vCita is a marketing-focused CRM for service providers. According to the vendor, the product helps service providers move clients through every stage of the sales cycle: from the first point of contact to closing, upselling and follow-up. vCita is a lightweight CRM with the following features: - Manage appointments, payments, and clients - Access info & respond to clients on the go with a mobile app - Invite clients to…
$29
per month
YouCanBook.Me
Score 9.3 out of 10
N/A
YouCanBook.me is appointment scheduling software from the UK company of the same name.
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.
Youcanbook.me is great for small businesses or for self-employed professionals who need an easy-to-use and cost-effective solution for handling large numbers of clients. It's great for eliminating inconvenient miscommunication and tedious back-to-back emails in order to set a proper date and/or meeting details. However, if you need a more sophisticated system that fits into your company's IT procedures and carries sensitive data, an in house solution would fit best.
One really helpful feature of YouCanBook.Me for our organization is that everyone can see appointment times in their own time zone. We frequently schedule interviews with applicants nationwide, as well as communicating with team members located in 32 different countries, so this has really simplified scheduling.
We rely heavily on Google Calendar for staff scheduling, so it is great that YouCanBook.Me can sync your availability straight from your calendar as well as automatically adding meetings to your calendar when they are booked.
We use YouCanBook.Me to schedule follow-up calls with people we meet at conferences and other recruiting events. It's really simple to have someone sign up for a call, and this has been a really effective tool for us to stay in communication with prospects.
I don't like the generic email invite to a Zoom meeting it sends out. Once I get the date sent to me in my email, I have to cancel the meeting and re-set the meeting with my own personalized Zoom Invite. Sometimes that is confusing for the prospect. However, now that I write this...I see an article on the web site about creating a unique Zoom meeting invite. I will have to check that out.
I set my work days as 9:30 a.m.-5:30 p.m. but on the calendar it shows a time available at 6 p.m. My last appointment should be listed as 5 p.m., as my appointments are in 30-minute increments and I leave at 5:30 p.m. So that is confusing and resulted in a few appointments booked when I am not actually working.
I book demos for a coworker, and if he is busy in another meeting, I have to block it off in my calendar as "Jack is Busy" so that prospects won't pick a time that is not available for Jack. I wish there was a way I could link his Outlook calendar to my YouCanBook.Me. Perhaps there is, but I am unaware of it.
Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).
I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.
YouCanBook.Me allows fuller messaging in addition to appointments. Calendly is more minimalist than YouCanBook.Me. I prefer having more control over the look and feel, and functionality than it offers.
It's helped our Professional Services Team immensely. Although we don't have numbers as far as an ROI, we use it daily across our whole team of 8 project managers.
We also use youcanbook.me to schedule in interviews with our 20+ researchers who are moderating sessions. Our admin team also uses youcanbook.me to allow our employees to schedule our weekly massages.
