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Documentation Index

Fetch the complete documentation index at: https://docs.calgest.com/llms.txt

Use this file to discover all available pages before exploring further.

CalGest keeps a centralized customer database for your business. Every person who books an appointment — whether through your team or the online booking page — becomes a customer record.

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Adding a customer

Go to Customers in the sidebar and click + New. Fill in the customer’s name and contact information.

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Customer information

Each customer record can include:
  • Name (first and last)
  • Email and phone number
  • Address
  • Profile photo
  • Notes — free-form notes for your team (allergies, preferences, etc.)
  • Custom fields — additional data specific to your business

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Searching for customers

Use the search bar in the customers list to find customers by name, email, or phone number. The search is fast and tolerant of typos. You can also use the global search (accessible from the top bar) to find customers from anywhere in the app.

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Customer detail page

Click on a customer to see their full profile, including:
  • Contact information — all their details at a glance
  • Upcoming appointments — what’s scheduled next
  • Past appointments — complete appointment history
  • Custom field values — any custom data attached to this customer
  • Tracking records — if you use tracking metrics, view the customer’s progress over time

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Editing and deleting

Click Edit on the customer detail page to update their information.
Deleting a customer removes their record, custom field values, and tracking records. Appointments that referenced this customer will be unlinked but not deleted.