Send Appointment Reminders for Routine Checkups on WhatsApp Using Pabbly Connect

Learn how to send appointment reminders for routine checkups on WhatsApp using Pabbly Connect. Step-by-step guide to automate reminders effectively. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Appointment Reminders

To send appointment reminders for routine checkups on WhatsApp, you need to set up Pabbly Connect. Start by creating a free account on the Pabbly Connect website. Once you have signed up, log in to your dashboard.

In your Pabbly Connect dashboard, click on the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Reminders for Routine Appointments on WhatsApp’ and click the ‘Create’ button. This will set the foundation for your automation process.

2. Scheduling the Workflow with Pabbly Connect

Next, you’ll need to schedule your workflow to run daily using Pabbly Connect. Click on the trigger module and select the ‘Scheduler’ feature. Set it to run every day at a specific time, for example, 9 AM. This ensures that your workflow checks for appointments regularly.

• Select the Scheduler feature in Pabbly Connect.
• Choose a daily schedule and set the time (e.g., 9 AM).
• Click ‘Save’ to activate the schedule.

Once saved, your workflow will now run daily at the specified time, checking the Google Sheets for patient appointment dates.

3. Fetching Appointment Data from Google Sheets

After scheduling, the next step is to fetch appointment data from Google Sheets. Use the ‘Google Sheets’ action in Pabbly Connect. Select the ‘Lookup Spreadsheet Rows’ action event to look for appointments scheduled for the next day.

Connect your Google account and select the appropriate spreadsheet containing your appointment data. Make sure to specify the correct sheet name and the column where appointment dates are stored (e.g., column C). This setup allows Pabbly Connect to retrieve the relevant appointment details.

4. Sending WhatsApp Reminders Using Pabbly Connect

Now that you have the appointment data, it’s time to send reminders via WhatsApp. Use the ‘WhatsApp Cloud API’ in Pabbly Connect to send messages. You need to connect your WhatsApp Cloud API with Pabbly Connect by providing the necessary credentials.

• Select the ‘Send Template Message’ action in WhatsApp Cloud API.
• Map the recipient’s WhatsApp number and the message template.
• Test the connection to ensure messages are sent successfully.

By doing this, you ensure that each patient receives their appointment reminder automatically on WhatsApp, enhancing communication and reducing no-shows.

5. Iterating Over Patients for Individual Messages

Finally, to send personalized messages to each patient, use the ‘Iterator’ feature in Pabbly Connect. After fetching the patient details, this feature allows you to handle multiple patients individually.

Map the patient data retrieved from Google Sheets to the WhatsApp message template. This ensures that each message contains specific details like the patient’s name, appointment date, and time. By using the iterator, you can send tailored messages without any manual effort.

Conclusion

Using Pabbly Connect, you can seamlessly automate the process of sending appointment reminders for routine checkups via WhatsApp. This integration not only saves time but also improves patient engagement. Set up your workflow today to enhance your hospital’s communication efficiency.