> ## 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.

# Managing customers

> How to add, search, and manage your customer records in CalGest.

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

<Tabs>
  <Tab title="From the sidebar">
    Go to **Customers** in the sidebar and click **+ New**. Fill in the customer's name and contact information.
  </Tab>

  <Tab title="While creating an appointment">
    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.
  </Tab>

  <Tab title="Through online booking">
    When a new client books through your public booking page, their record is created automatically from the information they provide.
  </Tab>
</Tabs>

## 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

## 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](/tracking/overview), view the customer's progress over time

## Editing and deleting

Click **Edit** on the customer detail page to update their information.

<Warning>
  Deleting a customer removes their record, custom field values, and tracking records. Appointments that referenced this customer will be unlinked but not deleted.
</Warning>