Summary
Want to automate WhatsApp notifications for your Calendly appointments? This guide walks you through integrating Wati with Calendly, allowing you to send automated WhatsApp messages for appointment confirmations, cancellations, and reminders. This helps reduce scheduling conflicts and improves communication with clients.
Instructions
Prerequisites
Before you begin, ensure that you meet the following requirements:
You must have an active Pro or Business Plan subscription. This integration is available exclusively for Pro+ plan customers.
Why Integrate Wati with Calendly?
Enhanced Communication with Automated WhatsApp Messaging
Integrating Wati with Calendly allows you to automatically send WhatsApp template messages for:
Appointment confirmations
Appointment rescheduling
Appointment cancellations
This ensures clients receive timely updates, reducing scheduling conflicts and improving overall appointment management.
Seamless Appointment Management
Send automated reminders 24 hours, 1 hour, or 10 minutes before an appointment.
Choose from predefined templates or create custom messages.
Minimize no-shows and improve attendance.
Steps to Integrate Wati with Calendly
1. Connect Wati to Calendly
Navigate to the Integrations page in your Wati account.
Click on the Calendly integration card. A window will appear.
Click the Connect to Calendly button.
In the pop-up that appears, click Connect to proceed.
You will be redirected to the Calendly login page.
Log in to Calendly and authorize Wati to access your account.
Click on Finish when you see the connection is successful.
Once authorization is complete, you will be redirected back to the Wati Integrations page.
2. Set Up Automated Messages
Appointment Confirmation Messages
In the Wati Integrations page, locate the automated appointment confirmation section.
Toggle the switch to enable automated confirmation messages.
Check the boxes for the actions you want to trigger a message:
Booked (New appointment)
Rescheduled (Changed appointment time)
Canceled (Appointment cancellation)
By default, a predefined message template is used, but you can also create a custom template and select it from the dropdown.
Use the variable
bookingStatusto indicate the type of confirmation message.
Appointment Reminder Messages
Locate the automated appointment reminders section.
Toggle the switch to enable reminder messages.
Select when you want to send reminders (e.g., 24 hours, 1 hour, or 10 minutes before the appointment).
A predefined template is available, or you can create and customize your own.
Use the following variables in your custom template:
meeting_title– Displays the appointment title.meeting_time_left– Shows the remaining time before the appointment.
Connecting a different Calendly account to Wati
To link a different Calendly account to your Wati account, follow the steps below:
Log out of your current Calendly account.
Log in to your Wati account, then navigate to Integrations → Calendly.
Click Delete Connection to remove the existing Calendly integration.
Once the connection is deleted, the Connect to Calendly button will reappear. Click it and follow the prompts to connect your new Calendly account.
After clicking on Connect to Calendly, you might see the below screen. Click on This is not me then proceed to logging in to your new Calendly account.
Note: Make sure you're fully logged out of the previously connected Calendly account before initiating a new connection.
Conclusion
By integrating Wati with Calendly, you can automate WhatsApp messaging for appointment confirmations and reminders, ensuring a seamless booking experience for your clients. Follow the steps above to enable and customize automated notifications to improve client communication and reduce missed appointments.
Frequently Asked Questions (FAQs)
General Questions
1. What is the Wati and Calendly integration used for?
→ This integration allows you to automate WhatsApp messages for appointment confirmations, rescheduling, and cancellations, helping to improve communication and reduce scheduling conflicts.
2. Who can use the Wati and Calendly integration?
→ Only users with an active Pro or Business Plan subscription can access this integration. It is available exclusively for Pro+ plan customers.
Integration and Setup
3. How do I connect Wati with Calendly?
→ Navigate to the Integrations page in Wati, select the Calendly integration, and follow the steps to authorize access.
4. What permissions do I need to grant to Wati in Calendly?
→ You need to authorize Wati to access your Calendly account so it can send automated messages based on appointment actions.
5. Can I disconnect Wati from Calendly?
→ Yes, you can disconnect the integration from the Wati Integrations page at any time.
Automated Messaging
6. What types of automated messages can I send?
→ You can send messages for:
Appointment confirmations
Rescheduled appointments
Canceled appointments
Reminders before an appointment (24 hours, 1 hour, or 10 minutes prior)
7. Can I customize the WhatsApp message templates?
→ Yes, you can either use predefined templates or create custom templates and select them from the dropdown menu.
8. What variables can I use in custom templates?
→ You can use the following variables:
bookingStatus – Indicates the type of confirmation message.
meeting_title – Displays the appointment title.
meeting_time_left – Shows the remaining time before the appointment.
Troubleshooting
9. I’m not receiving automated WhatsApp messages. What should I do?
→ Ensure that:
The integration is successfully connected.
The automation toggle is enabled for confirmation and reminder messages.
Your selected message template includes the correct variables.
10. What should I do if the integration fails?
→ Try disconnecting and reconnecting the integration. If the issue persists, check for any permission-related restrictions in Calendly or contact Wati support for assistance.