Watch Step By Step Video Tutorial Below





1. Accessing Pabbly Connect for WhatsApp Integration

To start, you need to access Pabbly Connect. Open your browser and search for “pabbly.com/chatflow” to reach the homepage of Pabbly Chatflow. If you are a new user, click on “Sign Up for Free” to create an account. Existing users can simply sign in to proceed.

Once logged in, navigate to the “All Pabbly Apps” section and select Pabbly Connect by clicking on “Access Now.” This will direct you to the dashboard where you can begin creating your WhatsApp chatbot for clinic bookings.

2. Setting Up the Chatbot Flow in Pabbly Connect

In this section, you will create a new chatbot flow using Pabbly Connect. Start by clicking on the “Add Flow” button to create a new flow. You will be prompted to set a trigger event. Choose “Keyword or Regex Match” as the trigger type.

  • Add keywords such as “hi” and “book appointment” to initiate the flow.
  • Optionally, set a reject pattern if needed.
  • After setting the trigger, add a text button for a welcome message.

Now, create buttons for options like “View Doctors” and “Book Appointment”. Connect these buttons to their respective actions in the flow using Pabbly Connect. This setup allows users to navigate easily through the chatbot.

3. Collecting User Information for Appointments

Next, you will configure how the chatbot collects user information. Using Pabbly Connect, add a question box that prompts users for their name, doctor specialization, and preferred appointment date. This information is crucial for booking appointments.

  • Set up contact custom fields in the settings to capture user details.
  • Ensure the format for each field is correct (e.g., text for names).
  • Connect the question boxes to guide users through the information submission process.

After collecting the necessary details, use Pabbly Connect to confirm the appointment by sending a summary of the information back to the user. This confirmation enhances user experience and reduces errors.

4. Integrating Google Sheets with Pabbly Connect

Once the appointment is confirmed, you can automate the data entry into Google Sheets using Pabbly Connect. To do this, set up a workflow that triggers when an appointment is booked.

  • Select the “Webhook by Pabbly” trigger to receive data from the chatbot.
  • Add an API request action to send the collected data to Google Sheets.
  • Map the fields correctly (patient name, doctor selected, appointment date) to ensure accurate data entry.

Testing the workflow is essential. Click on the “Test” button to verify that the data flows correctly into Google Sheets. This automation minimizes manual effort and enhances efficiency in managing appointments.

5. Finalizing and Activating Your Chatbot with Pabbly Connect

After completing the setup, review your flow in Pabbly Connect. Ensure all connections and actions are correctly configured. Assign a name to your flow and activate it by clicking the “Save” button.

Once activated, your WhatsApp chatbot is ready to assist users with appointment bookings. Users can interact with the chatbot, and all data will be automatically logged in Google Sheets, streamlining your clinic’s booking process.

By following these steps, you can create a fully functional WhatsApp chatbot for clinic bookings using Pabbly Connect. This integration not only saves time but also enhances customer satisfaction by providing quick responses and automated data management.

Conclusion

In summary, using Pabbly Connect to set up a WhatsApp chatbot for clinic bookings simplifies the process and improves efficiency. Automating data entry into Google Sheets ensures that all appointment information is accurately recorded.