Business Type: B2B SaaS
Website: https://vcita.com/
Categories: Scheduling Software, Appointment Scheduling, Client Management, Payment Processing, Marketing Automation, CRM
Business management software is a suite of digital tools that streamline and automate tasks such as scheduling, billing, client communications, and more. It is ideal for small businesses looking to improve productivity and efficiency.
vcita is used by small to medium-sized service businesses like consultants, coaches, fitness trainers, legal professionals, and healthcare providers who need tools for scheduling, payments, CRM, and marketing.
Yes, vcita includes BizAI, an AI-powered business advisor that provides personalized, data-driven insights and suggestions to help improve profitability, content quality, and overall business growth.
Yes, vcita’s inTandem program supports partners and resellers with tools, resources, and white-label opportunities to offer vcita’s solutions to their SMB clients. Learn more at intandem.vcita.com.
vcita's scheduling software is tailored for small and medium-sized businesses aiming to simplify appointment booking and client management.
vcita offers flexible pricing plans starting at $29 per month. Detailed pricing information can be found on our pricing page.
vcita uniquely combines scheduling with client management, payments, and marketing tools in a single, user-friendly platform.
vcita CRM is an all-in-one platform for small businesses to manage clients, appointments, payments, and communications efficiently.
vcita offers a free trial with access to core CRM features. Subscription plans are available for ongoing use.
Key features include client management, online scheduling, invoicing and payments, email and SMS marketing, and a client portal.
A client portal is a secure, branded online space for clients to manage appointments, payments, messages, and documents anytime from any device.
Clients log in securely using their email address and a unique one-time login code, ensuring their data remains protected.
Absolutely! The portal is customizable, allowing you to use your logo, brand colors, and tailor client actions to fit your business needs.
Yes, the vcita Client Portal meets all HIPAA compliance standards, ensuring secure management of client data.
Clients can book and manage appointments, securely pay invoices, sign documents, communicate with your team, approve estimates, and view previous interactions.
vcita integrates seamlessly with some of the most widely used and trusted payment processors, including Stripe, PayPal, and Square (via Payments by inTandem). These options allow your clients to pay you quickly and securely online. While direct connections to individual banks aren’t supported, many banks work with these processors, so you may still be able to accept payments through your existing setup by connecting one of them.
We have an option to bulk import clients! You can import phone contacts from the mobile app, and a spreadsheet to the desktop version. A template of the spreadsheet is available to download.
Yes, the settings are accessible from the mobile app!
Yes, you can easily record payments and keep your billing information up to date
Recurring payments, with a payment processor connected, allows you to set up an automatic charge daily, weekly, monthly, etc. Auto billing automatically sends an invoice, creates a draft of an invoice, or sends a payment link with outstanding payments following a set schedule.
Set up your booking policies in Settings >> Booking options and decide when your clients can no longer cancel or reschedule their appointments.
Yes, manually scheduling your appointments still ensures your clients are receiving automated confirmations and reminders via email and text.
Yes, you can do this by creating a payment link for the deposit amount.
Connecting to Stripe (payment processor) will allow you to keep a card on file with clients permission. This will enable you to charge clients in case they cancel/no-show their appointment.
Payment processing software helps businesses process all types of payments. It is primarily used to manage payments that involve customers, suppliers, and other stakeholders. It includes credit and debit card payments that are made with the help of point-of-sale (POS) systems and via the Internet. In the case of the latter, this software provides an interface between a business’ website and a client’s bank that needs to process the card-based payment in a secure way. This type of software is a great way to move beyond the dependence on cash and it has pretty much become a payment standard today on account of its ability to accommodate payments made all over the world with a virtually non-existent risk of error. Payment processing software is integrated with payment gateways as well as with accounting software, point-of-sale (POS) systems, and e-commerce interface. It supports all types of businesses of varying sizes. For small businesses, online payment processing is crucial as it helps you reach a broader audience, provide secure and convenient payment options, and streamline the sales process, enhancing customer satisfaction and boosting sales.
Payment management software provides small businesses with an all-in-one solution to handle payments, track transactions, and generate reports. The key benefits include: Enhanced security: Protects sensitive payment data with encryption. Time efficiency: Automates payment processing, saving time. Improved cash flow management: Real-time tracking of incoming payments. Better customer experience: Offers multiple payment options, making it easier for customers to complete purchases.
vcita’s online payment processing solution supports a wide range of currencies, making it easy for small businesses to serve customers globally. Since we integrate with the most popular payment processors, such as PayPal, Stripe, and Square, small businesses can expand their reach, offer localized pricing, and provide a seamless payment experience for international customers.
