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Automate Appointment Booking + WhatsApp Reminders

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate your appointment booking process, you first need to access Pabbly Connect. Open a new tab and enter the URL pabbly.com/connect. This will take you to the homepage where you can either sign in or sign up for free.

If you’re a new user, click on the ‘Sign Up Free’ button. By signing up, you will receive 100 free tasks each month to explore Pabbly Connect. Existing users can simply sign in to access their workflow page.

2. Creating Your Workflow in Pabbly Connect

Once you’re logged into Pabbly Connect, you can start creating your workflow. The first step is to add a trigger, which is the event that initiates the automation. In this case, the trigger will be a new appointment received through Google Forms.

Select Google Forms as your trigger application.
Choose the event as ‘New Response Received’.
Click the ‘Connect’ button to generate a webhook URL.

Copy the webhook URL provided by Pabbly Connect. This URL acts as a bridge between Google Forms and Pabbly Connect, allowing you to capture form responses automatically.

3. Setting Up Google Forms with Pabbly Connect

Now, head to your Google Form where you receive appointment requests. Navigate to the ‘Responses’ tab and click on ‘View in Sheets’. This creates a Google Sheet that will automatically log responses from your form.

Next, go back to the Google Sheet, click on ‘Extensions’, and search for Pabbly Connect Webhooks to install it. Once installed, select ‘Initial Setup’ under the Pabbly Connect Webhooks option and paste the webhook URL you copied earlier. Enter the last data column, which is usually column G.

4. Integrating Google Calendar with Pabbly Connect

After setting up Google Forms, the next step is to add Google Calendar as an action app in your Pabbly Connect workflow. This allows you to create calendar events based on the submitted appointment data.

Select Google Calendar as your action app.
Choose the event as ‘Create Event’.
Map the appointment details such as title, start date, and end date from the Google Form responses.

Ensure the date and time formats are correct. You can use Pabbly Connect‘s Date and Time Formatter to adjust any mismatches. This will ensure your events are created accurately in Google Calendar.

5. Sending WhatsApp Confirmations with Pabbly Connect

The final step in your automation process is to send confirmation messages via WhatsApp. For this, you will use the WhatsApp Cloud API integrated through Pabbly Connect.

Search for the WhatsApp Cloud API in Pabbly Connect and select the ‘Send Text Message’ event. Connect your WhatsApp account by entering your API token and phone number ID. Map the recipient’s number and the message content, including the appointment details.

Once everything is set up, click ‘Save and Send Test Request’ to check if the WhatsApp message is sent successfully. This will ensure that your clients receive timely confirmation messages about their appointments.

Conclusion

By following these steps, you can successfully automate your appointment booking process using Pabbly Connect. This integration not only saves time but also enhances your client communication through automated WhatsApp confirmations and Google Calendar events.