How to Set Up Automated Appointment Reminders on WhatsApp Using Pabbly Connect

Learn how to set up automated appointment reminders on WhatsApp using Pabbly Connect with this detailed step-by-step tutorial. Optimize your scheduling and improve client communication!

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Appointment Reminders

To set up automated appointment reminders on WhatsApp, first, we need to access Pabbly Connect. This platform allows us to integrate different applications seamlessly. Start by visiting the Pabbly website and sign up for an account if you don’t have one.

Once signed in, navigate to the Pabbly Connect dashboard. Here, you can create workflows that will automate your appointment reminders. This is where we will connect Google Sheets, WhatsApp, and other necessary applications through Pabbly Connect.

2. Creating a Workflow in Pabbly Connect

Now that you are in Pabbly Connect, it’s time to create a new workflow for sending appointment reminders. Click on the ‘Create Workflow’ button, which will open a window for naming your workflow. Name it something descriptive, like ‘Automated Appointment Reminders’.

Next, you will see two boxes labeled Trigger and Action. The Trigger is what initiates the workflow, while the Action is what happens as a result. Here, we will set Google Sheets as the Trigger application and select ‘New or Updated Spreadsheet Row’ as the trigger event.

• Open Pabbly Connect and click ‘Create Workflow’.
• Name your workflow (e.g., ‘Automated Appointment Reminders’).
• Select Google Sheets as the Trigger application.
• Choose ‘New or Updated Spreadsheet Row’ as the trigger event.

After selecting the trigger, you will need to connect your Google Sheets account to Pabbly Connect. Follow the instructions provided to complete this connection and ensure that your Google Sheet is ready to send data.

3. Setting Up Google Sheets for Appointment Details

To effectively use Pabbly Connect, you must set up a Google Sheet that contains the details of your appointments. Create a new sheet with columns for Name, Email, Phone Number, and Schedule Time. This structured data will be essential for sending reminders.

Once your Google Sheet is ready, go back to Pabbly Connect and copy the Webhook URL provided. This URL will act as a bridge between Google Sheets and Pabbly Connect. In Google Sheets, go to Extensions > Pabbly Connect Webhook and paste the URL into the initial setup.

• Create a Google Sheet with the necessary columns.
• Copy the Webhook URL from Pabbly Connect.
• Paste the URL in the Pabbly Connect Webhook setup in Google Sheets.

Set the trigger column to the last column with data, which is typically the Schedule Time column. This setup ensures that whenever a new appointment is added, the data is sent back to Pabbly Connect.

4. Sending WhatsApp Reminders Using Pabbly Connect

With the trigger set up, the next step is to configure the action in Pabbly Connect. Here, you will select the WhatsApp application and choose the action event as ‘Send Template Message’. This action will send the reminder message to your clients automatically.

To connect WhatsApp to Pabbly Connect, you will need an API endpoint and access token from your WhatsApp provider. Go to your WhatsApp API documentation to retrieve these details. Once you have them, paste them into the respective fields in Pabbly Connect.

Select WhatsApp as the action application. Choose ‘Send Template Message’ as the action event. Input the API endpoint and access token from your WhatsApp provider.

After setting this up, you’ll need to map the client’s phone number and the template message you created in WhatsApp. Once everything is mapped correctly, test the workflow to ensure that messages are sent as expected.

5. Finalizing and Testing Your Integration with Pabbly Connect

Now that you have configured your workflow, it’s important to test the entire setup. Trigger the workflow by adding a new appointment to your Google Sheet. This action should send a WhatsApp message to the specified phone number.

Check your WhatsApp to confirm that the message has been received. The message should contain the client’s name and appointment time as per the template you set up. This will validate that Pabbly Connect is functioning properly and that the integration is successful.

To summarize, you have successfully created an automated reminder system using Pabbly Connect. This system will help ensure that your clients receive timely reminders about their appointments, improving overall communication.

Conclusion

Setting up automated appointment reminders on WhatsApp using Pabbly Connect is a straightforward process that enhances client communication. By following these steps, you can ensure that your clients never miss their appointments while saving time and effort in your scheduling process.