There are several subjects that are served by the payment processing software and these include businesses and their banks, customers and their banks, a payment processor, and a payment gateway. In essence, the customer first pays the business for the service or product provided. After this, the business will forward the payment request to a payment processor. The processor then forwards the authorization request to a customer’s bank. If the transaction is authorized, the customer’s account will be charged and the funds transferred to the acquirer i.e. to the bank that services the business in question. Key features of quality payment processing software revolve around simplifying and streamlining an entire payment process. This means that credit card payments need to be processed wherever and whenever they are needed via an accessible interface and at no additional or hidden costs. This software also supports easy transfers of funds directly into a business’ bank account or their PayPal or any other online payment account. An easy way to simplify payments is to offer payment processing on a business’ website itself or via social media payment services, including upfront or after-sale payments as well as cash, telephone, offline, and one-time payments.
Online invoicing and billing software helps you manage your incoming payments through an app instead of using pen and paper. Using software helps you keep better track of payments, regain control of your finances, and even automate your process, so you spend less time chasing payments. Small business invoicing software is different than software corporations use for online invoicing, it’s far simpler and easy to use.
Small business invoicing software is a great solution for any type of small business, including medical, legal & finance, beauty, fitness, and many more. vcita was designed for small business owners and offers a simple and friendly user experience and quick setup.
Your clients will not need to install any application and won’t be asked to create an account. They can simply pay through your online payment portal. If a returning client makes a payment, vcita will recognize the client’s email and record that appointment in the client’s card in your CRM.
vcita integrates with trusted payment processors, such as Stripe, Square, and Paypal. The payout terms vary from provider to provider, but we are committed to getting your money in the bank as soon as possible.
vcita offers a full all-in-one business management solution that includes online scheduling, payment collection, client record management, email & SMS marketing, and more. Our goal is to provide you with all the tools you need under one roof, so you don’t need to spend time and money on multiple applications.
Getting leads is just the beginning. Converting leads into paying customers takes time and effort. vcita’s lead management software helps small businesses follow up and keep track of leads through the sales process, making sure nothing slips through the cracks.
vcita offers businesses everything they need to manage their sales process, get booked, and get paid in one place.
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"text": "What's the difference between recurring payments and auto-billing?",
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"text": "Recurring payments, with a payment processor connected, allows you to set up an automatic charge daily, weekly, monthly, etc. Auto billing automatically sends an invoice, creates a draft of an invoice, or sends a payment link with outstanding payments following a set schedule.",
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"@type": "Question",
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"text": "Set up your booking policies in Settings >> Booking options and decide when your clients can no longer cancel or reschedule their appointments.",
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"@type": "Question",
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"text": "I don't want clients to schedule themselves on my calendar, can I still use the scheduling feature?",
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"text": "Yes, manually scheduling your appointments still ensures your clients are receiving automated confirmations and reminders via email and text.",
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"@type": "Question",
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"text": "Can I take deposits without sending an estimate/invoice?",
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"text": "Yes, you can do this by creating a payment link for the deposit amount.",
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"text": "Connecting to Stripe (payment processor) will allow you to keep a card on file with clients permission. This will enable you to charge clients in case they cancel/no-show their appointment.",
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"@type": "Question",
"name": "What is online payment processing",
"text": "What is online payment processing",
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"text": "Payment processing software helps businesses process all types of payments. It is primarily used to manage payments that involve customers, suppliers, and other stakeholders. It includes credit and debit card payments that are made with the help of point-of-sale (POS) systems and via the Internet. In the case of the latter, this software provides an interface between a business’ website and a client’s bank that needs to process the card-based payment in a secure way. This type of software is a great way to move beyond the dependence on cash and it has pretty much become a payment standard today on account of its ability to accommodate payments made all over the world with a virtually non-existent risk of error. Payment processing software is integrated with payment gateways as well as with accounting software, point-of-sale (POS) systems, and e-commerce interface. It supports all types of businesses of varying sizes. For small businesses, online payment processing is crucial as it helps you reach a broader audience, provide secure and convenient payment options, and streamline the sales process, enhancing customer satisfaction and boosting sales.",
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"@type": "Question",
"name": "What are the benefits of using payment management software for small businesses?",
"text": "What are the benefits of using payment management software for small businesses?",
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"text": "Payment management software provides small businesses with an all-in-one solution to handle payments, track transactions, and generate reports. The key benefits include: Enhanced security: Protects sensitive payment data with encryption. Time efficiency: Automates payment processing, saving time. Improved cash flow management: Real-time tracking of incoming payments. Better customer experience: Offers multiple payment options, making it easier for customers to complete purchases.",
