Upvio 2026: Benefits, Features & Pricing

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On this page

Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Upvio

4.7

(55)

Pricing

Starting at $39.00 per month

About Upvio

Upvio is a telehealth software offering medical, health and wellness professionals powerful technology tools including feature-rich appointment scheduling, digital medical forms, video calls, virtual waiting rooms, asynchronous and synchronous chat.

Upvio empowers practices to tech-enable their business through simple, yet powerful telehealth tools.
All tools are GDPR & HIPAA-compliant. Start for free. Minutes to set up. Fair and transparent plans. business.

WHAT MAKES UPVIO DIFFERENT:

Start for free. No credit card required.
Incredible customer service 24/7
Easy to use / setup
Guided setup
Deep, powerful yet simple scheduling functionality
Integrated video consultation features
Chat to communicate with customers
Medical form builder
Advanced, documented API
All fully HIPAA and GDPR compliant

Upvio Screenshots

Upvio Pricing and Plans

Starting price: $39.00 per month

Free Trial

Free Version

Scheduler

$39.00

per user, per month

Plan 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

Plan 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

Enterprise

Pricing available upon request

Plan 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

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Upvio Features

Popular features found in Patient Scheduling
Alerts/Notifications
Approval Process Control
HIPAA Compliant
Mobile Access
Online Scheduling
Patient Communications
Patient Intake
Patient Portal
Patient Records Management
Payment Processing
Reminders
Reporting/Analytics
SMS Messaging
Third-Party Integrations
More features of Upvio
Access Controls/Permissions
Action Item Tracking
Activity Dashboard
API
Appointment Management
Appointment Scheduling
Attendee Management
Auto Framing
Automated Responses
Automated Scheduling
Automatic Transcription
Availability Indicator
Availability Management
Booking Management
Brainstorming
Calendar Management
Calendar/Reminder System
Calendar Sync
Call Recording
Call Reminders
Charting
Chat/Messaging
Claims Management
Class Scheduling
Client Database
Client Management
Client Portal
Client Profiles
Collaboration Tools
Communication Management
Compliance Management
Conferencing
Confirmations/Reminders
Contact Database
Content Management
Credit Card Processing
CRM
Customer Database
Customer History
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Templates
Data Import/Export
Discount Management
Document Management
Document Storage
Drag & Drop
Electronic Hand Raising
Electronic Payments
Email Management
Email Marketing
Email Reminders
Employee Management
Employee Portal
Employee Scheduling
E-Prescribing
Event Calendar
Event Management
Event Scheduling
Facility Scheduling
Faculty/Staff Management
File Sharing
File Transfer
For Barbershops
For Medical Purposes
For Medical Spas
Forms Creation & Design
Forms Management
Group Scheduling
HD Audio/Video
Host Controls
Lesson Notes
Live Chat
Lock Meetings
Meeting Management
Meeting Notes
Meeting Preparation Tools
Member Accounts
Microsoft Outlook Integration
Mobile Alerts
Monitoring
Multi-Language
Multi-Location
Multiple User Accounts
Multi-Provider Practice
No-Show Tracking
On-Demand Recording
On-Demand Webcasting
One-to-One Messaging
Online Booking
Online Classes
Online Forms
Online Payments
Online Registration
Parent Portal
Patient Engagement
Patient Monitoring
Physician Management
Polls/Voting
Practice Management
Presentation Streaming
Private Chat
Promotions Management
Real-Time Chat
Real-Time Notifications
Real-Time Reporting
Real-time Scheduling
Real-Time Updates
Recording
Records Management
Recurring Appointments
Remote Treatment Planning
Reporting & Statistics
Rescheduling
Resource Scheduling
Room Booking
Scheduling
Screen Sharing
Secure Data Storage
Secure Messaging
Self Service Portal
Single Sign On
SMS Marketing
SMS Reminders
SOAP notes
Softphone
SSL Security
Staff Management
Surveys & Feedback
Task Scheduling
Team Calendars
Telemedicine
Two Way Audio & Video
Two-Way Audio & Video
User Management
User Profiles
Video Call Recording
Video Conferencing
Video Layouts/Views
Video Management
Video Streaming
Video Support
Virtual Waiting Room
Wait List Management
Web Forms
Website Integration
Whiteboard
Workflow Management

Upvio Integrations

Zoom Workplace

Microsoft Outlook

Microsoft 365

Google Calendar

iCloud

PayPal

See all 9 integrations

Upvio User Reviews

Overall Rating

4.7

Ratings Breakdown

78%

20%

Secondary Ratings

Ease of Use

4.7

Value for money

4.7

Customer support

4.8

Functionality

4.8

Michael T.

