Setup WhatsApp Flow Appointment Chatbot
The WhatsApp Flow appointment chatbot lets clients book without leaving WhatsApp. When they message you, they get a menu; tapping Book an Appointment opens form-style screens where they pick the service, team member, date and time and fill in their details. It uses the same services, hours, booking rules and booking fields as your booking portal.
- WhatsApp connected, and your business verified by Meta. See WhatsApp Cloud API and Meta Business Verification.
- Services with Allow Online Appointment on, and team members with working hours.
Install the chatbot
- Go to Engage > Automations and click Add Rule.
- Set the filter to WhatsApp and type appointment in Search templates.
- Find Flow Based Appointment Chatbot V2 (WhatsApp) and click Install Rule. If you have several locations, choose Multi-Location Flow Based Appointment Chatbot V2 (WhatsApp) so clients pick a location first.
- Whautomate creates the chatbot rules and the WhatsApp Flows. The rules appear under the WhatsApp channel on the Automations page.
- Send "Hi" to your WhatsApp number from another phone to test it.
Only one chatbot template can be installed per channel. If Install Rule is missing, delete the existing chatbot rules on that channel first (see below).
What clients can do
The menu offers Book an Appointment, View My Appointments, View Operating hours and Talk to our staff. From their appointments, clients can cancel Booked or Rescheduled appointments before your cancellation deadline. If a service has Accept Payment Online, they pay before the booking is confirmed. Rescheduling is done from the links in your messages or the booking portal.
Remove chatbot rules
- On Engage > Automations, select the WhatsApp channel.
- Tick the bulk selection checkbox.
- Under Actions, choose Delete selected Rules.