Reduce No-Shows with Calendly WhatsApp Reminders

Learn how to reduce no-shows with Calendly WhatsApp reminders using Pabbly Connect. This step-by-step tutorial walks you through the integration process. Transform complex automation concepts into accessible, actionable steps that eliminate unnecessary manual work while maximizing existing application capabilities.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start reducing no-shows with Calendly WhatsApp reminders, first, access Pabbly Connect. Open a new tab and navigate to pabby.com/connect. This is where you can create your automation workflows.

If you’re a new user, click on the ‘Sign Up Free’ button to create your account. This allows you to utilize 100 free tasks each month. Existing users should click ‘Sign In’ to access their dashboards. Once logged in, click on the ‘Access Now’ button for Pabbly Connect.

2. Creating Your Workflow in Pabbly Connect

After accessing Pabbly Connect, you’ll be directed to the dashboard. Click on the ‘Create Workflow’ button to initiate your integration. Select the beta version for a modern experience or the classic version based on your preference.

• Choose a meaningful name for your workflow, such as ‘Reduce No-Shows with Calendly WhatsApp Reminders’.
• Select a folder to save your workflow for better organization.
• Press the ‘Create’ button to finalize your workflow setup.

Now you will see the ‘Add Trigger’ button. Click it to select your first application, which is Calendly. Choose ‘Invitee Created’ as the trigger event to start your workflow whenever a new invitee is created in Calendly.

3. Connecting Calendly to Pabbly Connect

To establish a connection between Calendly and Pabbly Connect, click on the ‘Connect’ button. If this is your first time, opt for ‘Add New Connection’. You will be prompted to log into your Calendly account. Once connected, select your organization and user from the dropdown.

After setting up the connection, click on the ‘Save and Send Test Request’ button. This step verifies that the integration is functioning correctly. You should receive a response confirming the successful connection, allowing Pabbly Connect to pull data from your Calendly account.

4. Sending WhatsApp Reminders via Pabbly Connect

Next, you will set up the action step to send WhatsApp messages. Click the plus button and search for AI Sense to integrate WhatsApp. Choose ‘Send Template Message’ as the action event.

• Connect AI Sense to Pabbly Connect using the same method as before.
• Fill in the required fields, including the campaign name and the mobile number of the customer.
• Map the customer’s name and meeting details dynamically to personalize the message.

Once all fields are filled out, click ‘Save and Send Test Request’. This action tests the WhatsApp message delivery, confirming that your integration is correctly set up through Pabbly Connect.

5. Adding Delay for Reminder Messages

To ensure your customers receive a reminder one hour before their scheduled meeting, add a delay step in your workflow. Click the plus button and search for ‘Delay’ in Pabbly Connect.

Choose ‘Add Time Delay’ and set it to delay until one hour before the meeting. Use the date and time formatter to adjust the meeting time accordingly. This ensures that your reminder is sent at the right moment, enhancing the effectiveness of your communication.

Finally, connect back to AI Sense to send the reminder message using the same template as before. This step finalizes your workflow, allowing you to automate reminders seamlessly.

Conclusion

By integrating Calendly with WhatsApp reminders through Pabbly Connect, you can significantly reduce no-shows. This automation ensures your clients receive timely reminders, enhancing their experience and improving your business efficiency.