---
title: "Upvio Software Pricing, Alternatives & More 2026 | Capterra"
description: "With the help of Capterra, learn about Upvio Software - reviews, pricing plans, popular comparisons to other Meeting products and more."
source_url: "https://www.capterra.com/p/173160/Upvio/"
page_type: "product"
language: "en"
---

# 

 Upvio Software Review 2026: Features, Integrations, Pros & Cons

Last updated on September 16, 2026

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team.

[Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews)

Upvio

## What is Upvio?

Vitals AI is Upvio’s camera-based remote vital signs monitoring technology. It uses a short face scan and remote photoplethysmography (rPPG) with computer vision to detect subtle blood-flow signals and convert them into clinically validated physiological insights using a standard phone or webcam, with no wearables or external hardware. In around 30 seconds, Vitals AI can deliver 20+ health markers, including heart rate, HRV, breathing rate, blood pressure, stress metrics, and cardiovascular risk indices. Teams can configure scans using reusable templates, generate secure, shareable links for any workflow (customers, campaigns, teams, individuals), and review results and trends from a single platform. Deployment is available as a fully hosted solution, with enterprise-grade security, governance, and compliance built in, and integration supported via platform tools and API options.

## What is Upvio used for?

[Meeting](https://www.capterra.com/meeting-software/)[Appointment Scheduling](https://www.capterra.com/appointment-scheduling-software/)[Scheduling](https://www.capterra.com/scheduling-software/)

Top alternative

Featured

Overall rating

Based on 55 user reviews

Reviews sentiment

Positive

98%

Neutral

0%

Negative

2%

Starting price

$39

Per User, Per Month

Free trial  
available

Free version not included

Capterra Shortlist charts the highest-rated and most popular products...

Our "Best of" badge program showcases products with the highest ratings...

Our "Best of" badge program showcases products with the highest ratings...

Do you work for Upvio?[Manage this product listing](https://www.g2.com/products/upvio/claim_requests/new?auto=true)

## Compare with a popular alternative

Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status.

### Upvio

4.7 (55)

VS.

[4.7 (3,658)](https://www.capterra.com/p/153752/Vagaro/reviews/)

Starting Price

$39

Per User, Per Month

Starting Price

$23.99

Flat Rate, Per Month

Free Trial

Free Version

Pricing Options

Free Trial

Free Version

Ease Of Use

4.7 (55)

Ease Of Use

4.6 (265)

Value For Money

4.7 (45)

Value For Money

4.6 (246)

Customer Service

4.8 (45)

Customer Service

4.6 (247)

## Upvio alternatives

[4.8 (349)](https://www.capterra.com/p/174830/GlossGenius/reviews/)

Starting price

$24.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

96%

of reviewers

rated it above 4 stars

[vcita](https://www.capterra.com/p/142264/Appointment-Scheduling/)

[4.4 (293)](https://www.capterra.com/p/142264/Appointment-Scheduling/reviews/)

Starting price

$35.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

88%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/142264/Appointment-Scheduling/)

[SimplyBook.me](https://www.capterra.com/p/140086/Simplybook-me/)

[4.6 (1,290)](https://www.capterra.com/p/140086/Simplybook-me/reviews/)

Starting price

$9.90

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

93%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/140086/Simplybook-me/)

Highest Rated

[Acuity Scheduling](https://www.capterra.com/p/191978/Acuity-Scheduling/)

[4.8 (5,767)](https://www.capterra.com/p/191978/Acuity-Scheduling/reviews/)

Starting price

$20.00

Per User, Per Month

Pricing Options

Free Trial

Free Version

User Rating

97%

of reviewers

rated it above 4 stars

[Learn More](https://www.capterra.com/p/191978/Acuity-Scheduling/)

## FAQs about Upvio

Overview

### What problems does Upvio solve?

Upvio solves time-consuming appointment coordination, missed bookings, and back-and-forth emails by letting clients self-book specific services, confirm or reschedule remotely, and receive automatic SMS or email reminders. Clinics, small businesses, admins, and client-facing teams benefit most from clearer staff availability, telehealth booking workflows, and reduced scheduling overhead.

