Follow these steps in order. By the end, patients will be able to book online, walk-ins and phone calls can be entered from the dashboard, and a Google review request will go to every patient whenever you mark a visit complete — the mechanism that ranks you higher on Google.
What FormAlert sends for you — triggered by your actions
Welcome message — Patient books or is added → WhatsApp with their token number and estimated wait time
24h reminder — Sent the evening before every confirmed appointment
2h reminder — Sent the morning of every confirmed appointment
Review request — Sent the moment you mark a consultation complete — on every plan
Follow-up reminder — One click on a completed visit books the next appointment — reminded the same way, 24h and 2h before
Go to formalert.in/sign-up and create your account with Google or email. No credit card needed — your 14-day free trial starts immediately.
After sign-up you land in a short wizard. Have these ready:
Business name & phone number
Your name appears on the booking page and in every WhatsApp to patients. Your phone number receives booking alerts.
Google Business review link
Your Google review URL (format: https://g.page/r/…/review). FormAlert sends this to patients after every completed visit. Get it from business.google.com → Ask for reviews.
Razorpay API keysoptional
Only if you want payments collected automatically at booking. Sign up at razorpay.com and get your Key ID + Key Secret.
Business details
Enter your practice name, phone number, and Google review link.
First provider and service
Provider name and designation — e.g. Dr. Sharma, General Physician.
Service name — e.g. General Consultation.
Duration and price — how long each slot lasts, and the fee (or free).
Service type — Offline (in-person visit) or Online (Google Meet auto-created, payment collected at booking).
Schedule
Select working days (e.g. Monday–Saturday).
Add time blocks per day (e.g. 9 am–1 pm and 2 pm–6 pm).
Click Finish — your booking page is now live.
Copy your booking link from Share in the dashboard. Add it in as many places as possible — each one is a new channel for patients to find you.
On your practice website
Replace the generic contact form with the FormAlert booking form, or add the link as a “Book Appointment” button.
Google Business Profile
Go to business.google.com → Edit profile → Add booking link. Patients searching on Google see a “Book” button directly on your listing.
Instagram bio
Paste the link in your bio. Patients who find you on Instagram can book instantly.
WhatsApp status
Pin your booking link to your WhatsApp status so existing patients always have it.
QR code at reception
Print the QR code from Share and display it at your front desk. Patients scan and book their next visit before they leave.
Go to Payments in the dashboard. Choose one mode:
| Mode | How it works |
|---|---|
| Razorpay | Payment collected at booking via UPI, card, or net banking. Appointment auto-confirmed once payment succeeds — sign up at razorpay.com, generate a Key ID and Key Secret under Settings → API Keys, then paste both into FormAlert's Payments page and confirm with the OTP sent to your WhatsApp. |
Go to Settings → Team. Enter an email address and choose a role:
| Role | Access |
|---|---|
| Doctor | Sees only their own appointments and schedule. |
| Staff | Can manage appointments across the entire practice. |
| Admin | Full access — settings, plan management, team management, all appointments. |
Go to Schedule, open a provider, and click Connect Google Calendar. This keeps your FormAlert availability in sync with your Google Calendar — any block you add in Google (a meeting, a leave) automatically removes that slot from your booking page.
Before going live, book a test appointment using your own phone number to confirm the full flow works.
Open your booking link and book a slot with your own phone number.
Check that you receive the WhatsApp booking alert on your practice phone.
Confirm the appointment from the dashboard — the patient (your test number) should receive the welcome message with token and wait time.
Mark the appointment as Complete — confirm the Google review request arrives on WhatsApp.
Everything above runs on FormAlert's shared number during your trial. When you subscribe, you connect your clinic's own — after which every message carries your clinic's name and Meta bills you for them directly at its own rate. Which of the two routes below you take depends on one thing: whether your clinic's Meta business is already verified.
Already verified? Go to Settings → WhatsApp and click Connect WhatsApp. Choose “Onboard a WhatsApp Business number” to link the number you already run the WhatsApp Business app on — you keep the number, the chats and your contacts, and you can send the same day.
Not verified? Get an MSME Udyam certificate first. It is free, needs only your Aadhaar and PAN, and is usually issued the same day. A GST certificate works instead if your clinic has one.
Send us the certificate. We submit Meta's business verification and your message templates for you as an official Meta Tech Provider — usually two to three days. You do not fill in Meta's forms.
Once it clears, connect the number from Settings → WhatsApp and the messages move across on their own.
You're live
Patient books online → you get a WhatsApp alert → you accept → patient gets welcome message with token & wait time
Walk-in or phone call added from dashboard → patient gets welcome message with token & wait time instantly
Future appointments → reminders at 24h and 2h before
Consultation marked complete → review request sent to patient on WhatsApp → Google rating grows
Consultation marked complete → one click books the follow-up → reminders go out automatically
Ready to go live?
14-day free trial. No credit card. Setup in 20 minutes.
Need help with setup?
WhatsApp us at +91 70026 16393 or email adityakd@formalert.in. Most questions are answered the same day.
More questions before you start?
See common questions or see what it costs. Once you're signed in, the full step-by-step guide is in your dashboard.