# Whautomate Help Center

> Whautomate is an AI omnichannel platform for local businesses: WhatsApp, Instagram, Messenger, Telegram, TikTok and live chat team inbox, chatbots and automations, appointments and class bookings, online store, invoices and payment links, forms and a REST API.

## Start here

- [Welcome to Whautomate](https://help.whautomate.com): Step-by-step guides for the Whautomate inbox, broadcasts, automations, clients, bookings, invoices, store, reports and account settings.

## Overview

- [What we do](https://help.whautomate.com/overview/what-we-do): Whautomate in two minutes: one team inbox for WhatsApp, Instagram, Messenger, TikTok, Telegram and live chat, with broadcasts, automations, clients, bookings and sales around it.
- [Our Features](https://help.whautomate.com/overview/our-features): Everything Whautomate does, grouped by Engage (every plan) and the CRM Suite, Bookings and Sales modules, with links to each guide.

## Fundamentals

- [Getting Started](https://help.whautomate.com/fundamentals/getting-started): Sign up, connect WhatsApp with Embedded Signup, install a chatbot, get the mobile app, test your bot and send your first broadcast.
- [Customer Service](https://help.whautomate.com/fundamentals/getting-started/customer-service): Get started with customer service in Whautomate: connect your channels, answer every conversation in the omni-channel team inbox, add AI chatbots with agent handover, and see client details beside each chat.
- [Marketing](https://help.whautomate.com/fundamentals/getting-started/marketing): Get started with marketing in Whautomate: connect WhatsApp, capture leads with forms and WhatsApp Flows, build client segments, send broadcasts and email campaigns, and automate drip and birthday campaigns.
- [Sales](https://help.whautomate.com/fundamentals/getting-started/sales): Get started with Sales: invoices and payment links, payment gateways, plans and memberships, your online store, coupons, loyalty and expenses.
- [E-Commerce](https://help.whautomate.com/fundamentals/getting-started/e-commerce): Get started selling online: open your own Whautomate online store for products, packs and memberships, sell on WhatsApp, or connect your Shopify or WooCommerce store.
- [Appointments](https://help.whautomate.com/fundamentals/getting-started/appointments): Get started with appointments: take bookings from your team, a branded booking page, WhatsApp and AI chatbots, with automatic confirmations and reminders.
- [Classes & Subscriptions](https://help.whautomate.com/fundamentals/getting-started/classes-and-subscriptions): Get started with group classes: schedule sessions, let clients book and join waitlists online or on WhatsApp, and sell class packs and memberships.
- [Onboarding Checklist](https://help.whautomate.com/fundamentals/onboarding-checklist): Go-live checklists for appointment businesses, classes and coaching, e-commerce stores and customer service teams, plus the in-app setup guide that tracks your progress.
- [Appointments](https://help.whautomate.com/fundamentals/onboarding-checklist/appointments): Go-live checklist for appointment businesses such as salons, spas, health practices and wellness centres: WhatsApp, team hours, services, booking page, chatbot, notifications and payments.
- [Classes](https://help.whautomate.com/fundamentals/onboarding-checklist/classes): Go-live checklist for yoga studios, fitness centres, wellness programmes and education businesses: WhatsApp, classes, waitlist, booking page, chatbot, notifications and payments.
- [E-Commerce](https://help.whautomate.com/fundamentals/onboarding-checklist/e-commerce): The E-Commerce Business Onboarding Checklist: open your online store, then set up WhatsApp, integrations, payments and automation to grow your sales.
- [Customer Service](https://help.whautomate.com/fundamentals/onboarding-checklist/customer-service): Onboarding checklist for customer service: connect WhatsApp, set up the team inbox, add AI chatbots, organise clients and contacts, start WhatsApp marketing and install the mobile app.

## Product Guides

- [Communication](https://help.whautomate.com/product-guides/communication): Guides for the Team Inbox, contacts, segments, WhatsApp and email broadcasts, canned responses, CSAT surveys, WhatsApp calling and the mobile app.