Answer based on 28 reviews

Overview

### Which roles and teams benefit most from Upvio?

Upvio is most used by business owners, executives, and marketing teams that need streamlined client communication and appointment workflows. Healthcare professionals use it to manage patient interactions and scheduling, while developers and designers support implementation. Sales, admissions, and consulting roles benefit from automating follow-ups, reminders, and engagement tracking.

Answer based on 55 reviews

Overview

### What company size and industries is Upvio built for?

Upvio is built mainly for small businesses, which make up 92% of reviewers, with Marketing and Advertising leading at 19%. It supports camera-based health and risk scanning with enterprise-ready deployment, and reviewer use spans Information Technology and Services at 13%, Health, Wellness and Fitness at 9%, and midsize businesses at 8%.

Answer based on 55 reviews

Features and Usability

### What are the key features of Upvio?

Upvio includes core scheduling features like appointment scheduling, online booking, calendar sync, and automated email or SMS reminders. Differentiating features include drag-and-drop booking forms, customizable booking pages and branding, telemedicine integrations, and API access. Reviewers also frequently highlight service-specific booking options and embeddable schedulers for websites and emails.

Answer based on 28 reviews

Pricing

### How much does it cost and what fees or limitations are included?

Upvio starts at $39/user/month for the Scheduler plan, while Telehealth costs 79/user/month. A free trial is available. Scheduler includes 150 SMS credits and 200 patient records; Telehealth adds video and chat tools. Reviewers call pricing competitive overall, though some say costs can feel high and want a mid-tier option.

Answer based on 18 reviews

Integrations

### Which third-party tools and platforms does Upvio integrate with?

Upvio connects natively to Doxy.me, Google Calendar, Microsoft 365, Microsoft Outlook, Microsoft Teams, PayPal, Stripe, Zoom Workplace, and iCloud. Reviewer mentions reference ClickMeeting, but as a requested addition rather than a confirmed native integration, indicating the core catalog centers on scheduling, video, payments, and productivity tools.

Answer based on 14 reviews

Getting Started and Support

### What training and onboarding options does Upvio offer?

Upvio provides in person training, live online sessions, webinars, documentation, and videos to help teams get started. In person and live online formats support guided instruction, webinars cover group learning, documentation offers written reference material, and videos provide self-paced viewing for feature and setup review.

Answer based on 6 reviews

Getting Started and Support

### What customer support options does Upvio offer, and how do users rate the experience?

Upvio offers email/help desk, FAQ/forum, knowledge base, phone support, 24/7 live support, and chat. Users often describe support as fast, knowledgeable, and helpful, with issues sometimes resolved within a day. Some reviewers, however, report poor training materials, setup complexity, and frustration when handling complaints or paid support.

Answer based on 16 reviews

Features

### What features does Upvio offer for appointment scheduling?

Upvio covers core appointment scheduling needs with booking forms, calendar sync, reminders, embeddings, and flexible event setup. Small business teams, consultants, and service providers often like the clean interface and customization options, though some advanced functions sit behind add-ons, menus can feel confusing, and analytics or certain integrations may still feel limited.

Answer based on 22 reviews

## Features

AI summary

Based on 16,177 Meeting reviews

Capterra data shows that buyers of meeting software rank the following features as their top priorities:

-   **Video Conferencing** (**50%** of reviewers rated this feature as critical)
-   **Screen Sharing** (**50%**)
-   **Meeting Management** (**45%**)

Upvio supports all three features reviewers value most: **Video Conferencing**, **Screen Sharing**, and **Meeting Management**. Together, these capabilities help businesses run virtual meetings, present content clearly, and keep scheduling and coordination organized, allowing teams to communicate more effectively and manage meetings with less friction.

