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Custom fields let you capture information specific to your business that CalGest doesn’t include by default. For example, a physiotherapy clinic might add an “Injury type” field to appointments, or a salon might add a “Hair type” field to customers.

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Field types

CalGest supports five types of custom fields:

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Creating a custom field

1

Navigate to Custom Fields

Go to Custom Fields in the sidebar under Configure.
2

Choose the entity type

Select whether this field applies to Appointments or Customers using the tabs at the top.
3

Click Add

Click the + New button.
4

Configure the field

  • Name — what you want to call it (e.g., “Injury type”)
  • Slug — auto-generated from the name, used internally
  • Description — optional; helps your team understand what to enter
  • Type — select from Text, Long text, Number, Yes/No, or Dropdown
  • Required — toggle on if this field must be filled in
  • List options — for Dropdown fields, add the available choices

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Binding fields to appointment types

For appointment custom fields, you can optionally restrict a field to specific appointment types. For example:
  • An “Insurance number” field only appears for “Consultation” appointments
  • A “Vehicle plate” field only appears for “Car Service” appointments
If no appointment type is selected, the field appears for all appointments.

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Where custom fields appear

Once created, custom fields show up in:
  • Appointment creation/edit form — when creating or editing an appointment
  • Customer creation/edit form — when creating or editing a customer
  • Customer detail page — as read-only values on the customer profile
  • AI assistant — searchable and editable when you explicitly refer to the custom field
Custom-field definitions and values can also be managed in the mobile app, subject to the same role permissions.

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Managing custom fields

You can edit, activate, or deactivate custom fields at any time:
  • Editing — change the name, slug, description, required flag, list options, or appointment-type bindings. The field type is fixed after creation.
  • Deactivating — hides the field from forms but preserves existing data
  • Reactivating — makes the field visible again with all existing data intact
You cannot change a field’s type after creation. Create a new field instead.