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Starter packs help new workspaces begin with examples tailored to a type of business. Open Settings > Starter packs on the web dashboard.

Available packs

Each pack also includes appointment fields and a reusable session-note template suited to that field of work.

Apply or reapply a pack

Choose a pack and select Apply. Import runs in the background, so the seeded records can take a moment to appear. Packs are safe to reapply: CalGest skips appointment types and fields that already exist instead of overwriting your edits. You can review and customize everything after import from Appointment Types and Custom Fields.
Starter packs add examples; they do not remove records from another pack or replace your existing configuration.