How to schedule an appointment for a customer using the app
Choose the customer, the service, the day, and an available time slot, and schedule the appointment from your phone.
1 min readBasicUpdated on November 12, 2026
Video lesson coming soon. For now, follow the steps below.
The app shows only the available time slots for the chosen service, based on the professionals' schedules. The scheduled appointment appears in the Calendar of both the app and the web dashboard.
Before you start
- Make sure the service and the professionals' hours are set up.
Step by step
- Step 1:
In Calendar, tap New and then New appointment.
- Step 2:
In Who's coming?, tap the customer (or New contact).
- Step 3:
Choose the Service and the Day. In Available time, tap a time slot.
- Step 4:
Check the summary on the button at the bottom of the screen (day and time) and tap it to confirm the appointment. If you'd like, write a note first.
How to know it worked
The appointment shows up in the Calendar, under the day's Time Slots tab, and in the customer's profile.
If something goes wrong
No available time slots show up.
Check the professionals' business hours in the web dashboard, under Calendar › Services and hours, and try another day.
Next step
Confirm attendance or check in the customer.
Sign in with your Cognizy account to save your progress.
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