- [Connect a Communication Channel](https://help.whautomate.com/product-guides/communication/connect-a-communication-channel): Connect WhatsApp, Instagram, Messenger, Telegram, TikTok or live chat so their messages arrive in the Team Inbox.
- [Team Inbox](https://help.whautomate.com/product-guides/communication/omni-channel-team-inbox): Reply to WhatsApp, Instagram, Messenger, Telegram, TikTok and live chat conversations from one shared inbox: filters, assignment, open and closed chats, templates, media, AI help and custom inboxes.
- [Team Inbox Settings](https://help.whautomate.com/product-guides/communication/team-inbox-settings): Choose which views (Unread, Needs Reply, Unassigned, Open, Closed) everyone in the workspace sees in the Team Inbox, on the web and in the mobile app.
- [Canned Responses](https://help.whautomate.com/product-guides/communication/canned-responses): Save replies your team sends often and insert them into any conversation by typing # in the Team Inbox or the mobile app.
- [Send a WhatsApp Flow from the Inbox](https://help.whautomate.com/product-guides/communication/send-whatsapp-flow): Send a published WhatsApp Flow form to a customer from a Team Inbox conversation, adjust the message and button text, and see the answers in the chat.
- [WhatsApp Calling with WhautoVoice](https://help.whautomate.com/product-guides/communication/whatsapp-calling): Turn on WhatsApp calling with WhautoVoice so customers can call your WhatsApp number, call clients and contacts from the inbox, and ask contacts for permission to call them on WhatsApp.
- [Mobile Team Inbox App](https://help.whautomate.com/product-guides/communication/mobile-team-inbox-app): Install the Whautomate Business app on iPhone or Android to reply to customers, assign chats, send templates and media, and get push notifications on the go.
- [Contacts](https://help.whautomate.com/product-guides/communication/contacts): Manage everyone who messages your business: add, import, tag, stage, merge, block, export and delete contacts, use the pipeline view and manage WhatsApp suppressions.
- [Segments and Broadcasts](https://help.whautomate.com/product-guides/communication/segmentation-and-broadcasts): How segments and broadcasts work together to send WhatsApp and email campaigns to the right people, with links to the step by step guides.
- [Contact Segments](https://help.whautomate.com/product-guides/communication/contact-segments): Group contacts or clients by stage, tags, age, gender and last activity so you can send broadcasts to exactly the right people. Segments update themselves.
- [WhatsApp Broadcasts](https://help.whautomate.com/product-guides/communication/whatsapp-broadcasts): Send an approved WhatsApp template to a segment, schedule it, test it, track sent, delivered, read and replied counts, and retarget people who did or did not respond.
- [Marketing Opt-Out Management](https://help.whautomate.com/product-guides/communication/marketing-opt-out-management): Let customers reply STOP to stop WhatsApp marketing messages and RESUBSCRIBE to start again, keep them out of broadcasts automatically and protect your WhatsApp quality rating.
- [Email Broadcasts and Campaigns](https://help.whautomate.com/product-guides/communication/email-broadcasts): Design an email with the drag and drop or simple editor, send it to client segments from your own domain, test it, schedule it and track opens, clicks, bounces and unsubscribes.
- [Email Activity and Suppressions](https://help.whautomate.com/product-guides/communication/email-activity): See every email your account sent and what happened to it (delivered, opened, clicked, bounced, spam, unsubscribed), and manage the email do-not-send list.
- [Email Sending Domains](https://help.whautomate.com/product-guides/communication/email-domains): Send email campaigns from your own domain: add the domain, copy the DNS records to your DNS provider, verify it and add sender addresses.
- [CSAT Surveys and Report](https://help.whautomate.com/product-guides/communication/csat-score): Ask customers to rate their experience from 1 to 5 on WhatsApp, Instagram, Messenger, Telegram or live chat, and see your Customer Satisfaction Score by channel, survey and team member.
