Learn how to seamlessly take online appointments and share details with patients on WhatsApp using Pabbly Connect. Follow our step-by-step guide. 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 Online Appointments

To start taking online appointments and sharing details with patients on WhatsApp, you need to set up Pabbly Connect. First, log in to your Pabbly Connect account. If you don’t have one, create an account on the Pabbly website.

After logging in, navigate to the dashboard and click on the ‘Create Workflow’ button. This is where you will set up the automation to connect various applications like Zoom and WhatsApp through Pabbly Connect.

2. Integrating Zoom and WhatsApp Using Pabbly Connect

The next step is to integrate Zoom and WhatsApp using Pabbly Connect. Start by selecting Zoom as the trigger application. Choose the trigger event, which in this case is ‘New Meeting Scheduled’. This action will automatically initiate the workflow whenever a new meeting is created.

  • Select Zoom from the list of applications.
  • Choose ‘New Meeting Scheduled’ as the trigger event.
  • Connect your Zoom account to Pabbly Connect.

Once the connection is established, you can test the trigger to ensure everything is working correctly. After testing, proceed to set up the action by selecting WhatsApp as the action application. This will allow you to send messages to patients automatically.

3. Sending Meeting Details to Patients via WhatsApp

Now that you have integrated Zoom with Pabbly Connect, it’s time to send the meeting details to your patients via WhatsApp. Select WhatsApp as the action application and choose the action event ‘Send Message’. This will allow you to send a personalized message to the patient whenever an appointment is scheduled.

In the message setup, you can customize the content to include the meeting link, date, and time. Make sure to map the relevant fields from Zoom to WhatsApp so that the patient receives accurate information.

  • Input the patient’s WhatsApp number.
  • Customize the message body to include meeting details.
  • Test the WhatsApp message to ensure it sends correctly.

After you have set up the message, save the workflow in Pabbly Connect. This automation will now send a WhatsApp message to the patient every time a new appointment is booked.

4. Testing and Optimizing Your Workflow

Once you have set up the entire process, it’s crucial to test the workflow to ensure everything functions smoothly. Use the test feature in Pabbly Connect to simulate the booking of an appointment and see if the WhatsApp message is sent correctly.

If you encounter any issues, troubleshoot by checking your connections and ensuring all fields are correctly mapped. Adjust any settings as necessary to optimize the workflow for better performance.

5. Conclusion

Using Pabbly Connect to take online appointments and share details with patients on WhatsApp streamlines your workflow significantly. By following the steps outlined in this tutorial, you can automate your appointment scheduling process and ensure timely communication with your patients. This not only saves time but also enhances the patient experience.

Ensure you check out Pabbly Connect to create business automation workflows and reduce manual tasks. Pabbly Connect currently offer integration with 2,000+ applications.

In conclusion, integrating Zoom and WhatsApp through Pabbly Connect is an effective way to manage appointments efficiently. Start implementing this today to improve your practice’s operational efficiency and patient satisfaction.