CaliDiary lets charities and advice services take bookings on their own WordPress website. People book a free advice appointment or a phone call-back, answer only the questions you need, and are reminded before it. Appointments that need a check can be held until an adviser confirms them, and every booking stays on your own website.
Harbourside Advice ProjectBook an appointment
Live demoCheck and confirm
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.
Harbourside Advice Project (a made-up charity) keeps its drop-in mornings but adds booked advice appointments in the afternoons. Clients choose a time online, say briefly what the problem is, and get a reminder the day before, with a link to cancel so the slot can go to someone else.
A Phone call-back service asks for the best number and a safe time to call. The adviser sees the answers on the booking and rings at the booked time, with no travel for the client.
Specialist appointments are limited. The charity chooses I'll confirm each booking myself for them: the time is held while an adviser reads the answers, then accepts or declines, and suggests another service if this one isn't right.
A monthly money skills workshop has 15 places. It books as a free group session, stops when it is full, and the list of who is coming downloads as a spreadsheet for the session lead.
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 |
|---|---|---|
| Advice appointment | 45 min | Free |
| Phone call-back | 20 min | Free |
| Specialist appointmentRequests you approve | 60 min | Free |
| Money workshop15 places | 90 min | Free |
Not every booking needs a price: free, pay later, bank transfer or card, chosen per service.
Hold the time and decide yourself whether to accept or decline each booking.
Bookings and customer details stay in your own website. We never see them, so never sell them.
Every customer can book, by keyboard, screen reader or touch. Tested to WCAG 2.2 AA.
One booking form for the whole team, each person with their own hours and services.
Know what each booking is about before it starts, with no chasing details by email.
A single adviser can run free appointments on the free plan, which has no booking limit. Solo adds document uploads and choice questions. When several advisers (staff or volunteers) take bookings, Pro gives each one their own hours and services, and adds unlimited locations for outreach sites.
People who come for advice are often under pressure, and every extra question is a reason to give up. CaliDiary's booking form builder lets you keep the form short: name, a way to contact them safely, and what they need help with. On Solo and Pro, a follow-up question can appear only when it applies, so someone booking a call-back is asked for a phone number while someone coming in is not.
What a client tells an advice service is sensitive. CaliDiary stores bookings, answers, notes and uploaded documents in your own WordPress database and on your own server; they never reach CaliDiary's servers. Uploaded documents sit in a private folder that blocks web access, only signed-in staff can open them, and photos have their location data removed. When a client asks what you hold, or asks for it to be erased, WordPress's own tools include CaliDiary. Details on privacy and GDPR tools.
The booking form is built and tested to WCAG 2.2 AA: keyboard and screen-reader support, readable colours, large text, dark mode and reduced motion. Asking "Do you need an interpreter or any adjustments?" lets the adviser prepare.
Advice appointments are scarce, and a missed one is a slot someone else needed. Every confirmation and reminder email includes a link to view or cancel, so clients who can't come free the time for others. Requests you approve hold their time while you check, and are declined automatically if nobody answers before the appointment would start.
On Solo and Pro, online appointments get their own video link and full sessions keep a waiting list. On Pro, volunteer advisers sign in on your website to see their own appointments, without WordPress dashboard access. Text reminders and encrypted sensitive answers are on the roadmap. See every feature and its plan on the features page.
Shifts with several places each, free sign-up, reminders and a link to cancel.
Free resident appointments, information sessions and requests checked before they are confirmed.
Free collection slots, checked referrals and volunteer shifts.
Room and hall hire, group sessions, repair cafés and club events.
More in community, charities and volunteering All industries
Start on the free plan, with no booking limit. Upgrade only when you need to.