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"@type": "Question",
"name": "What currencies does vcita’s online payment processing support?",
"text": "What currencies does vcita’s online payment processing support?",
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"text": "vcita’s online payment processing solution supports a wide range of currencies, making it easy for small businesses to serve customers globally. Since we integrate with the most popular payment processors, such as PayPal, Stripe, and Square, small businesses can expand their reach, offer localized pricing, and provide a seamless payment experience for international customers.",
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"@type": "Question",
"name": "How does payment processing software work?",
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"text": "There are several subjects that are served by the payment processing software and these include businesses and their banks, customers and their banks, a payment processor, and a payment gateway. In essence, the customer first pays the business for the service or product provided. After this, the business will forward the payment request to a payment processor. The processor then forwards the authorization request to a customer’s bank. If the transaction is authorized, the customer’s account will be charged and the funds transferred to the acquirer i.e. to the bank that services the business in question. Key features of quality payment processing software revolve around simplifying and streamlining an entire payment process. This means that credit card payments need to be processed wherever and whenever they are needed via an accessible interface and at no additional or hidden costs. This software also supports easy transfers of funds directly into a business’ bank account or their PayPal or any other online payment account. An easy way to simplify payments is to offer payment processing on a business’ website itself or via social media payment services, including upfront or after-sale payments as well as cash, telephone, offline, and one-time payments.",
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"@type": "Question",
"name": "What is invoicing software?",
"text": "What is invoicing software?",
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"text": "Online invoicing and billing software helps you manage your incoming payments through an app instead of using pen and paper. Using software helps you keep better track of payments, regain control of your finances, and even automate your process, so you spend less time chasing payments. Small business invoicing software is different than software corporations use for online invoicing, it’s far simpler and easy to use.",
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"url": "https://vcita.com//faq#is-invoicing-software-for-small-businesses-like-mine",
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"text": "Small business invoicing software is a great solution for any type of small business, including medical, legal & finance, beauty, fitness, and many more. vcita was designed for small business owners and offers a simple and friendly user experience and quick setup.",
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"@type": "Question",
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"text": "Will my clients need to install the payment software?",
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"text": "Your clients will not need to install any application and won’t be asked to create an account. They can simply pay through your online payment portal. If a returning client makes a payment, vcita will recognize the client’s email and record that appointment in the client’s card in your CRM.",
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"@type": "Question",
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"text": "vcita integrates with trusted payment processors, such as Stripe, Square, and Paypal. The payout terms vary from provider to provider, but we are committed to getting your money in the bank as soon as possible.",
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"text": "vcita offers a full all-in-one business management solution that includes online scheduling, payment collection, client record management, email & SMS marketing, and more. Our goal is to provide you with all the tools you need under one roof, so you don’t need to spend time and money on multiple applications.",
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{
"@type": "Question",
"name": "How is vcita different from other scheduling software providers?",
"text": "How is vcita different from other scheduling software providers?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 22,
"url": "https://vcita.com//faq#how-is-vcita-different-from-other-scheduling-software-providers",
"acceptedAnswer": {
"@type": "Answer",
"text": "vcita uniquely combines scheduling with client management, payments, and marketing tools in a single, user-friendly platform.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 20,
"url": "https://vcita.com//faq#how-is-vcita-different-from-other-scheduling-software-providers",
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"about": {
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},
{
"@type": "Question",
"name": "What is vcita CRM?",
"text": "What is vcita CRM?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 56,
"url": "https://vcita.com//faq#what-is-vcita-crm",
"acceptedAnswer": {
"@type": "Answer",
"text": "vcita CRM is an all-in-one platform for small businesses to manage clients, appointments, payments, and communications efficiently.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 27,
"url": "https://vcita.com//faq#what-is-vcita-crm",
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{
"@type": "Question",
"name": "Is vcita CRM free to use?",
"text": "Is vcita CRM free to use?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 35,
"url": "https://vcita.com//faq#is-vcita-crm-free-to-use",
"acceptedAnswer": {
"@type": "Answer",
"text": "vcita offers a free trial with access to core CRM features. Subscription plans are available for ongoing use.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 21,
"url": "https://vcita.com//faq#is-vcita-crm-free-to-use",
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{
"@type": "Question",
"name": "What features does vcita crm include?",
"text": "What features does vcita crm include?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 23,
"url": "https://vcita.com//faq#what-features-does-vcita-crm-include",
"acceptedAnswer": {
"@type": "Answer",
"text": "Key features include client management, online scheduling, invoicing and payments, email and SMS marketing, and a client portal.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 24,
"url": "https://vcita.com//faq#what-features-does-vcita-crm-include",
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},
