On the Team and locations screen you add the people who take bookings, the services each one offers and whether they are taking bookings now. Customers then choose a person, or "anyone", and CaliDiary only offers times when someone who offers that service is free. Nobody has to keep a shared spreadsheet or pass messages along. Free and Solo cover one person; Pro has no limit.
Add the people who take bookings, the services each offers and whether they are taking bookings.
With "anyone", the booking goes to the least busy person who offers the service.
On Pro, team members sign in on your website to see My diary, without the WordPress dashboard.
Name, email and the services they offer.
The business's hours or their own.
A person, or anyone who is free.
As soon as more than one person takes appointments, diaries start to drift: one colleague is double-booked, another sits idle, and someone at the front desk spends the day passing messages. CaliDiary's team scheduling gives everyone their own diary inside one booking form, so customers only ever see times when the right person is really free. It works the same for a two-person practice and a team across several locations.
Start with one person on the free plan, and move to Pro when the team grows. Each person can also connect their own calendar with two-way calendar sync.
For each person: name, email, phone, their WordPress login (if they have one), the services they offer, and whether they are taking bookings. Switching "taking bookings" off keeps them and their history but stops new bookings.
Your plan sets how many people you can add: one on Free and Solo, unlimited on Pro. Limits only stop adding; if you move from Pro to another plan, nobody already set up stops working.
On the booking form, customers choose a service, then a person, but only from people who offer that service. Or they choose anyone, and the booking goes to the least busy free person. Free times are worked out from each person's own hours, their time off and their existing bookings, with the booking lock applied to that person's diary.
Each person can follow the business's opening hours or have their own weekly hours with breaks. Time off, such as holidays or training days, can be set for one person or for everyone. The Opening hours screen's 7-day preview shows the effect before anyone books.
On Pro, each location lists the people who work there and the services offered there. Customers choose where to come first, then only see that location's people.
Free first calls, paid consultations and conflict checks before you confirm.
Assessments, follow-ups and rehab classes, across your clinics.
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.
Tax return appointments, discovery calls and documents before the meeting.
Lessons booked with the pick-up address, at the length the learner needs.
Customers choose where to come first; each place has its own people and services.
Weekly hours with breaks, special dates, holidays, buffers, notice and a booking window.
Two people can never book the same time, even when they press Book at once.
Customers book themselves, day or night: no phone tag, no back-and-forth emails.
Staff run their own diary on your website, without access to your WordPress dashboard.
Every visit, answer and private note for each customer, in one place.
Start on the free plan, with no booking limit. Upgrade only when you need to.
