Send Dental Appointment Confirmation Messages on WhatsApp Using Pabbly Connect

Learn how to automate sending dental appointment confirmation messages on WhatsApp using Pabbly Connect. Follow this step-by-step guide for seamless integration. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start sending dental appointment confirmation messages via WhatsApp, you first need to access Pabbly Connect. Go to the Pabbly Connect dashboard by visiting Pabbly.com/connect and sign up for a free account. This platform allows you to automate tasks without any coding skills.

Once signed up, log in to your Pabbly Connect account. From the dashboard, you can create a new workflow by clicking the ‘Create Workflow’ button. Name your workflow something descriptive, like ‘Send Dental Clinic Appointment Confirmations on WhatsApp’, and click ‘Create’ to proceed.

2. Setting Up the Trigger in Pabbly Connect

In this section, we will set up the trigger for our workflow in Pabbly Connect. The trigger will be a new booking created in the Book Like a Boss application. Select the Book Like a Boss application as your trigger and choose the event ‘New Booking Created’.

• Choose the ‘Book Like a Boss’ application.
• Select the trigger event as ‘New Booking Created’.
• Copy the provided webhook URL.

Next, navigate to your Book Like a Boss dashboard. Under the ‘Other Settings’ section, find ‘Integrations’ and click on ‘Manage Webhooks’. Add a new webhook and paste the copied URL. Ensure to check the box for ‘Created’ so that data is sent whenever a new booking is made.

3. Testing the Trigger and Capturing Booking Data

After setting up the webhook, it’s time to test the trigger in Pabbly Connect. Perform a test booking through your appointment page. For example, choose a date and time, fill in the customer’s details like name and WhatsApp number, and complete the booking.

Once the booking is made, return to Pabbly Connect. You should see the booking data captured in the response section, including the customer’s name, email, and WhatsApp number. This data is crucial for sending the confirmation message.

4. Formatting the Date and Time for Confirmation Messages

To send a clear appointment confirmation message, you need to format the date and time correctly in Pabbly Connect. Use the Date Time Formatter feature to convert the captured date and time into a standard format. Select ‘Format Date with Time Zone’ and map the date-time label from the previous step.

• Choose the input format as ‘YYYY-MM-DD HH:MM:SS’.
• Select your desired output format.
• Choose your time zone, e.g., Asia/Kolkata.

Save your settings and send a test request to ensure the date and time format is correct. You should see the reformatted date and time displayed in the response.

5. Sending WhatsApp Messages via Pabbly Connect

Now that you have the formatted date and time, it’s time to send the confirmation message via WhatsApp using Pabbly Connect. Add a new action step and select the WhatsApp Cloud API. Choose the action event as ‘Send Template Message’. Connect your WhatsApp account using the permanent access token, phone number ID, and business account ID.

In the message template, use variables to personalize the message. For example, include the customer’s name, appointment date, and time. Map these variables from the previous steps to ensure each message is tailored to the individual booking. Finally, save the action and send a test request to check if the message is delivered successfully.

Conclusion

Using Pabbly Connect, you can automate sending dental appointment confirmation messages via WhatsApp with ease. This integration saves time and ensures your customers are promptly informed about their appointments.