Video Conferencing

5.0 (3)

66.67% of 3 reviewers that rated this feature as important or highly important

Connect with meeting participants remotely over video

Mobile Access

5.0 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Access software remotely via mobile devices

Calendar Sync

5.0 (6)

66.67% of 6 reviewers that rated this feature as important or highly important

Synchronize with other calendars to view mutual availability and schedules

Meeting Management

4.8 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Manage the process of planning and scheduling meetings, including agenda creation

Online Booking

4.8 (5)

80.00% of 5 reviewers that rated this feature as important or highly important

Book meetings and appointments through a website or digital platform

Customizable Branding

4.5 (4)

75.00% of 4 reviewers that rated this feature as important or highly important

Add customized logos and colors to align with company branding

Upvio 165 features

### All Features
- Access Controls/Permissions: Define levels of authorization for access to specific files or systems
- Action Item Tracking: Track the status of discussed/agreed tasks
- Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities
- Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges
- API: Application programming interface that allows for integration with other systems/databases
- Appointment Management: Manage various aspects of appointments including booking, rescheduling, canceling
- Appointment Scheduling: Schedule appointments via a calendar
- Attendee Management: Process of managing, tracking, and communicating with individuals who are registered to attend an event
- Auto Framing: Detect speech to highlight frame subjects
- Automated Responses: Automatic reply functionality for incoming messages
- Automated Scheduling: Automatically create schedules based on business needs or employee availability and qualifications
- Automatic Transcription: Use AI to convert voice into text automatically
- Availability Indicator: Indication whether a resource is available or protected from allocation
- Availability Management: Monitor and analyze the availability of resources to help plan and streamline the service delivery to clients
- Booking Management: Create, update, and manage bookings, itineraries, and reservations
- Brainstorming: Group collaboration to solve ideas in a productive and concentrated manner.
- Calendar Management: Track and manage schedules and meetings via an integrated calendar
- Calendar Sync: Synchronize with other calendars to view mutual availability and schedules
- Calendar/Reminder System: Notifications/alerts for upcoming events or tasks
- Call Recording: Record the audio of phone conversations for quality assurance purposes
- Call Reminders: Reminders sent via phone voice recordings
- Charting: Manage patient documentation describing all clinical interactions, diagnoses, procedures, medications, etc.
- Chat/Messaging: Communicate using direct chat or messages within the system
- Claims Management: Process of submitting and following up on claims with insurance companies
- Class Scheduling: Schedule in-person or online classes
- Client Database: Electronic storage of stakeholder contact information
- Client Management: Manage contact details and communication with clients
- Client Portal: Private online space that lets businesses securely share documents and provide information access to clients
- Client Profiles: Record client information and feedback
- Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together
- Communication Management: Manage and track all internal and external communication conducted via calls, email, text, or chat
- Compliance: Implements policies and controls to help the organization meet various compliance certifications and standards, such as SOC 1, SOC 2, SSAE 18, ISO 27001, HIPAA and PCI DSS.
- Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier
- Confirmations/Reminders: Automated reminders and confirmations for booked appointments and events via text or email
- Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc.
- Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving
- Credit Card Processing: Accept and process credit card transactions
- CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system
- Customer Database: A collection of customer information such as contact details, demographics, previous interactions, etc.
- Customer History: Access previous interactions or concerns to maintain customer relationships
- Customizable Branding: Add customized logos and colors to align with company branding
- Customizable Fields: Customize data fields to support various needs and use cases
- Customizable Forms: Customize contracts and forms to collect specific information
- Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements
- Data Import/Export: Import and export data to and from software applications
- Discount Management: Track products that are for sale at a reduced price or part of coupon promotions
- Document Management: Store, manage, and track all electronic documents in a centralized location
