Pro plan. The Pro plan. On Free and Solo your whole business uses one currency; you see a preview of this on those plans. Compare the plans.
When you need it
- A branch abroad should quote in the local currency.
- You want customers to pay in euros or dollars without you watching exchange rates.
Before you start
- Add the location first: see Add a location.
- Decide the price you want in each currency. CaliDiary does not convert, on purpose, so an exchange rate can never surprise you or your customer.
Step by step
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Open CaliDiary → Settings → Tax, press Change next to the location, choose its currency, and press Save location.
[Screenshot to come] It will show: The location’s window with its currency chosen, and the Save location button.Choosing a location’s own currency. (Settings → Tax → Change a location) -
Open each service offered at that location, and under Prices in other currencies enter its price in that currency.
[Screenshot to come] It will show: A service open with “Prices in other currencies” showing its euro price beside its pound price.A service priced in a second currency, typed rather than converted. (Appointments → Services → a service) -
Leave a service without a price in that currency and it simply cannot be booked at that location, so nobody is ever charged a wrong amount.
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Check the booking form for that location: the prices shown should be the ones you typed, with that currency’s symbol.
Tips
- Payments, invoices and reports all use the booking’s own currency, and each currency is totalled on its own.
- Round the other currency’s prices to something tidy. Because you type them, they need not match today’s exchange rate.
- Your online payment account must accept that currency. Check with Stripe, PayPal or Mollie before you advertise it.
Common problems
A service does not appear at that location
It has no price in that location’s currency. Open the service and fill in Prices in other currencies. This is deliberate: it stops a customer being quoted the wrong figure.
The currency list does not include mine
Only currencies your payment provider can take are offered. If you take payment in person or by bank transfer and still need it, tell us through support.
Reports show two totals instead of one
That is correct. Nothing is converted, so adding two currencies together would invent a number. Each is shown on its own.
A deposit or discount code looks wrong in the other currency
A percentage works in any currency, but a fixed amount is in your business’s currency. Use a percentage for anything that must work at every location.