Verified reviewer

Medical Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2021

Not only a great scheduler, but a great company to work with

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

We use Cogsworth for scheduling patients and have integrated it into our patient booking. Cogsworth supports a number of teleconferencing solutions for virtual appointments and allows for customization of just about every single thing the customer will ever see from you. I absolutely love the instant SMS texts when a new appointment comes in. [SENSITIVE CONTENT HIDDEN] of the company, is probably hands-down the nicest and most personable customer service representative I've engaged with. Whenever we needed some new feature he had his development team crank it out in literally days. That kind of flexibility should cost thousands of dollars but is something the Cogsworth team does to always constantly be improving their product. The developers are super fast to help customers out as well and I never once felt like we weren't an important customer. The software is easy to run for multiple businesses and is easy to engage with for Staff members. Cogsworth is that one software that really captures just about everything you would need in a scheduler in one product. They just added a brand new feature to put customers on the calendar that haven't completely finished payment, which is absolutely brilliant as sometimes customers will abandon the process when it comes time to pay and may need some additional convincing to complete their appointment.

Cons:

It is clear that their software is growing at a fast pace and they have added tons of great features to Cogsworth even over the short time we've been with them. Picking negatives is tough, but if it's something I had to say I liked least I would say that they could probably take a step back and look at all of their features that they've put together and reorganize the menus a bit to align with their current product offering better. At the end of the day I'd rather have the features than not, so this is nit-picking. They offer both Stripe and Paypal payments, but I would also like to see one more payment method like Square (as Square is HIPAA-compliant).

Reasons for choosing Upvio

Cogsworth was the best software we evaluated among all the alternatives.

Alexandra N.

Verified reviewer

Marketing and Advertising

Self-Employed

Used daily for less than 6 months

Review source

Reviewed September 2021

Great- I am so happy I found it!

I love it. This is the second software- after airtable- that I couldn't live without.

Ratings Breakdown

Ease of use

Value for money

Functionality

Pros:

I absolutely love Cogsworth- I tried Calendly before and hated it. The pricing is similar, but I find the UI so much more intuitive than Calendly's. I especially like the "generate email signature" feature. It has saved ua a lot of money, because we originally wanted to hire someone to do signatures for us.

Cons:

Some integrations aren't as flawless as google cal or zoom- especially ms teams (which we tried before zoom; but this might as well be ms teams, not cogsworth), but we found a way it works for us.

Reasons for choosing Upvio

Tried Calendly and didn't like their user interface

Reasons for switching to Upvio

Couldn't handle Calendly

Ann-louise v.

Verified reviewer

Education Management

201-500 employees

Used daily for less than 2 years

Review source

Reviewed December 2021

Poor support and complex system ad-on charged

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.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

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.

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.

Reasons for switching to Upvio

For more functionality. However, I will be switching back for better support and lower costs.

Vendor Response

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.

Replied July 2022

Shade O.

Verified reviewer

Information Technology and Services

Self-Employed

Used weekly for less than 2 years

Review source

Reviewed December 2019

My GO-TO Appointment tool!

A joy to use! Cogsworth allows me look very professional when my clients need to schedule some time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Cogsworth is feature-pack and so intuitive to use. Some of the features include multiple services, calendar integration, payment, buffer times, ability to select different types of meeting locations (physical location, online, etc), group bookings and the list goes on! In addition, I love how intuitive the tool is! It's easy to get setup and running FAST!

Cons:

Honestly, there's really nothing I don't like about the software! The founder is open to suggestions and feedback and has implemented a lot of things based on feedback!

Reasons for switching to Upvio

In addition to Cogsworth being more feature-pack and intuitive, I found the user-experience of Cogsworth much better!

Brian N.

Verified reviewer

Online Media

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2021

Fast and easy scheduling tool with a wide range of applications

I am a consultant helping other business with digital strategy. I often recommend and implement solutions. I did several demos with bigger players before finding Cogsworth -- and never looked back. Have completed one implementation using their SaaS model and expect to do many more in the future using that approach and their API.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Agile team making continual improvements to the service. Easy to implement and learn. Company does an awesome job listening to its customers. End user experience of booking an appt.

Cons:

We found a few bugs, but were thrilled to see all of them fixed within a couple days of reporting them.

Reasons for choosing Upvio

All around better, cheaper product for our needs.

