How to set up Online Scheduling

Overview

Online scheduling is one of the best ways to capture more leads and provide better service to your clients. vCita online scheduling software allows potential and existing clients to schedule a consultation, an appointment or a service - instantly, on any device and with any staff member, based on your up-to-date availability. vCita will also save you time on client coordination, reminders, follow-ups, reschedules and even billing and payments – all in one cloud-based client management solution.

We have partnered with vCita to offer online scheduling for your website.  A separate vCita account is required to use this feature, but you can register inside the editor.

Some features require a premium vCita subscription, however vCita also offers a free basic plan.  For more information please see vCita's pricing page.

For support using the vCita product, or regarding your vCita account, please see their education center for more information, or to contact them directly.

Adding Online Scheduling

1.  Drag the Online Scheduling element onto your website.

2.  Enter your name and email to create a free vCita account.

3. Click Add/Edit services to offer a variety of services, fees and appointment types. Phone consultations, online meetings, in-person appointments at your office or at your client’s location -  are all available.

4.  Click on 'Business Hours' to set your time zone, your opening hours and to sync vCita with your calendar (Google, Outlook, iCloud etc) to display your up-to-date availability and avoid double booking.

Users who upgrade to one of vCita's premium plans have additional options to customize scheduling, branding, and more.  These features are all linked to within the editor.

For more information on using vCita's premium features, please visit their education center.

 

Display Options

You can change how your online scheduling is displayed on your website.  Click refresh when changing your selection to see the changes in the editor.

Click Service Menu to display a list of services you offer.

Click Calendar to display a calendar with a list available appointment times for a single service.  Choose the service from the drop-down.

You can choose to display your scheduling inline on your website, or as a single button which opens scheduling in a new page.  Click on the display tab and select display option per device.

Considerations

The inline editor requires a minimum width of 500 pixels to display properly.  For this reason, we recommend using the button option when displaying online scheduling in narrow columns, or in the mobile view.

You may be tempted to resize the inline element to remove extra space, as in the screenshot below:

However, this extra space is used after a customer clicks a link in your schedule, and will be cut off if the element is sized too small.