Financial services scheduling software

Up your business with 24/7 self-booking, automatic reminders, and smart client management.
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Financial appointment software

Easily handle all of your bulls and bears with Reservio.

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Go digital, save paper

Reduce costs and save time by automating your entire financial firm's day-to-day.
  • Move your entire appointment management online
  • Auto sync new appointments to your calendar
  • Easily organize your team's schedule
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Exceed expectations

Make the client experience rock. Keep track of client investments and spend with smart client admin tools.
  • Empower clients to self-manage appointments
  • Increase loyalty with bonus offers and one-off specials
  • Track investment history with client admin tools
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Great!
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5.0 rating
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Increase client base

Increase your visibility and client traffic with tools designed to maximize your reach.
  • Boost client flow with booking widgets on web and social
  • Add custom branding and logo to your Booking Page
  • Up your rank on Google and Facebook
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Reservio is great! It has exceptional features which help our staff keep track of all appointments. Client notifications keep our day on schedule. It's very user friendly and our clients love it as much as we do. We can't be any happier. Thanks!
TicTax and Business Services
Lazaro Portomeñe
We needed a reservation system to facilitate the client booking process. With Reservio, we found exactly what we were looking for—a fast, clear, and efficient system. During the COVID lockdown, it was a vital part of our business. Thanks Reservio!
Nožičkovo
Mgr. Ivana Hernández
The Reservio Plus reservation system for large companies is exactly what I was looking for. It’s easy to use, saves time and money, and the Customer Care team is professional and very helpful. I highly recommend Reservio!
Nővarázsoló Műhely
Ivan Toth
Our company needed a reservation system for the service of work platform rental. Reservio quickly proved to be a great choice. The online scheduling system is easy for our clients to use. We also appreciate the calendar sync to keep everyone updated.
EverLift Slovakia, s.r.o.
Peter Kohár

Higher returns, less admin

The Reservio financial booking app keeps your client base in focus.
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Appointment calendar

Stay up to date with your day-to-day appointments.
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24/7 Online booking

Accept and view bookings from the app and web.
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Team management

Approve bookings, requests, and time off in a snap.
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Key data reports

Keep on top with performance reports and more.
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Branded Booking Page

Design and customize your entire booking look.
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Client management

Track client history and upcoming appointments.

Great! And while I wait for the opening bell to ring, tell me...

Absolutely! Reservio offers a free plan with up to 40 bookings a month with basic scheduling features.
Looking for more? Check out Reservio’s most popular plan—Standard—with 500 monthly bookings, a custom domain, staff admin, and much more. Details here.
Appointment booking has never been easier. Clients can make a booking directly through your website, social platform, or Reservio booking widget.
Once clients are on your reservation page, they simply choose a date and select an available time. To complete the reservation, clients either enter their email address or sign in using their Google, Apple, or Facebook credentials.
A confirmation email is sent with the booking details including your contact details and address as well as a link to modify or cancel the booking. That’s it!
Build a new following and empower your existing customer base by giving them the control of who-what-when-where. Your clients have the freedom to select services, self-book, and manage preferences 24/7 all through your customizable Booking Page.
Increase client loyalty by showering your VIPs with invite-only events and special offers.
Reservio offers financial professionals several ways to increase visibility and boost client base.
A branded Booking Page through Reservio is a simple, yet effective way to bring in more clients. With a customizable Booking Page, investors and analysts showcase their services and unique approach. A Branded Booking Page lets new and returning clients choose a service, select a day and time, and manage their entire booking preferences online.
Booking buttons (widgets) are another way to increase client reach and are integrated directly onto your existing website and social media for fast and easy self-bookings. Direct users to your full Booking Page or schedule individual services on the spot.
As a part of the Reservio community, your financial service is easily found on search engines and websites including Google, Bing, and Facebook.
Save time and money while simplifying your day-to-day in your financial firm. With Reservio, easily view and modify all bookings, send reminders for upcoming appointments, check staff schedules, sync calendars, promote your services on social media, and much more.
Streamline with Reservio and get back to what you do best—helping clients make the most out of their money.
Don't find what you're looking for above? Just ask the real people at Customer Care. They're happy to help.

Try Reservio for free!

Track bookings in real time, give clients a heads up on upcoming bookings and events, manage client engagement, and much more—all with the Reservio Business app.

No fees. No credit card required.

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DOWNLOAD OUR APP

Manage more capital with the Reservio financial scheduling app.

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