Automatically Send Table Booking Reminders to Customers on WhatsApp Using Pabbly Connect

Learn how to automate sending table booking reminders via WhatsApp using Pabbly Connect. Step-by-step tutorial with detailed instructions. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Reminders

To start automating the process of sending table booking reminders via WhatsApp, you need to access Pabbly Connect. Begin by creating a free account if you haven’t already. This platform enables seamless integration between Google Sheets and WhatsApp.

Once logged in, navigate to the dashboard and click on the ‘Create Workflow’ button. This will allow you to set up a new automation workflow. The first step is to choose the trigger application, which in this case is Google Sheets, where your customer booking data is stored.

2. Integrating Google Sheets with Pabbly Connect

After selecting Google Sheets as the trigger application, you’ll need to specify the trigger event. Choose the ‘New Spreadsheet Row’ option to capture new bookings as they come in. This integration will allow Pabbly Connect to pull data from your Google Sheets automatically.

• Open your Google Sheets document and ensure it contains customer details and booking information.
• In Pabbly Connect, connect your Google account to access the specific spreadsheet.
• Select the correct spreadsheet and worksheet that contains the booking data.

Once the setup is complete, test the connection to ensure Pabbly Connect can successfully retrieve data from Google Sheets. This step is crucial for the automation to function correctly.

3. Configuring WhatsApp Integration in Pabbly Connect

With Google Sheets integrated, the next step involves setting up WhatsApp as the action application. In Pabbly Connect, select WhatsApp as your action app. This allows you to send messages directly to customers based on their booking details.

Choose the action event as ‘Send Message’. You’ll need to authenticate your WhatsApp account to enable Pabbly Connect to send messages on your behalf. Follow the prompts to complete the authentication process.

4. Creating the Message Template for Reminders

After configuring WhatsApp, you can create a message template for sending reminders. This is where you personalize the message that will be sent to your customers. Use variables from your Google Sheets data to customize the message for each recipient.

• Draft a message that includes customer names, booking details, and the date of the reservation.
• Make sure to include a friendly reminder about their booking to enhance customer experience.

Once the template is ready, save it within Pabbly Connect. This template will be used to send out reminders automatically before the booking date.

5. Testing and Activating the Workflow

With everything set up, it’s time to test your workflow. In Pabbly Connect, run a test to ensure that the messages are being sent correctly to the WhatsApp numbers specified in your Google Sheets. This step is vital to confirm that the integration works as intended.

If the test is successful, activate the workflow. This will allow Pabbly Connect to automatically send table booking reminders to your customers on WhatsApp on the scheduled date.

Now, your customers will receive timely reminders, enhancing their experience and reducing no-shows at your restaurant.

Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate sending table booking reminders via WhatsApp. By integrating Google Sheets with WhatsApp, you can enhance customer communication and ensure they never forget their reservations.

With the setup completed, enjoy the benefits of automated reminders and improved customer satisfaction.