Privacy is the first question
Patients share health information when they book, and a clinic is responsible for it. CaliDiary is built so that this information stays with you: bookings, answers to your questions and uploaded files are stored in your own WordPress database and on your own server. CaliDiary's servers never receive them.
Practical points for clinics:
- Ask only what you need. The booking form builder lets you keep questions short, and on Solo and Pro follow-up questions appear only when relevant.
- Uploads are private. Files go into a folder that blocks web access, are opened only by signed-in staff, and are deleted with the booking. Photos lose their hidden location details.
- Notes are for staff. CaliDiary calls them appointment notes. They are short notes about a booking, not a replacement for your clinical records.
- Requests from patients. WordPress's export and erase tools include what CaliDiary holds, so a patient's request can be answered from one place.
- Encryption of sensitive answers in the database is on the roadmap; until then, choose a secure, well-maintained host.
A diary that respects clinic hours
Each clinician has their own hours, breaks and time off, and the services they offer. Special dates close the clinic for bank holidays or open it for an extra session. Minimum notice stops bookings minutes before an appointment, buffers protect time for notes, and the booking lock makes sure two patients can never be given the same slot.
Paying for private care
Prices are set per service, and payment can be on the day, before the appointment by bank transfer with the patient's reference, or (on Solo and Pro) through a payment link you already use. Results follow-ups can be free, with no payment step. On Solo and Pro, patients can also pay by card, in full or as a deposit, through your own Stripe, PayPal or Mollie account, and invoices are numbered and made on your own website.
Accessible to every patient
The booking form is built and tested to WCAG 2.2 AA: it works by keyboard, with screen readers, at large text sizes and in dark mode. That matters for older patients and anyone booking while unwell.
Reminders, calendars and the patient portal
On Solo and Pro, several reminders can go out before each appointment, and two-way calendar sync keeps each clinician's own calendar and the booking form in step. Every patient can see their appointments with you in one place and book again from the customer portal. Text reminders and encrypted answers are on the roadmap. Every feature and its plan is on the features page.