- Document Storage: Store and organize documents in a centralized system
- Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components
- E-Prescribing: Transmit prescriptions to pharmacies electronically
- EHR Integration: Integrates with electronic health records/electronic medical records to improve patient record management and enable care coordination.
- Electronic Hand Raising: Participants can alert the host if they have a question when they are muted
- Electronic Payments: Electronically collect payments for goods or services
- Email Management: Manage, store and organize emails within the system or via third-party apps
- Email Marketing: Create and send email blasts/campaigns
- Email Reminders: Reminders sent via email
- Employee Management: Track employee schedules, availability, and performance across projects and tasks
- Employee Portal: Online portal where employees can access and track their own information
- Employee Scheduling: Assign working shifts or tasks to employees based on their availability
- Event Calendar: A list of events with their respective dates
- Event Management: Schedule and manage the logistics of activities and other gatherings
- Event Scheduling: Plan an event's time and location
- Facility Scheduling: Schedule facilities, such as athletic fields, venues, and convention centers based on their availability
- Faculty/Staff Management: Track and manage staff profiles, recruitment, schedules, productivity, career development and performance
- File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more
- File Transfer: Move files across different systems or networks
- For Barbershops: Specific use for barbershops
- For Medical Purposes: Intended for medical use such as diagnosis, treatment, and consultation
- For Medical Spas: Designed for medical spas
- Forms Creation & Design: Create and design new forms from scratch using templates and design tools, or scan and convert existing forms into the system
- Forms Management: Store, manage and track all forms in a centralized location
- Group Scheduling: Automatically find mutually available meeting time slots across multiple calendars
- HD Audio/Video: High-definition audio and/or video capabilities
- HIPAA Compliant: Compliant with HIPAA, which sets standards for sensitive patient data protection
- Host Controls: Provide special privileges to hosts and presenters to control audience actions, such as putting someone on mute, etc.
- Integrations: Ability for the product to integrate with software to view and utilize contact and account buyer intent data (i.e. CRM software, marketing automation software, account- based marketing software, etc.)
- Lab Integration: Receive lab results electronically
- Links: Personalize a booking link to share with customers
- Live Chat: Ability to chat online in real time
- Lock Meetings: Password-protect and/or stop new participants from joining online meetings
- Meeting Management: Manage the process of planning and scheduling meetings, including agenda creation
- Meeting Notes: Create and share notes/annotations taken during meetings
- Meeting Preparation Tools: Tools that facilitate planning & coordination for meetings, including tasks such as scheduling, agenda creation & document sharing
- Member Accounts: Accounts held by members of an organization
- Messaging: Communicate using messages within the system
- Mobile: Allows employees to view pay stub and W-2 information via a smartphone app or mobile optimized website.
- Mobile Access: Access software remotely via mobile devices
- Mobile Alerts: Notifications via mobile devices
- Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user
- Multi-Language: Manage and support multiple languages
- Multi-Location: Manage and support multiple locations
- Multi-Provider Practice: For practices with multiple providers
- Multiple User Accounts: Allow multiple users with individual logins and varying permissions to use the same account, software, portal, or service
- No-Show Tracking: Track and monitor patient no-show rates
- Notes: Allows users to take notes during or after the call for future reference.
- On-Demand Recording: Record the audio of phone conversations for quality assurance purposes
- On-Demand Webcasting: An on-demand webcast is a pre-recorded presentation available online at the viewer's convenience
- One-to-One Messaging: Send personal messages to clients or attendees
- Online Booking: Book meetings and appointments through a website or digital platform
- Online Classes: Lessons that can be accessed online, allowing students to learn from home.
- Online Forms: Create new forms and/or use ready-made online form templates
- Online Payments: Accept and process online payment transactions
- Online Registration: Real-time registration over the web
- Parent Portal: Portal for parents to see and update childrens' info, track progress & more
- Patient Engagement: Allows medical providers to engage patients in a variety of ways to ensure their health.
- Patient Monitoring: Observing and tracking a patient's health status, condition, and wellbeing
