How to automatically confirm attendance via WhatsApp

Ricardo Macarioby Ricardo Macario - 30 Mayo, 2023 - 4 min

Do you spend a lot of time manually confirming attendance for appointments and events on WhatsApp?

Your process probably looks like this:

  • Check the schedule

  • Manually write to each scheduled person on WhatsApp

  • Wait for the responses

  • Update the schedule depending on the response

In this article, we will automate this process so that your clients receive automatic messages like this:

Appointment confirmation over WhatsApp

Do you want to receive an example on your WhatsApp?

These are the steps we will follow:

  1. Introduction to Confirmafy

  2. Choose the schedule where you will save the appointments

  3. Set up the WhatsApp message template

  4. Start filling your schedule

  5. Monitor your schedule

1. Introduction to Confirmafy

The first thing you need to know is that it is not possible to do this directly from the WhatsApp or WhatsApp business application.

It is necessary to use an external application that is responsible for monitoring appointments in our schedule and then proceed to send confirmation messages for each appointment.

The application we will use is called Confirmafy, and it is super easy to use. In less than 5 minutes, you will be confirming attendance automatically.

Start by creating an account on Confirmafy.

2. Choose the schedule where you will save the appointments

At this time, Confirmafy offers two options for saving appointments: the Confirmafy's calendar or Google Calendar.

If you already use Google Calendar to keep track of appointments, you just have to connect your account to Confirmafy. This guide explains how to do it.

If you use any other application or pen and paper, my recommendation is to try Confirmafy's calendar.

3. Set up the WhatsApp message template

The template is the message that will be sent to the WhatsApp number associated with the appointment. You can customize your template to include the information you want, such as the name of your company or clinic and the reason for the appointment.

This is what the template looks like for a dentist:

example of a template to confirm attendance

4. Start filling your schedule

Simply create events in your schedule for each appointment with your clients.

If you use Google Calendar, make sure to leave the person's WhatsApp number in the title or description of the event. I'll show you an example:

how to schedule an appointment

5. Monitor your schedule to see the responses

A person confirms attendance by saying yes or no. Depending on their response, Confirmafy will update the appointment with a symbol:

🟡 Yellow: Means that Confirmafy sent the message but the person has not responded

🟢 Green: Means that the person confirmed attendance

🔴 Red: Means that the person canceled their attendance

google calendar with confirmed attendance

Summary

And that's it, it's that easy, you won't waste any more time manually confirming attendance. Here is the summary:

  1. Register on Confirmafy

  2. Decide which schedule you will use

  3. Set up the confirmation of attendance message template

  4. Create appointments in your schedule

  5. Monitor your schedule

Here is the link to get started:

Need help?