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},
{
"@type": "Question",
"name": "What is a Client Portal?",
"text": "What is a Client Portal?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 23,
"url": "https://vcita.com//faq#what-is-a-client-portal",
"acceptedAnswer": {
"@type": "Answer",
"text": "A client portal is a secure, branded online space for clients to manage appointments, payments, messages, and documents anytime from any device.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 16,
"url": "https://vcita.com//faq#what-is-a-client-portal",
"author": {
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},
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}
},
{
"@type": "Question",
"name": "How do my clients access the vcita Client Portal?",
"text": "How do my clients access the vcita Client Portal?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 52,
"url": "https://vcita.com//faq#how-do-my-clients-access-the-vcita-client-portal",
"acceptedAnswer": {
"@type": "Answer",
"text": "Clients log in securely using their email address and a unique one-time login code, ensuring their data remains protected.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 17,
"url": "https://vcita.com//faq#how-do-my-clients-access-the-vcita-client-portal",
"author": {
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"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
}
}
},
{
"@type": "Question",
"name": "Can I brand the client portal with my business information?",
"text": "Can I brand the client portal with my business information?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 27,
"url": "https://vcita.com//faq#can-i-brand-the-client-portal-with-my-business-information",
"acceptedAnswer": {
"@type": "Answer",
"text": "Absolutely! The portal is customizable, allowing you to use your logo, brand colors, and tailor client actions to fit your business needs.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 9,
"url": "https://vcita.com//faq#can-i-brand-the-client-portal-with-my-business-information",
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},
{
"@type": "Question",
"name": "Is the vcita Client Portal secure and HIPAA compliant?",
"text": "Is the vcita Client Portal secure and HIPAA compliant?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 43,
"url": "https://vcita.com//faq#is-the-vcita-client-portal-secure-and-hipaa-compliant",
"acceptedAnswer": {
"@type": "Answer",
"text": "Yes, the vcita Client Portal meets all HIPAA compliance standards, ensuring secure management of client data.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 11,
"url": "https://vcita.com//faq#is-the-vcita-client-portal-secure-and-hipaa-compliant",
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"name": "vcita"
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},
{
"@type": "Question",
"name": "What actions can clients take within the vcita Client Portal?",
"text": "What actions can clients take within the vcita Client Portal?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 17,
"url": "https://vcita.com//faq#what-actions-can-clients-take-within-the-vcita-client-portal",
"acceptedAnswer": {
"@type": "Answer",
"text": "Clients can book and manage appointments, securely pay invoices, sign documents, communicate with your team, approve estimates, and view previous interactions.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 14,
"url": "https://vcita.com//faq#what-actions-can-clients-take-within-the-vcita-client-portal",
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"name": "vcita"
},
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}
},
{
"@type": "Question",
"name": "I take credit cards payments through my bank, can I connect that to the platform?",
"text": "I take credit cards payments through my bank, can I connect that to the platform?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 40,
"url": "https://vcita.com//faq#i-take-credit-cards-payments-through-my-bank-can-i-connect-that-to-the-platform",
"acceptedAnswer": {
"@type": "Answer",
"text": "vcita integrates seamlessly with some of the most widely used and trusted payment processors, including Stripe, PayPal, and Square (via Payments by inTandem). These options allow your clients to pay you quickly and securely online. While direct connections to individual banks aren’t supported, many banks work with these processors, so you may still be able to accept payments through your existing setup by connecting one of them.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 30,
"url": "https://vcita.com//faq#i-take-credit-cards-payments-through-my-bank-can-i-connect-that-to-the-platform",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
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"name": "vcita"
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}
},
{
"@type": "Question",
"name": "Do I have to add my clients into the system one by one?",
"text": "Do I have to add my clients into the system one by one?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 54,
"url": "https://vcita.com//faq#do-i-have-to-add-my-clients-into-the-system-one-by-one",
"acceptedAnswer": {
"@type": "Answer",
"text": "We have an option to bulk import clients! You can import phone contacts from the mobile app, and a spreadsheet to the desktop version. A template of the spreadsheet is available to download.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 22,
"url": "https://vcita.com//faq#do-i-have-to-add-my-clients-into-the-system-one-by-one",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
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},
{
"@type": "Question",
"name": "Can i make settings updates from the app? I don't have a computer",
"text": "Can i make settings updates from the app? I don't have a computer",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 40,
"url": "https://vcita.com//faq#can-i-make-settings-updates-from-the-app-i-dont-have-a-computer",
"acceptedAnswer": {
"@type": "Answer",
"text": "Yes, the settings are accessible from the mobile app!",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 24,
"url": "https://vcita.com//faq#can-i-make-settings-updates-from-the-app-i-dont-have-a-computer",
"author": {
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"name": "vcita"
},
"about": {
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}
},
{
"@type": "Question",
"name": "I don't want to take online payments due to the processing fees, can I still use the business management platform?",
"text": "I don't want to take online payments due to the processing fees, can I still use the business management platform?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 48,
"url": "https://vcita.com//faq#i-dont-want-to-take-online-payments-due-to-the-processing-fees-can-i-still-use-the-business-management-platform",
"acceptedAnswer": {
"@type": "Answer",
"text": "Yes, you can easily record payments and keep your billing information up to date",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 19,
