How can admin approve and reject bookings via WhatsApp

In the appointment booking chatbot,

  • Add Template message: Click on "add automation app", select "CRM", and choose "send template message" after a new booking is created.

  • Select Channel and Template: Choose channel and a template including booking details. Make sure there are "approve" and "reject" buttons.

  • Map Variables: Input the team member's WhatsApp number and map all variables under the button payload, adding "approve" or "reject", the booking ID, and WhatsApp number.

  • Automation Flow for Responses: Create a new flow with hot keywords. Set the condition for incoming messages as "approve appointment" or "reject appointment".

  • Text Formatter: Add a text formatter and select "split text". Enter the text as last button payload, separator and segment index.

  • Router Settings: Include a basic router; set a filter for "approve". Select "native calendar update booking" and map booking ID with status "approved".

  • Send Approval Message: Send a text confirmation to the user about the booking approval, using the mapped WhatsApp number.

  • Rejection Automation: Similarly, configure the router filter for "reject", update booking status to "rejected", and send a message notifying the user.

  • Enable Workflow: Save and enable this workflow. It will update booking status and notify users after team approval or rejection.

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