- Patient Portal: Online portal where patients can access information such as health records, treatment plants, etc.
- Patient Records: Stores electronic patient records either natively or via integration with EMR or EHR software, and manages all intake forms, SOAP notes, and records.
- Patient Records Management: Managing different types of patient records, including paper documents, digital files, billing information, and scheduling details
- Payment Processing: Accept, record, and reconcile financial transactions
- Physician Management: Track and organize physician schedules and pertinent information
- Polls/Voting: Enable custom polls/voting to facilitate decision-making or increase engagement
- Practice Management: Managing day-to-day operations of a medical practice such as scheduling appointments, generating reports and more
- Presentation Streaming: Broadcast live or pre-recorded presentations, including slides, videos, and multimedia content, over the internet
- Private Chat: Send messages to selected individual(s) from the entire audience
- Promotions Management: Design, communicate, and distribute incentives to perform a specific action
- Real-Time Chat: Engage in direct, instant messaging with customers, users, etc.
- Real-Time Notifications: Notifications that are delivered to users as soon as an event occurs
- Real-Time Reporting: Active reporting of data and metrics
- Real-time Scheduling: Based on availability, instantly confirm or deny a request when a new booking is made
- Real-Time Updates: Receive system updates as soon as any changes are made
- Recording: Record live video calls to play later
- Records Management: Ability to record, store, update, and retrieve information
- Recurring Appointments: Schedule repeating appointments based on a duration of time
- Reminders: Timed notification for any upcoming task, deadline, appointment, or activity
- Remote Treatment Planning: Remotely create and access treatment plans tailored to individual patients based on symptoms
- Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns
- Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data
- Rescheduling: Manage the rescheduling of appointments
- Resource Scheduling: Allocate and manage resources, such as employees, equipment, facilities, and other assets
- Room Booking: Reserve available meeting space to avoid conflicts and to inform everyone involved on where their meetings will be held
- Scheduling: Plan availability and assign specific time slots for tasks and resources
- Screen Sharing: Digitally share screen view with others
- Secure Data Storage: Securely stores data to prevent data loss or breaches
- Secure Messaging: Exchange messages in a secure and encrypted manner
- Self Service Portal: Online portal through which end users can access the system, manage tasks, or obtain information
- Single Sign On: Allow users to access multiple services after entering their login credentials once
- SMS Marketing: Send promotional campaigns or transactional messages via text messages
- SMS Messaging: Send messages via SMS
- SMS Reminders: Reminders sent via SMS/text message
- SOAP notes: Method of writing out notes in patient's charts (subjective, objective, assessment, and plan)
- Softphone: Use your computer as a phone device to make calls over the internet
- SSL Security: Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access
- Staff Management: Schedule shifts for staff/employees, track hours worked, and manage staff payroll
- Surveys & Feedback: Gauge satisfaction and receive information for improvement and success
- Task Scheduling: Track and manage the scheduling of tasks
- Telemedicine: Meet with patients remotely
- Templates: Sample files or documents that could be customized as needed or used as is
- Third-Party Integrations: Set up connections to third-party platforms to improve business processes
- Two Way Audio & Video: Presenter can see and hear participants and vice versa.
- Two-Way Audio & Video: Presenter can see and hear participants and vice versa
- User Management: Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks
- User Profiles: Profiles of users providing basic information
- Video Call Recording: Record and playback video calls
- Video Conferencing: Connect with meeting participants remotely over video
- Video Layouts/Views: Select how video calls/meetings are shown on a screen (e.g. tiled, spotlight, sidebar)
- Video Management: Store and manage online video content
- Video Streaming: Allows users to view videos without downloading media files
- Video Support: Supports various video file formats
- Virtual Waiting Room: Monitor wait time and abandonment for incoming requests that have not been routed
- Wait List Management: Record, update and manage waiting lists
- Web Forms: Web form that allows users to enter data that is sent and processed for different reasons
- Website Integration: Seamlessly integrates with 3rd party websites
- Whiteboard: Allows multiple users to simultaneously annotate on a digital whiteboard
- Workflow Management: Create, design and manage workflows for repetitive tasks

