You can verify customers in Appointy manually or through supported verification methods such as email and SMS.
Customer verification can also be used with booking approval rules. For example, if your business allows verified customers to bypass approval, appointments from verified customers can be approved automatically.
What does verifying a customer mean in Appointy?
In Appointy, verifying a customer means marking that customer as confirmed or trusted in your account.
Depending on your business, that customer may be a client, patient, student, member, guest, or participant.
Verification can be useful when you want to:
- Confirm customer contact details
- Distinguish verified customers from unverified customers
- Apply different booking approval rules to verified customers
- Reduce manual approval for trusted customers
How can customers be verified in Appointy?
Customers can be verified using supported verification methods such as:
- Email verification
- SMS verification
- Manual verification by the business
For SMS verification, the business needs to have sufficient SMS credits available.
How to manually verify a customer
Quick navigation
Customers → Select Customer → Verify → Yes
Steps to verify a customer manually
- Log in to your Appointy admin account.
- Click Customers in the toolbar on the left.
- Select the customer you want to verify.
- Click Verify at the top of the customer details window.
Click Yes to mark the customer as verified.
How does customer verification affect appointment approval?
Customer verification can work together with your appointment approval settings.
If your business is configured so that verified customers do not require appointment approval, bookings made by verified customers are automatically approved.
In that setup:
- Verified customer: Appointment can be approved automatically.
- Unverified customer: Appointment may require manual approval.
If your approval settings are configured differently, the booking will follow those rules instead.
Does SMS verification require credits?
Yes.
If you use SMS to verify customers, your Appointy account needs sufficient SMS credits.
Email verification does not use SMS credits.
Why should I use customer verification?
Customer verification can help businesses:
- Confirm that customer contact information is valid
- Reduce fake or low-quality bookings
- Identify trusted or returning customers
- Automatically approve bookings from verified customers when configured
- Apply stricter approval rules to unverified customers
Frequently Asked Questions
How do I verify a customer in Appointy?
You can verify a customer manually from Customers → Select Customer → Verify → Yes, or use supported email or SMS verification methods.
Can customers be verified by SMS?
Yes. SMS verification is supported, but the business needs SMS credits to send verification messages.
Can customers be verified by email?
Yes. Appointy can use email verification as a customer verification method.
What happens when a verified customer books an appointment?
If your appointment approval rules are configured so verified customers do not require approval, their appointments are approved automatically.
What happens when an unverified customer books?
If your approval rules require unverified customers to be reviewed, their appointment will remain subject to approval instead of being automatically approved.
Does verifying a customer always automatically approve their appointments?
No. Automatic approval depends on your appointment approval settings. Verification alone does not override the rules you have configured.
This version is much stronger because it now explains the actual relationship:
Customer verification → Email/SMS/manual verification → Approval rules → Automatic or manual appointment approval.