vcita fits seamlessly into your current workflows by integrating with your favorite business tools and platforms. Integrate with favorites like Zoom video conferencing and QuickBooks accounting software, to add functionality and simplify your workday. 

Zoom Online Conferencing

Add integrated online conferencing to your virtual services. When you integrate with your Zoom account, You will be able to select Zoom as a location option in your service settings.

When you set an appointment or create an event, a Zoom link is automatically generated and sent to both the staff member and the registered client. Click on the link at the time of the appointment to start your virtual meeting!

Connect to Zoom:

Step 1: Navigate to Settings > Integrations.

Step 2: Click Connect under Zoom and authenticate the integration using your Zoom credentials.

POWr Forms

vcita integrates with POWr Form Builder so you can add leads to vcita while collecting submissions for a newsletter signup, for example. When a form is submitted through a connected POWr form, a client is created in vcita with contact details filled in. 

Connect to Powr:

Step 1: Navigate to Settings > Integrations.

Step 2: Under POWr Form Builder, click Connect and use your POWr login id and password to verify the connection.

You will find your connected forms under Settings > Client Card and Forms. Click on Add New in the POWr section near the bottom of the page to add a new form. 

QuickBooks Accounting

With the vcita-QuickBooks integration, you can keep your records current. Once you connect your vcita account to QuickBooks, transactions will automatically sync between accounts. A Sales Receipt will be automatically created in QuickBooks for each online or offline payment created in your vcita account. Clients will also be synced. 

Step 1: Navigate to Settings > Integrations page

Step 2: Under Quickbooks, click Connect and use your Quickbooks login id and password to verify the connection. 

You can choose to sync all clients or just clients with payments associated. 

Zapier Integrations

Zapier integration easily connects vcita with your favorite applications such as MailChimp, Salesforce, Google Sheets and hundreds more, so you can automate many of your time-consuming business workflows. For example, when a vcita/Mailchimp connection is set up in Zapier, you won't need to manually import and export data to add new vcita clients to your Mailchimp mailing list. It will all be done automatically, behind the scenes.

To use your account with Zapier, you will need your API token. Find your API token under Settings > Integrations. Click the Connect button under Zapier.

To start creating Zap automations, visit zapier.com, log in using your Zapier credentials and search for vcita in the drop-down list of apps. 

Enter your API token when prompted to connect your account.

Reserve with Google

Opt in with Reserve with Google (RwG), and your clients will be able to book immediately from your business page on Google Maps.  

Step 1: Navigate to Settings > Integrations page

Step 2: Under Reserve with Google, click Connect > Opt in and submit your business details.

Step 3: Your services list will appear under Reserve with Google. Review the list for incompatible services

FAQs

• Where can I find my API Token?