platform allowing me to take payments, store documents and increase my interaction which resulted in more repeat business. Now I am using vCita as a support service in addition to the initial use of appointment bookings. Customers can make initial contact with their issue and request a solution at a time that I can help them best. It is a win-win for both parties. I can see the potential to build a strong customer base with the marketing features as vCita continues to develop.

Pros

Great for online appointment bookings.
Good for taking payments.
Good for onboarding new clients.
Integrates with your website.
Integrates with Facebook Pages.

Cons

Expensive for the features you get.
Some features appear disjointed.
Not a complete system yet.

Likelihood to Recommend

It is really good for taking online bookings including the scheduling of repeat appointments. The ability to store documents for particular clients is useful however I feel that the client should have a more secure method of access if you were to put sensitive information on their profile. At the moment the client only needs their email address to get into their profile which is good to allow them to review a history of interaction.

With continued improvements and new features added the platform is growing into a CRM tool however I feel it is still not complete and can be used for this purpose but with limitations.

David Cook

Owner in Information Technology at Frontier PC Tutoring (1-10 employees)

Vetted Review

5 years of experience

View profile

vCita it works well for the value

Rating: 9 out of 10

Incentivized

February 19, 2020

Use Cases and Deployment Scope

We use the online scheduler by vCita. We pay for five users. Many people like to schedule an appointment online rather than calling to make an appointment. This gives them the option of making an appointment easier.

Pros

The help "chat" is excellent
You can script your own message in the widget

Cons

Syncing with our google calendars has some flaws or is just not clear
Messages show unread when they have been read

Likelihood to Recommend

vCita is a good program at a reasonable cost. I would highly recommend it. I looked at other programs before choosing this one and am glad I decided vCita. I haven't noticed any upgrades in the past two years since using it, so I'm sure they could improve. I always find email tips helpful on how to master any dashboard, but they do not offer those.

Denise Deem

Marketing and Business Development Manager in Marketing at Laramie Plains Federal Credit Union (11-50 employees)

Vetted Review

2 years of experience

View profile

Perfect for managing client communications via your website!

Rating: 8 out of 10

Incentivized

December 20, 2018

Use Cases and Deployment Scope

We use vCita to manage prospective client communications. It allows us to have a widget on the website so we can address pre-sale questions and also allow for appointments to be scheduled. We use it on purchase pages of the website. vCita works well for us and clients like the ability to ask questions right from the page where they are looking at a service to purchase.

Pros

Very easy implementation of a contact/scheduling widget.
Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
Managing communication between individual clients is easy as well.

Cons

I would really like to see a live chat feature added so we don't have to use another piece of software.
At times I've had trouble finding particular settings. A little confusing sometimes to navigate the admin menu.

Likelihood to Recommend

vCita is very well suited for managing communications with clients.

Josh Randall

Co-owner, Operations & Marketing Manager in Marketing at Mountain Glen RV Park & Campground (1-10 employees)

Vetted Review

3 years of experience

View profile

vCita Has Some Great Features And A Few Software Glitches

Rating: 4 out of 10

Incentivized

August 21, 2018

Use Cases and Deployment Scope

I use vCita on my website so clients can book appointments with me. I am a one man show so it's the whole organization. I needed to automate my bookings. Prior to vCita I did everything manually.

Pros

Make it easy for clients to book the variety of services I offer.
They make it easy for me to adjust my schedule. I can add hours or block out times I'm away.
Make it easy to offer special promotions

Cons

They have a problem with the interface with Paypal. Dozens of clients have been kicked off the transaction, not completing their appointment requests even though they entered their credit card information. Another colleague has this same issue.
I go around this issue by not requiring that they provide payment at the time of the booking. I send them a manual invoice from Paypal. It adds extra time but I can't take the chance their appointments won't go through.
I have clients that receive confirmation notices that are not for the time that they booked. Sometimes, it has to do with time zones. It used to happen frequently when someone has a phone number registered in a different time zone. It hasn't happened in the past few months so they may have corrected this.
I can't change an appointment if the client made a mistake and booked the wrong type of service. The client has to cancel and rebook the appointment themselves. I should be able to do that once a client notifies me.

Likelihood to Recommend

Well suited to freelancers who have clients that book appointments with them. It's good when a freelancer offers a variety of services. When it's working, it's good for a client to be able to book an appointment and pay for it at any time of the day or night. I don't know the scenarios that would be less appropriate. There are many features, like for groups, that I don't use.

MaryLee Trettenero

Founder and Owner in Professional Services at Boston Intuitive (1-10 employees)

Vetted Review

5 years of experience

View profile

vCita for On-Line scheduling and File Sharing

Rating: 5 out of 10

Incentivized

August 10, 2018

Use Cases and Deployment Scope

We are using vCita to schedule calls with clients and prospects and to send/receive secure files containing sensitive data.

Pros

Integrates with Google Calendar
Integrates with our website
Responds to support inquiries quickly

Cons

Wish we could send/receive multiple attachments (or no attachments) in a single message.
Back-end navigation is not very intuitive
We would like access for multiple staff members and their email marketing, but it's a bit too pricey

Likelihood to Recommend

We moved to vCita from a different online scheduling solution because of their integration with our new website manager (Duda). They are more expensive, but we were able to justify the additional cost because of this integration and the additional file sharing feature (although this feature's functionality is less than ideal).

Debbie Sonntag

President in Corporate at MasterPay USA (1-10 employees)

Vetted Review

1 year of experience

View profile

vCita is terrific for home-service companies

Rating: 10 out of 10

Incentivized

August 10, 2018

Use Cases and Deployment Scope

Teach Me Tech uses vCita as the main CRM system for the company. We use it to hold customer information like phone number, address, work history, and payment information. It also is our deployment software. When it’s time for a job the dispatcher will look to the software to inform the tech where the next location is. Lastly, the client's schedule works through the software as well.

Pros

Allows customer service to send links to schedule an appointment for a particular service
Allows the client to pay in multiple ways after service
Send SMS reminder to tech and client for appointments

Cons

I would like more visual customization for the invoice
I would like to customize the booking pages whenever a link is sent out or the page is embedded on the company website
I would like all payments to be attached to a particular job instead of showing as just a payment for a customer

Likelihood to Recommend

I find that vCita works great for our needs as a home services company. I would like some more integration on the CRM side and the ability to put in more customer information like communication history and a better tagging system.

Christopher Cater

Training Specialist in Corporate at ServiceTitan (1-10 employees)

Vetted Review

1 year of experience

View profile

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Reviews and Ratings

vCita Empowers your Customers and Gives You More Time

Rating: 8 out of 10

Incentivized

May 11, 2020

Use Cases and Deployment Scope

Pros

Great for online appointment bookings.
Good for taking payments.
Good for onboarding new clients.
Integrates with your website.
Integrates with Facebook Pages.

Cons

Expensive for the features you get.
Some features appear disjointed.
Not a complete system yet.

Likelihood to Recommend

With continued improvements and new features added the platform is growing into a CRM tool however I feel it is still not complete and can be used for this purpose but with limitations.

David Cook

Owner in Information Technology at Frontier PC Tutoring (1-10 employees)

Vetted Review

5 years of experience

View profile