---

Get Advice

We can help you find the software with the features you need.

Features

4.8 (55)

4.8

Based on 55 reviews

## Pricing

Value for money

4.7 (45)

Free Trial

[View pricing plan details](https://www.capterra.com/p/173160/Upvio/pricing/)

Scheduler

$39.00

Per User,Per Month

It includes:

-   Powerful scheduling features
-   Specialized multi-staff tools
-   Custom booking pages
-   Custom email/SMS reminder
-   Unlimited appointments
-   Group bookings
-   Recurring appointments
-   200 patient records included
-   150 SMS credits included
-   HIPAA & GDPR-compliant

Telehealth

$79.00

Per User,Per Month

It includes:

-   All Scheduler features
-   Secure video consultations
-   Virtual patient waiting room
-   Multi-staff/patient video
-   Secure chat messenger
-   Private & group chats
-   Real-time & asynchronous chat
-   File sharing via chat
-   Medical form builder
-   Form templates available
-   FaceScan to assess vital signs
-   FaceScan during video calls
-   HIPAA & GDPR-compliant

Enterprise

Contact Vendor for Pricing

It includes:

-   Enterprise features available
-   Dedicated instance
-   Geo cloud storage
-   API & integrations
-   White label functionality
-   Customized workflows
-   Unlimited sandboxes
-   Unlimited customizations
-   Unlimited appointments
-   Unlimited video calls
-   Unlimited FaceScans
-   Unlimited patient records
-   Premium support & training
-   HIPAA & GDPR-compliant

Value for money

4.7 (45)

4.7

Based on 45 reviews

## Integrations

[

PayPal](https://www.capterra.com/p/207944/PayPal/)[

Zoom Workplace](https://www.capterra.com/p/144037/Zoom-Video-Conferencing/)[

Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[

Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[

Google Calendar](https://www.capterra.com/p/213340/Google-Calendar/)[

Stripe](https://www.capterra.com/p/123889/Stripe/)[

Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[

iCloud](https://www.capterra.com/p/204717/iCloud/)

Connect with a Capterra advisor for a free 15-minute consultation

Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs.

## Support, customer service and training options

Customer Service

4.8 (45)

Support

-   Email/Help Desk
-   FAQs/Forum
-   Knowledge Base
-   Phone Support
-   24/7 (Live rep)
-   Chat

Training

-   In Person
-   Live Online
-   Webinars
-   Documentation
-   Videos

Deployment

-   Web
-   Android
-   iPhone/iPad

Typical users

-   Freelancers
-   Small businesses
-   Mid size businesses
-   Enterprises

Customer Service

4.8 (45)

4.8

Based on 45 reviews

## User reviews

Overall rating

4.7

Based on 55 reviews

Filter by rating

5(43)

4(11)

3(0)

2(1)

1(0)

Mentioned topic

Sorted by most recent

JN

Joseph N.

Information Technology Specialist

Construction

### "Scheduling appointments made amazing with Upvio"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

May 16, 2024

Pros

I like it’s simplicity in booking appointments. Customer support is available 24/7.

Cons

At this stage i can not say anything that I dislike.

Switched from

[Podium](https://www.capterra.com/p/164285/Podium/)

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

KP

Kate P.

Osteopath

Health, Wellness and Fitness

### "Stupendous customer service"

4.0

Overall Rating

4.0

4.0

Ease of Use

5.0

5.0

Features

4.0

4.0

Customer Service

5.0

5.0

Likelihood to Recommend

8/10

September 8, 2022

I am starting a new clinic as an Osteopath. I was looking for a nice looking, light and response booking system, but also needed somewhere to write patient notes and compile new patient forms. The support and ideas I received from \[SENSITIVE CONTENT\] was amazing, I was so touched by her attention to detail and professionalism in letting me know how Cogsworth could work specifically for me. I am interested in coming back to Cogsworth once you improved Australian healthcare integrations and introduce electronic medical records, which I understand is on the cards. I know that \[SENSITIVE CONTENT\] would give me amazing support during the learning process.

Pros

I love how the booking system looks, and how it can appear as a pop up on your website.

Cons

I would like a patient records section and patient history form that can be sent in advance of appointments.

Reasons for choosing Upvio

I went with Cliniko in the end because of the beautiful medical forms, and because of patient records and ability to integrate with Australian healthcare eg Medipass, Medicare

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AN

Anonymous User

Solid API - much cheaper than cronofy

Computer Software

### "Solid API - much cheaper than cronofy"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 4, 2022

Well documented restful API with easy integrations to calendar sync.

Pros

We needed a scheduling solution for our marketplace, so we signed up to a bunch and finally settled on Cogsworth. Good interface, solid API and SDK.

Cons

Would love to have prorated billing as it is a bit annoying having to buy credits each time.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AN

Anonymous User

Works well for my practice

Automotive

### "Works well for my practice"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 3, 2022

I wanted something that made it easy for patients to schedule outside of working hours and was hipaa compliant.

