How to schedule an appointment with a customer
Schedule a time for a customer by choosing the service, the professional, the day, and the time. The appointment appears on the team's calendar.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
In addition to the times that the AI and the booking page schedule on their own, you can also schedule manually, for example when the customer calls or asks at the counter. The appointment appears on the professional's calendar and is linked to the customer's profile.
Where to find it in Cognizy
Before you start
- First, register the services and professionals in .
- The customer must be registered in .
Step by step
- Step 1:
In the menu, open .
- Step 2:
Click Booking with customer.
- Step 3:
Choose the Service and the Professional. The service duration already sets the end time.
- Step 4:
Choose the Date and the Start time. In Contact, search for the customer by name or phone number. Use Notes for anything the team needs to know.
- Step 5:
Click Schedule.
- Step 6:
The appointment appears on the professional's calendar on the scheduled day. Click it to see the details, reschedule, or cancel.
How to know it worked
The appointment appears on the professional's calendar and in the customer's profile. If confirmations are enabled, the customer receives the notice on WhatsApp.
If it doesn't work
The system says the time is not available.
The professional already has an appointment at that time or is outside working hours. Choose another time or adjust it in Services and hours.
Next step
See how to reschedule, cancel, or check in an appointment.
Sign in with your Cognizy account to save your progress.
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