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Add your business details
10 minSign up, run the two-step wizard, then finish your clinic profile, booking link and booking rules in Settings.
When it's done: Your booking page is live at a link you can send someone.
Simple how-to guides for FormAlert
Plain steps for the things you'll actually do — no jargon. Read the whole thing before you sign up, if you like.
FormAlert standardises your scheduling. Appointments arriving from WhatsApp, from your online booking page, from walk-ins and from phone calls all land in one list run the same way, so nothing gets missed. From there it reminds patients so they turn up, keeps the waiting room in an orderly queue with a display patients can watch, and asks for a Google review after every visit so more patients find you next month.
This guide is in two parts. Setup is everything you do once, in order, to get the clinic running on it. How to use is the handful of things you and your front desk do every day afterwards. If it's already set up, skip straight to the second part.
Appointments come in from everywhere. Someone messages on WhatsApp, someone books online, someone walks in, someone calls, and a doctor writes one on a pad.
All of it lands in one list. Whichever door an appointment came through, it shows up in the same day view with the same statuses — so nothing sits in one person's head or one person's diary and gets missed.
Every doctor and every desk does scheduling their own way, so nobody can cover for anyone else.
One way of booking, for everyone. Slots come from real working hours, tokens are assigned the same way each day, and any staff member can pick up the list and know exactly where things stand.
Patients forget and you find out when the chair is empty.
Every booking sends its own reminders — 24 hours before and 2 hours before, on WhatsApp. It works the same for a follow-up you book months out, so the second visit gets chased as reliably as the first.
The waiting room has no order, and the front desk gets asked "how long more?" every five minutes.
Each confirmed patient gets a token and sits in an ordered queue. One button finishes the current patient, WhatsApps the next one, and moves the line along.
Patients hover at the desk because they can't tell whether they've been skipped.
Put the patient-facing display on a TV or tablet in the waiting room. It shows the token being served and updates the moment you press Done, so people can see the queue moving without asking anyone.
You're good at your job but nobody local can find you, because you have a handful of Google reviews.
After each visit the review request goes out on WhatsApp with your Google link in it. More reviews lifts you in local search, and being higher in local search is what puts new patients through the door.
People book, don't come, and it costs you the slot.
Collect the fee at the time of booking through Razorpay. Paid bookings can confirm themselves, and a patient who has paid turns up.
All five end up in the same list, with the same statuses and the same tokens.
Online booking page
The patient picks a doctor, service and slot themselves from your booking link, QR code or website embed.
A patient messaging your clinic gets a Book Appointment button and books inside the chat, without leaving WhatsApp. Your team can also book for them from the conversation.
Walk-in
Someone turns up without an appointment. The front desk adds them in a few seconds and they join today's queue with a token.
Phone call
You take the booking on the phone as you always did, and record it in the same list so it isn't the one appointment nobody else can see.
Added by your team
A doctor or staff member schedules a follow-up or a referral directly, and the patient gets the same confirmation and reminders as anyone else.
Everything you do once. Roughly an hour end to end.
Each step needs the one before it. You can stop after step two and still be taking bookings.
Sign up, run the two-step wizard, then finish your clinic profile, booking link and booking rules in Settings.
When it's done: Your booking page is live at a link you can send someone.
Add the doctors patients book with, create services with a duration and price, and set the working hours for each one.
When it's done: Real slots appear on your booking page. Until this is done, patients have nothing to book.
Connect Razorpay to collect the fee during booking, switch on auto-confirm, and get a payment link and QR for the front desk.
When it's done: Money is collected before the patient arrives, not after they don't.
Not part of the ordered path, but still things you set up once and then leave alone.
How tokens are assigned, how Done calls the next patient in, and how to put the patient-facing display on a TV or tablet.
Score your Google Business Profile out of 100, get the exact fixes, and download the report as a PDF.
What a credit is, what each message costs, when credits reset, and how to top up.
The full Meta walkthrough for putting your clinic's own number behind every message.
Bookings not showing, messages not sending, payments failing, calendar out of sync.
What you and your front desk actually do, once it's set up.
Add a walk-in or a phone booking by hand, confirm or reject what comes in online, reschedule, and mark a visit complete or no-show. This is the page that gets the bookings living in a notebook into the same list as everything else.
Book the next visit before the patient leaves, and FormAlert chases it with the same 24-hour and 2-hour reminders — or let a no-show rebook themselves from a WhatsApp button.
Send your Google review link over WhatsApp after a visit — automatically on Done, or by hand to any patient. More reviews lifts you in local search, and local search is what puts new patients through the door.
If you know what's wrong but not what it's called, find it here.
Still stuck?
WhatsApp: +91-7002616393 · Email: adityakd@formalert.in
Getting it working is one thing; getting your front desk and your patients onto it is another. The week-one plan for switching over without dropping a booking.