Step 1
Start with your calendar
- CalAppt is currently set up for solo users.
- Add customers, schedule appointments, and track payments without any extra setup.
Step 2
Pick a business template (optional)
- Open Menu → Business templates.
- Select a business type (Trainer, Handyman, Cleaner, Tutor, etc.).
- Click Apply service types to preload suggested service types.
Step 3
Branding, currency, and receipts
- Set your Business name, Logo, and Accent color in Business profile.
- Choose Currency and customize wording in Currency & receipts.
- Set your Time zone in Time settings.
Step 4
Add customers
- Add customers in the Customers drawer, or open Customer List for full management.
- Use Tags + Custom Fields for business-specific info (gate code, equipment, dog on site, shirt size, etc.).
- Import from
.vcf(vCard) or Google Contacts.csv.
Step 5
Book your first appointment
- Tap a time slot to schedule.
- Set Location (address or link), Mode (On-site vs Remote), and add Travel + Buffer if needed.
- Set a Status (scheduled, confirmed, completed, no-show, canceled, refunded).
- Add an Amount if you want it to appear in Payments/Receivables.
Step 6
Track payments and receivables
- Payments tracks sessions and lets you mark paid/unpaid.
- Receivables counts unpaid sessions whose dates have passed; future sessions show under Potential.
- Use Monthly / Yearly statements for totals and exports.
Step 7
Backups (recommended)
- CalAppt autosaves changes on this device (recent versions are kept).
- Use Export Backup before switching devices or clearing data.
- Use Merge Backup to combine data from two devices.