WhatsApp Messaging

Verify Your Meta Business

Meta requires business verification before WhatsApp can be used in production.

1. Go to Meta Business Manager and sign in (or create an account)
2. Make sure the business name matches your clinic's legal registered name
3. Go to Settings > Business Info > Business Verification
4. Click Start Verification
5. Upload your documents:
   • Business registration certificate
   • A utility bill or bank statement showing your business name and address
6. Submit and wait - verification typically takes 2–5 business days
7. You'll receive an email from Meta when approved

Connect WhatsApp in Dentare

Dentare uses Meta's Embedded Signup to connect your clinic's WhatsApp account automatically. No need to create System Users or copy-paste tokens.

1. Log in to Dentare as an account admin
2. Go to Settings > Integrations
3. You'll see a green Connect WhatsApp card at the top of the page
4. Click the Connect WhatsApp button
5. A Meta popup will open - follow the steps:
   • Sign in with your Facebook account
   • Select or create a WhatsApp Business Account
   • Choose the phone number you want to use
6. Once you complete the popup, Dentare automatically:
   • Creates your WhatsApp integration
   • Subscribes to delivery notifications
   • Registers your phone number for messaging
   • Pushes 12 standard message templates (4 types in 3 languages)
7. You'll be redirected to your new integration page

What happens behind the scenes

When you complete the Meta popup, Dentare receives a secure token scoped only to your clinic's WhatsApp account. This token is stored encrypted and is used to send messages on your behalf. If you ever disconnect, only your clinic is affected - no other clinics are impacted.

Wait for Template Approval

Dentare automatically pushes 12 standard templates to your WhatsApp Business Account after connecting. These are 4 message types in 3 languages (English, Albanian, Macedonian):

• Confirmation - Sent when an appointment is booked
• Reminder - Sent before an upcoming appointment
• Cancellation - Sent when an appointment is cancelled
• Reschedule - Sent when an appointment is rescheduled

Meta reviews templates and typically approves them within a few hours. You can check the status on your integration page under Manage Templates.

• Approved templates show a green badge
• Rejected templates show a red badge with the reason - review Meta's template guidelines and contact support
• Click Sync from Meta to refresh statuses

Assign and Test Templates

Assign Templates to Message Types

Once templates are approved:

1. On your integration page, click Manage Templates
2. In the Unassigned Templates section, find an approved template
3. Click the message type name (e.g., "Confirmation") to assign it
4. Repeat for all 4 message types (Confirmation, Reminder, Cancellation, Reschedule)

Only one template per message type and language is allowed. To swap, unassign the current one first.

Test Each Message Type

1. In the Test Send section, enter a real phone number (e.g., 38970123456)
2. Click each test button:
   • Test Confirmation
   • Test Reminder
   • Test Cancellation
   • Test Reschedule
3. Verify each message arrives on the phone
4. After delivery is confirmed, the badge changes from "Needs test" (yellow) to "Ready" (green)

All 4 message types must show "Ready" before Dentare will send messages to patients.

Go Live

Enable WhatsApp in Account Settings

1. Go to your Account Settings and click edit on your clinic
2. Enable WhatsApp Enabled
3. Turn on the message types you want:
   • WhatsApp Confirmation - sends when appointments are booked
   • WhatsApp Reminder - sends before appointments
4. Set Reminder Hours Before (default: 24 hours before the appointment)

Verify Patient Opt-in

WhatsApp messages are only sent to patients who have opted in:

• Each patient must have WhatsApp notifications enabled in their profile
• This can be set during patient registration or updated later in the patient's Notification Preferences
• Patients without opt-in will not receive any WhatsApp messages

You're Live!

Your clinic will now automatically send WhatsApp messages based on appointment actions.