Whautomate Help
Visit our websitePricingRequest DemoRoadmap
  • 👋Welcome to Whautomate
  • Overview
    • 💡What we do
    • ✨Our Features
  • Fundamentals
    • 🛠️Getting Started
      • Customer Service
      • Marketing
      • Sales
      • E-Commerce
      • Appointments
      • Classes & Subscriptions
    • 🎯Onboarding Checklist
      • Appointments
      • Classes
      • E-Commerce
      • Customer Service
  • Product Guides
    • Communication
      • Connect a Communication Channel
      • Omni Channel Team Inbox
      • Contacts
      • Segmentation & Broadcasts
      • Email/SMS Sender Configuration
      • Marketing opt-out Management
      • ⚡Canned Responses
      • ⭐CSAT Score
    • Automation
      • Triggers
        • Incoming WhatsApp Messages
        • Outgoing WhatsApp Messages
        • Appointment Updates
        • Happy Birthday Automation
        • Client Anniversary Automation
        • When a Client is created
        • When a Client is added to a Tag
        • When a Client is removed from a Tag
        • When a Contact is created
        • When a Contact is added to a Tag
        • When a Contact is removed from a Tag
        • When a Contact Status Changes
        • When a Client Completes a Form
        • When a Client is assigned a Form
        • When someone Completes an anonymous Form
        • Subscription Updates
        • Order Updates
        • Invoice Updates
        • Credits Usage Updates
        • Class Participant Updates
        • Incoming Messenger Messages
        • Outgoing Messenger Messages
        • Incoming Instagram Messages
        • Outgoing Instagram Messages
        • Incoming Telegram Messages
        • Outgoing Telegram Messages
        • Incoming Website Messages
        • Outgoing Website Messages
        • Shopify - Abandoned Cart
        • Shopify - Order Created
        • Shopify - Order Fulfilled
        • Shopify - Order Cancelled
        • WooCommerce - Abandoned Cart
        • WooCommerce - Order Status Changes
      • Setup WhatsApp Chatbot
      • WhatsApp AI Chatbot - Customer Service
      • Telegram AI Chatbot - Customer Service
      • Chatbot Demos
      • WhatsApp Drip Campaign
      • Birthday Wishes Campaign
      • Automate Reviews & Surveys
    • Invoice & Payment links
      • Setup Payment Gateway
      • Update Business Settings
      • Invoice & Payments
      • Invoice Statements
      • Send Invoice PDF - Personalize WhatsApp, Email and SMS template
      • Invoice Request Payment - Personalize WhatsApp, Email and SMS template
    • E-Commerce
      • Setup WhatsApp Catalog
        • Add Items - Manual
        • Add Items - Data Feed
        • Add Items - Connect Partner Platform
      • Manage Inventory & Link WhatsApp Catalog
      • WhatsApp E-Commerce Chatbot
      • Automate Order Updates
      • Automate Order Reviews & Surveys
    • Appointments
      • Setup Team Member Profile
      • Setup Services
      • Book Appointments - Admin
      • Setup Whatsapp Flow Appointment Chatbot
      • Setup Appointment Chatbot
      • Setup Appointment Notifications
      • Setup Appointment Notifications for Staffs
      • Setup Bulk Appointment Notifications
      • Setup Booking Portal
      • Sync Appointments with External Calendars
      • Bulk Import Services
      • Setup Virtual/Online Session Services
      • Setup Virtual/Online Session Notifications
    • Plans & Subscriptions
      • Setup Plans
      • Setup Subscriptions
    • Class Bookings
      • Bulk Import Classes
      • Setup Classes
      • Setup Class Batches
      • Setup Class Notifications
      • Setup Bulk Class Notifications for Participants
      • Setup Class Booking Chatbot
      • Setup Whatsapp Flow Class Booking Chatbot
      • Setup Class Booking Portal
    • Forms
      • Request Form - Personalize WhatsApp, Email and SMS template
      • Personalize Your Form Response PDFs: Template Editor
      • Form Automations
      • Payment Forms
    • Coupons
    • Loyalty Program
      • Automate Loyalty Program Notifications via WhatsApp
    • Integrations
      • WhatsApp Cloud API
        • WhatsApp Payment Method
        • Meta Business Verification
        • WhatsApp Profile
        • WhatsApp Compliance Info
        • WhatsApp Commerce Settings
        • WhatsApp Message Templates
        • Linking WhatsApp Number (WABA) to Your Facebook Page
        • How to Add WhatsApp Button to Your Instagram Account
        • Setup Click-to-WhatsApp Ads (CTWA)
      • Instagram
      • Facebook Messenger
      • Telegram
      • Livechat
      • OpenAI
      • Stripe
      • Razorpay
      • Shopify
        • Shopify Automations
      • WooCommerce
        • Woocommerce Automations
      • Rest API
      • MyFatoorah
      • Zoom
      • Webhooks
        • Clients
        • Contacts
        • Messages
        • Appointments
        • Classes
        • Invoice Updates
      • Zapier
    • Client CRM
      • Bulk Import Clients
      • Client Details
      • Client Notes
      • Client Documents
      • Client Letters
      • Client Forms
    • WhatsApp Chat Widget
    • Whautomate Rest API
      • Client Tags
      • Clients
      • Contact Tags
      • Contacts
      • Locations
      • Staffs
      • Segments
      • Broadcasts
      • Messages
      • Service Categories
      • Services
      • Appointments
      • Classes
      • Webhooks
      • Whautomate REST API Error Messages
    • Whautomate FAQs
      • My WhatsApp Template Message Failing to Send to Some Users?
      • How to Check My WhatsApp Quality Rating and Messaging Limits?
      • How to Install the Whautomate Progressive Web Application?
      • Why Does My Whautomate Account Frequently Log Out?
      • How to Get the WhatsApp Green Tick in 3 Easy Steps
      • Essential Tips to Avoid WhatsApp Business Account/API Restrictions & Bans
      • How to Check Undeliverable or Failed WhatsApp Contacts in Whautomate
      • How to Delete Your WhatsApp Business API Number?
  • Account Management
    • Manage Subscription
      • Choose Your Plan
      • Upgrade Subscription
      • Whautomate Add-ons
      • Update Payment Method
      • Subscription Cancelations
    • Account Settings
    • Team Members Management
      • Invite, Activate or De-activate Members
      • Roles and Permissions
    • Forgot Password
    • Reset Password
    • Two Factor Authentication
  • WhatsApp Pricing
    • WhatsApp pricing Calculator - USD
    • WhatsApp pricing Calculator - INR
    • WhatsApp Pricing Calculator - EUR
Powered by GitBook
On this page
  • Onboarding Checklist for Appointments
  • 1. WhatsApp Integration
  • 2. Appointments Setup
  • 3. WhatsApp Appointment Chatbot & Automation Setup
  • 4. Payment Gateway Integration
  • 5. WhatsApp Marketing
  • 6. Download our Mobile App
  • Global Customers
  • India Customers
  1. Fundamentals
  2. Onboarding Checklist

