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WhatsApp Appointment Booking: Make Bookings A Breeze

Benjamin Steve Richard
January 16, 2024

Does your business regularly schedule appointments? Learn how you can make it easier through a WhatsApp appointment booking. In this blog, learn what WhatsApp appointment bookings are, who they’re suitable for and their benefits. Also, discover how to set up appointments on WhatsApp, best practices and how you can win big through

What is WhatsApp Appointment Booking?

WhatsApp appointment booking, or WhatsApp reservation system, allows customers to schedule appointments through WhatsApp conversations. It also allows customers to reschedule or cancel an appointment over WhatsApp.

Who Should Use WhatsApp Appointment Booking?

Any business that communicates with customers via WhatsApp can schedule appointments. In our view, the businesses in particular that will stand to benefit the most from WhatsApp appointment bookings are in the following sectors:

  • Education
  • Healthcare
  • Beauty
  • Real Estate
  • Food and Beverage

Now that you know what and who WhatsApp appointment booking is for, let's check out what you can gain from it.

Benefits of Booking Appointments via WhatsApp

In today's fast-paced world, businesses constantly seek ways to enhance efficiency and improve customer engagement. WhatsApp Appointment Booking is another tool in your arsenal to achieve these gains.

The benefits of WhatsApp business booking appointments
The benefits of WhatsApp booking appointments

It brings a multitude of benefits to various businesses. With this in mind, we can delve into the benefits that this approach offers.

WhatsApp Business Appointment Booking: Ease of Customer Access

WhatsApp's vast popularity as a messaging app provides unparalleled global reach and convenience. This wide reach makes it an ideal platform for appointment booking across various sectors.

Furthermore, the familiar interface of WhatsApp means that most customers require no additional training or adaptation period, making it straightforward to schedule, reschedule, or inquire about appointments.

WhatsApp Business Appointment Booking: Offer a Better Customer Experience

Allowing customers to make bookings over WhatsApp offers a more personalized experience. Unlike emails or automated phone systems, WhatsApp offers a direct and informal communication channel. This fosters a more personal connection, making customers feel valued and heard.

Additionally, if a customer wants to modify or cancel their booking, they can do so easily. Customers would just need to message the business of the changes.

WhatsApp Business Appointment Booking: Improve Efficiency

For your team, the introduction of WhatsApp Appointment Booking is a game-changer. Automating the appointment scheduling process significantly reduces the manual workload. This automation frees up your staff to focus on more critical aspects of your business.

This improves overall operational efficiency. Additionally, the real-time nature of WhatsApp ensures immediate updating and scheduling, minimizing the chances of errors and delays in the booking process.

While WhatsApp doesn’t natively support appointment bookings, you can use the Workflows automation builder to set up automatic WhatsApp appointment bookings. If you would like to see this feature, upvote this feature request for native support.

In the meantime, let’s explore how to set up appointment bookings using and its advanced automation builder.

How to ask for Appointment Booking on WhatsApp

We’ve designed this user-friendly and straightforward workaround to set up appointment bookings in WhatsApp. It simply requires you to send a Calendly, a platform that specializes in appointment scheduling, or a Google Calendar link to customers. You can send these links manually.

<call-out>Before you automate this process, you’ll need a WhatsApp API account connected to a account. <call-out>

Here’s a basic sample of a Workflow to set up an appointment on WhatsApp.

1. Click the Workflows icon on the left panel.

WhatsApp business appointment booking: Go to Workflows
WhatsApp appointment: Go to the Workflows module

2. Select + Add Workflow.

Click on the Add Workflow button
WhatsApp appointment: Now add a Workflow

3. Click Auto Responder on the left and then click Simple Chat Menu > Use Template.

Pick the Simple Chat Menu template to begin
WhatsApp appointment: Select the Simple Chat Menu template

3a. Configure the Channel from Last Interacted Channel to WhatsApp API channel. If you only use WhatsApp API, you can move on to the next step.

Change the Channel from Last Interacted Channel to a WhatsApp API account
WhatsApp appointment: Change to a WhatsApp channel

Choose one of the branches to automate your appointment bookings.

