Setup the Booking Portal for Appointments

The Whautomate Booking Portal allows customers to book appointments online through your branded booking page. Follow the steps below to configure your appointment booking portal.

🛠 Manage Sections

Open Online Booking Settings

1. Go to the Settings menu in your Whautomate dashboard.

2. Under the Branding section, select Online Booking Settings.

1. Open the Manage Sections tab.

1. Configure Login & Signup Settings

(i) Enable “Require Sign Up / Login for Booking”

Enable this option if you want customers to create an account or log in before making a booking.

This helps:

• Verify customers

• Keep appointment history linked to their account

• Improve booking management

(ii) Select WhatsApp Account for OTP

Choose the WhatsApp workspace account that should send login verification OTPs to customers.

Eg, I have selected my test workspace "ABC Business", which is configured with WhatsApp integration already.

Important Note: If you enable the Signup/Login option, you must complete the WhatsApp integration setup first. WhatsApp verification messages are required during the customer signup process on the booking page. Without WhatsApp integration, customers will not be able to complete the signup process successfully.

(iii) Save Changes

Click the Save button to continue.

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2. Branding Settings

Customize your booking portal with your business branding.

Step 1: Update Brand Appearance

You can update:

• Primary Color

• Business Logo

• Favicon

Step 2: Upload Business Logo and Favicon

Your logo will appear in the customer booking portal.

Recommended Logo Size

• 150 x 50 px

• White or transparent background recommended

• Your favicon will appear in the browser tab.

Recommended Favicon Size

• Minimum 32 x 32 px

• 1:1 aspect ratio recommended

Step 3: Save Branding Settings

Click the Save button to continue.

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3. Page Settings

Step 1: Configure SEO & Social Sharing

Update the following details for your booking page:

• SEO Title

• Meta Description

• Social Share Image

These settings help improve search visibility and social media sharing previews.

Step 2: Save Changes

Click the Save button to continue.

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4. Progressive Web App (PWA) Settings

Configure your booking portal so customers can install it like a mobile app.

Step 1: Enter App Name

Example: ABC Business

Step 2: Upload Android App Icon

Recommended Size

• 144 x 144 px

• 1:1 aspect ratio

This icon will be used when customers install the booking page on Android devices.

Step 3: Upload iOS App Icon

Recommended Size

• 192 x 192 px

• 1:1 aspect ratio

This icon will be used when customers install the booking page on iPhone/iPad devices.

Step 4: Save PWA Settings

Click the Save button to continue.

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⚙ Portal Settings

Navigate to the Portal Settings tab.

From this section, you can:

• Enable your booking portal

• Disable your booking portal

• Control public access to the booking page

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🌐 Embed Portal

Navigate to the Embed Portal tab to access portal sharing and embedding options.

Available Embed Options

(i) Public Link

Share a direct public booking link with customers so they can book appointments online.

(ii) iFrame Embed

Embed the booking portal directly into your website using an iframe.

(iii) Popup Widget

Add a booking button to your website that opens the portal in a pop-up window.

(iv) Lightbox Widget

Add a booking button to your website that opens the portal in a lightbox overlay.

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🙌 Visit Your Booking Portal

Once setup is complete, click the Visit Your Portal button to preview and access your live booking portal.