How to add schedule services and professionals
Add what the business schedules, with duration and price, and link each service to the person who provides it. Without this, the schedule will not offer time slots.
1 min readBasicUpdated on November 12, 2026
Where to find it in Cognizy
Video lesson coming soon. For now, follow the steps below.
The schedule works with two records: services, which define what is booked and how long it takes, and professionals, which define who provides the service. A time slot only appears as available when the service is linked to a professional.
Where to find it in Cognizy
Before you start
- Only the owner and administrators can manage services and professionals.
Step by step
- Step 1:
Open and click Services and hours.
- Step 2:
In the Services tab, click New service.
- Step 3:
Fill in the Service name, Duration (minutes) and Price. Turn on Require deposit if the customer needs to pay part of the amount to secure the time slot.
- Step 4:
Click Create. The service is added to the list.
- Step 5:
Now open the Professionals tab. There, you add who provides services and select which services each person offers.
- Step 6:
Check that the new service is linked to at least one professional. Without this link, it will not appear in the available time slots.
How to know it worked
The service appears in the Services tab and, after being linked to a professional, can be selected when booking an appointment.
If it doesn’t work
The service does not appear when booking.
The service still needs to be linked to a professional in the Professionals tab, or the professional does not yet have working hours set.
Next step
Set working hours, days off, and holidays.
Sign in with your Cognizy account to save your progress.
Sign in