Pros

Patients can confirm & reschedule their appointments remotely. Less back and forth

Cons

Would like more native integrations.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AN

Anonymous User

Specialists in HIPAA scheduling

Animation

### "Specialists in HIPAA scheduling"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 2, 2022

One great scheduler specialist company. Best to do a few things really well.

Pros

We have a unique scheduling use case that caters more toward larger teams. Cogsworth has helped us over the last few years streamline our entire provider schedules and automate the customer journey.

Cons

Deposit payments would be good and native forms - which I know to be coming.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

AN

Anonymous User

Robust team scheduling management for our practitioners

Accounting

### "Robust team scheduling management for our practitioners"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 2, 2022

We love the scheduler and telemed product and support team is great. Very knowledgeable, super responsive.

Pros

Solid automation of patient engagement. The team went out of their way to help us set up, train everyone on it and make sure we implemented it correctly. They also advised with PMS integration. We found that it was better to get specialist schedulers and tele software rather than all in one PMS that does a many things but not too well.

Cons

Would love more reporting. Right now we need to use CSV or API to do that.

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

David F.

Chief webinarista

Internet

### "Webinar scheduling"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 1, 2022

Quick and simple.

Pros

I like that I am able to set the number of slots available for booking of my webinar and use my webinar link as the vid location.

Cons

Would be good to have a ClickMeeting integration.

Reasons for choosing Upvio

Group booking options

Review source

Vendor Referred - Incentive Offered: This reviewer was invited by the software vendor to submit an honest review and offered a nominal incentive as a thank you.

KH

Katie H.

Staff

Internet

### "We recommend Cogsworth to our clients"

5.0

Overall Rating

5.0

5.0

Ease of Use

5.0

5.0

Features

5.0

5.0

Customer Service

5.0

5.0

Likelihood to Recommend

10/10

September 1, 2022

Pros

We like that Cogsworth has a multi business model in one account. This makes it useful for resellers and franchises.

Cons

I wish we could do part payments with coggy

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AN

Anonymous User

Marketing Consultant

Marketing and Advertising

### "Reliable online booking"

4.0

Overall Rating

4.0

4.0

Ease of Use

3.0

3.0

Features

4.0

4.0

Customer Service

4.0

4.0

Likelihood to Recommend

7/10

May 1, 2022

Overall it's a well developed and feature rich booking app but make sure you know what you need otherwise the extra add-ons could add up.

Pros

I was particularly impressed by the number of options for tweaking the appearance of public facing booking pages which allowed me to get the branding and messaging exactly right for my business. The booking flow is very user friendly and well designed.

Cons

My biggest gripe is the number of add-ons with some developments only accessible by paying more which is often a monthly fee.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

AV

Ann-louise V.

Head of Admissions

Education Management

### "Poor support and complex system ad-on charged "

2.0

Overall Rating

2.0

2.0

Ease of Use

1.0

1.0

Features

3.0

3.0

Customer Service

1.0

1.0

Likelihood to Recommend

0/10

December 3, 2021

On sending complaints to Cogsworth regarding the complexity of setups and services not working. Quick to jump on for extra money 99$ to provide support. For any business ecosystem to work there must be a level of support provided even just through a help desk on the platform, to troubleshoot even those who have been trained. As management, when I complained my subscription was canceled even though the subscription had 4 months left with only 7 days notice. I think as a business be careful with such behaviors, as it will have great cost implications. I will most likely recommend going for a business with a better-developed support service and professional manners and processes in dealing with complaints.

Pros

My customers found the booking system useful.

Cons

Poor support, complex setup, and calendar integrations. Very expensive add-on services. Poor training materials and uses. Very unprofessional staff to connect with.

Alternatives considered

[Calendly](https://www.capterra.com/p/148036/Calendly/)

Reasons for choosing Upvio

Cogsworth at the time seemed to have better functionality when Group bookings were required. Unfortunately, it became too complex to set up and implement.

Review source

Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication.

Response from Vendor

July 12, 2022

We provided many hours of free setup and service to this client. The client used the platform for over a year. Then there was a handover and the client, despite multiple suggestions refused to learn the new platform.

[View all Reviews](https://www.capterra.com/p/173160/Upvio/reviews/)

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