Documentation
How to Use FormAlert
Step-by-step guides for every part of the software.
Phase 07 · WhatsApp Conversations
Chat with patients and send follow-ups.
The WhatsApp page lets you read and reply to any patient directly from FormAlert. It shows the live 24-hour free window status for each conversation.
What you can do
1
Read & reply. Full two-way chat with any patient. Messages go to their WhatsApp.
2
Send templates. Tap Actions to send confirmation, reminder, or follow-up templates manually.
3
Follow-up & reschedule. The follow-up template asks the patient to book a follow-up, reschedule, or skip — all from within WhatsApp.
4
24 hr window status. Each thread shows whether the free window is open. Outside the window, only templates can be sent (wallet deducted).
Free 24-hour conversation window
When a patient messages your clinic WhatsApp first, all replies in that thread are free for 24 hours. Template charges only apply to messages you initiate outside that window.
AI agent (Business plan)
Powered by Gemini · Business plan only
Gemini-powered auto-replies when patients message outside clinic hours. Answers questions about hours, location, fees, and drops the booking link. Activates only within an open 24-hr conversation window.
Tip: A good routine: turn the AI Agent ON at the end of each business day and OFF when you open in the morning. Patients who message at night still get a helpful response.
What messages go out automatically
These templates fire without any action from your side:
- Booking confirmation — sent when an appointment is created (online or manual).
- Appointment confirmed — sent when you change status to Confirmed.
- 24-hour reminder — sent the day before (Business plan).
- 2-hour reminder — sent 2 hours before (Business plan).
- Review request — sent when you mark an appointment Completed.
All automatic messages are deducted from your WhatsApp wallet. Check your balance at Plans & Billing. If the wallet runs out, messages stop.