On every plan, the Bookings and Customers screens download as spreadsheets (CSV) with each booking's total, tax, paid so far and still to pay. Solo and Pro add a Reports screen for bookings, money, invoices and tax, customers, and classes and events, with team and location reports on Pro.
Download with amounts, tax, paid so far and still to pay, on every plan.
On Solo and Pro, a Reports screen for bookings, money, invoices and tax, customers and events.
On Pro, team, location and resource reports, and a weekly summary email.
Or the Overview screen.
Any range you need.
On screen or as a spreadsheet.
Amounts are written as plain numbers. Text that a spreadsheet program could mistake for a formula is made safe before it is written, a protection many exports miss.
Every plan has an Overview screen in the CaliDiary menu, the starting point for the day.
| Report | Plans |
|---|---|
| Bookings, money, invoices and tax summary | Solo, Pro |
| Customers, classes and events, waiting list | Solo, Pro |
| Team, location and resource reports | Pro |
| Staff see only their own figures | Pro |
| Weekly summary email | Pro |
Like everything else in CaliDiary, reports are worked out on your own website from your own data.
Tax return appointments, discovery calls and documents before the meeting.
Assessments, follow-ups and rehab classes, across your clinics.
One-to-one lessons, free tasters and small revision groups, booked by parents.
MOTs, services and repairs, with the registration and the fault asked up front.
GP appointments, health checks and follow-ups, kept on your own site.
Clients choose their stylist and a service that books at the right length.
Show your bank details with a reference, or a payment link per service, then mark as paid.
Numbered invoices with VAT lines and credit notes, made on your own site. No add-on to buy.
Prices with or without tax, the rate kept with every booking, and named rates per service.
Every visit, answer and private note for each customer, in one place.
One booking form for the whole team, each person with their own hours and services.
Customers choose where to come first; each place has its own people and services.
Start on the free plan, with no booking limit. Upgrade only when you need to.
