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.
Guide
The problem
Someone has to remember to message every patient — the confirmation, the reminder the day before, the nudge for a review afterwards. In a busy week, nobody does.
The fix
FormAlert sends those messages itself, triggered by what happens to the appointment. Your job here is to decide which ones go out, and whose number they come from. The inbox is where you handle the replies.
Click Set up with Facebook under Settings → WhatsApp Setup. You're asked one question first: do you already use the WhatsApp Business app?
Every automatic message is a template Meta has to approve. Settings → WhatsApp Setup shows the status of each one.
This is WhatsApp's rule, not FormAlert's, and it explains almost every "why won't this send?" moment.
The window opens for 24 hours from the patient's last message to you and resets every time they write again.
Click WhatsApp in the sidebar and open a conversation. Enter sends, Shift + Enter starts a new line. Replying inside an open window is free.
To split the inbox, tap the Assign chip on a conversation and pick the team member it belongs to. Filter by assignee, or by Unassigned, to see what nobody has picked up.
1 credit = ₹1. Every template message costs one credit; your own free-form replies inside an open window are free.
The problem
Patients leave happy and say nothing publicly. Meanwhile the clinic down the road with 200 reviews sits above you in Google Maps.
The fix
FormAlert sends your Google review link over WhatsApp automatically when you mark a visit complete, or by hand any time. Asked for after every visit rather than occasionally, reviews accumulate and your clinic climbs local search. Included on every plan.
Open your Google Business Profile at business.google.com, go to Ask for reviews, and copy the link.
In FormAlert, go to Settings and paste it into Google review link.
A WhatsApp asking whether they had a good experience, with two one-tap buttons. Yes opens your Google review link; No records the response without sending them to Google.
Reviews raise a listing Google already understands. They can't fix one with the wrong category, no photos, or a phone number that disagrees with your booking page. This audit scores your listing out of 100 and tells you exactly what to change.
Go to Settings → Google Audit. It pulls your listing from Google live and scores it.
Read the What to fix list — each item says what's wrong, why it matters, and where to change it. Download PDF to take the report away.
A score of 85+ reads green, 60–84 amber, below 60 red.
No WhatsApp messages are going out at all.
Check your credit balance on the Dashboard first — at zero, everything stops. Then check the switch for that message under Settings → WhatsApp Setup, and that it's on your plan (reminders are Business-only).
I can't send a typed reply — only templates work, or a message shows a red X.
The 24-hour window is closed — send Start Booking Flow to reopen it. A red X usually means no credits, or that number doesn't have WhatsApp on it.
I'm not getting booking alerts on my phone.
The number in Settings → Business profile is usually a landline pulled from your Google listing — replace it with a WhatsApp-active number and check the New booking alert switch.
Patients reply but I never see it, or nobody is replying to patients.
Storing inbound messages needs the Business plan with your own number connected. Once it is, use Assign so each conversation has an owner, and filter by Unassigned to catch what nobody has picked up.
Reviews aren't appearing on the Reviews page.
Connect your Google Business Profile there if you haven't — the page shows a handful of recent reviews, and new ones take time for Google to surface. Also check your Google review link is saved in Settings.
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