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Financial Services Software
Up your business with 24/7 self-booking, automatic reminders, and smart client management.
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Go digital, save paper
- Move your entire appointment management online
- Auto sync new appointments to your calendar
- Easily organize your team's schedule
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5.0
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Exceed expectations
- Empower clients to self-manage appointments
- Increase loyalty with bonus offers and one-off specials
- Track investment history with client admin tools
$55
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Simplify your payment process with an all-in-one system
- Convenient online and in-person payment options
- Automated receipts and secure transaction monitoring
- Real-time insights for accurate financial tracking
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Increase client base
- 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!
Lazaro Portomeñe
TicTax and Business Services
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!
Mgr. Ivana Hernández
Nožičkovo
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!
Ivan Toth
Nővarázsoló Műhely
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.
Peter Kohár
EverLift Slovakia, s.r.o.
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!
Lazaro Portomeñe
TicTax and Business Services
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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!
Mgr. Ivana Hernández
Nožičkovo
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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!
Ivan Toth
Nővarázsoló Műhely
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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.
Peter Kohár
EverLift Slovakia, s.r.o.
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.
Reservio is the right software for all businesses
It is an excellent choice for any industry you work in. Both you and your customers will love it immediately.
Beauty & Wellness
Give your clients full attention with no distractions. Receive bookings for your services online.
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Fitness & Sports
Reservio will always notify you of a new booking, giving you time to prepare equipment and training.
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Healthcare
Have all important data accessible and protected. Choose a secure online scheduling system.
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Education
Make notes about students directly in the system and access them from any device.
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Professional services
Reservio gives you an advantage over your competitors. Up to 94% of people prefer services they can self-book online.
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Entertainment
Customize the scheduling software according to what you need. It can handle any type of event.
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FAQs
Is Reservio financial scheduling software free?
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.
How do my clients book an appointment?
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!
Is there a scheduling software with integrated payment processing for financial services?
Yes! With Reservio your clients can pay securely online when booking or in person using the built-in POS system. The platform includes real-time tracking of payments, automated digital receipts, and financial reporting—making it easy to manage both appointments and transactions effortlessly.
How can I increase my client traffic?
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.
How does Reservio help promote my financial service?
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.
How does Reservio improve my day-to-day?
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!
Take control of your day-to-day. Simplify with 24/7 online bookings, smart client management, and convenient appointment reminders.