- [Automation](https://help.whautomate.com/product-guides/automation): How Whautomate automation rules work: triggers, conditions and actions, chatbots and AI replies, ready-made templates, and which features need a plan module.
- [Manage Automation Rules](https://help.whautomate.com/product-guides/automation/automation-rules): Find, organise and control your automation rules: category tabs, folders, search, turning rules on and off, cloning, bulk actions, exports and loop protection.
- [Create an Automation Rule](https://help.whautomate.com/product-guides/automation/create-an-automation-rule): Build an automation rule from scratch: name and category, trigger, conditions with All or Any, actions, wait and schedule times, Override Human Agent, and publishing.
- [Rule Templates](https://help.whautomate.com/product-guides/automation/rule-templates): Install ready-made automation rules: AI customer service, lead qualification and booking chatbots, WhatsApp Flow booking and shop bots, review and survey requests, birthday wishes and opt-out handling.
- [AI Conversation](https://help.whautomate.com/product-guides/automation/ai-conversation): Set up the AI Conversation action: connect OpenAI, Google Gemini, xAI Grok or Anthropic Claude, write the prompt, add a knowledge base, turn on contact, booking and class tools, call your own APIs and test in the Playground.
- [Automation Schedule](https://help.whautomate.com/product-guides/automation/automation-schedule): Choose how many days in advance the Happy Birthday and Client Anniversary automations run, so your wishes arrive on time.
- [Import and Export Automation Rules](https://help.whautomate.com/product-guides/automation/import-and-export-automation-rules): Export automation rules to a file and import them into another location, to copy your setup or keep a backup.
- [Triggers](https://help.whautomate.com/product-guides/automation/triggers): Every automation trigger in Whautomate: message, contact, client, form, booking, sales and store triggers, and which plan module each one needs.
- [Incoming WhatsApp Messages](https://help.whautomate.com/product-guides/automation/triggers/incoming-whatsapp-messages): Run a rule whenever a contact sends you a WhatsApp message: keyword replies, out-of-hours messages, chatbots, AI replies and handover to your team.
- [Outgoing WhatsApp Messages](https://help.whautomate.com/product-guides/automation/triggers/outgoing-whatsapp-messages): Run a rule when a WhatsApp message is sent to a contact by a team member or an automation, for example to follow up, tag or close the chat.
- [Incoming Messenger Messages](https://help.whautomate.com/product-guides/automation/triggers/incoming-messenger-messages): Run a rule whenever someone messages your Facebook Page on Messenger: keyword replies, quick replies, AI replies and handover to your team.
- [Outgoing Messenger Messages](https://help.whautomate.com/product-guides/automation/triggers/outgoing-messenger-messages): Run a rule when a Messenger message is sent to a contact by a team member or an automation.
- [Incoming Instagram Messages](https://help.whautomate.com/product-guides/automation/triggers/incoming-instagram-messages): Run a rule whenever someone sends your Instagram account a direct message: keyword replies, quick replies, AI replies and handover to your team.
- [Outgoing Instagram Messages](https://help.whautomate.com/product-guides/automation/triggers/outgoing-instagram-messages): Run a rule when an Instagram message is sent to a contact by a team member or an automation.
- [Incoming Telegram Messages](https://help.whautomate.com/product-guides/automation/triggers/incoming-telegram-messages): Run a rule whenever someone messages your Telegram bot: keyword replies, button menus, AI replies and handover to your team.
- [Outgoing Telegram Messages](https://help.whautomate.com/product-guides/automation/triggers/outgoing-telegram-messages): Run a rule when a Telegram message is sent to a contact by a team member or an automation.
- [Incoming Website Messages](https://help.whautomate.com/product-guides/automation/triggers/incoming-website-messages): Run a rule whenever a visitor writes to you in your website live chat: greetings, button menus, AI replies and handover to your team.
