Square Customers vs. vCita

Square is absolutely brilliant if you are just starting out and your business has both an in-person and an online component to it, as Square will solve both in-person POS and online booking/billing. Square also offers the option to create a free website for your company, though it is a very basic site, if you don't have a website yet, this is a VERY helpful option, as it takes away a huge cost. Square allowed us to be up and running in no time, taking away the need to worry about an expensive appointment-setting add-on from our current website provider (Square integrates quite nicely with our current site). Square is probably less ideal for more advanced users or companies with a need for more detailed inventory/service management. But even then, Square will more than likely be able to get the job done!

Incentivized

It makes client communication extremely easy - we can message and schedule online appointments. Clients really like those options. We also like the online payment portal. That way clients can pay at their convenience, and we don't end up with credit card information that requires PCI compliance. It also helps with payments. It would also help with invoicing, but unfortunately, there are only 3 linked payment options (Square, Stripe, and PayPal). If you don't use one of those payment processors, you cannot link to billing.

Incentivized

• User friendly interface
• Easy to keep track of clients

Incentivized

• Very easy implementation of a contact/scheduling widget.
• Allows for scheduling of appointments with clients. The setup is easy and the allotted times can be changed as needed. Easy for the client to use as well.
• Managing communication between individual clients is easy as well.

Incentivized

• Inability to transfer funds to bank in real time (PayPal offers this option, for a fee)
• The option to create a website on Square is very limited. We opted to integrate the Square appointment setting tool into our site, as the site Square offered was subpart.
• Google calendar integration is now a premium feature, and it used to be included!

Incentivized

• Syncing with our google calendars has some flaws or is just not clear
• Messages show unread when they have been read

Incentivized

A lot easier to get your head around and fewer pieces of software are required to manage clients' projects and systems.

Incentivized

Overall - easy to use. There are some missing features (like fillable pdf forms), and it also requires using certain credit card processors to link billing (otherwise it doesn't work).

Incentivized

Have not had to use their support. I've read a help article that worked to provide the answer for that particular question but I haven't had to reach out to a live person.

Incentivized

I do miss the days when I could easily call up a rep and talk to them about any issues I had with the service. But I still do hear back from the customer service rep during the week within 24 hours.

Incentivized

A lot easier to use than Infusionsoft!!

Incentivized

vCita has been very responsive to our needs and desires for improvement in certain areas. We have appreciated the level of support we receive when a problem arises. Our biggest gain when moving was the reliability of this product's teleconferencing integration with Zoom. With OnCall we had trouble onboarding people, difficulty with the app they used going down, etc. We also had expectations about progress with Forms that we unmet.

Incentivized

• This has allowed me to accept credit / debit transactions without having to have a monthly subscription to a service and lose money on times of no to little use, allowing me to have a broader customer range as checks are risky.
• All of my initial equipment was free and there were no startup costs so my return was immediate.
• The small fee taken out of the transaction is very much worth the ability to accept nearly all plastic transactions.

Incentivized

• The initial cost was high compared to other options but the features in the base level allowed even the smallest of business to grow into the paid version of the service.
• The time saved with self service bookings and profile management for customers has been a big plus and made the purchase of the service worthwhile.
• The constant improvements to the platform have been enough to continue to use the service as it develops into a competent CRM.

Incentivized