How to register a contact
Manually register a customer with name, email, and phone so you can start chatting, create a deal, and schedule an appointment with them right away.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
Anyone who writes to the business becomes a contact automatically. Use manual registration for people who came through another channel, like a referral, a phone call, or a visit to the studio.
Where to find it in Cognizy
Before you start
- Have the person’s name and phone number or email ready. The phone number with area code is what links the contact to WhatsApp.
Step by step
- Step 1:
In the menu, open and click Add contact.
- Step 2:
Fill in Name, Email and Phone. Enter the phone number with the area code.
- Step 3:
Click Create contact.
- Step 4:
The contact appears in the list. Click the name to open the profile, with that person’s conversations, deals, and notes.
How to know it worked
The contact appears in the contact list and can already be selected in conversations, deals, and appointments.
If it doesn’t work
The system warns that the contact already exists.
There is already a contact with this phone number or email. Search for it in the list search field and edit the existing record.
Next step
Do you have lots of customers in a spreadsheet? Import them all at once.
Sign in with your Cognizy account to save your progress.
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