Guías de Migración → vCita

vCita → HELIX

Dificultad: fácil Tiempo: 1-2 horas

Resumen

Puedes cambiar de vCita a Helix en 1-2 horas. Exporta tus datos como CSV, impórtalos a Helix, configura tus servicios. Usa ambos en paralelo una semana y cancela vCita cuando estés seguro. $299 una vez reemplaza tu suscripción de vCita para siempre.

Paso 1: Exportar de vCita

1

Export Clients

Settings → Data Export → Clients. Download CSV with all fields.

2

Export Appointments

Settings → Data Export → Appointments. Include all date ranges.

3

Export Invoices

Settings → Data Export → Invoices. Grab full history.

4

Download Important Documents

If you use vCita's document storage, manually download any important client documents before canceling.

Paso 2: Importar a Helix

1

Import Clients

Helix Connect → Import → Upload vCita client export.

2

Create Services

Build service offerings in Helix Services based on your vCita services.

3

Set Up Bookings

Configure Helix Bookings with your availability and service durations.

vCita is popular with solopreneurs and consultants for its simplicity. Helix has a similar simplicity but deeper operational features. If you outgrew vCita's capabilities, Helix is the right step up without the complexity of enterprise tools.

Preguntas Frecuentes

What about my vCita client portal?

vCita's portal is theirs. Helix doesn't have a client portal — customers receive invoices via email/text. For document sharing, use Google Drive links or Dropbox.

Does Helix have a mobile app for clients?

No client-facing app. Clients book via web link and receive invoices via email/text. Most service businesses find this sufficient — clients don't want another app.

Obtener Helix — $299

Cancela vCita después de tu primera semana con Helix.