WhatsApp & Automation

Connecting WhatsApp

Clinit integrates with the official WhatsApp Business API — messages are sent from a verified business number.

1. Go to Settings > WhatsApp > Connect.
2. Enter your business mobile number and click Send Verification Code.
3. Enter the OTP received on that number.
4. Upload your clinic profile photo and display name.
5. Click Save.

The number must be a dedicated clinic SIM — it cannot be actively used on personal WhatsApp simultaneously.

Appointment reminder sequence

The most effective sequence (set once, runs automatically):

48 hours before — reminder with Confirm and Reschedule quick-reply buttons

24 hours before — follow-up only if not yet confirmed

2 hours before — final reminder, no buttons

Configure timing under Settings > Automations > Appointment Reminders.

Each message can be customised using template variables. See the template variables section for the full list.

Message template variables

Use these placeholders in any message template:

{{patient_name}} — patient first name

{{doctor_name}} — assigned doctor full name

{{clinic_name}} — your clinic name

{{clinic_address}} — your clinic address

{{appointment_date}} — e.g. Monday, 12 May 2026

{{appointment_time}} — e.g. 10:30 AM

{{appointment_type}} — e.g. Follow-up

{{invoice_amount}} — EGP amount due

{{payment_link}} — Paymob payment URL

{{booking_link}} — your public booking page URL

{{vaccine_name}} — vaccine due (pediatrics)

{{instalment_amount}} — instalment amount due

{{instalment_date}} — instalment due date

All templates must be submitted for Meta approval before use (typically 1 to 24 hours).

Recall campaigns

Re-engage patients who have not visited recently:

1. Go to Campaigns > + New Campaign > Recall.
2. Set the recall window — e.g. patients whose last visit was 6 months ago (plus or minus 2 weeks).
3. Optional filters: specialty, doctor, appointment type.
4. Choose send mode:

- Immediate: send now to all matching patients

- Scheduled: send on a specific date and time

- Rolling: runs daily, catches patients as they cross the recall threshold (recommended)

1. Preview the matching patient list before launching.

Track results in Campaigns > [Campaign] > Results: Sent, Replied, Booked, Conversion Rate.