Solicitors and law firms
Free first calls, paid consultations and conflict checks before you confirm.
Professional services
Online booking for professional services
Firms that sell their time and advice need more than a calendar link: a free first call or a paid consultation, questions answered before the meeting, sometimes a check before the booking is confirmed, and client information kept confidential. CaliDiary does this on your own WordPress website.
9 industries in professional services
Accountants and bookkeepers
Tax return appointments, discovery calls and documents before the meeting.
Financial advisers and mortgage brokers
Free first meetings, fact-find questions and annual reviews.
Consultants
Discovery calls, paid strategy sessions and client workshops.
Business and life coaches
Chemistry calls, coaching sessions and small group workshops.
Recruiters and HR interviews
Screening calls, interviews and assessment days, booked by candidates.
Estate and letting agents
Viewings, free valuations and surveys, booked online by branch.
Immigration, translation and notary services
Visa consultations, interpreters and notary appointments, with documents first.
IT, marketing and design agencies
Discovery calls, strategy sessions and IT support visits.
What professional firms have in common
- The first conversation is often free, and the second is paid. CaliDiary sets the price per service, so both live on one form.
- Some bookings need a check first: a conflict check, a suitability check, or simply making sure the right person takes the meeting. Requests you approve hold the time while you decide.
- The right questions save a meeting: the matter, the other parties, the business type, and documents uploaded in advance on Solo and Pro.
- Confidentiality is not optional: bookings, answers and files stay on your website, never on ours.
- Fees are paid in different ways: by bank transfer with a reference, on the day, or through a payment link (Solo and Pro), with invoices and VAT on Solo and Pro.
Most used
Features professional businesses rely on
Requests you approve
Hold the time and decide yourself whether to accept or decline each booking.
Free and paid bookings
Not every booking needs a price: free, pay later, bank transfer or card, chosen per service.
Booking forms that ask the right questions
Know what each booking is about before it starts, with no chasing details by email.
File uploads and live photo
Customers send documents and photos with their booking; files stay private on your site.
Invoices and credit notes, built in
Numbered invoices with VAT lines and credit notes, made on your own site. No add-on to buy.
Team scheduling
One booking form for the whole team, each person with their own hours and services.
Questions, answered.
Can clients book free and paid appointments?
Yes. The price is set per service, so a free first call can sit beside paid consultations, and a free one books with no payment step.
Can I approve bookings before they are confirmed?
Yes, on every plan. The time is held while you decide, and requests not answered by the appointment time are declined automatically.
Where is client information kept?
In your own WordPress website's database and a private folder on your server. It never reaches CaliDiary's servers.
Get your evenings back.
Start on the free plan, with no booking limit. Upgrade only when you need to.