Enrich Your Communication: How to Ask for Appointment on WhatsApp
WhatsApp is very much useful for sales, marketing and support functions. Apart from lead generations and conversions, there is another function call WhatsApp booking or WhatsApp appointment booking.
In this blog article, we’re going to brainstorm how businesses can use WhatsApp Business for appointment booking and how to ask for appointment on WhatsApp.
Can customers book appointments on WhatsApp Business? The answer is Yes. WhatsApp appointment booking can be done on fingertips, within few clicks.
Today, businesses use WhatsApp for online sales, marketing, support and use as an online eCommerce store for customer’s convenience. But still, as a top class and popular messaging platform available around the world, gives assistance to book appointments. WhatsApp appointment booking is an easy task to do for all users.
The two-way communication nature of the platform making it very much possible for customers to book appointments through WhatsApp Business.
But how the appointment booking or scheduling done is completely depending upon the type of platform customer using like WhatsApp business app or WhatsApp API.
If a business is using the WhatsApp Business app, some appointments need manual assistance to book the appointment. Also, manual reminders for the appointment must be sent to the customers.
But if a business is using the WhatsApp Business API with WebMaxy, they can simplify the booking process. From selecting the right time and date of appointment of the customer to reminder of the appointment –all process can be automated using API.
The Benefits of WhatsApp Business Appointment Scheduling
As all customer touchpoints or a website interface is set up for appointment scheduling, so no more worry is required fora customer to set his appointment.
- Wider reach and use – WhatsApp are a commonly used messaging platform across all audience demographics. It really streamlines things. Wipe out the guesswork for customers trying to reach you and makes sure that your messages land with the right people.
- Easy two-way communication – As compared to other channels of communication, WhatsApp provides a two-way conversational style that drop off the back and forth – it takes to plan out appointments.
- Higher open and click-through rates – Time to time, Comparisons have time shown that WhatsApp provides a higher open and click-through rate rather than other channels. This makes sure that your offer to book service appointments and follow-ups, will not go unseen!
Let us check out the whole set up process before you start getting WhatsApp appointment bookings on WhatsApp business.
Read More:
- HalfPe Boosted Engagement by 40 % with WebMaxy WhatsApp Commerce
Set up Process of WhatsApp Business for Appointment Booking
For the smooth functioning of appointment management and booking process, following steps in place are recommended.
1. Sign up for a WhatsApp Business API solution
As discussed, manual management of appointment booking and scheduling comes with flaws, especially if any fixed team is handling these things. We recommend hiring a WhatsApp Business API solution provider like WebMaxy, that gives you the capability to add multiple users in one account, make a Shared Inbox and set up WhatsApp automation process to receive appointment bookings at the higher size.
2. Deploy a WhatsApp widget on your site

As you want to make easy life for your site visitors by skipping a form filling task, then, you can set up a WhatsApp chat widget along with an auto-triggered message that pushes the visitor to start a conversation with you to book an appointment.
3. Automation of conversations on WhatsApp

Upon starting to receive the requests for appointments on WhatsApp, the conversation should be proactive from business side. You must grasp and respond instantly to customer’s messages in the chat. Else, customer will get divert to another source or will drop down the chat due to no response in time or very slow response.
Greeting messages spreads gratitude and warm welcome for customers. It tries to assure that you are taking appointment bookings on WhatsApp and what the next steps would be.
- Making an automated follow-up flow using two-way (interactive) messages like reply to buttons and list messages to make the prospect to select a day and time of their preference.
- Appointment booking fixed up.
- Appointment schedule alerts.
- Post-appointment follow-ups for feedback.
- Cancellation and rescheduling appointments.
4. Set up payment links
Another way to safeguard appointments and making sure that consumers show up is to accept payments for the same. You can make WhatsApp checkout links or give buyers the option to pay by using credit, debit, net banking, UPI, and other digital payment wallets, by integrating WebMaxy with payment gateway services.
5. Set up Shared Inbox with labels
As we mentioned earlier, once the requests start coming in, you must adopt an efficient and effective way to manage WhatsApp Business appointments.
This is the time were setting up a Shared Inbox comes into the picture. So, due to this Inbox, it becomes easier to give your team an overview of the total booking requests in process and the total appointments scheduled. You can use labelling as per the stages of these appointments ’smartly’ – booking in process, appointment scheduled, appointment completed, and like this, appointment on hold, appointment cancelled, etc.
6. Integrate with WebMaxy
WhatsApp API provider like Webmaxy, takes care about the integration with your existing CRM or appointment booking system in calendar or any other internal tool, so that you can streamline the WhatsApp appointment process within your environment.
Now that the setup is ready, let us explore more on how to get more and more bookings on WhatsApp.
7. Set up away messages
This is very helpful for some communication going on between the customer and the team from the business, looking into the appointment time and scheduling etc. In case, the customer wants some important update or reply from the team, the away message will give him the idea –when to contact the team, and when the team is away from the office.
Maximise WhatsApp Bookings for your Service Business
There are many ways in which you can reach out to your target audience. You can divert them to WhatsApp for appointments scheduling.
But have a look at some favourite tricks:
1. Promote WhatsApp links among marketing channels
Either you’re using social media, email, ad campaigns, or online groups to market your business, make and have a WhatsApp link ready. You can use and compose WhatsApp links in online conversations, your email sign-off, social media post captions, social media Stories, and in other possible ways to invite your target audience in.
2. Run click to WhatsApp ads
A way of using run click to WhatsApp ads for appointments scheduling that inspires prospective buyers to initiate a conversation immediately, skipping the landing on your site. Businesses can also run exclusive discounts on WhatsApp to attract more appointments on the messaging app.
