How to Use Pabbly Chatflow for Scheduling Appointments via WhatsApp Chatbot

Learn how to effectively use Pabbly Chatflow to create a WhatsApp chatbot for scheduling appointments in spas and salons. Follow this detailed tutorial for seamless integration.

Watch Step By Step Video Tutorial Below

1. Getting Started with Pabbly Chatflow

To use Pabbly Chatflow for scheduling appointments, first, access the platform by visiting Pabbly Chatflow at Pabbly.com. Once there, sign up or log into your account to begin creating your WhatsApp chatbot.

Pabbly Chatflow allows you to connect your WhatsApp account seamlessly. After logging in, you can set up your WhatsApp number by clicking on the ‘Add WhatsApp Number’ button. This is crucial for enabling communication through the chatbot.

2. Creating Your WhatsApp Chatbot in Pabbly Chatflow

Once your WhatsApp number is connected, you can start building your chatbot. In Pabbly Chatflow, click on the ‘Add Flow’ button to create a new flow for your WhatsApp chatbot. Name your flow appropriately, such as ‘WhatsApp Chatbot for Scheduling Appointments’.

• Select a trigger event for your flow.
• Choose keywords or regex patterns to activate the chatbot.
• Design the response messages for user interactions.

After naming your flow, you will be prompted to set up triggers for your chatbot. This is where you define what messages will activate the chatbot, ensuring it responds to customer inquiries about appointment scheduling.

3. Configuring Appointment Scheduling with Pabbly Chatflow

Next, you need to configure the appointment scheduling process within the chatbot. In Pabbly Chatflow, create a list of services offered, such as massages and facials. You can do this by dragging and dropping the list component into your flow.

• Add items to your services list with descriptions.
• Include options for customers to select their desired treatment.
• Set up follow-up questions to gather user details like name and preferred appointment time.

This setup allows customers to choose their preferred treatment and provide necessary details, which will be captured in your Google Sheets through Pabbly Connect integration.

4. Integrating Google Sheets with Pabbly Chatflow

To store appointment details, integrate Google Sheets with your Pabbly Chatflow setup. In your Pabbly account, navigate to Pabbly Connect and create a new workflow that connects your WhatsApp chatbot to Google Sheets. using Pabbly Connect

Select Pabbly Chatflow as the trigger application and choose the event as ‘New Message Received’. This will ensure that every time a customer books an appointment, their details are automatically recorded in your Google Sheets.

5. Testing Your WhatsApp Chatbot Integration

After completing the setup, it’s essential to test your WhatsApp chatbot to ensure it works as intended. Send a message to your WhatsApp number using the phrase you defined as a keyword to trigger the chatbot.

Check the responses and ensure that the appointment details are being recorded in your Google Sheets correctly. This final testing phase is crucial to confirm that your Pabbly Chatflow integration is functioning seamlessly.

Conclusion

In this tutorial, we explored how to use Pabbly Chatflow to create a WhatsApp chatbot for scheduling appointments in spas and salons. By following these steps, you can automate your appointment booking process effectively.