Setup Bulk Class Notifications for Participants

Learn how to set up bulk class notifications for participants in Whautomate. Automatically notify participants when they are added to multiple classes in bulk.

Setup Bulk Class Confirmation Notification

Learn how to set up bulk class confirmation notifications for participants. Send a single class summary notification for daily, weekly, or monthly classes scheduled in bulk, instead of multiple confirmations for each class. Simplify your notifications with this automation.

Important Note

  1. Go to the Whautomate app then click the Automation menu and select the Add Rule button as shown below picture 👇

  1. Select the Create Rules from Scratch option to continue

  1. Choose the Bulk Classes Assigned for Participant as a Trigger 👇

This rule gets triggered when a class participant is added to multiple classes in bulk.

  1. Add Conditions (Optional)

    • If needed, click Add Condition to set specific rules for when notifications should be sent.

    • Examples: Only notify participants for specific class types or clients.

5. Select an Action Choose how you want to notify your client about their booked class, such as by WhatsApp or email.

For WhatsApp: Eg. I Select a Send a WhatsApp template message action and fill in the required details. 👇

(i) Select a WhatsApp Template Message Choose the template message you want to use to notify your client for their class booking confirmation.

(ii) For example: I have selected the bulk_class_confirmation(en) template.

I used the custom message template which was already created and approved by Meta. So first you need to create a new WhatsApp Message Template, you can select the Create New Template link. This will take us to the template page where we can submit our new template for custom notifications.

However, please note that any custom notification settings will be discarded, and we will need to set them up again after our new template is approved.

Check this below link on how to create WhatsApp message templates 👇

WhatsApp Message Templates

(iii) When you enter (#) in the Parameter field, a list will pop up. You can choose from the options provided to fill out the parameter details. 👇

Eg: #bulkClass.clientName = {{bulkClass.clientName}}, #bulkClass.className = {{bulkClass.className}}, etc.

Available Personalisation Variables:

Bulk Class Variables

{{bulkClass.clientName}}, {{bulkClass.timezone}}, {{bulkClass.className}}, {{bulkClass.duration}}, {{bulkClass.practitioner}}, {{bulkClass.consolidatedSchedule}}, {{bulkClass.status}}

Client Variables

{{client.name}}, {{client.preferredName}}, {{client.age}}, {{client.gender}}, {{client.email}}, {{client.phone}}, {{client.calendarSyncURL}}, {{client.photoURL}}, {{client.address}}, {{client.emergencyRelationType}}, {{client.emergencyContactName}}, {{client.emergencyContactPhone}}

Business Variables

{{business.name}}, {{business.address}}, {{business.phone}}, {{business.mapDirectionUrl}}, {{business.operatingHours}}

  1. Once the action is set, Click the Save button

  1. Test the Notification

    • Add test participants to multiple classes in bulk to ensure the notification triggers correctly.


Setup Bulk Class Cancellation Notification

Learn how to set up bulk cancellation notifications for participants. Notify participants of multiple class cancellations at once with a single, streamlined notification, instead of sending individual cancellation alerts for each class.

  1. Go to the Whautomate app then click the Automation menu and select the Add Rule button as shown below picture 👇

  1. Select the Create Rules from Scratch option to continue

  1. Choose the Bulk Classes Cancelled for Participant as a Trigger 👇

This rule gets triggered when a multiple classes are cancelled for a class participant in bulk.

  1. Add Conditions (Optional)

    • If needed, click Add Condition to set specific rules for when notifications should be sent.

    • Examples: Only notify participants for specific class types or clients.

  1. Select an Action

Note: The action setup process for bulk class cancellation is similar to the one for bulk class confirmation. If you have already set up confirmation notifications, you can follow the same steps for cancellation.

Choose how you want to notify your client about their canceled classes, such as by WhatsApp or email.

For WhatsApp: Eg. I Select a Send a WhatsApp template message action and fill in the required details. 👇

(i) Select a WhatsApp Template Message

Choose the WhatsApp template message you want to use for the bulk cancellation notification.

(ii) For example: I have selected the bulk_class_cancellation_notification(en) template.

  1. Once the action is set, Click the Save button.

  1. Test the Notification

    • Perform a test by canceling multiple classes to ensure that the bulk notification works as expected and that all variables are populated correctly.

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