4. Edit the text under Message Content and include your link here.

Include your calendar booking link in your message
WhatsApp appointment: Select a branch and include your calendar link as a part of the message

You can configure the rest of the branches as needed. Once, you’re done, press Publish to start the Workflow.

Alternatively, you can also select the Click-to-Chat Ads: Assignment if you want to streamline the meeting booking process for leads generated from Meta click-to-chat ads.

Now that you’re familiar with the setup process to schedule appointments on WhatsApp, let’s look at the best practices.

WhatsApp Business Appointment Booking: Best Practices

Automating your appointment booking process is great, but it’s not the be-all and end-all. You’ll also need to keep in mind of

Follow these best practices when making a WhatsApp Appointment Booking
Best practices for WhatsApp Business appointment booking

Send Appointment Reminders and Confirmations

Utilizing WhatsApp to send appointment reminders and confirmations is an effective strategy to minimize no-show rates. By directly reaching out to customers on a platform they frequently use, businesses ensure that appointment details are conveniently accessible.

This approach can be enhanced by including links to manage or modify appointments, thus simplifying the process for the customer. Regular reminders, like a day before and an hour before the appointment, can significantly reduce the likelihood of no-shows.

Offer Quick and Easy Scheduling

The goal is to make the scheduling process as effortless as possible for the customer. This can be achieved by implementing user-friendly interfaces for appointment booking, providing clear availability options and minimizing the steps required to confirm an appointment.

Streamlined scheduling not only enhances customer experience but also reduces the administrative burden on the business.

Deliver Prompt Responses

Quick response times to customer inquiries and requests for appointment changes are crucial in maintaining customer satisfaction and efficiency. By promptly addressing these needs, businesses demonstrate their commitment to customer service and adaptability.

This can be facilitated by using automated responses for common inquiries and a dedicated support team for more complex issues.

Set Up Away Messages for Assistance

For instances where live assistance is required for booking or rescheduling appointments, setting up informative away messages is vital. These messages can inform customers about operation hours and provide guidance on when they can expect a response.

This approach helps manage customer expectations and maintains communication transparency.

Integrate WhatsApp with CRM

Automating the initial inquiry and booking processes through chatbots can significantly enhance efficiency. When WhatsApp is integrated with a Customer Relationship Management (CRM) system, it creates a seamless workflow for managing appointments and customer data.

This integration enables businesses to track customer interactions, preferences and history, leading to personalized service and better appointment management.

You can implement all these best practices by using, an AI-powered customer conversation management software. Let’s check that out next.

Quick Wins with

We’ve talked about how you can use’s advanced features to enable a WhatsApp Business appointment booking. Now, let’s take a look at the other features on that businesses use in their daily operations.

Reduce First Response Time and Maintain High-Traffic Ads

E4CC, an English language training provider for Latin Americans, faced challenges in managing operations across different locations and needed to improve its conversational support methods due to high-resolution times.

After implementing, E4CC consolidated its regional operations onto a single platform, leading to an 80% decrease in first response time and improved engagement and resolution efficiency through WhatsApp support.

They also recognized the effectiveness of click-to-chat ad campaigns as the primary driver of new student sign-ups and have retained WhatsApp as the channel for sales use.

Monitor Performance, a Chilean bookkeeping company, faced challenges in managing customer communications. Initially, their accountants used personal WhatsApp accounts for client interactions, causing issues like a lack of oversight by managers.

Since adopting, managers can oversee and guide accountants' customer interactions, ensuring clear communication. This system also helps manage and follow up on all customer conversations efficiently, addressing previously common issues of neglected chats.

Of course, there’s a ton more for to offer like Respond AI, a conversational AI that improves your responses, gives quick replies and automatically answers customer inquiries. If you’d like to use this feature and schedule appointments over WhatsApp, sign up for a free account.

Further Reading

If you liked this read and want to learn more about WhatsApp, here are more articles for you:

Benjamin Steve Richard
Content Writer
Benjamin Steve Richard joined as a Content Writer in 2023. Holding a Bachelor of Laws degree from the University of London, Benjamin provides invaluable resources on messaging apps for businesses to help them leverage customer conversations successfully.
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