Accountants and bookkeepers
Tax return appointments, discovery calls and documents before the meeting.
Switch tax on, give it a name such as VAT or GST, set the rate and choose whether your prices include it. Every booking keeps the subtotal, tax, rate and name it was charged, so later changes never alter it. Solo and Pro add named rates per service, such as Standard, Reduced and Zero.
Switch tax on, name it, set the rate and choose whether prices include it.
Standard, Reduced and Zero rates, with a default and a rate per service on Solo and Pro.
Every booking keeps the subtotal, tax, rate and name it was charged.
Give it a name and a rate.
Customers see "+ VAT" when it is added.
On Solo and Pro.
In Settings → Tax and payments:
When tax is added on top, prices on the booking form show "+ VAT" (or your tax's name). Totals on the confirmation screen, in emails and on the customer's booking page show what is included, for example "£120.00 (includes VAT £20.00)". Free services show no tax at all.
Each booking stores the subtotal, the tax, the rate and the tax's name it was charged with. Changing your settings later, or a service's price, never rewrites past bookings, their payments or their invoices. Spreadsheet downloads include the tax for each booking as a plain number.
Create rates by name, choose one as the default, and set a rate on any service. A service on a zero rate never shows "+ VAT", and its total shows no tax. If a licence lapses, the single rate from the free plan applies again and the list is kept.
| Feature | Free | Solo | Pro |
|---|---|---|---|
| One tax rate, included or added | Available | Available | Available |
| Named rates per service | Available | Available | |
| A tax set-up per location | Available | ||
| Business customers and reverse charge | Available |
CaliDiary applies the rates you choose. It does not give tax advice.
Tax return appointments, discovery calls and documents before the meeting.
Free first calls, paid consultations and conflict checks before you confirm.
MOTs, services and repairs, with the registration and the fault asked up front.
Clients choose their stylist and a service that books at the right length.
GP appointments, health checks and follow-ups, kept on your own site.
Portrait sessions, headshots and mini-session days, with the shoot details asked up front.
Numbered invoices with VAT lines and credit notes, made on your own site. No add-on to buy.
Show your bank details with a reference, or a payment link per service, then mark as paid.
Not every booking needs a price: free, pay later, bank transfer or card, chosen per service.
Paid up front, in full or by deposit, into your own Stripe, PayPal or Mollie. No commission.
Download bookings and customers as spreadsheets; a Reports screen on paid plans.
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.