Let Clients Book Therapy Sessions via WhatsApp

Learn how to integrate WhatsApp for therapy session bookings using Pabbly Chatflow. Step-by-step guide to automate client scheduling effortlessly. Build conversational workflows that guide visitors toward conversion with dynamic, branching dialogs that respond intelligently to user input.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Chatflow for Therapy Booking

To start using Pabbly Chatflow for booking therapy sessions, first, visit the Pabbly Chatflow website. If you are a new user, you can click on the ‘Sign Up Free’ button to create your account and receive 100 free credits monthly. This allows you to explore the application without any immediate costs.

Once signed up, log into your account. You will find yourself on the dashboard where you can access the various features of Pabbly Chatflow. Make sure to connect your WhatsApp number using either the WhatsApp connect method or the manual token method to start building your therapy booking chatbot.

2. Creating the Chatbot Flow in Pabbly Chatflow

After accessing Pabbly Chatflow, navigate to the flows section to create a new flow for your therapy booking system. Click on the ‘Add Flow’ button and name your chatbot, such as ‘Mind Care Assistant: Your Therapy Booking Guide’. This name can be customized based on your preference.

• Select ‘Keyword or Regex Match’ as the trigger event.
• Enter the keyword ‘therapy’ to activate the chatbot.
• Press the enter button to confirm the keyword.

With the trigger set up, you can now add the action steps. Begin by dragging the text button to send a welcome message when the keyword is detected. This message should greet the user and prompt them to choose between booking a session or talking to a human. Ensure that all elements are properly connected in your flow.

3. Setting Up Booking Session Options

In this section of Pabbly Chatflow, you will set up the options for clients to book their therapy sessions. After the welcome message, provide two buttons: one for booking a session and another for talking to a human. For the booking option, add another text button asking what type of therapy they want.

• Create buttons for individual therapy, couples therapy, and teen counseling.
• After the user selects a therapy type, send them details about it.
• Include a booking button for users to confirm their choice.

Once the user selects their preferred therapy, ensure that the system captures their selection using a custom field. This will help in storing the therapy type chosen by the user, making the booking process seamless.

4. Finalizing the Booking Process in Pabbly Chatflow

To finalize the booking process, you will need to ask for additional details from the client. Use the ask question button to gather the patient’s full name, contact number, preferred date and time, and session mode (online or offline). using Pabbly Connect

Connect each question to a custom field to store the user’s responses. Ensure that you confirm all details before finalizing the booking. Send a confirmation message summarizing the booking details.

After confirming the booking, inform the client that they will receive a reminder 24 hours before their session. This adds a layer of professionalism and ensures clients are aware of their upcoming appointments.

5. Testing Your WhatsApp Chatbot

After creating your therapy booking chatbot in Pabbly Chatflow, it’s crucial to test its functionality. Open your WhatsApp and send the keyword ‘therapy’ to see if the chatbot responds correctly. The welcome message should appear, followed by the options you set up.

If everything works as expected, your clients will be able to book therapy sessions seamlessly through WhatsApp. This automation not only saves time but also enhances the client experience by providing immediate assistance.

Make sure to monitor the chatbot’s performance and make adjustments as necessary. This ensures that your therapy booking process remains efficient and user-friendly.

Conclusion

Using Pabbly Chatflow to automate therapy session bookings via WhatsApp streamlines the process for both therapists and clients. By following these steps, you can create an efficient system that enhances client engagement and satisfaction.