Convert website visitors into paying clients with lead capturing, payments and booking widgets. Manage all client interaction from one centralized dashboard: accept online payments, issue invoices, set automated appointment & payment SMS reminders, create automated follow ups, send promotions and share coupons. BizAI, vcita’s intelligent automation and business advisor, further helps you streamline operations with smart recommendations to support you in managing your daily tasks.
Calendar & Scheduling
Much more than just a business calendar, helps any small business manage their events, staff and schedules, and allows their clients to book services directly online, hassle-free.
- Online business calendar, integration, and sync
- Team or staff calendar
- Appointment booking and tracking
- Recurring appointments
- Event and group meetings
- Smart AI scheduling suggestions based on booking requests and availability
- Customizable notifications and automatic reminders
Billing & Invoicing
Secure and reliable billing and invoicing solution, that allows business owners to issue professional estimates, invoices and receipts, receive manage and track payments.
- Virtual payment terminal: Paypal and Credit Card Processing
- Estimate and invoicing management
- Payment recording, tracking, and reminders
- AI-generated estimates ready for your review and approval
- Multiple currency support
- Integration with local payment gateways
Client Management
A simple and intuitive client management platform that is tailored for small businesses to manage their clients and services from one single application.
- Email integration, sync and SMS communication
- Client cards with notes, meetings, payments
- Instant AI-reply suggestions for prospects and clients
- Lead source and client status
- Document sharing
- Lead management and source tracking
- Real-time push notifications for every new lead, booking, payment and message
Email & SMS Marketing
Integrated and easy-to-use cross-channel marketing features that drive engagement and help SMBs grow their business.
- Email and SMS marketing campaigns with a simple-to-use template
- Automated, trigger-based campaigns that are sent on client birthdays or new customer status
- Call-to-action campaigns that invite clients to schedule a meeting, sign-up to an event or pay
- Coupon creation and management
- Campaign tracking and reporting
Client Portal
A dedicated self-service portal that allows SMB clients to pay, book, reschedule, and view any important business information online 24/7.
- Clients can change, re-book or cancel upcoming appointments independently
- Clients can view their open invoices and pay directly online
- Communicate with the business and share documents through the portal
- Personalization options for businesses, to match their brand
Staff & Documentation Management
Small business owners can manage their staff, their schedules and their associated clients. Business-relevant files can be uploaded, stored and shared from the platform.
- Create staff team members, with their own access, appointments, messages and clients
- Team calendar view
- Flexible staff availability, roles and permissions
- File storage, management and sharing
- Share documents through trackable links
