Appointments
If you run a salon, spa, health practice, or fitness and wellness business, work through this checklist to take appointment bookings online and on WhatsApp, with confirmations and reminders sent automatically. Each step links to a full guide.
1. Connect WhatsApp
- Connect your WhatsApp business number: WhatsApp Integration Guide
- Add a Meta payment method: WhatsApp Payment Method Guide
- Verify your business with Meta: Meta Business Verification Guide
- Update your WhatsApp profile: WhatsApp Profile Guide
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After connecting WhatsApp, add the Meta WhatsApp Payment Method. Without it you cannot send WhatsApp template messages, such as confirmations and reminders.
2. Set up appointments
- Add team members, their services and weekly hours: Setup Team Member Profile
- Create your services and add-ons: Setup Services (or Bulk Import Services)
- Set the booking window, cancellation deadline and timezone: Appointment Settings
- Choose the details clients fill in: Booking Fields
- Set up your branded booking page: Setup the Booking Portal
- Bring in existing bookings: Bulk Import Appointments
- Learn the calendar: Manage the Appointments Calendar and Book Appointments - Admin
- See appointments in your own calendar: Sync with External Calendars
3. Chatbot and notifications
- Let clients book in WhatsApp: WhatsApp Flow Appointment Chatbot or the AI Booking Chatbot
- Send confirmations and reminders: Setup Appointment Notifications
- Ask clients to confirm they are coming: Appointment Double Confirmation
- Tell your team about bookings: Appointment Notifications for Staff
- Send one summary for recurring bookings: Bulk Appointment Notifications
Online sessions
- Connect Zoom or Google Meet
- Setup Virtual/Online Session Services
- Setup Virtual/Online Session Notifications
4. Take payment at booking
- Connect a gateway: Stripe, Razorpay, MyFatoorah, Thawani Pay, PayTabs or DOKU
- Turn on online payment per service: Online Payment at Booking
5. Market to your clients
6. Download the Whautomate mobile app
Manage your inbox and bookings on the go with our mobile app.
Download on the App Storeapps.apple.com Get it on Google Playplay.google.cominfo
Use the same login for the mobile app that you use on the web.