Integrate Your Catering Service with Pabbly Connect and WhatsApp for Online Appointments

Learn how to automate online appointments for your catering service with Pabbly Connect and send confirmation messages via WhatsApp. Step-by-step tutorial included. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start integrating your catering service with WhatsApp, you need to access Pabbly Connect. This platform allows you to create automated workflows without any coding skills. Simply go to Pabbly.com and sign up or log in to your account.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you can create a new workflow that connects your appointment booking software with WhatsApp. Ensure you have your appointment service ready, such as YouCanBook.me, to proceed with the integration.

2. Setting Up Your Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to set up your workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘YouCanBook.me to WhatsApp’. This name will help you identify the workflow later.

In the workflow setup, you will see two main sections: Trigger and Action. The Trigger is where you define what starts the workflow, while the Action is what happens as a result. For this integration, choose ‘YouCanBook.me’ as the Trigger app and select ‘New Booking’ as the Trigger event.

• Log into your YouCanBook.me account.
• Select the booking page you want to connect.
• Copy the webhook URL provided by Pabbly Connect.

Once you’ve set these parameters, save your changes. Your YouCanBook.me account is now connected to Pabbly Connect and is ready to capture booking details.

3. Capturing Booking Data in Pabbly Connect

Now that you have established the connection, it’s time to capture the booking data. Whenever a client books an appointment, the details will automatically be sent to Pabbly Connect. This ensures you have all the necessary information for your records.

To test this, make a demo booking through your YouCanBook.me page. After confirming the booking, check Pabbly Connect to see if the details have been captured accurately. You should see all relevant information such as the client’s name, appointment date, and time.

• Confirm the booking in YouCanBook.me.
• Verify that the data appears in Pabbly Connect.
• Make sure all fields are populated correctly.

This step is crucial as it ensures that your workflow is functioning correctly and ready to send messages via WhatsApp.

4. Sending Messages via WhatsApp Using Pabbly Connect

With the booking data captured, the next step is to send confirmation messages to clients via WhatsApp. To do this, you will connect Pabbly Connect with a messaging service like Vati, which allows WhatsApp messaging.

Select Vati as your Action app in Pabbly Connect and choose ‘Send Template Message’ as the Action event. This setup will enable you to send predefined messages to your clients, confirming their appointments.

Enter the API endpoint and access token from your Vati account. Map the data fields from Pabbly Connect to the template message. Ensure the WhatsApp number is formatted correctly without a plus sign.

Once everything is mapped, save your settings and send a test message to ensure that the integration works flawlessly. You should see a confirmation message sent to the client’s WhatsApp, confirming their appointment.

5. Testing Your Integration for Smooth Operation

After setting up the workflow, it’s essential to test the entire process to ensure that everything functions smoothly. Go back to your YouCanBook.me page and make another test booking.

Once you confirm the booking, check your WhatsApp to see if the confirmation message is received. This step verifies that the integration between YouCanBook.me, Pabbly Connect, and WhatsApp is working correctly.

To recap the testing process:

Make a booking in YouCanBook.me. Confirm the booking and check for the WhatsApp message. Ensure all details are accurate in the message.

If the message is successfully sent, your integration is complete and ready for use. You can now confidently manage your catering service appointments and keep your clients informed via WhatsApp.

Conclusion

In this tutorial, we demonstrated how to integrate your catering service with WhatsApp using Pabbly Connect. By automating the appointment booking process, you can enhance customer communication and streamline your operations. With just a few simple steps, you can set up a robust workflow that ensures timely notifications to your clients.