Create the organization and start its subscription on the web dashboard. The mobile app joins existing, active organizations but does not provide organization or plan onboarding.
Create your account
1
Sign up
Go to CalGest and create your account with your email address or sign in with Google or Apple.
2
Create your organization
During onboarding, you’ll create an organization for your business. Give it a name, which your team and clients will see, and choose:
- Business type: CalGest adds sample services, intake fields and a session note template for your kind of work. You can change all of it later.
- Country: sets the default date format, and businesses in Portugal also get the public holidays on the calendar. SMS prices don’t depend on it: each SMS is priced by the country of the customer’s phone number.
- Language for customer messages: English or Portuguese. Reminders, confirmations and booking emails go out in this language. You can change it later in General settings.
3
Choose your plan
CalGest has one plan with every feature: €19 a month with one person who takes bookings, and €8 a month for each more. People who only sign in are free. Pick monthly, or yearly with two months free. Your first subscription starts with a 14-day trial with no card, which includes 15 SMS to Portuguese numbers.
Set up your workspace
After checkout, a setup wizard walks you through four steps: your services, your team, the reminders customers get, and your booking page. Each step can wait: Not now skips it, and Finish later takes you to the calendar. Anything left shows above the calendar under Finish setting up, which reopens the wizard. The sections below cover the same ground, and what to do after the wizard.1. Add your team
You are on the team from the start, with a calendar. In the wizard’s team step, switch off I take appointments if you don’t see clients yourself. To add the people who work with you, go to Team in the sidebar and click Add team member, or add them in the wizard’s team step. For each person, choose:- Takes appointments: they get a calendar, and appointments can be booked with them.
- Can sign in: they get an email invitation for their own login, with a role:
- Admin: full access to everything
- Manager: starts with day-to-day access to customers, appointments and appointment types, and can edit the team’s details and calendars
- Employee: starts with appointment access and sees only their own appointments
2. Set up appointment types
Go to Appointment Types and create the services your business offers — for example, “Haircut”, “Consultation”, or “Full Service”. Each type has a name, color, and optional default duration. See Appointment types for details.3. Create your first appointment
Go to the Agenda (main calendar view) and click on a time slot to create your first appointment. Select a customer, the team members who take it, an appointment type, and a time. See Scheduling appointments for details.Optional next steps
Once the basics are in place, you can explore these features:Online booking
Set up a public booking page so clients can self-book.
Custom fields
Add custom data fields to capture information specific to your business.
Notifications
Configure automated SMS and in-app notifications for your team and clients.
Tracking
Set up metrics to track customer progress over time.
AI assistant
Search your schedule and prepare updates with natural language.