Reasons for switching to Upvio

Timetap had 1 killer feature I wanted (driving time buffers), but as implemented it didn't live up to the promise. So went with the service that presented the best END USER experience.

Sirarpi S.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 2 years

Review source

Reviewed October 2018

The most time-saving and flexible software I could have found

When I was having a research on what to use for my appointments, the name itself was eye-catching and positive to me so I got interested and captured with Cogsworth. It reminded me of my childhood, winter time, watching Beauty and the Beast where there was this Cogsworth character. Cogsworth.com gave me the impression I am safe and will manage my time effectively. Whenever I get an email with the name of the company, it kind of relieves my stress. I am a digital marketing specialist and making appointments is one of the key indicators on how professionally I can handle my meetings without spending more time.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

1. No credit card required when signing up Lots of times I didn’t sign up for a tool or a service as they required a credit card and after the trial, took money from my card without any notification. 2. It is very easy to set up 3. You can schedule multiple events 4. The form is easy to fill out 5. It is cloud-based which means I don’t have to download an app (I am always low on memory) 6. You can ask questions to the people you are going to have an appointment with

Cons:

You don't have the ability to change the way the form from one question at a time to displaying all questions at once.

Nelli A.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 12 months

Review source

Reviewed December 2018

A software worth having

Even if I change my workplace, I would recommend Cogsworth in new workplaces as it is really time-effective and worth having.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I started using Cogsworth by chance as the company I am employed in, is using it. I remember having a time management meeting and were brainstorming how to reduce time spent on administrative tasks. As we spent too much time on making international calls, writing too many emails for scheduling a single appointment, was one of the most time-consuming tasks. One of the employees suggested using an appointment scheduling software and based on her previous experience, we chose Cogsworth. Now we concentrate our marketing and sales efforts on more important tasks; the times of sending three to four emails is gone.

Cons:

The analytics needs to be improved. Information like who intended to schedule an event but left it undone or halfway. It will help me analyze their behavior and check if there is any step the user is avoiding to fill in.

Tigran K.

Verified reviewer

Marketing and Advertising

11-50 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

All my colleagues started using Cogsworth, too

When it comes to choosing an appointment scheduling software, I definitely recommend using Cogsworth. As they have a watermark, all of our clients and colleagues started using it. I am happy to have this positive influence on them

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

I am a highly organized person and keeping everything in order is a high priority for me. With Cogsworth, I feel relaxed as I am sure all the meetings are arranged accordingly. I share my my available time with my colleagues, boss and the clients. Cogsworth helps me stand out as a professional who saves time and efforts. Nothing makes me happier than sending a link, just asking to choose a date for the meeting. There can be no misunderstanding on the scheduled appointment.

Cons:

My choice of an appointment tool has never been questioned as I carefully choose all the tools and software to work with. This is why I love Cogsworth and there has never been any significant feature that annoyed me

Andranik M.

Verified reviewer

Marketing and Advertising

11-50 employees

Used weekly for less than 12 months

Review source

Reviewed November 2018

A lot of useful and time-saving features for arranging a meeting

If you need an appointment-making software which is easy to use and saves time, has canned responses, Cogsworth is something you will like

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Cogsworth makes it easier for me to organize thousands of interviews. I keep everything organized and still have time to rest, no confusion or overbooking. If there are various topics that I want to discuss, I can create multiple events and they can choose the one related to them. You can also ask questions to the person you are going to have an appointment with. To make their job easier, you can give them multiple choice, mark required fields and fields you would like to know but it’s not compulsory. There are stored responses which help save time and generate ideas. It is really effective for me and for my professional level. Apart from saving time, it enables you to get valuable information and make better communication, prepare better arguments for your target audience.

Cons:

It does not let me white label. Sometimes I want the person not to know what software I used so that they think I have done some magic work. Other than that, I am satisfied with both the plan and the price.

Sahakanush S.

Verified reviewer

Health, Wellness and Fitness

51-200 employees

Used daily for less than 12 months

Review source

Reviewed November 2018

No back-and-forth emails needed!

Problems that Cogsworth solved for me a) Saved my time b) Makes everything look more professional c) No need for an assistant d) No missed appointment

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Cogsworth website is very easy to navigate and find the information you need. When I signed up, it was really fast to send an email and verify my account. This step was very fast and easy, I liked it a lot. This was my first impression of Cogsworth and for me, it showed the care and attention for their product and their job the team has. Scheduling is so simple and lets me do everything in no time

Cons:

I would like the free plan to have more features than it has now. I tried the "Solo" plan and it was difficult to come back to the basic plan. I would really love to have email follow-ups.

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