Welcome to vCita
vCita's all-in-one business management app is designed to help you run your business like a pro and provide great service for your clients.
vCita LiveSite is an all-in-one scheduling, payment, CRM and document sharing solution for your business that provides your clients (and potential clients) an easy, streamlined way to reach you. Whether you're running a one-person-show or a team of 100 employees, vCita has solutions to fit the needs of your business.
The vCita system will confirm your client's appointment or payment on your behalf, send out meeting reminder emails and/or SMS messages, remind you of late payments- and more! Read on to learn more about each option.
LiveSite Widget & Client Portal
Two of the many unique options that vCita offers are the LiveSite Widget and the LiveSite Client Portal. We care not only about your experience, but also about your customer's experience.
The LiveSite Widget can be added to almost any website, and gives your potential and existing clients direct access to your business calendar, invoices/payments and more (depending upon your settings). You are able to customize the widget's text and colors to best fit your business needs, and you even customize which actions display!
LiveSite Widget Functionality Example (Desktop)
LiveSite provides your clients a personalized experience when they visit your website - transforming your website into a self-service client portal. The LiveSite Client Portal can be accessed via any confirmation/reminder email received by your client, as well as when a returning client visits your website. The LiveSite will automatically recognize returning clients and welcome them back.
Clients can review their prior requests, upcoming appointments, invoices and more directly from this portal. More importantly, they can also initiate new contact with your business through the portal!
LiveSite Client Portal Functionality Example (Desktop)
- Introducing the New LiveSite
- Best Practices to Get Started with vCita Premium
- Customizing the LiveSite Widget
- Branding the Client Portal
- Website Integration Forum
vCita offers mobile-optimized, modern, and flexible scheduling options for you and your client base. Whether your client reached you on a desktop or mobile device, in just a few clicks they can reserve time on your calendar. vCita will only show the times that you are available, and automatically prevents double-booking on your behalf.
Example of a customer scheduling with a vCita for Teams account (Desktop)
- Online Scheduling Overview
- Scheduling Showcase - Examples & Use Cases
- vCita Scheduling Links
- Will clients see available times in their own timezone?
- Do my customers need a vCita account?
- Create Your Service Menu
- Manage Your vCita Calendar
Invoices & Payments
Using the payment module that vCita offers you can collect payment online from any customer, anywhere, 24/7. You may choose to connect your PayPal or Stripe account with vCita via Settings > Payments.
Whether you send an invoice, collect payment up-front for a service, or include a link to payment in an email campaign- vCita helps ensure you get paid. All payments are conveniently stored in your Payment Summary, and we'll even remind you if an invoice becomes past due.
- Online Payments Overview
- Get Started with Collecting Payments Online
- How can I collect payment up-front?
- Create a New Invoice/Receipt/Quote
- Direct Client Payments (via link/LiveSite)
- vCita Payment Links
Contact & Lead Capturing
You can use vCita's Contact Form, LiveSite Widget or contact request action link to easily and efficiently capture leads on any page of your website, social media and even through your email campaigns. All contact requests will be stored in your vCita inbox, and all client details will automatically be added to your vCita CRM. Click here to learn more about customizing these options.
Example of customer using the LiveSite Widget and Contact Form (Desktop)
- Contact Management Overview
- Contact Form Overview
- Customize the Contact Form Widget
- View the Lead Source
- Manage your vCita Contacts
- Edit your Client Card
- vCita Contact Request Link
Your customers can easily share any document or file with you right through the LiveSite Widget or LiveSite Client Portal. vCita customers currently utilize this option to collect intake forms, audio files and more from their potential and existing clientele.
Still have questions? Contact us.