- [Outgoing Website Messages](https://help.whautomate.com/product-guides/automation/triggers/outgoing-website-messages): Run a rule when a live chat message is sent to a website visitor by a team member or an automation.
- [Incoming TikTok Messages](https://help.whautomate.com/product-guides/automation/triggers/incoming-tiktok-messages): Run a rule whenever someone sends your TikTok account a direct message: text replies, Q&A cards, AI replies and handover to your team.
- [Outgoing TikTok Messages](https://help.whautomate.com/product-guides/automation/triggers/outgoing-tiktok-messages): Run a rule when a TikTok message is sent to a contact by a team member or an automation.
- [When a Contact is created](https://help.whautomate.com/product-guides/automation/triggers/when-a-contact-is-created): Run a rule when a new contact is created, for example the first time someone messages you, to welcome them, tag them or assign the chat.
- [When a Contact is added to a Tag](https://help.whautomate.com/product-guides/automation/triggers/when-a-contact-is-added-to-a-tag): Run a rule when a tag is added to a contact, to start a drip sequence, notify your team or move the contact to a new stage.
- [When a Contact is removed from a Tag](https://help.whautomate.com/product-guides/automation/triggers/when-a-contact-is-removed-from-a-tag): Run a rule when a tag is removed from a contact, for example to stop a sequence or confirm a resubscribe.
- [When a Contact Status Changes](https://help.whautomate.com/product-guides/automation/triggers/when-a-contact-status-changes): Run a rule when a conversation is opened, closed or unassigned, for example to send a satisfaction survey when a chat is closed.
- [When a Client is created](https://help.whautomate.com/product-guides/automation/triggers/when-a-client-is-created): Run a rule when a new client is added, to send a welcome message, request intake forms or start a welcome sequence.
- [When a Client is added to a Tag](https://help.whautomate.com/product-guides/automation/triggers/when-a-client-is-added-to-a-tag): Run a rule when a tag is added to a client, to start or continue a drip sequence, send a form or notify your team.
- [When a Client is removed from a Tag](https://help.whautomate.com/product-guides/automation/triggers/when-a-client-is-removed-from-a-tag): Run a rule when a tag is removed from a client, for example to end a sequence or update the client record.
- [Happy Birthday Automation](https://help.whautomate.com/product-guides/automation/triggers/happy-birthday-automation): Send birthday wishes automatically: the rule checks your clients every day and runs for clients whose birthday is coming up.
- [Client Anniversary Automation](https://help.whautomate.com/product-guides/automation/triggers/client-anniversary-automation): Thank clients on the anniversary of the day they joined: the rule checks your clients every day and runs for upcoming anniversaries.
- [When a Client is assigned a Form](https://help.whautomate.com/product-guides/automation/triggers/when-a-client-is-assigned-a-form): Run a rule when a form is assigned to a client, to send them the link, remind them later or mark it as sent.
- [When a Client Completes a Form](https://help.whautomate.com/product-guides/automation/triggers/when-a-client-completes-a-form): Run a rule when a client submits a form, to thank them, notify your team, tag them by their answers or send the PDF.
- [When someone Completes an anonymous Form](https://help.whautomate.com/product-guides/automation/triggers/when-someone-completes-an-anonymous-form): Run a rule when someone submits a public form that is not linked to a client, to email or WhatsApp your team.
- [When a WhatsApp Flow form is submitted](https://help.whautomate.com/product-guides/automation/triggers/when-a-whatsapp-flow-form-is-submitted): Run a rule when a contact submits a WhatsApp Flow form built in Forms, to reply in the chat, tag them or update their client record.
- [When a Form is paid by a Client](https://help.whautomate.com/product-guides/automation/triggers/when-a-form-is-paid-by-a-client): Run a rule when a client pays for a payment form, to confirm the payment, tag them or notify your team.
- [Appointment Updates](https://help.whautomate.com/product-guides/automation/triggers/appointment-updates): Run a rule when an appointment is booked, rescheduled, cancelled, visited or marked no-show: reminders, confirmations, follow-ups and team alerts.
