Key features
Getting the app
iOS
Download from the App Store
Android
Download from Google Play
Signing in
Sign in with an email verification code, Google, or Apple. The mobile app restores your last organization where possible and synchronizes its data automatically.1
Open the app
Launch CalGest on your phone.
2
Sign in
Enter your email and the verification code, or continue with Google or Apple.
3
Select your organization
CalGest selects an available organization automatically. If you belong to more than one, switch workspace from Settings.
Create an organization and start or reactivate a subscription on the web dashboard before using the mobile app.
Navigating the app
The app has five main tabs at the bottom:
Tap the search icon to find appointments, customers, or team members. Search begins after three characters and finds only results that contain every word you type. A phone number is found with or without its country code and spaces. Appointments are listed from the next one onwards, then past ones from the most recent. It keeps encrypted, account-and-organization-scoped recent customer and team member searches on the device until you clear them.
Working with the schedule
- Swipe horizontally to move between days; use the week strip or month picker to jump to a date. In the month picker, the arrows change the month without changing the selected day.
- In the week strip, a grey dot under a date means it has appointments. In the week strip and the month picker, a violet dot marks a public holiday and today has a blue ring. The month picker does not mark days with appointments.
- A day opens at its first appointment. Today opens at the current time, or at an appointment already under way.
- Pinch the timeline to change its scale.
- Long-press and drag an empty time range to begin a new appointment, or tap +.
- Press and hold an appointment, then drag it or its handles to move or resize it, when your permissions allow. A press alone changes nothing. After a change, Undo puts the old times back for a few seconds. It does nothing if the appointment was changed again since. Undo saves the old times like any other change, so if Appointment Updated messages are on, the customer gets a second message with the restored time.
- Moving an appointment so it ends before now asks first, because it then shows as completed.
- Tap overlapping appointments to choose the one you want to open.
- Open a non-recurring appointment to edit or reschedule it, cancel or restore it, mark or undo a no-show, book it again once it is over, delete it, or ask the Assistant about it. Restoring a cancelled appointment, or rescheduling it, asks first and puts it back in the status new appointments start in (Status of new appointments in General settings).
Attachments and photos
Open an appointment to see its attachments. Photos show as thumbnails, and videos and PDFs as tiles with their name. Tap one to open it. If you can edit the appointment, tap Add to take a photo or choose one from your library. The app makes the photo smaller and removes its location data before uploading, and the upload shows its progress. If your plan refuses the file, the app says why. Tap the bin on an attachment to delete it. A customer’s page has a Photos section with the photos from their appointments and series. Tap See all to see them by month, with the date and services under each one. New appointments can include an appointment type and duration, an existing or inline-created customer, several team members who take appointments, a location, notes, and custom fields. Conflict and working-hours rules can warn or block the save according to organization settings.Series
A series groups the sessions of one customer’s project or event, such as a wedding and its trials. See Appointment series for how steps, statuses, and suggested windows work. Open Series from the More tab for the full list, or from a customer’s page, which lists their series under Active series with the event day, a countdown, and progress. Tap one to open it, or tap All series for the full list, which you can search and switch between Active and All. To start a series, open the customer’s page, tap the menu, and choose New series. The series page shows the status, the customer, the event day, the address, and the people on the day. Under Steps, each step has its date, its status (To book, Booked, or Done), the suggested window, and its appointments. Tap Book on a step to open a new appointment with that step’s services, duration, staff, and location already filled in. Notes, series custom fields, and References come after the steps. If you can edit appointments, you can add photos to the references. Tap the pencil to edit the series. Edit steps adds, renames, reorders, and removes steps, and sets each step’s defaults and suggested timing. The timing reads as a sentence, for example “30 to 90 days before the event”. A series without steps can take its steps from a template on the same screen. Delete series in the menu removes the series, its steps, and its reference photos and files. Its appointments stay on the calendar. The appointment form has a Series field. It puts the appointment on one of the customer’s series and, when that series has steps, on a step. It can also start a new series with the appointment as its first session. An appointment in a series says where it sits, for example “Trial 2, step 2 of 3 of Ana’s wedding”. Tap that line to open the series. Open Series templates from the series list to create, edit, deactivate, or delete templates and their steps. Changing templates needs permission to manage appointments.Insights
Open Insights from the More tab. It shows the same numbers as the Insights page on the web for the same period. Pick 7 days, 30 days, 90 days, or 12 months at the top. The appointment trend and busiest hours are bar charts, and the status and appointment type breakdowns are lists with a bar for each row. Unique customers are counted when you open the screen or pick a period. Tap the refresh icon on that card to count again. People whose role can’t read analytics see a message saying so instead of the numbers.Appointment types and locations
Open Organization Settings and look under Data & Tracking. Each row appears only if your role can see appointment types or locations. The appointment type list shows each type’s color, duration, price and group places, and marks inactive types. Tap a type to change its name, color, default duration, price, group service places, or whether it is active. The form has the same fields and checks as the dashboard. Deleting a type asks first and names the custom fields that are bound only to it, because they are deleted with it. See Deleting an appointment type. The location list includes inactive locations. You can add a location with a name and description, switch an existing one off or back on, and delete it. Your plan’s location limit applies when you add a location or switch one back on.Current mobile boundaries
Use the web dashboard for:- Creating recurrence rules or editing recurring occurrences
- Month, week, team, and agenda event layouts
- Uploading videos and PDFs, and calendar import
- Aftercare messages, working hours, and team member photos
- Billing changes, credit purchases, and the low-balance alert setting