Automate appointment scheduling via WhatsApp with "Streams"

Guide to setting up automated appointment booking via WhatsApp in CrocoClick, with a feed.

Written By CrocoTeam

Last updated About 1 month ago

Simplify the lives of your prospects and increase your booking rates by integrating appointment scheduling directly into WhatsApp, without external links or complex forms to fill out.

This method allows you to guide the conversation step by step through an interactive WhatsApp flow, while collecting the information needed for the booking in a smooth, pre-filled format.

💡TIP: Read this article to find out how to Connect a new WhatsApp number to CrocoClick

How to set up booking via WhatsApp?

1. Create your WhatsApp flow

  1. Go to Settings > WhatsApp, then open the Flow tab

  2. Click Create Flow or select an existing flow

  3. In the Flow Builder:

    • Select the calendar in which appointments will be saved

    • Click Next

💡 TIP: Only default fields (name, email, phone number, etc.) can be used for booking.

4. Organize the form fields according to your logic, then confirm

2. Customize the WhatsApp message

  1. Add the following content to your Flow:

    • Header

    • Message body

    • Footer

    • Button text

  2. Click Publish

3. Send your feed in a WhatsApp message

  1. Open the Templates tab in the WhatsApp section

  2. Create a new model by clicking on + Create Template

  3. In the Button area, click on + Add button and then choose the "Feed" type

  4. Enter the button text and select the Feed you created earlier

  5. Click Create to save

💡 TIP: You can then use this template in your automations, WhatsApp campaigns, or manually from your conversations.

❗️Limitations to be aware of

  • Payment is not available in this booking process via WhatsApp.

  • Recurring events are not supported

  • Guests (additional people) cannot be added to this type of reservation

Conclusion

Thanks to this automation, your prospects can book in two clicks without leaving WhatsApp. It's a great way to turn a conversation into an appointment, without any friction.