- [Bulk Appointments Scheduled](https://help.whautomate.com/product-guides/automation/triggers/bulk-appointments-scheduled): Run a rule once when a series of appointments is booked for a client in one go, to send one summary instead of a message per appointment.
- [Class Participant Updates](https://help.whautomate.com/product-guides/automation/triggers/class-participant-updates): Run a rule when someone is booked into a class, waitlisted, cancelled, marked visited or no-show: confirmations, reminders and follow-ups.
- [Bulk Classes Assigned for Participant](https://help.whautomate.com/product-guides/automation/triggers/bulk-classes-assigned-for-participant): Run a rule once when a participant is booked into several classes in one go, to send one confirmation with the whole schedule.
- [Bulk Classes Cancelled for Participant](https://help.whautomate.com/product-guides/automation/triggers/bulk-classes-cancelled-for-participant): Run a rule once when several class bookings are cancelled for a participant in one go, to send one cancellation message.
- [Order Updates](https://help.whautomate.com/product-guides/automation/triggers/order-updates): Run a rule when an order in your Whautomate store is created or changes status, to keep customers informed and ask for reviews.
- [Invoice Updates](https://help.whautomate.com/product-guides/automation/triggers/invoice-updates): Run a rule when an invoice is created or its status changes, to send it, thank clients for payment or follow up.
- [When a Payment is Completed or Recorded](https://help.whautomate.com/product-guides/automation/triggers/when-a-payment-is-completed-or-recorded): Run a rule when a client pays online or a team member records a payment, to send a receipt, tag them or notify your team.
- [Subscription Updates](https://help.whautomate.com/product-guides/automation/triggers/subscription-updates): Run a rule when a client subscription is created or changes status, such as active, paused, cancelled or ended.
- [New Credits Assigned](https://help.whautomate.com/product-guides/automation/triggers/new-credits-assigned): Run a rule when new credits (sessions) are assigned to a client, to confirm them or remind the client before they expire.
- [Credits Usage Updates](https://help.whautomate.com/product-guides/automation/triggers/credits-usage-updates): Run a rule when a client uses credits, or credits expire or run out, to show the balance or offer a top-up.
- [Loyalty Point Transaction Updates](https://help.whautomate.com/product-guides/automation/triggers/loyalty-point-transaction-updates): Run a rule when loyalty points are added, redeemed or revoked, to tell clients their new balance.
- [Shopify - Abandoned Cart](https://help.whautomate.com/product-guides/automation/triggers/shopify-abandoned-cart): Run a rule when a Shopify checkout is abandoned, to send a WhatsApp reminder that recovers the sale.
- [Shopify - Order Created](https://help.whautomate.com/product-guides/automation/triggers/shopify-order-created): Run a rule when a new order is placed in your Shopify store, to confirm it on WhatsApp.
- [Shopify - Order Fulfilled](https://help.whautomate.com/product-guides/automation/triggers/shopify-order-fulfilled): Run a rule when a Shopify order is fulfilled, to tell the customer it has shipped.
- [Shopify - Order Cancelled](https://help.whautomate.com/product-guides/automation/triggers/shopify-order-cancelled): Run a rule when a Shopify order is cancelled, to let the customer know and notify your team.
- [WooCommerce - Abandoned Cart](https://help.whautomate.com/product-guides/automation/triggers/woocommerce-abandoned-cart): Run a rule when a WooCommerce checkout is abandoned, to send a WhatsApp reminder that recovers the sale.
- [WooCommerce - Order Status Changes](https://help.whautomate.com/product-guides/automation/triggers/woocommerce-order-status-changes): Run a rule when a WooCommerce order changes status, to send confirmations and shipping updates on WhatsApp.
