CaliDiary lets prospects book a discovery call, clients book a paid strategy session, and businesses book an IT support visit on your agency's WordPress website. Qualifying questions arrive with the booking, video links are made for you, and your team's own calendars stay in sync.
Northlight StudioBook an appointment
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Demo only: a made-up business. Nothing is sent or stored.
Made-up businesses, real CaliDiary features. Each example names the features that do the work.
Northlight Studio (a made-up design agency) offers a free 30-minute discovery call. The form asks for the budget range, the deadline and the website address; a question about e-commerce appears only when the prospect ticks "online shop". The call starts with the brief already read.
A half-day brand workshop is booked and paid online, with a deposit by card when it is booked and the balance invoiced afterwards with VAT. Discount codes reward returning clients.
A managed IT provider lets client businesses book an on-site support visit. The form asks for the office address and the problem, the engineer's buffers leave travel time, and the visit appears in their Outlook calendar.
Prospects choose web, branding or marketing, and only the specialists who offer that service are shown, or the first one free. Look busy keeps a new studio's diary looking well used.
One person, one customer, a set length.
AvailableAppointments several people can book at the same time.
AvailableThe time is held until you accept or decline.
AvailableNo price, no payment step.
AvailableAn example to adapt: change the names, lengths and prices to your own.
| Service | Length | Price |
|---|---|---|
| Discovery call | 30 min | Free |
| Strategy workshopDeposit by card | 2 h | $450 |
| Website review | 45 min | $120 |
| IT support visit | 60 min | $95 |
| Free webinar: planning a new website50 places | 45 min | Free |
Know what each booking is about before it starts, with no chasing details by email.
Each online appointment gets its own Zoom, Teams or Google Meet link, sent for you.
Bookings land in Google or Outlook, and your private plans there block those times.
Paid up front, in full or by deposit, into your own Stripe, PayPal or Mollie. No commission.
Numbered invoices with VAT lines and credit notes, made on your own site. No add-on to buy.
One booking form for the whole team, each person with their own hours and services.
A freelancer can take discovery calls on Solo, with qualifying questions, video links, card payments, invoices and calendar sync. An agency where several specialists take calls needs Pro for unlimited people, and Pro covers 3 websites, useful for agencies running several brands.
Agencies win work on the first call. A booking form on your contact page lets a prospect pick a time while they are still keen, instead of waiting for a reply. Qualifying questions (budget, deadline, website, services needed) arrive with the booking, and on Solo and Pro follow-up questions appear only when relevant, so the form stays short. See the booking form builder.
Strategy sessions, audits, workshops and training days can be paid when they are booked, in full or with a deposit, through your own Stripe, PayPal or Mollie account. Numbered invoices with VAT and credit notes are made on your own website on Solo and Pro, and discount codes reward repeat clients.
IT support providers can let client businesses book visits: the office address is asked on the form, buffers protect travel time between visits, and each engineer's hours and services decide what is offered.
Two-way sync with Google, Outlook and Apple calendars means internal meetings block booking times and new bookings appear straight away in each person's calendar. Video links for Zoom, Microsoft Teams and Google Meet are made for every online call. See calendar sync.
The booking form sits on your WordPress site with a block, a shortcode or the Elementor widget, in your own colours, rather than sending prospects to a third-party booking page.
Discovery calls, paid strategy sessions and client workshops.
Chemistry calls, coaching sessions and small group workshops.
Screening calls, interviews and assessment days, booked by candidates.
Portrait sessions, headshots and mini-session days, with the shoot details asked up front.
Start on the free plan, with no booking limit. Upgrade only when you need to.