"url": "https://vcita.com//faq#i-dont-want-to-take-online-payments-due-to-the-processing-fees-can-i-still-use-the-business-management-platform",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
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"name": "vcita"
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}
},
{
"@type": "Question",
"name": "What's the difference between recurring payments and auto-billing?",
"text": "What's the difference between recurring payments and auto-billing?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 19,
"url": "https://vcita.com//faq#whats-the-difference-between-recurring-payments-and-auto-billing",
"acceptedAnswer": {
"@type": "Answer",
"text": "Recurring payments, with a payment processor connected, allows you to set up an automatic charge daily, weekly, monthly, etc. Auto billing automatically sends an invoice, creates a draft of an invoice, or sends a payment link with outstanding payments following a set schedule.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 24,
"url": "https://vcita.com//faq#whats-the-difference-between-recurring-payments-and-auto-billing",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
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},
{
"@type": "Question",
"name": "How do I prevent clients from rescheduling or canceling their appointments last minute?",
"text": "How do I prevent clients from rescheduling or canceling their appointments last minute?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 43,
"url": "https://vcita.com//faq#how-do-i-prevent-clients-from-rescheduling-or-canceling-their-appointments-last-minute",
"acceptedAnswer": {
"@type": "Answer",
"text": "Set up your booking policies in Settings >> Booking options and decide when your clients can no longer cancel or reschedule their appointments.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 11,
"url": "https://vcita.com//faq#how-do-i-prevent-clients-from-rescheduling-or-canceling-their-appointments-last-minute",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
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}
},
{
"@type": "Question",
"name": "I don't want clients to schedule themselves on my calendar, can I still use the scheduling feature?",
"text": "I don't want clients to schedule themselves on my calendar, can I still use the scheduling feature?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 37,
"url": "https://vcita.com//faq#i-dont-want-clients-to-schedule-themselves-on-my-calendar-can-i-still-use-the-scheduling-feature",
"acceptedAnswer": {
"@type": "Answer",
"text": "Yes, manually scheduling your appointments still ensures your clients are receiving automated confirmations and reminders via email and text.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 16,
"url": "https://vcita.com//faq#i-dont-want-clients-to-schedule-themselves-on-my-calendar-can-i-still-use-the-scheduling-feature",
"author": {
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"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
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}
},
{
"@type": "Question",
"name": "Can I take deposits without sending an estimate/invoice?",
"text": "Can I take deposits without sending an estimate/invoice?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 12,
"url": "https://vcita.com//faq#can-i-take-deposits-without-sending-an-estimateinvoice",
"acceptedAnswer": {
"@type": "Answer",
"text": "Yes, you can do this by creating a payment link for the deposit amount.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 29,
"url": "https://vcita.com//faq#can-i-take-deposits-without-sending-an-estimateinvoice",
"author": {
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"name": "vcita"
},
"about": {
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"name": "vcita"
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},
{
"@type": "Question",
"name": "How can I charge my clients a fee if they cancel/no-show their appointment?",
"text": "How can I charge my clients a fee if they cancel/no-show their appointment?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 10,
"url": "https://vcita.com//faq#how-can-i-charge-my-clients-a-fee-if-they-cancelno-show-their-appointment",
"acceptedAnswer": {
"@type": "Answer",
"text": "Connecting to Stripe (payment processor) will allow you to keep a card on file with clients permission. This will enable you to charge clients in case they cancel/no-show their appointment.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 22,
"url": "https://vcita.com//faq#how-can-i-charge-my-clients-a-fee-if-they-cancelno-show-their-appointment",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
}
}
},
{
"@type": "Question",
"name": "What is online payment processing",
"text": "What is online payment processing",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 59,
"url": "https://vcita.com//faq#what-is-online-payment-processing",
"acceptedAnswer": {
"@type": "Answer",
"text": "Payment processing software helps businesses process all types of payments. It is primarily used to manage payments that involve customers, suppliers, and other stakeholders. It includes credit and debit card payments that are made with the help of point-of-sale (POS) systems and via the Internet. In the case of the latter, this software provides an interface between a business’ website and a client’s bank that needs to process the card-based payment in a secure way. This type of software is a great way to move beyond the dependence on cash and it has pretty much become a payment standard today on account of its ability to accommodate payments made all over the world with a virtually non-existent risk of error. Payment processing software is integrated with payment gateways as well as with accounting software, point-of-sale (POS) systems, and e-commerce interface. It supports all types of businesses of varying sizes. For small businesses, online payment processing is crucial as it helps you reach a broader audience, provide secure and convenient payment options, and streamline the sales process, enhancing customer satisfaction and boosting sales.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 15,
"url": "https://vcita.com//faq#what-is-online-payment-processing",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
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},
{
"@type": "Question",
"name": "What are the benefits of using payment management software for small businesses?",
"text": "What are the benefits of using payment management software for small businesses?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 19,
"url": "https://vcita.com//faq#what-are-the-benefits-of-using-payment-management-software-for-small-businesses",
"acceptedAnswer": {
"@type": "Answer",
"text": "Payment management software provides small businesses with an all-in-one solution to handle payments, track transactions, and generate reports. The key benefits include: Enhanced security: Protects sensitive payment data with encryption. Time efficiency: Automates payment processing, saving time. Improved cash flow management: Real-time tracking of incoming payments. Better customer experience: Offers multiple payment options, making it easier for customers to complete purchases.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 17,
