CaliDiary keeps one profile per customer, recognised by their email address, with their details, how many times they have booked, their full booking history and your private notes. Each booking can also carry appointment notes for staff. It is all on the free plan, and all stored on your own website.
One profile per customer, recognised by email, with their details, bookings and answers.
Notes on the profile and appointment notes on each booking, for staff only.
Import your existing customers, tag them, block someone if you need to, and download a spreadsheet.
A profile is made from their email.
Every booking, answer and payment.
Private to your team.
There are two kinds of note, both for staff only:
Profiles live in your own WordPress database, never on our servers. When someone asks for their data, WordPress's Export Personal Data tool includes everything CaliDiary holds about them; Erase Personal Data removes it (keeping payment amounts and invoices your accounts need). "Remove personal details" on a profile does the same from the Customers screen. See privacy and GDPR tools.
Assessments, follow-ups and rehab classes, across your clinics.
Introductory calls, weekly sessions and requests you approve.
Clients choose their stylist and a service that books at the right length.
Grooms booked with the dog's breed, coat and temperament, and time to dry.
One-to-one lessons, free tasters and small revision groups, booked by parents.
Tax return appointments, discovery calls and documents before the meeting.
Bookings and customer details stay in your own website. We never see them, so never sell them.
Know what each booking is about before it starts, with no chasing details by email.
Customers book themselves, day or night: no phone tag, no back-and-forth emails.
Download bookings and customers as spreadsheets; a Reports screen on paid plans.
Customers send documents and photos with their booking; files stay private on your site.
Customers view, cancel or book again from their email link, so fewer calls for you.
Start on the free plan, with no booking limit. Upgrade only when you need to.
