How do I set up WhatsApp appointment reminders?
Last updated: 2026-05-26
Settings → Integrations → WhatsApp → Connect. After your clinic is WhatsApp-connected, the WhatsApp checkbox becomes available in the reminders section of every appointment. The patient receives the reminder on WhatsApp at the scheduled time as long as their number includes the country code and they’re reachable on WhatsApp.
Connect your clinic to WhatsApp
- Open Settings → Integrations → WhatsApp.
- Click Connect. We walk you through the setup — one-time per clinic.
- Once connected, the integration card shows Active with your business account name.
Using WhatsApp reminders on an appointment
In any appointment form, the reminders section now has WhatsApp as a tickable channel alongside SMS and Email. Tick WhatsApp on the reminders you want delivered there.
What needs to be true for WhatsApp delivery
- The patient’s number is saved with country code (e.g. +91 for India).
- The patient has an active WhatsApp account on that number.
- Your clinic is WhatsApp-connected (this article).
Disconnecting
Open the same Settings → Integrations → WhatsApp page and click Disconnect. The WhatsApp channel disappears from new appointment forms; existing scheduled WhatsApp reminders stop firing.
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