"url": "https://vcita.com//faq#what-are-the-benefits-of-using-payment-management-software-for-small-businesses",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
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}
},
{
"@type": "Question",
"name": "What currencies does vcita’s online payment processing support?",
"text": "What currencies does vcita’s online payment processing support?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 12,
"url": "https://vcita.com//faq#what-currencies-does-vcitas-online-payment-processing-support",
"acceptedAnswer": {
"@type": "Answer",
"text": "vcita’s online payment processing solution supports a wide range of currencies, making it easy for small businesses to serve customers globally. Since we integrate with the most popular payment processors, such as PayPal, Stripe, and Square, small businesses can expand their reach, offer localized pricing, and provide a seamless payment experience for international customers.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 12,
"url": "https://vcita.com//faq#what-currencies-does-vcitas-online-payment-processing-support",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
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}
},
{
"@type": "Question",
"name": "How does payment processing software work?",
"text": "How does payment processing software work?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 32,
"url": "https://vcita.com//faq#how-does-payment-processing-software-work",
"acceptedAnswer": {
"@type": "Answer",
"text": "There are several subjects that are served by the payment processing software and these include businesses and their banks, customers and their banks, a payment processor, and a payment gateway. In essence, the customer first pays the business for the service or product provided. After this, the business will forward the payment request to a payment processor. The processor then forwards the authorization request to a customer’s bank. If the transaction is authorized, the customer’s account will be charged and the funds transferred to the acquirer i.e. to the bank that services the business in question. Key features of quality payment processing software revolve around simplifying and streamlining an entire payment process. This means that credit card payments need to be processed wherever and whenever they are needed via an accessible interface and at no additional or hidden costs. This software also supports easy transfers of funds directly into a business’ bank account or their PayPal or any other online payment account. An easy way to simplify payments is to offer payment processing on a business’ website itself or via social media payment services, including upfront or after-sale payments as well as cash, telephone, offline, and one-time payments.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 11,
"url": "https://vcita.com//faq#how-does-payment-processing-software-work",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
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},
{
"@type": "Question",
"name": "What is invoicing software?",
"text": "What is invoicing software?",
"dateCreated": "2025-10-30T13:33:36.483Z",
"dateModified": "2025-10-30T13:33:36.483Z",
"upvoteCount": 15,
"url": "https://vcita.com//faq#what-is-invoicing-software",
"acceptedAnswer": {
"@type": "Answer",
"text": "Online invoicing and billing software helps you manage your incoming payments through an app instead of using pen and paper. Using software helps you keep better track of payments, regain control of your finances, and even automate your process, so you spend less time chasing payments. Small business invoicing software is different than software corporations use for online invoicing, it’s far simpler and easy to use.",
"dateCreated": "2025-10-30T13:33:36.483Z",
"upvoteCount": 11,
"url": "https://vcita.com//faq#what-is-invoicing-software",
"author": {
"@type": "Organization",
"name": "vcita"
},
"about": {
"@type": "Thing",
"name": "vcita"
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}
},
{
"@type": "Question",
"name": "Is invoicing software for small businesses like mine?",
"text": "Is invoicing software for small businesses like mine?",
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"text": "Small business invoicing software is a great solution for any type of small business, including medical, legal & finance, beauty, fitness, and many more. vcita was designed for small business owners and offers a simple and friendly user experience and quick setup.",
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"text": "Will my clients need to install the payment software?",
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"url": "https://vcita.com//faq#will-my-clients-need-to-install-the-payment-software",
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"text": "Your clients will not need to install any application and won’t be asked to create an account. They can simply pay through your online payment portal. If a returning client makes a payment, vcita will recognize the client’s email and record that appointment in the client’s card in your CRM.",
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"name": "How will my money get to my bank account?",
"text": "How will my money get to my bank account?",
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"text": "vcita integrates with trusted payment processors, such as Stripe, Square, and Paypal. The payout terms vary from provider to provider, but we are committed to getting your money in the bank as soon as possible.",
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"text": "vcita offers a full all-in-one business management solution that includes online scheduling, payment collection, client record management, email & SMS marketing, and more. Our goal is to provide you with all the tools you need under one roof, so you don’t need to spend time and money on multiple applications.",
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"name": "Why do I need a lead management solution?",
"text": "Why do I need a lead management solution?",
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"text": "Getting leads is just the beginning. Converting leads into paying customers takes time and effort. vcita’s lead management software helps small businesses follow up and keep track of leads through the sales process, making sure nothing slips through the cracks.",
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{
"answer": "Business management software is a suite of digital tools that streamline and automate tasks such as scheduling, billing, client communications, and more. It is ideal for small businesses looking to improve productivity and efficiency.",
"question": "What is business management software?"
