WhatsApp Notifications

Send rich, interactive notifications via WhatsApp Business API (Growth+ plans).

WhatsApp vs SMS

| Feature | WhatsApp | SMS | |---------|----------|-----| | Cost | Lower per message | Higher per message | | Rich media | Images, PDFs, buttons | Text only | | Read receipts | ✅ | ❌ | | Two-way chat | ✅ | Limited | | End-to-end encryption | ✅ | ❌ | | Requires app | ✅ | ❌ |

Setting Up WhatsApp

Requirements

  • WhatsApp Business API account
  • Verified business profile
  • Approved message templates
  • Integration Steps

  • Apply for WhatsApp Business API (via Facebook Business Manager)
  • Get approved and receive API credentials
  • Go to Settings → Notifications → WhatsApp
  • Enter your API credentials
  • Verify connection with test message
  • â„šī¸WhatsApp Business API approval can take 1-2 weeks. Start the process early!

    Message Types

    Template Messages

    Pre-approved by WhatsApp for:

    • Appointment confirmations
    • Reminders
    • Queue updates
    • Receipts
    Templates must be submitted to WhatsApp for approval.

    Session Messages

    Once a patient messages you, you have a 24-hour window for free-form conversation.

    Automatic Notifications

    Appointment Flow

    | Trigger | WhatsApp Message | |---------|------------------| | Booking confirmed | Confirmation with details + Add to Calendar button | | 24h before | Reminder with Confirm/Reschedule buttons | | 2h before | Final reminder | | After visit | Visit summary + PDF attachment | | Receipt issued | Receipt PDF + Thank you message |

    Queue Updates

    | Trigger | WhatsApp Message | |---------|------------------| | Checked in | Welcome + queue link | | 3 patients ahead | "You're getting close..." | | 1 patient ahead | "Almost your turn!" | | Your turn | "Please proceed to [room]" |

    Rich Features

    Buttons

    Include interactive buttons:

    • Confirm Appointment
    • Reschedule
    • Cancel
    • Call Clinic
    • Get Directions

    Attachments

    Send files via WhatsApp:

    • Visit summary PDF
    • Receipt PDF
    • Diet meal plan images
    • Before/after photos (with consent)

    Location Sharing

    Automatic clinic location card with:

    • Map preview
    • Opening hours
    • Navigation link

    Two-Way Communication

    Patient Initiated

    When patients message your WhatsApp:

  • Message appears in Inbox
  • Staff can respond within 24-hour window
  • Optionally route to specific staff
  • Quick Replies

    Pre-configured responses:

    • "Thank you for your message!"
    • "Our working hours are..."
    • "Please call us at..."

    Diet Module: Food Diary

    For diet clinics (Enterprise):

  • Patient takes meal photo
  • Sends to clinic WhatsApp
  • AI analyzes and logs
  • Patient sees in their portal
  • Doctor reviews in dashboard
  • Templates

    Approval Process

  • Create template in Settings → WhatsApp Templates
  • Template submitted to WhatsApp
  • Review takes 24-48 hours
  • Approved templates become active
  • Template Tips

    • Keep messages concise
    • Avoid promotional content
    • Include opt-out option
    • Use placeholders correctly

    Privacy & Compliance

    Data Handling

    • Messages are end-to-end encrypted
    • No message content stored on our servers
    • Patient phone numbers protected
    • Opt-out honored immediately

    Patient consent required for WhatsApp messages:

    • Captured at booking
    • Can opt-out anytime
    • Preferences synced to profile

    Troubleshooting

    Message Not Delivered?

  • Verify phone has WhatsApp
  • Check WhatsApp is installed and active
  • Review message logs for errors
  • Confirm template is approved
  • Template Rejected?

    • Avoid marketing language
    • Remove external links
    • Use approved format
    • Resubmit with corrections