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Setup WhatsApp Flow Class Booking Chatbot

The WhatsApp Flow class booking chatbot lets clients browse your class schedule and book a spot without leaving WhatsApp. They get a menu when they message you, and Book a Class opens form-style screens to pick a class and session. Full classes go to the waitlist when you have it turned on.

Available withBookingsIncluded in the Complete plan.Plans and modules
Prerequisites
  • WhatsApp connected and your business verified by Meta. See WhatsApp Cloud API.
  • Class services with Allow Online Appointment on and sessions scheduled. See Setup Classes.

Install the chatbot​

  1. Go to Engage > Automations and click Add Rule.
  2. Set the filter to WhatsApp and type class in Search templates.
  3. Click Install Rule on Flow Based Class Booking Chatbot V2(WhatsApp). For several locations, use Multi-Location Flow Based Class Booking Chatbot V2(WhatsApp).
  4. The rules and WhatsApp Flows are created and listed under the WhatsApp channel.
  5. Message your WhatsApp number from another phone to test it.
Create Automation Rule screen filtered to WhatsApp and searched for class, showing Flow Based Class Booking Chatbot V2 (WhatsApp) with an Install Rule button
note

Only one chatbot template can be installed per channel. To switch, delete the existing chatbot rules: select the WhatsApp channel, tick the bulk selection checkbox and choose Actions > Delete selected Rules.

What clients can do​

The menu offers Book a Class, View Plans, View Operating hours and Talk to our staff. Clients can see their bookings, cancel a booked or waitlisted class before your cancellation deadline, and check their credits and subscriptions. If a class service has Accept Payment Online, they pay before the booking is confirmed; credits they hold are used first.