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
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
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.
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
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.