Appointments

If you manage Clinics, Salons, Spas, Beauty Parlors, Hospitals, or Fitness & Wellness Centers, this guide will help you automate your appointment booking process seamlessly.

PreviousOnboarding ChecklistNextClasses

Last updated 3 months ago

Onboarding Checklist for Appointments

1. WhatsApp Integration

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.

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.

Follow this guide to set up the following:

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!

Follow these steps to set up:

Virtual/Online Session Setup

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

4. Payment Gateway Integration

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

Connect your payment gateway with Whautomate:

5. WhatsApp Marketing

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

6. Download our Mobile App

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

Global Customers

India Customers

Use the same login for the mobile app that you used during the new signup.

Connect your WhatsApp business number with Whautomate:

Meta WhatsApp Payment Method:

Meta Business Verification:

Update your WhatsApp business profile:

Stripe Integration:

Razorpay Integration:

MyFatoorah Integration (Middle East Country):

Setup Segmentation & Broadcasts:

Marketing opt-out Management:

🎯
WhatsApp Integration Guide
WhatsApp Payment Method Guide
Meta Business Verification Guide
WhatsApp Profile Guide
Team Member Profile and Availability
Setup Appointment Services
Booking Appointments via Whautomate Admin App
Setup Booking Portal
Sync Appointments with External Calendars
Setup Appointment Chatbot
Setup Appointment Notifications
Setup Bulk Appointment Notifications
Integrate ZOOM for Virtual/Online Sessions
Setup Virtual/Online Session Services
Setup Virtual/Online Session Notifications
Stripe Integration Guide
Razorpay Integration Guide
MyFatoorah Integration Guide
Segmentation & Broadcasts Guide
Setup Marketing Opt-out Management Guide
Logo‎WhautomateApp Store
LogoWhautomate - Apps on Google PlayGooglePlay
Logo‎Whautomate IndiaApp Store
LogoWhautomate India - Apps on Google PlayGooglePlay