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.

Onboarding Checklist for Appointments

1. WhatsApp Integration

• Connect your WhatsApp business number with Whautomate: WhatsApp Integration Guide

• Meta WhatsApp Payment Method: WhatsApp Payment Method Guide

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.

• Meta Business Verification: Meta Business Verification Guide

• Update your WhatsApp business profile: WhatsApp Profile Guide

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:

• Team Member Profile and Availability

• Setup Appointment Services

• Booking Appointments via Whautomate Admin App

• Setup Booking Portal

• 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!

Follow these steps to set up:

• Setup Appointment Chatbot

• Setup Appointment Notifications

• 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

• Setup Virtual/Online Session Services

• Setup Virtual/Online Session Notifications

4. Payment Gateway Integration

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

Connect your payment gateway with Whautomate:

• Stripe Integration: Stripe Integration Guide

• Razorpay Integration: Razorpay Integration Guide

• MyFatoorah Integration (Middle East Country): MyFatoorah Integration Guide

5. WhatsApp Marketing

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

• Setup Segmentation & Broadcasts: Segmentation & Broadcasts Guide

• Marketing opt-out Management: Setup Marketing Opt-out Management Guide

6. Download our Mobile App

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

Global Customers

Whautomate App - App StoreApp Store

Whautomate - Apps on Google PlayGooglePlay

India Customers

Whautomate India App - App StoreApp Store

Whautomate India - Apps on Google PlayGooglePlay

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