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The Insights page gives you an overview of appointment and SMS performance. It is currently available to organization Owners and Admins.

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Choose a reporting period

Use the range selector to view the last 7, 30, 90, or 365 days. Charts automatically use daily, weekly, or monthly groupings appropriate to the selected period.

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Appointment insights

The page includes:
  • Total appointments, cancellation rate, and unique customers
  • Appointment trends, including completed and cancelled appointments
  • Breakdown by appointment status and appointment type
  • Busiest hours of the day
  • The five team members with the most assigned appointments
The other numbers update as appointments change. Unique customers don’t. CalGest counts them when you open the page or pick a range, and the card shows the time of that count. Use the refresh button on the card to count again. Unique customers are counted for ranges of 31 days or less with up to 20,000 appointments. Outside those limits the card says the count is not available for this range.

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SMS insights

The SMS summary shows total messages sent, delivered, and failed, along with the delivery rate and total cost for the selected period.
Analytics queries use the most recent 10,000 relevant records. When that limit is reached, CalGest displays a notice because totals for the period may be incomplete.
The mobile app has the same Insights, with the same periods and numbers. See Mobile app.