Skip to content
Elooo SystemHelp Center Go to website

WhatsApp

How to create an appointment booking flow inside WhatsApp (WhatsApp Flows)

In Settings › WhatsApp › Flows, click Create new Flow, pick the calendar, arrange the form fields, write the texts and publish. Then send it in a template with a Flow-type button or, in a workflow, with the WhatsApp: Send Flows action inside the 24-hour window.

Updated on

Before you start

  • WhatsApp must be connected in Settings › WhatsApp with a new or migrated number. Numbers connected in coexistence mode (phone app + CRM) don't support flows.
  • You need a calendar already created in Calendars with availability set.
  • Calendars with payments enabled can't be used: WhatsApp doesn't process payments.
  • Recurring appointments and extra guest bookings aren't supported; only the default form fields (name, email, phone, time zone…) are used.
  • To send the flow you need an approved template or a conversation with the 24-hour window open.
Where to find it

Settings › WhatsApp › Flows › Create new Flow

Step by step

Create the booking flow

  1. Open Settings › WhatsApp and click the Flows tab.
  2. Click Create new Flow, enter a name and pick the calendar where appointments will be booked. Click Next.
  3. Arrange the default form fields in the order that makes sense for the customer.
  4. Write the header, body, footer and button text the customer will see.
  5. Click Publish.

Send the flow in a template (outside the 24-hour window)

  1. Open Settings › WhatsApp › Templates and click Create Template.
  2. Fill in the name, category, language, header, body and footer.
  3. Under Buttons, add a button and choose the Flow type; select the published flow.
  4. Submit the template for approval. Once active, you can send it in Conversations, in bulk sends, or in a workflow with the WhatsApp action and that template.

Send the flow in a workflow inside an open conversation

  1. Open Automation › Workflows › Create Workflow › Start from Scratch and set the trigger.
  2. Click + and add WhatsApp: Customer Service Window Check. Save.
  3. In the Open branch, add WhatsApp: Send Flows and pick the flow. Save the action.
  4. In the Closed branch, add a WhatsApp action with the template that has the flow button.
  5. Publish the workflow.

Tips

  • You can ask Ask AI to create, update, publish or delete booking flows, for example: "create a booking flow linked to the Consultations calendar and publish it".
  • Customer details (name, email, phone, time zone) are pre-filled in the flow, which reduces drop-offs.
  • Use the flow in reminders too: "Want to book your next appointment?" with the flow button.

Common problems

  • The Flows tab doesn't show up → The number is in coexistence mode, which doesn't support flows. Connect a new number or migrate the number.
  • My calendar isn't in the list → It has payments enabled or is for recurring appointments. Create a calendar without payments for WhatsApp bookings.
  • The booking is missing a field I need → Only default fields go into the flow. Ask for the extra information in a follow-up message or a form.
  • The Send Flows action failed → The 24-hour window was closed. Use the window check first and, in the closed branch, send the template with the flow button.

Frequently asked questions

Can I create the flow without writing code?

Yes. The flow is built from the calendar and the default fields, no programming needed.

Was this helpful?