3. Use WhatsApp Stories to catch attention
Like how you use Stories on channels like Facebook and Instagram, use WhatsApp Stories to tap into habitual browsing. Promote a discount you’re running, or a new service you’re offering, and share customer testimonials or behind-the-scenes images and videos on WhatsApp Stories with a clear call-to-action to message you for scheduling an appointment.
4. Set up banners across the site
Promotional banners are equally important for marketing objectives, even though you have chat widget with you. The Banner impact is vital. This can include a banner that pushes the visitor on a service page and to get a message on WhatsApp for the appointment scheduling. Or you could lauch special discounts on some of the service pages when the appointment is requested on WhatsApp.
Like cart abandonment, cancellations, and rescheduling are generic in appointment bookings. So, let’s find out how you can tackle them on WhatsApp Business, as well!
5. Implement WhatsApp broadcast campaigns
WhatsApp list of prospects and customers is important to you always. Make sure that you keep them engaged by designing strategic and well-segmented WhatsApp broadcast campaigns.
For instance, you can connect with existing customers to ‘schedule another appointment with us at 5% off’ or to prospects/leads with a ‘get 5% off on your first service appointment with us message as part of your lead nurturing efforts..
WhatsApp is an ideal tool for direct customer communication, especially for appointment scheduling and timely follow-ups. For businesses that rely heavily on social proof and online presence—like beauty salons, fitness trainers, or influencers—using platforms like Instagram alongside WhatsApp can boost visibility and credibility. If you’re looking to enhance your social media appeal, you might consider strategies to buy real Instagram followers to give your profile an initial boost and attract more organic engagement.
How to Handle Cancellations or Rescheduling Via WhatsApp Business?
Appointment cancellations and rescheduling can affect your availability schedule to other interested prospects and customers. Finally, results in loss for you as business.
Refer here our recommendations coping up with cancellations or rescheduling on WhatsApp Business to avoid these negative results:
- Automation of appointment reminders: The first thing you want to be sure is to avoid cancellations or rescheduling. You can work on this by setting up an automated confirmation at the booking time only and then sending reminders 3 days prior to the day and time set.
- Plan easy rescheduling: You can make it easier for your customers to reschedule their appointments. Let them send you a message on WhatsApp which can be automatically traced further with a message that offers them the option to choose the next day with time best suited to them.
- Take feedback on cancellations: If someone cancels their appointment, set up an automated follow-up to ask the reason of cancellation. This can guide you understand where you could be largely losing customers and how you can serve them best.
- Automation of appointment updates: Integrate your WhatsApp Business API provider like webMaxy with your existing appointment scheduling tool to have tracking of all the bookings, schedules, rescheduled, and cancellations. This will also keep the team updated.
Get More WhatsApp Booking Appointments for your Business
Catching up your target audience and engaging them is getting more tough day by day. With the ever-rising competition, you wish to make sure that when you have got their full attention, it’s simple for them to decide the next steps. In such case, book and plan an appointment with your business. You can use this blog as a guideline for how to ask for appointment on WhatsApp.
So, if you’re inviting requests on WhatsApp for appointments, be sure that you are proactively replying to them and turning all unturned stones, means not to keep them out of your reach but in your ground always!
You can discover more with WebMaxy on how you can leverage automation to improve your WhatsApp Business appointment booking further.
Being honest, nobody wants to fill up endless forms or unknown booking systems. But with WhatsApp, a daily communicational platform the issue can be resolved. Customers can do WhatsApp booking as easily as like a normal chat with a friend. WhatsApp appointment booking gives the ease, convenience, automation, and an individual touch.
Either you are running a small business or a big brand, WhatsApp for appointments is not only just smart, but it is necessary. It’s not only about appointment booking; it’s also about providing an effortless experience keeping your customers returning to you frequently.
To know more about how to ask for appointment on WhatsApp, you can always get a valuable guidance and support from our WebMaxy experts.
As a service provider, we are delighted to serve you in your success journey. For more requirements, you can mail us at: info@webmaxy.co. Book your WebMaxy demo now.
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Frequently Asked Questions
Using the WhatsApp Business API enables healthcare providers automate things like sending appointment reminders, confirming bookings, and handling appointment reschedules. This frees up staff time, and frankly, it helps us give patients better, more focused care.
Healthcare providers can use the dashboard provided to schedule messages, monitor replies to times, and analyze engagement rates. Plan health campaigns, appointment bookings, and staff coordination within a single platform.
Follow these steps to create your appointment booking flow:
– Go to: Settings > WhatsApp > Flows.
– Make a new flow: Add a flow name and choose the calendar for the appointments.
– Manage form fields: Use the default form fields for appointment booking.
– Customize the content: Add header, body, footer, and button text.
– Publish the flow.
Yes, it’s very much possible to sync WhatsApp Business appointments with your existing online scheduling system. This is done via integrations with WhatsApp Business API solutions or third-party providers.
Yes, while the basic WhatsApp Business app gives limited analytics, leveraging the WhatsApp Business API reveals strong data tracking and analysis for appointment bookings. By CRMs integrations, scheduling software, and using WhatsApp chatbot, businesses can track appointment frequency, peak times, customer preferences, no-appointment rates, and conversion rates, making valuable insights to maximize their booking processes.
The benefits of using WhatsApp Business API for appointment reminders and confirmations are major customer engagement, ease in conversion, saving time of customers and the team as well as streamlining daily schedule and management.
Adam Wilson
Adam Wilson comes with an experience of 12+ years in the IT industry. As a Customer Success Manager, he has been researching and trying to understand the customers’ behavior in different scenarios. He has also studied human psychology to relate it to the purchase journey of the customers. His published books on customer psychology and behavior have received many honors and awards from various enterprises.