Help & Documentation

ClinicsSaaS integrates natively with the WhatsApp Cloud API to handle automatic appointment reminders, rescheduling, and AI-driven conversational booking using Groq. To enable this for your clinic, you must link your own WhatsApp Business account credentials.

1Create a Meta Developer App

Go to the Meta Developer Dashboard. Create a new "Business" app and add the WhatsApp product. Once added, navigate to WhatsApp > API Setup in your sidebar.

2Get your Phone Number ID

In the API Setup page, you will see a testing phone number or your verified business phone number. Copy the Phone number ID (not the standard Phone number). This is required for ClinicsSaaS to send messages on your behalf.

3Generate a Permanent Access Token

The temporary token provided by Meta expires in 24 hours. To get a permanent token:

1. Open your Facebook Business Manager settings.
2. Navigate to Users > System Users and create a new system user.
3. Assign the system user to your WhatsApp app with full control.
4. Click Generate New Token. Select your app and ensure the whatsapp_business_messaging permission is checked.
5. Copy this long-lived token securely.

4Add Credentials to ClinicsSaaS

Return to your clinic admin dashboard (/c/your-clinic-slug/admin/settings) and enter your credentials securely:

After saving, click the Test WhatsApp Connection button. You should receive a test message confirming the setup is successful.

Configuring Webhooks (Two-way Chat)

To allow patients to respond to automated reminders (e.g., to reschedule or ask questions), you must map Meta's webhooks back to your tenant on the ClinicsSaaS platform.

In your Meta App Dashboard under WhatsApp > Configuration, click Edit next to Webhook. Enter the Callback URL and Verify Token exactly as shown above. Finally, click Manage next to Webhook fields and subscribe to the messages event. Our AI agent will now intelligently handle inbound replies!