Item: vCita
Rating: 10
Author: William Niffen

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 and Cons

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

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).

Return on Investment

Positive - improves overall client satisfaction.
Positive - improves speed with which payments are received.
Negative - requires some modifications to incorporate with website.

Key Insights

Do you think vCita delivers good value for the price?

Yes

Are you happy with vCita's feature set?

Yes

Did vCita live up to sales and marketing promises?

Yes

Did implementation of vCita go as expected?

Yes

Would you buy vCita again?

Yes

Other Software Used

QuickBooks Desktop Pro, Time Matters, Microsoft 365 (formerly Office 365)

Usability

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).

Support Rating

Relatively quick response times when we submit questions. Generally the answers are sufficient to address our questions.

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.

vCita is a winner!

Overall Satisfaction with vCita