},
{
"answer": "vcita is used by small to medium-sized service businesses like consultants, coaches, fitness trainers, legal professionals, and healthcare providers who need tools for scheduling, payments, CRM, and marketing.",
"question": "Which types of businesses use vcita as their small business management tool?"
},
{
"answer": "Yes, vcita includes BizAI, an AI-powered business advisor that provides personalized, data-driven insights and suggestions to help improve profitability, content quality, and overall business growth.",
"question": "Does vcita offer AI as part of the small business management solution?"
},
{
"answer": "Yes, vcita’s inTandem program supports partners and resellers with tools, resources, and white-label opportunities to offer vcita’s solutions to their SMB clients. Learn more at intandem.vcita.com.",
"question": "Does vcita has a partnership or reseller program?"
},
{
"answer": "vcita's scheduling software is tailored for small and medium-sized businesses aiming to simplify appointment booking and client management.",
"question": "Who is vcita's scheduling software designed for?"
},
{
"answer": "vcita offers flexible pricing plans starting at $29 per month. Detailed pricing information can be found on our pricing page.",
"question": "How much does vcita's scheduling software cost?"
},
{
"answer": "vcita uniquely combines scheduling with client management, payments, and marketing tools in a single, user-friendly platform.",
"question": "How is vcita different from other scheduling software providers?"
},
{
"answer": "vcita CRM is an all-in-one platform for small businesses to manage clients, appointments, payments, and communications efficiently.",
"question": "What is vcita CRM?"
},
{
"answer": "vcita offers a free trial with access to core CRM features. Subscription plans are available for ongoing use.",
"question": "Is vcita CRM free to use?"
},
{
"answer": "Key features include client management, online scheduling, invoicing and payments, email and SMS marketing, and a client portal.",
"question": "What features does vcita crm include?"
},
{
"answer": "A client portal is a secure, branded online space for clients to manage appointments, payments, messages, and documents anytime from any device.",
"question": "What is a Client Portal?"
},
{
"answer": "Clients log in securely using their email address and a unique one-time login code, ensuring their data remains protected.",
"question": "How do my clients access the vcita Client Portal?"
},
{
"answer": "Absolutely! The portal is customizable, allowing you to use your logo, brand colors, and tailor client actions to fit your business needs.",
"question": "Can I brand the client portal with my business information?"
},
{
"answer": "Yes, the vcita Client Portal meets all HIPAA compliance standards, ensuring secure management of client data.",
"question": "Is the vcita Client Portal secure and HIPAA compliant?"
},
{
"answer": "Clients can book and manage appointments, securely pay invoices, sign documents, communicate with your team, approve estimates, and view previous interactions.",
"question": "What actions can clients take within the vcita Client Portal?"
},
{
"answer": "vcita integrates seamlessly with some of the most widely used and trusted payment processors, including Stripe, PayPal, and Square (via Payments by inTandem). These options allow your clients to pay you quickly and securely online. While direct connections to individual banks aren’t supported, many banks work with these processors, so you may still be able to accept payments through your existing setup by connecting one of them.",
"question": "I take credit cards payments through my bank, can I connect that to the platform?"
},
{
"answer": "We have an option to bulk import clients! You can import phone contacts from the mobile app, and a spreadsheet to the desktop version. A template of the spreadsheet is available to download.",
"question": "Do I have to add my clients into the system one by one?"
},
{
"answer": "Yes, the settings are accessible from the mobile app!",
"question": "Can i make settings updates from the app? I don't have a computer"
},
{
"answer": "Yes, you can easily record payments and keep your billing information up to date",
"question": "I don't want to take online payments due to the processing fees, can I still use the business management platform?"
},
{
"answer": "Recurring payments, with a payment processor connected, allows you to set up an automatic charge daily, weekly, monthly, etc. Auto billing automatically sends an invoice, creates a draft of an invoice, or sends a payment link with outstanding payments following a set schedule.",
"question": "What's the difference between recurring payments and auto-billing?"
},
{
"answer": "Set up your booking policies in Settings >> Booking options and decide when your clients can no longer cancel or reschedule their appointments.",
"question": "How do I prevent clients from rescheduling or canceling their appointments last minute?"
},
{
"answer": "Yes, manually scheduling your appointments still ensures your clients are receiving automated confirmations and reminders via email and text.",
"question": "I don't want clients to schedule themselves on my calendar, can I still use the scheduling feature?"
