Migration Guides → vCita

vCita → HELIX

Difficulty: easy Time: 1-2 hours Portability: 7/10

Migration Summary

Switch from vCita to Helix in about 1-2 hours. Export your data as CSV, import into Helix, set up your services. Run both in parallel for a week, then cancel vCita. $279 once. No monthly fees.

What Transfers

Transfers Fully

✓ Client contacts

✓ Appointment history

✓ Invoice records

Transfers Partially

~ Notes attached to clients

~ Documents (manual download)

Needs Rebuilding

✗ Client portal configuration

✗ Email campaign history

✗ Payment processor integration

✗ Booking widget customization

Step 1: Export from vCita

1

Export Clients

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

3 minutes ⚠ vCita exports are generally clean and straightforward
2

Export Appointments

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

3 minutes ⚠ Good historical reference for service patterns
3

Export Invoices

Settings → Data Export → Invoices. Grab full history.

3 minutes ⚠ Payment status exports cleanly
4

Download Important Documents

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

15-30 minutes ⚠ Documents won't be accessible after subscription ends

Step 2: Import into Helix

1

Import Clients

Helix Connect → Import → Upload vCita client export.

10 minutes
2

Create Services

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

15 minutes
3

Set Up Bookings

Configure Helix Bookings with your availability and service durations.

15 minutes

First Week Checklist

All checked? Cancel your vCita subscription. Download a final backup first.

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.

Common Questions

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.

Get Helix — $279 Once

30-day money-back guarantee. Cancel vCita after your first week with Helix.