How to Send Booking Confirmation on WhatsApp Automatically Using Pabbly Connect

Learn how to automate sending booking confirmations on WhatsApp using Pabbly Connect. Step-by-step tutorial for seamless integration with booking apps. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To automate sending booking confirmations on WhatsApp, you first need to access Pabbly Connect. Start by visiting the Pabbly Connect dashboard at Pabbly.com/connect. Once there, you can sign up for free and create an account in just two minutes.

After logging in, you will find the option to create a new workflow. Click on the ‘Create Workflow’ button to begin setting up your automation. For this tutorial, name your workflow something like ‘Send Booking Confirmations on WhatsApp’ to keep it organized.

2. Setting Up the Trigger in Pabbly Connect

The next step involves setting up the trigger in Pabbly Connect. In this case, the trigger application will be ‘Book Like a Boss,’ which is used for managing bookings. Select it from the workflow search options and choose the ‘New Booking Created’ trigger event.

• Choose ‘Book Like a Boss’ as your trigger application.
• Select ‘New Booking Created’ as the trigger event.
• Copy the webhook URL provided for integration.

Paste this webhook URL into the ‘Integrations’ section of your ‘Book Like a Boss’ dashboard. This connection will allow Pabbly Connect to receive data whenever a new booking is made, enabling the automation to function seamlessly.

3. Capturing Booking Data from Book Like a Boss

After configuring the trigger, the next step in Pabbly Connect is to capture the booking data. Perform a test booking on your booking page to generate a sample response. This response will contain all necessary details such as the customer’s name, email, and phone number.

Once the test booking is completed, check the response in Pabbly Connect. You should see all relevant booking details captured, including the date and time of the booking. Note that the time may appear in UTC format, which is important for the next steps.

4. Formatting Date and Time for WhatsApp Confirmation

To ensure that the booking date and time are displayed correctly in WhatsApp messages, you will need to format the captured data using Pabbly Connect. Add an action step and choose the ‘Date Time Formatter’ feature to convert the UTC time to your local time zone.

• Select ‘Format Date with Time Zone’ as the action event.
• Map the date and time from the previous step.
• Choose your local time zone for accurate representation.

This step ensures that your WhatsApp messages reflect the correct date and time, enhancing the professionalism of your booking confirmations.

5. Sending Booking Confirmation via WhatsApp

The final step in the automation process involves sending the formatted booking confirmation message through WhatsApp using the 360 Dialog application integrated into Pabbly Connect. Select ‘360 Dialog’ as your action application and choose the ‘Send Template Message’ action event.

Connect your 360 Dialog account by entering your API key and domain name. After connecting, select the message template you created for confirmations. Map the customer’s name, appointment date, and time into the template fields to personalize the message.

Conclusion

In this tutorial, you learned how to use Pabbly Connect to automate sending booking confirmations via WhatsApp. By following the steps outlined, you can enhance customer experience and streamline your booking process. Automating this communication not only saves time but also improves customer satisfaction.