CaliDiary lets clients book a free chemistry call, a coaching session or a place on a group workshop on your WordPress website. Gentle intake questions help you prepare, private notes keep track of each client's journey, and everything stays in your own website's database.
Clearpath CoachingBook 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.
Clearpath Coaching (a made-up coach) offers a free 20-minute chemistry call. The form asks one open question, "What would you like to be different in six months?", and the coach reads the answer before the call. Both sides find out whether they want to work together, with no payment step in the way.
After each session the coach adds appointment notes to the booking and keeps longer reflections in the client's private profile notes. Before the next session, the client's full history is one click away: every session, every answer, every note.
Once a month the coach runs a two-hour confidence workshop for up to 10 people. Each person books a place, it stops taking bookings when full, and everyone gets an email reminder the day before.
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 |
|---|---|---|
| Chemistry call | 20 min | Free |
| Coaching session | 60 min | $110 |
| Intensive session | 2 h | $200 |
| Group workshop10 places | 2 h | $45 |
Not every booking needs a price: free, pay later, bank transfer or card, chosen per service.
Every visit, answer and private note for each customer, in one place.
Several people book the same appointment time, up to the limit you set.
Hide a few free times so a new diary never looks empty, without pressure messages.
Show your bank details with a reference, or a payment link per service, then mark as paid.
Know what each booking is about before it starts, with no chasing details by email.
The free plan covers chemistry calls, paid sessions with bank transfer details, small group workshops and customer profiles. Solo adds card payments, payment links per service, packs of sessions, choice questions, invoices and look busy, which helps a new practice look established. Coaching teams need Pro.
The moment someone decides to book a coach is often a brave one. A booking page that is calm, clear and quick respects that. CaliDiary's booking form is built to WCAG 2.2 AA, works well on a phone, and shows plainly what is free and what is paid. A chemistry call with no price books straight through, with no payment step.
Coaching intake questions should invite, not interrogate. Ask one or two open questions on the booking form and keep the rest for the conversation. On Solo and Pro, a follow-up question can appear only when it matters, for example asking about a team only when the client chooses business coaching. The client's answers are kept with the booking exactly as the question was worded at the time.
Every client gets a profile, recognised by their email address, with every booking, every answer and your private notes. Appointment notes on each session record what was agreed. Nothing here is shown to the client, and none of it leaves your website. If a client asks what you hold about them, WordPress's export tool includes it; if they ask you to erase it, the erase tool removes their personal details while keeping payment amounts your accounts need.
Start on the free plan with one person and up to five services. Move to Solo when you want payment links, invoices or look busy, which hides a share of free times from visitors so a new diary never looks empty. If you build a team of coaches, Pro gives every coach their own hours and services, and clients can choose their coach or the first one free.
On Solo and Pro, clients can buy a pack of sessions and book against it, pay by card through your own Stripe, PayPal or Mollie account, and join video sessions through a Zoom, Teams or Google Meet link made for each booking. Two-way calendar sync keeps your own calendar and your coaching diary in step. See every feature and its plan on the features page.
Discovery calls, paid strategy sessions and client workshops.
Introductory calls, weekly sessions and requests you approve.
PT sessions, free consultations and small groups, wherever you train.
Free first meetings, fact-find questions and annual reviews.
Start on the free plan, with no booking limit. Upgrade only when you need to.
