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The CalGest assistant answers questions about your schedule and prepares changes, in English or Portuguese. On the web dashboard, open it with Assistant at the bottom of the sidebar or the sparkle button at the top of the page. In the mobile app, use the Assistant tab.

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What you can ask

The assistant can:
  • Find customers, team members who take appointments, appointment types and locations
  • List appointments for a day, a week or a date range, for everyone or for one person or customer
  • Search past appointments by title, customer or custom field value, such as “When did Maria last come in?” or a licence plate
  • Show an appointment’s details, including its custom fields
  • Say who is away and when, and list upcoming public holidays and whether they close online booking
  • Read your organization’s scheduling settings, and write dates and times in your formats
  • Prepare a new customer, or changes to a customer
  • Prepare a new appointment, a change to one, or a cancellation. It works out the end time from the appointment types when you don’t give one
  • Prepare a group session, and add or remove a participant
  • Prepare time off or a closure, or remove one
  • Prepare changes to custom field values on a customer or an appointment
It only answers questions about CalGest and your scheduling.

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Confirming changes

Questions and searches run straight away. Anything that creates, changes or cancels something shows as a card that you confirm first.
1

Ask for the change

For example: “Move Maria’s appointment on Friday to 15:00.”
2

Check the card

The card says exactly what the assistant will do. If a detail is missing or a name matches more than one person, the assistant asks first.
3

Confirm or decline

Nothing changes until you click Confirm. CalGest checks your permissions, conflicts and working hours again at that moment. A card you leave for more than 10 minutes expires; ask again if you still want the change.
The assistant can do only what your role allows. It can’t create recurring appointments or change their occurrences; use the recurring appointment controls on the web dashboard.
Answers and prepared changes can contain mistakes. Read the card before you confirm it.

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Conversations

Each conversation keeps its history. Start one with New chat, and find older ones with Search conversations…. You can delete a conversation you no longer need. A conversation holds a limited number of messages; when it is full, start a new chat. On the web dashboard, Pin to sidebar keeps the assistant open beside the page while you work. In the mobile app:
  • Use a suggested prompt, type a message, or dictate in English or Portuguese. Answers can be read aloud.
  • The conversation list lets you go back to, search or delete conversations.
  • Opening the assistant from an appointment adds it as context. A banner above the message box names it (“About: Haircut · Fri, 2 Oct 14:00”). Tap it to open the appointment, or tap × to send without it. Once you send a message, the conversation keeps the appointment, and the suggested prompts are about it. If that appointment is later deleted or hidden from you, the next message goes without it and the app says it was removed.
  • Appointment links in answers show the time, the title and the customer.
  • Report on an answer sends it to CalGest for review.

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Usage and data

Each message you send counts as one of your organization’s assistant messages for the month: 250 for each person who takes bookings. The allowance renews at the start of each month. The assistant needs an active subscription. See Usage and billing. To answer, CalGest sends your message and the CalGest data the assistant reads, such as customer names, contact details, notes and appointments, to Anthropic, its AI provider in the United States. In the mobile app, CalGest asks before sending anything the first time, and Share data with AI on the More tab turns it off.