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.
Adding a customer
When creating an appointment, start typing a name in the customer field. If no match is found, you can create a new customer on the spot.
When a new client books through your public booking page, their record is created automatically from the information they provide.
- 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
Searching for customers
Use the search bar in the customers list to find customers by name, email, or phone number.
You can also use the global search (accessible from the top bar) to find customers from anywhere in the app.
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
- Appointment series — multi-session projects and their progress
- Custom field values — any custom data attached to this customer
- Tracking records — if you use tracking metrics, view the customer’s progress over time
The appointment area also summarizes past attendance, including completed, cancelled, and no-show counts. A started scheduled or confirmed appointment can be marked as a no-show from its detail actions, and that action can be undone.
On the web dashboard you can upload or replace the customer’s profile photo. The mobile app displays that photo and supports customer details, recent appointment history, custom fields, and tracking records.
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.
