General settings

General settings control how your CalGest workspace looks and behaves. Access them from Settings > General.

Organization details

Organization name — your business name, shown throughout the app and to customers
Timezone — the timezone used for scheduling and notifications
Language for customer messages — English or Portuguese. Reminders, confirmations and booking emails reach your customers in this language, whatever language each team member uses CalGest in. It starts as the language chosen when the organization was created; organizations created before the setting existed use the owner’s account language. The mobile app has it under Settings > Organization settings > General

Changing the language doesn’t translate templates you edited yourself. After a change, a notice under the setting says how many edited templates are still in the old language, with Review notifications to open them. Ready-made versions you didn’t edit switch to the new language on their own.

Setting the correct timezone is important. All appointment times, booking page slots, and reminders are based on your organization’s timezone.

Calendar preferences

Setting	Description
Week starts on	Choose whether your calendar week starts on Sunday or Monday
Date format	Select your preferred date display format (DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, or D MMM YYYY). Customer SMS and emails use it too, and so do the emails that warn you before an inactive organization is deleted. Until you pick one, messages use MM/DD/YYYY for organizations in the United States and DD/MM/YYYY elsewhere
Time format	Choose between 12-hour (AM/PM) or 24-hour format. Customer SMS and emails use it too, and default to 24-hour
Hide weekends	When enabled, Saturday and Sunday are hidden from calendar views

Appointment settings

Setting	Description
Status of new appointments	Scheduled or Confirmed. Appointments your team creates on the web, in the mobile app or with the assistant start in this status, and staff can change it on each appointment. Creating an appointment as confirmed sends the customer the confirmation set up in Notifications. Online bookings and recurring appointments keep their own status
Ask appointment type on create	When enabled, you’ll be prompted to select an appointment type every time you create a new appointment
Conflict policy	Choose how CalGest handles overlapping appointments — Warn shows a warning but allows it, Block prevents scheduling conflicts entirely. Under Block, a pending online booking also keeps its team member busy on the booking page, even when Pending blocks slots is off. See Who clients book with

Work schedule settings

Setting	Description
Work schedules enabled	Turn on working hours, with breaks, for the team members who take appointments
Schedule enforcement	What happens when scheduling outside a team member’s working hours — Off allows it freely, Warn shows a warning, Block prevents it

When work schedules are enabled, set each team member’s working hours on their page in Team. See Working hours.

Holidays

Organizations in Portugal see this section. It controls the public holidays on the calendar.

Setting	Description
Show holidays on the calendar	On by default. Each holiday’s name appears on its day in every calendar view and in the mobile app. Turning it off hides them and stops them from closing online booking
Municipality	Adds the municipality’s holiday, and in the Azores and Madeira the regional ones. Search by name; the list is grouped by district. If your billing address names a municipality, it is filled in until you pick another one or None
Close online booking on holidays	Off by default, because many businesses work on holidays. When on, customers can’t book online on a holiday and the appointment form warns your team, who can still book
Holiday by holiday	The holidays of the next 12 months, each set to the default, Open for online booking or Closed for online booking. A choice saves at once and applies every year. Web dashboard only

The mobile app has the first three under Settings > Organization settings > General.

Appointment form customization

You can hide certain sections of the appointment form if your business doesn’t use them:

Customer: hide the customer selection field
Employees: hide the field for the team members who take the appointment
Location: hide the location selection field
Appointment type: hide the appointment type selection field

This helps simplify the appointment creation process for your team.

Calendar import

The General settings page also contains calendar import: upload an ICS export from Google Calendar, Apple Calendar, Outlook, or another provider. To import Google Calendar or Apple Calendar directly, use the mobile app. See Importing appointments.

Export data

Only the Owner sees this section, on the web dashboard. Export organization data downloads a JSON file with the organization’s customers, appointments, team members, custom fields, tracking records and other data. Attached files are not in it, only their list. The export reads the data a page at a time, not as one snapshot, so a record edited while it runs can be missing or appear twice. Run it when nobody is making changes. While the organization is paused because the subscription is inactive, the Owner can still export from the page shown in its place. See Usage and billing.

Organization photo and deletion

You can upload an organization photo from General settings. In the danger zone, only the Owner can start the permanent deletion of the organization, and must type its exact name to confirm. An Admin can cancel a deletion that is waiting to run. See Account and data.

Getting started

Appointments

Customers

Team

Online booking

Custom fields

Locations

Insights and tracking

AI assistant

Notifications

Settings

Mobile app

General settings

Organization details

Calendar preferences

Appointment settings

Work schedule settings

Holidays

Appointment form customization

Calendar import

Export data

Organization photo and deletion

​Organization details

​Calendar preferences

​Appointment settings

​Work schedule settings

​Holidays

​Appointment form customization

​Calendar import

​Export data

​Organization photo and deletion

Organization details

Calendar preferences

Appointment settings

Work schedule settings

Holidays

Appointment form customization

Calendar import

Export data

Organization photo and deletion