vcita

Avantages

It has lots of helpful auto features which allow you to maximise income streams. The multi calendar option also allows our business to offer a variety of different activities at the same time to manage capacity levels. The overall price for this if paid yearly is very reasonable for the functions offered.

Inconvénients

The only element we'd like to see is the ability to book multiple people into one activity rather than needing to do a person by person. This would be an option for a dropdown menu of some type. However this is manageable as we've found suitable ways around this that doesn't impact our customers.

Avantages

It is perfect for a small, growing business of consultants. Lots of features such as marketing and reporting that helps guide our decisions. The customer service has been outstanding and listens to our concerns and makes updates as possible to help support us better. The calendar integration is great so we do not have to keep switching back and forth between personal and Vcita calendars. Love the client portals that give a sense of security for document management and a level of autonomy for clients to see invoices, pay invoices, and schedule services. The program is very straightforward with a small learning curve but is great for mobile or desktop applications. Truly is a good value for the money.

Inconvénients

While there is great team collaboration, the dashboard is visible to all levels of the organization. Not all staff need the tools for reporting and seeing sales information for the business if not applicable to their positions.

Alternatives envisagées 

Pourquoi passer à vcita

Avantages

The CRM
The payment and invoicing feature

Inconvénients

1-The limitation with the PayPal automation, as I cannot specify which service I am automating in zapier
2-the layout of the emails coming from the platform with coding, doesn't look very high level

Avantages

I've had vcita for several years now and appreciate the comprehensive services they offer besides just the basic booking platform. I transitioned from a different system because I needed extras like being able to sell packages (vs single services), offer occasional discount codes, communicate with clients privately while keeping all the communication in the same place to refer to for later. I also like being able to send out e-newsletters and have an AI feature to help me polish my messages and give suggestions with integrated call to action buttons. And lastly, it gives multiple integrated ways to collect payments and issue automatic receipts that has my branding on everything.

Inconvénients

Currently there's still no automated new client intake forms that is as smooth as a couple of other platforms I had seen. I hope it happens in the future though. I do have a workaround for it, so it's not a dealbreaker but I hope to see an ability to automatically ask all my new clients to complete a few required forms and automatically remind them if they haven't yet completed them before their first appointment (such as Jane app).

Avantages

the way the calendar works really makes sense to me. It has a lot of great options for marketing but also for the overall organization of the platform.

Inconvénients

There are small glitches here and there. Overall, I really wish we could make outbound calls with our assigned business phone number. That would be a game changer for us. We also have issues with the tipping option for invoices sporadically, and I do wish we could confirm appointments for clients in cases where they tell us directly rather than through the automated system.

Alternatives envisagées 

Pourquoi passer à vcita