# Appointments

## Onboarding Checklist for Appointments

## 1. WhatsApp Integration

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXcp9PKYXAbMcUq3yW5e5i0svh2gMGZcyAn4Q_H4n54Ur1qvP9j5LSUlaMmEMJMU_mgKkil8jib4N651KTHIACJ4DULyO-jNp0EPX0PH5kpejWhVKUeG9pBAG7eUmrimYwkiKXmxIA?key=Oq_gVMEW5waQseeFRsLTBfxl" alt=""><figcaption></figcaption></figure>

* Connect your WhatsApp business number with Whautomate:\
  [WhatsApp Integration Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api)
* Meta WhatsApp Payment Method:\
  [WhatsApp Payment Method Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-payment-method)

{% hint style="warning" %}
**Important Note:**\
After integrating WhatsApp, you must update the **Meta WhatsApp Payment Method.** Without this update, you won’t be able to send WhatsApp template messages to your customers.
{% endhint %}

* Meta Business Verification:\
  [Meta Business Verification Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/meta-business-verification)
* Update your WhatsApp business profile:\
  [WhatsApp Profile Guide](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-profile)

## 2. Appointments Setup

If your business needs a seamless way to schedule and manage appointments or set up an online booking page, this guide covers you.

<figure><img src="/files/kUUCAAACRIN7I6VSsQWO" alt=""><figcaption></figcaption></figure>

Follow this guide to set up the following:

* [Team Member Profile and Availability](https://help.whautomate.com/product-guides/appointments/setup-team-member-profile)
* [Setup Appointment Services](https://help.whautomate.com/product-guides/appointments/setup-services)
* [Booking Appointments via Whautomate Admin App](https://help.whautomate.com/product-guides/appointments/book-appointments-admin)
* [Setup Booking Portal](https://help.whautomate.com/product-guides/appointments/setup-booking-portal)
* [Sync Appointments with External Calendars](https://help.whautomate.com/product-guides/appointments/sync-appointments-with-external-calendars)

## 3. WhatsApp Appointment Chatbot & Automation Setup

If you're a business that wants to allow customers to book appointments via WhatsApp, you can effortlessly collect payments, send appointment updates, and gather customer reviews—all automatically!

<figure><img src="/files/SWSI7xBrqyi2ttUNrExS" alt=""><figcaption></figcaption></figure>

Follow these steps to set up:

* [Setup Appointment Chatbot](https://help.whautomate.com/product-guides/appointments/setup-whatsapp-flow-appointment-chatbot)
* [Setup Appointment Notifications](https://help.whautomate.com/product-guides/appointments/setup-appointment-notifications)
* [Setup Bulk Appointment Notifications](https://help.whautomate.com/product-guides/appointments/setup-bulk-appointment-notifications)

#### **Virtual/Online Session Setup**

For businesses offering virtual or online sessions, streamline the process with these steps:

* [Integrate ZOOM for Virtual/Online Sessions](https://help.whautomate.com/product-guides/integrations/zoom)
* [**S**etup Virtual/Online Session Services](https://help.whautomate.com/product-guides/appointments/setup-virtual-online-session-services)
* [Setup Virtual/Online Session Notifications](https://help.whautomate.com/product-guides/appointments/setup-virtual-online-session-notifications)

## 4. Payment Gateway Integration

Seamlessly collect payments for appointments booked on WhatsApp by integrating your preferred payment gateway.

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXdcSI8YQ9VQtZXUUl-MVFeU4JdXqAx1ZvxJQiOPy63wDMrOQv7B0P3Cq-mO-3C8EDAsqBEW4v4LIycyf79ZpYyLWvX2RD3zXJTv9dr4MjaoPCFZwtPaNHtSNz2-VpcBCGIku9NJ5w?key=Oq_gVMEW5waQseeFRsLTBfxl" alt=""><figcaption></figcaption></figure>

**Connect your payment gateway with Whautomate:**

* Stripe Integration:\
  [Stripe Integration Guide](https://help.whautomate.com/product-guides/integrations/stripe)
* Razorpay Integration:\
  [Razorpay Integration Guide](https://help.whautomate.com/product-guides/integrations/razorpay)
* MyFatoorah Integration (Middle East Country):\
  [MyFatoorah Integration Guide](https://help.whautomate.com/product-guides/integrations/myfatoorah)

## 5. WhatsApp Marketing

Boost your bookings by segmenting your audience into targeted groups and using broadcasts to send personalized offers and updates.&#x20;

<figure><img src="https://lh7-rt.googleusercontent.com/docsz/AD_4nXc9QYvZGw2h-tQI9oNHfCQNyfbuYArPcDzvF-poMIp-81WdzcbfV5puwwxS81wPdTNB4F6dBc9w28riWKE3BEZzGGVL-kzF7uplVY2G0P1imGdMhA4iRD9XSFZFSE3wjEGW3V3cNA?key=Oq_gVMEW5waQseeFRsLTBfxl" alt=""><figcaption></figcaption></figure>

* Setup Segmentation & Broadcasts: \
  [Segmentation & Broadcasts Guide](https://help.whautomate.com/product-guides/communication/segmentation-and-broadcasts)
* Marketing opt-out Management: \
  [Setup Marketing Opt-out Management Guide](https://help.whautomate.com/product-guides/communication/marketing-opt-out-management)

## 6. Download the Whautomate  Mobile App <a href="#step-4-download-our-mobile-app" id="step-4-download-our-mobile-app"></a>

Please follow the links to download our native mobile app to experience the omni-channel team inbox.

{% embed url="<https://apps.apple.com/us/app/whautomate-business/id6760578722>" %}

{% embed url="<https://play.google.com/store/apps/details?id=com.whautomate.business>" %}

{% hint style="info" %}
Use the same login for the mobile app that you used during the new signup.
{% endhint %}


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