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Auto Send WhatsApp Confirmations for Appointments 🔥

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start using Pabbly Connect for your appointment confirmations, first, access the platform. Open a new tab and navigate to the Pabbly Connect website. If you are a new user, click on the ‘Sign Up Free’ button to create an account.

Once your account is set up, you will receive 100 free tasks every month. This allows you to create workflows that send confirmation messages to your customers. If you’re an existing user, simply click on the ‘Sign In’ button to access your dashboard and start creating your automation.

2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, navigate to the dashboard. Click on the ‘Create Workflow’ button and select ‘Create from Scratch’. Give your workflow a meaningful name and select a folder to store it.

Click the ‘Create’ button to proceed.
Select Calendly as your trigger application.
Choose the event ‘Invitee Created’ for your trigger.

This setup ensures that your workflow is triggered whenever a new appointment is booked through Calendly, integrating seamlessly with Pabbly Connect.

3. Connecting Calendly to Pabbly Connect

To create the connection between Calendly and Pabbly Connect, click on the ‘Connect’ button. You will see options to add a new connection or select an existing one. Choose ‘Add New Connection’ and press the ‘Connect with Calendly’ button.

Make sure you are logged into your Calendly account to allow Pabbly Connect to detect it. Once connected, select the organization and user associated with your account, then click ‘Save and Send Test Request’ to ensure everything is working correctly.

4. Sending WhatsApp Confirmations Using Pabbly Connect

After successfully setting up the trigger from Calendly, the next step is to send a confirmation message via WhatsApp. For this, select Pabbly Chatflow as your action application and choose the event ‘Send Text Message’.

Create a new connection by entering your API token from Pabbly Chatflow.
Map the recipient’s WhatsApp number, message, and other details.
Press ‘Save and Send Test Request’ to send the confirmation message.

This process allows Pabbly Connect to automatically send personalized confirmation messages to customers after they book an appointment through Calendly.

5. Formatting Dates and Times in Pabbly Connect

To ensure that the date and time of the appointment are formatted correctly, you can use the Date and Time Formatter feature in Pabbly Connect. After mapping the date from Calendly, select the appropriate formats for your requirements.

For example, you can convert the date into the Asia/Kolkata timezone format. This ensures that your confirmation messages are accurate and relevant. After formatting, use the Text Formatter to split the date and time if needed.

In conclusion, using Pabbly Connect to automate appointment confirmations with Calendly and WhatsApp significantly reduces no-shows and improves customer communication. Follow these steps to streamline your appointment management process effectively.