WhatsApp is where many of your clients already live — connecting WhatsApp Business to Engage brings those conversations into the same inbox as SMS, email and calls, with templated reminders on top. This article walks through the connection.
Before You Start
- You need admin access to your clinic’s Meta Business account — the connection runs through Facebook’s secure sign-in.
- Decide which phone number WhatsApp will use (see Step 2) — a number can only be registered to one WhatsApp Business account at a time.
Step 1: Open the WhatsApp Channel
Click the Settings cog in the icon rail and choose WhatsApp. Click Connect WhatsApp.
Step 2: Choose Your Number
The connect wizard offers two routes:
- Use my clinic’s own number (recommended) — bring an existing phone number. You will verify it with a one-time code in the Facebook popup.
- Use a number Pabau provides — a number is assigned and verified automatically, with no code to enter.
Step 3: Complete Facebook’s Secure Sign-In
A Facebook window opens — this is Meta’s Embedded Signup. Sign in with the Facebook account that administers your Meta Business account and follow the prompts to link the WhatsApp Business account to Pabau.
NOTE: Pabau never stores your Facebook password — the sign-in happens on Facebook’s own pages, and Pabau only receives the WhatsApp Business connection.
Step 4: Verify the Connection
Back in the WhatsApp panel, the Connect WhatsApp section lists your WhatsApp Business senders and their verification status, and the channel card turns Connected. WhatsApp now appears in the inbox sidebar, and the composer’s channel switcher offers WhatsApp on conversations with a WhatsApp-reachable client.
Step 5: Create Your First Template
To message clients more than 24 hours after their last reply — reminders, follow-ups — you need Meta-approved message templates. See our WhatsApp Templates and the 24-Hour Window article.
Related Articles
We suggest reading our How to Send and Receive WhatsApp Messages in Engage article next.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy.