CaliDiary lets clients book a free first meeting, a mortgage appointment or their annual review on your firm's WordPress website. The booking form gathers the fact-find basics before you meet, documents arrive in advance, and clients' financial details stay in your own website's database rather than on our servers.
Lattice Financial PlanningBook 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.
Lattice Financial Planning (a made-up firm) offers a free 30-minute first meeting. The booking form asks what the client would like help with (retirement, protection, investing, a mortgage) and roughly when they need it. The adviser opens the booking already knowing which conversation it will be.
A couple buying their first home book a mortgage appointment. The form asks them to upload recent payslips and bank statements, which arrive with the booking and are stored privately on the firm's website. The broker reviews them before the appointment instead of chasing them afterwards.
Existing clients book their annual review from a link in the firm's newsletter. A hidden field records that they came from the newsletter, a booking window stops reviews being booked months ahead, and buffers after each meeting leave time to write up notes.
For specialist advice, such as pension transfers, the firm holds each booking as a request. An adviser checks the answers, accepts the ones they can help with and politely declines the rest, so nobody travels to a meeting that was never going to work.
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 |
|---|---|---|
| Free first meeting | 30 min | Free |
| Mortgage appointmentIf your fee is paid on completion | 60 min | Free |
| Financial planning meeting | 90 min | $250 |
| Annual review | 60 min | $180 |
| Retirement planning seminar25 places | 60 min | Free |
Not every booking needs a price: free, pay later, bank transfer or card, chosen per service.
Know what each booking is about before it starts, with no chasing details by email.
Customers send documents and photos with their booking; files stay private on your site.
Hold the time and decide yourself whether to accept or decline each booking.
Every visit, answer and private note for each customer, in one place.
Bookings and customer details stay in your own website. We never see them, so never sell them.
On the free plan one adviser can offer up to five services, including free meetings and requests you approve. Solo adds document uploads, choice questions and hidden fields, invoices and VAT rates per service. When several advisers or paraplanners take bookings, choose Pro.
People rarely book a financial adviser on a whim. They are usually facing a decision with real consequences: retiring, buying a home, protecting their family. A booking page that asks a few sensible questions, shows clearly whether the first meeting is free, and confirms the time straight away helps them take that step.
With CaliDiary the first meeting and the paid work live on one booking form. A free first meeting needs no payment step at all. Paid meetings can be paid before the appointment by bank transfer, with the client's own booking reference shown beside your bank details, or on the day. On Solo and Pro, a service can also carry a payment link you already use. Clients can also pay by card inside the booking form, in full or as a deposit, through your own Stripe, PayPal or Mollie account.
Payslips, bank statements and pension letters are sensitive. Files uploaded with a booking are stored in a private folder on your own server that blocks web access, are checked by their contents rather than their names, and can only be opened by signed-in staff. Photos lose their hidden location details. When the booking is deleted, or a client asks for their data to be erased, the files go too.
Your notes stay with you: private notes on a client's profile and appointment notes on each booking are for staff only. WordPress's own export and erase tools include everything CaliDiary holds about a client, which helps when someone asks what you keep.
Annual reviews tend to bunch up. A booking window limits how far ahead clients can book, special dates let you open extra hours in busy weeks, and the booking lock makes sure two clients never land in the same slot. Each adviser can have their own hours and the services they offer, so a mortgage client only sees the brokers who handle mortgages.
On Solo and Pro, two-way sync with Outlook and Google calendars keeps each adviser's own appointments out of the booking form, remote reviews get an automatic Zoom, Teams or Google Meet link, and several reminders can go out before each meeting. Clients can also pay fees by card, in full or as a deposit, through your firm's own Stripe, PayPal or Mollie account. Every feature and its plan is on the features page.
Tax return appointments, discovery calls and documents before the meeting.
Free first calls, paid consultations and conflict checks before you confirm.
Discovery calls, paid strategy sessions and client workshops.
Chemistry calls, coaching sessions and small group workshops.
Start on the free plan, with no booking limit. Upgrade only when you need to.
