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Connect your clinic's WhatsApp

Connect your clinic's WhatsApp Business account so veetz can send automatic notices to clients: appointment confirmation, reminder, service completed and exam available. The notices come from the clinic's number, after the actions done in veetz.

Before you begin​

  • You need permission to configure the business in veetz and administrator access to the business at Meta.
  • The clinic's number must be able to receive a text message or a call for verification.
  • The clinic pays Meta directly. Add a payment method to the clinic's WhatsApp Business account at Meta.
  • If the number is already used in the WhatsApp Business app, talk to IVATEC support before changing anything. Using the same number in the app and in veetz is not available yet.

Steps​

  1. In the main menu, click Settings. If you are inside another area, first click the ← arrow at the top of the left menu until you are back on the dashboard.
  2. Under Integrations, click WhatsApp.
  3. In Six-digit registration PIN, create a 6-digit PIN and keep it somewhere safe.
  4. Tick the confirmation that you may connect the account and accept the veetz terms, the Messaging Platform privacy policy and direct billing by Meta.
  5. Click Connect WhatsApp. The Meta screens open.
  6. At Meta, choose the business, create or select the WhatsApp Business account, and confirm the number with the code you get by text message or call.

Done​

"WhatsApp account connected." appears. The page shows the Business name, the WhatsApp number and the status Connected. To check it at any time, click Check connection.

Next step: Choose the WhatsApp notices.

Good to know:

  • veetz does not import your contacts or conversations.
  • Connecting the account does not authorize messages to every client. Each client must authorize WhatsApp.

Test without connecting​

In Receive a test message from IVATEC, enter your number, tick the authorization and click Receive test message. The message comes from IVATEC's number, not the clinic's, and does not authorize future notices. To see whether it was delivered, click Check delivery.

Disconnect​

Click Disconnect and confirm. Notices stop right away. The account and number still exist at Meta.

If something goes wrong​

  • "Connection cancelled. Your WhatsApp account was not changed.": the Meta screens were closed before the end. Click Connect WhatsApp again.
  • Connection setup is pending: IVATEC still has to finish the setup with Meta. Talk to support.
  • Notices don't arrive: see The WhatsApp notice did not arrive.