CaliDiary lets buyers, tenants and landlords book viewings, free valuations and surveys on your agency's WordPress website. Each branch has its own negotiators and hours, the property address is asked on the form, and valuation requests can be checked before they are confirmed.
Hollins & Reed PropertyBook 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.
Hollins & Reed (a made-up agency) puts a booking form on each property page, set to that property's viewing service. Buyers pick a 30-minute slot, answer whether they have a mortgage in principle and a property to sell, and get a reminder the day before.
Sellers book a free valuation by giving the property's address. The time is held as a request so the branch can check the address is in its area before accepting; out-of-area requests are declined politely and the time is freed.
Visitors choose the town or village branch first, then a negotiator or simply the first free one. Each branch keeps its own opening hours and services, and Saturday viewings only appear where someone is working.
A surveying partner offers level 2 and level 3 home surveys at fixed prices. Clients pay a deposit by card when they book, upload the sale particulars, and the balance is invoiced with VAT after the visit.
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 |
|---|---|---|
| Property viewing | 30 min | Free |
| Free market valuationRequests you approve | 45 min | Free |
| Lettings valuation | 45 min | Free |
| Level 2 home survey | 2 h | $450 |
| Open house15 places | 2 h | Free |
Customers choose where to come first; each place has its own people and services.
Hold the time and decide yourself whether to accept or decline each booking.
Know what each booking is about before it starts, with no chasing details by email.
One booking form for the whole team, each person with their own hours and services.
Paid up front, in full or by deposit, into your own Stripe, PayPal or Mollie. No commission.
Bookings land in Google or Outlook, and your private plans there block those times.
A sole agent or surveyor can work on Solo, with up to 3 locations, choice questions, uploads, card payments and calendar sync. An agency where several negotiators take viewings, or with more than 3 branches, needs Pro for unlimited people and locations and branch managers.
Most people look at property in the evening and at weekends, when your branch is closed. A booking form on each listing lets them choose a viewing there and then, from the times a negotiator is really free, and the booking lock means two buyers are never given the same slot. Buffers after each viewing leave time to travel to the next property.
A free valuation is often the first contact with a future seller or landlord. Asking for the address, the type of property and the timescale on the form means the valuer arrives prepared. Holding valuations as requests you approve lets the branch check the property is in its patch before confirming.
Each branch is a location with its own address, opening hours, negotiators and services, and every customer email says where to go. Negotiators who cover two branches have working hours by location, so a Saturday at the village office is only offered there. On Pro, branch managers see only their own branch's diary.
Surveyors and property professionals can take a deposit by card when the survey is booked, through their own Stripe, PayPal or Mollie account, and send a numbered invoice with VAT afterwards. Sale particulars and floor plans can be uploaded with the booking and are kept private on your own website.
Buyers', tenants' and landlords' details are stored in your own WordPress database, and WordPress's export and erase tools include them. See privacy and GDPR tools.
Free first calls, paid consultations and conflict checks before you confirm.
Free first meetings, fact-find questions and annual reviews.
Home and video surveys, photo uploads and moving days secured with a deposit.
Quote visits, boiler services and repairs, with the address and photos up front.
Start on the free plan, with no booking limit. Upgrade only when you need to.
