Scheduling and payments happen after someone decides to engage with the business. Before that point, many vcita workflows begin with lead capture. vcita's current Help Center gives Lead Capture its own product area and supports…
A service business often has information scattered across email, text messages, cloud folders and appointment software. vcita's client-management model tries to keep more of that activity attached to the client relationship. Current vcita documentation describes…
A booking is not finished when the appointment first appears on the calendar. Between scheduling and service delivery, the business may still need to confirm the appointment, remind the client, collect missing information and follow…
An estimate and an invoice may contain similar line items, but they serve different stages of a client relationship. In vcita, an estimate is used before payment is formally due, while an invoice represents an…
vcita packages let a business sell a bundle of services or products and then allow the client to use package credits for later appointments. That makes packages different from both ordinary invoices and recurring subscriptions.…
vcita supports both automated billing and recurring payments, but the two concepts should not be treated as identical. Automated billing controls how recurring payment requests or invoices are generated. Recurring payments can schedule actual card…
ACH lets U.S. clients pay directly from a bank account rather than using a payment card. vcita currently says ACH requires a qualifying setup using either Stripe or Payments by vcita. That makes ACH another…
One of the most important payment concepts in vcita is the difference between a transaction and a payout. A transaction records what happened between the client and the payment system. A payout represents the later…
An invoice records what a client owes. A payment records money collected. That sounds obvious, but distinguishing those layers explains much of vcita's billing architecture. vcita's Sales area includes billing and invoicing, payments received and…
vcita scheduling starts with a business decision: what exactly should a client be allowed to book? The platform lets businesses enable online scheduling through the Client Portal and control rules governing service selection, time availability…