Messages & reminders
Open Settings → Messages & reminders. Messages go by WhatsApp first; SMS is used when WhatsApp is not set up or fails; e-mail is added when the patient has an address.
Set up the channels
- WhatsApp Business (Cloud API): enter the Phone number ID and Access token from your app in Meta for Developers, and your Approved message templates.
- SMS provider: any provider with an HTTP API.
- Set the Country code for local numbers, then check everything with Send test.
What is sent
- Booking confirmation right after a booking, with a link to confirm, change or cancel.
- Reminders before the appointment: a First reminder and a Second reminder, the number of hours you choose.
- Cancellation notice and Review request after the visit.
Edit the wording in Message texts and follow delivery in the Message log.
Until it is set up: staff can open a ready-made WhatsApp message with the patient's link from the appointment page and the front desk ("WhatsApp" button).