},
{
"answer": "Yes, you can do this by creating a payment link for the deposit amount.",
"question": "Can I take deposits without sending an estimate/invoice?"
},
{
"answer": "Connecting to Stripe (payment processor) will allow you to keep a card on file with clients permission. This will enable you to charge clients in case they cancel/no-show their appointment.",
"question": "How can I charge my clients a fee if they cancel/no-show their appointment?"
},
{
"answer": "Payment processing software helps businesses process all types of payments. It is primarily used to manage payments that involve customers, suppliers, and other stakeholders. It includes credit and debit card payments that are made with the help of point-of-sale (POS) systems and via the Internet. In the case of the latter, this software provides an interface between a business’ website and a client’s bank that needs to process the card-based payment in a secure way. This type of software is a great way to move beyond the dependence on cash and it has pretty much become a payment standard today on account of its ability to accommodate payments made all over the world with a virtually non-existent risk of error. Payment processing software is integrated with payment gateways as well as with accounting software, point-of-sale (POS) systems, and e-commerce interface. It supports all types of businesses of varying sizes. For small businesses, online payment processing is crucial as it helps you reach a broader audience, provide secure and convenient payment options, and streamline the sales process, enhancing customer satisfaction and boosting sales.",
"question": "What is online payment processing"
},
{
"answer": "Payment management software provides small businesses with an all-in-one solution to handle payments, track transactions, and generate reports. The key benefits include: Enhanced security: Protects sensitive payment data with encryption. Time efficiency: Automates payment processing, saving time. Improved cash flow management: Real-time tracking of incoming payments. Better customer experience: Offers multiple payment options, making it easier for customers to complete purchases.",
"question": "What are the benefits of using payment management software for small businesses?"
},
{
"answer": "vcita’s online payment processing solution supports a wide range of currencies, making it easy for small businesses to serve customers globally. Since we integrate with the most popular payment processors, such as PayPal, Stripe, and Square, small businesses can expand their reach, offer localized pricing, and provide a seamless payment experience for international customers.",
"question": "What currencies does vcita’s online payment processing support?"
},
{
"answer": "There are several subjects that are served by the payment processing software and these include businesses and their banks, customers and their banks, a payment processor, and a payment gateway. In essence, the customer first pays the business for the service or product provided. After this, the business will forward the payment request to a payment processor. The processor then forwards the authorization request to a customer’s bank. If the transaction is authorized, the customer’s account will be charged and the funds transferred to the acquirer i.e. to the bank that services the business in question. Key features of quality payment processing software revolve around simplifying and streamlining an entire payment process. This means that credit card payments need to be processed wherever and whenever they are needed via an accessible interface and at no additional or hidden costs. This software also supports easy transfers of funds directly into a business’ bank account or their PayPal or any other online payment account. An easy way to simplify payments is to offer payment processing on a business’ website itself or via social media payment services, including upfront or after-sale payments as well as cash, telephone, offline, and one-time payments.",
"question": "How does payment processing software work?"
},
{
"answer": "Online invoicing and billing software helps you manage your incoming payments through an app instead of using pen and paper. Using software helps you keep better track of payments, regain control of your finances, and even automate your process, so you spend less time chasing payments. Small business invoicing software is different than software corporations use for online invoicing, it’s far simpler and easy to use.",
"question": "What is invoicing software?"
},
{
"answer": "Small business invoicing software is a great solution for any type of small business, including medical, legal & finance, beauty, fitness, and many more. vcita was designed for small business owners and offers a simple and friendly user experience and quick setup.",
"question": "Is invoicing software for small businesses like mine?"
},
{
"answer": "Your clients will not need to install any application and won’t be asked to create an account. They can simply pay through your online payment portal. If a returning client makes a payment, vcita will recognize the client’s email and record that appointment in the client’s card in your CRM.",
"question": "Will my clients need to install the payment software?"
},
{
"answer": "vcita integrates with trusted payment processors, such as Stripe, Square, and Paypal. The payout terms vary from provider to provider, but we are committed to getting your money in the bank as soon as possible.",
"question": "How will my money get to my bank account?"
},
{
"answer": "vcita offers a full all-in-one business management solution that includes online scheduling, payment collection, client record management, email & SMS marketing, and more. Our goal is to provide you with all the tools you need under one roof, so you don’t need to spend time and money on multiple applications.",
"question": "How is vcita different from other small business invoicing software providers?"
},
{
"answer": "Getting leads is just the beginning. Converting leads into paying customers takes time and effort. vcita’s lead management software helps small businesses follow up and keep track of leads through the sales process, making sure nothing slips through the cracks.",
"question": "Why do I need a lead management solution?"
},
{
"answer": "vcita offers businesses everything they need to manage their sales process, get booked, and get paid in one place.",
"question": "How is vcita different from other solutions?"
}
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}