> ## 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.

# First steps

> Set up your CalGest workspace and get started in a few minutes.

This guide walks you through the essential steps to get your business up and running on CalGest.

## Create your account

<Steps>
  <Step title="Sign up">
    Go to CalGest and create your account with your email address or sign in with Google.
  </Step>

  <Step title="Create your organization">
    During onboarding, you'll create an organization for your business. Give it a name — this is what your team and clients will see.
  </Step>

  <Step title="Choose your plan">
    Select the plan that fits your business. You can start with a free trial and upgrade later.
  </Step>
</Steps>

## Set up your workspace

Once you're in, here's what to configure first:

### 1. Add your team

Go to **Settings > Members** and invite your team by email. Assign each person a role:

* **Admin** — full access to everything
* **Manager** — can manage customers, appointments, and view employees
* **Employee** — can manage their own appointments and create customers

See [Inviting members](/team/inviting-members) and [Roles & permissions](/team/roles-and-permissions) for details.

### 2. Create employees

Go to **Employees** in the sidebar and add each staff member. Employees represent the people who provide services and get assigned to appointments. You can link employees to user accounts so they can log in and manage their own schedule.

See [Employees](/team/employees) for details.

### 3. 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](/appointments/types) for details.

### 4. 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, employee, appointment type, and time.

See [Scheduling appointments](/appointments/scheduling) for details.

## Optional next steps

Once the basics are in place, you can explore these features:

<Columns>
  <Card title="Online booking" icon="globe" href="/booking/setup">
    Set up a public booking page so clients can self-book.
  </Card>

  <Card title="Custom fields" icon="sliders" href="/custom-fields/overview">
    Add custom data fields to capture information specific to your business.
  </Card>

  <Card title="Notifications" icon="bell" href="/notifications/overview">
    Configure automated SMS and in-app notifications for your team and clients.
  </Card>

  <Card title="Tracking" icon="chart-line" href="/tracking/overview">
    Set up metrics to track customer progress over time.
  </Card>
</Columns>