Create an Appointment Booking Bot on WhatsApp in Minutes

Learn how to create an appointment booking bot on WhatsApp using Pabbly Connect and Pabbly Connect in this detailed tutorial. Navigate the automation landscape confidently with clear, structured guidance suitable for professionals regardless of prior technical experience.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for WhatsApp Integration

To create an appointment booking bot on WhatsApp, start by accessing Pabbly Connect. This platform is essential for integrating various applications like Google Sheets and Pabbly Chatflow.

Begin by navigating to the Pabbly website and signing up for a free account. Once logged in, you can explore the features of Pabbly Connect and set up your first workflow. Make sure to familiarize yourself with the dashboard as it will streamline the setup process.

2. Creating the WhatsApp Bot with Pabbly Chatflow

Next, access Pabbly Chatflow to create your WhatsApp bot. This step is crucial as it allows you to design the bot’s responses and actions. Start by clicking on the ‘Add Flow’ button to initiate the bot creation process.

• Give your bot a name (e.g., Care Plus Appointment Bot).
• Set the trigger event to ‘Keyword or Reject Match’.
• Add keywords such as ‘appointment’ to trigger the bot.

Once your bot is named and the trigger is set, you can start designing the welcome message and options for users to book, reschedule, or cancel appointments.

3. Configuring Actions in Pabbly Chatflow

After setting up the initial trigger, focus on configuring the actions that the bot will perform using Pabbly Connect. For instance, when a user selects to book an appointment, the bot should prompt for the patient’s name, phone number, date, and time slot.

To achieve this, you will need to:

• Use the ‘Ask Question’ feature to collect user information.
• Map the responses to custom fields for easy data handling.
• Send an API request to Pabbly Connect to store this data.

This structured approach ensures that all user responses are captured and processed effectively.

4. Integrating Google Sheets with Pabbly Connect

To manage appointment data, integrate Google Sheets using Pabbly Connect. This integration allows you to automatically save user responses in a structured format. After collecting user inputs through the WhatsApp bot, you will send this data to Google Sheets.

Follow these steps to set up the integration:

Create a new workflow in Pabbly Connect. Select Google Sheets as your action application. Choose the ‘Add New Row’ action event to store appointment details.

By following these steps, any new appointment request will automatically generate a new row in your specified Google Sheet, ensuring that all data is organized and easily accessible.

5. Testing and Launching the WhatsApp Bot

Finally, it’s time to test your WhatsApp bot to ensure everything works smoothly. Send a message with the keyword ‘appointment’ to your WhatsApp number linked with Pabbly Chatflow. The bot should respond with the welcome message and options for booking, rescheduling, or canceling an appointment.

If the bot responds correctly, proceed to finalize your workflow in Pabbly Connect. Make sure to check the Google Sheets to confirm that the data is being recorded accurately. If any adjustments are needed, revisit the Pabbly Chatflow settings to refine the bot’s responses and actions.

Conclusion

Creating an appointment booking bot on WhatsApp using Pabbly Connect and Pabbly Chatflow is a straightforward process that enhances customer interaction. By following the steps outlined, you can automate appointment management efficiently.

Utilize these tools to streamline your booking process and improve customer satisfaction. Start building your WhatsApp bot today to experience the benefits of automation!