WhatsApp & SMS Automation
Appointment reminders, recall campaigns, and custom message templates.
Connecting WhatsApp Business
Clinit uses the official WhatsApp Business API for all messaging:
- Go to Settings → Integrations → WhatsApp
- Click Connect WhatsApp Business and follow the verification steps
- A phone number is provisioned for your clinic
- Test by sending yourself a message from the test panel
Alternatively, you can use the SMS fallback if WhatsApp is not available for your region. WhatsApp delivery rates are typically 95%+ for Egyptian mobile numbers.
Appointment reminders
Once connected, configure automatic reminder sequences:
48-hour reminder — "Hi [name], this is a reminder of your appointment at [clinic] on [date] at [time] with Dr. [doctor]. Reply CONFIRM to confirm or CANCEL to cancel."
24-hour reminder — A shorter follow-up if the patient hasn't confirmed
2-hour reminder — Day-of reminder with clinic address and parking info
Reminder timing and message templates are customisable per doctor or appointment type. Patients who confirm are marked CONFIRMED automatically. Cancellations update the appointment status and free the slot for other bookings.
Recall campaigns
To re-engage patients who haven't visited in a while:
- Go to Marketing → Recall Campaigns
- Click New Campaign
- Set the target segment: e.g. "Patients not seen in 6 months who had a dental cleaning"
- Write or select a message template
- Click Preview List to see which patients will receive the message
- Schedule or send immediately
All campaigns are tracked: sent, delivered, read, and replied. You can see which patients booked after receiving the campaign.
Custom message templates
All message templates support dynamic variables:
| Variable | Inserts |
|---|---|
| {{patient_name}} | Patient's first name |
| {{doctor_name}} | Doctor's first name |
| {{appointment_date}} | Date in DD/MM/YYYY format |
| {{appointment_time}} | Time in HH:MM AM/PM |
| {{clinic_name}} | Your clinic's name |
| {{clinic_phone}} | Your clinic's phone number |
| {{invoice_amount}} | Invoice total in EGP |
| {{payment_link}} | Paymob payment URL |
Templates must be approved by WhatsApp (usually within 24 hours). Pre-approved templates for common use cases (reminders, payment, recall) are included by default.