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 a clinic admin
2. Go to Settings → Integrations
3. Open the WhatsApp card - this opens the guided setup wizard on its Setup tab
4. Click Start setup (or Continue if you already began the wizard)
5. Click Connect Meta WhatsApp Business. 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
   • Prepares your standard message templates in every language your clinic uses
7. The wizard moves on to reviewing those templates

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.

Review, Submit, and Wait for Approval

On the Setup tab, Dentare shows the standard templates it prepared for your clinic - one set per language you use:

• 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

Tap a message to preview it, edit the wording if you like, and untick anything you don't want to send. Then click Submit for Review to send your selected messages to Meta.

Meta reviews templates and typically approves them within a few minutes to a day. The next step of the wizard tracks progress live:

• Approved messages show an Approved status
• Rejected messages show Needs a fix with the reason - review Meta's template guidelines and contact support if you're unsure how to proceed
• Click Check for updates to refresh statuses without leaving the page

You can close the wizard and come back later - Dentare keeps your progress.

Test and Turn On

Once every message is approved, the wizard moves to the test step.

1. Under Your phone number, enter a real WhatsApp number
2. Click Send one of each to me to send a test of every approved message, or send them one at a time
3. Confirm each message arrives on the phone
4. Once every message type shows Delivered, click Turn on WhatsApp messages

Choose Which Messages Send

WhatsApp is now connected and your templates are approved. The message types you send by WhatsApp are controlled separately, from Settings → Communications (https://dentare.io/clinic/settings/communications), not from the integration page.

1. Go to Settings → Communications
2. In the WhatsApp section, turn on the message types you want: Confirmation, Reminder, Cancellation, Reschedule
3. Choose the reminder timing: a relative offset before the appointment, or a fixed time on the day of the appointment. This timing is shared with SMS and Email.

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.