- [Setup WhatsApp Chatbot](https://help.whautomate.com/product-guides/automation/setup-whatsapp-chatbot): Install a WhatsApp chatbot from a template: choose between AI assistants and menu-driven WhatsApp Flow bots, install it, finish the setup, test it and hand chats to your team.
- [WhatsApp AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/automation/whatsapp-ai-chatbot-customer-service): Set up an AI customer service chatbot on WhatsApp: connect your AI provider, upload your business information, install the template, tune the prompt, test it and hand over to your team.
- [Telegram AI Chatbot - Customer Service](https://help.whautomate.com/product-guides/automation/telegram-ai-chatbot-customer-service): Set up an AI customer service chatbot for your Telegram bot: connect Telegram and your AI provider, install the template, choose a knowledge base, test it and hand over to your team.
- [Chatbot Demos](https://help.whautomate.com/product-guides/automation/chatbot-demos): See Whautomate chatbots in action: appointment booking, class booking, e-commerce shop and AI chatbots on WhatsApp, Instagram and more, with the template to install for each.
- [WhatsApp Drip Campaign](https://help.whautomate.com/product-guides/automation/whatsapp-drip-campaign): Send a series of WhatsApp messages over days or weeks, such as a welcome sequence for new clients, using automation rules with wait times and tags.
- [Birthday Wishes Campaign](https://help.whautomate.com/product-guides/automation/birthday-wishes-campaign): Send personalised birthday wishes on WhatsApp and email automatically: install the birthday template, pick your message, choose the send time and turn it on.
- [Automate Reviews & Surveys](https://help.whautomate.com/product-guides/automation/automate-reviews-and-surveys): Ask for online reviews and send feedback surveys automatically after an appointment, class or order, using ready-made templates or your own rules.
- [How to Use Personalisation Variables and Custom Fields](https://help.whautomate.com/product-guides/automation/how-to-use-personalisation-variables-and-custom-fields): Insert names, dates, links and custom fields into automation messages, templates and broadcasts with personalisation variables, and add custom fields to clients and contacts.
- [Invoice & Payment links](https://help.whautomate.com/product-guides/invoice-and-payment-links): Bill clients with invoices and payment links, collect online and offline payments, send statements, track expenses, and set up taxes, payment gateways and invoice settings.
- [Setup Payment Gateway](https://help.whautomate.com/product-guides/invoice-and-payment-links/setup-payment-gateway): Connect Stripe, Razorpay, MyFatoorah, Thawani Pay, PayTabs or DOKU to accept online payments for invoices, bookings, plans and store orders.
- [Update Business Settings](https://help.whautomate.com/product-guides/invoice-and-payment-links/update-business-settings): Set the business name, registration and GST numbers, email, phone, address and logo that appear on your invoices, receipts, statements and payment pages.
- [Invoice Settings](https://help.whautomate.com/product-guides/invoice-and-payment-links/invoice-settings): Set the invoice title, number prefix and sequence, extra charges, which client, order and shipping details print on invoices, default client notes and terms, and automatic invoice reminders.
- [Taxes](https://help.whautomate.com/product-guides/invoice-and-payment-links/taxes): Add tax rates such as GST or VAT, apply them to all services or all products in one click, and turn taxes on or off.
- [Invoice & Payments](https://help.whautomate.com/product-guides/invoice-and-payment-links/invoice-and-payments): Create invoices for services and products, send them on WhatsApp, email or SMS with a payment link, record full or partial payments, and handle refunds, voids and edits.
- [Payments](https://help.whautomate.com/product-guides/invoice-and-payment-links/payments): See every payment you received, with gateway fees and net totals, record a payment to a client's available funds, and send payment receipts.
- [Invoice Statements](https://help.whautomate.com/product-guides/invoice-and-payment-links/invoice-statements): Create a client statement for a date range that lists invoices, items, payments received, balances, amount due and available funds, then send it on WhatsApp, email or SMS, or print it.
- [Expenses](https://help.whautomate.com/product-guides/invoice-and-payment-links/expenses): Record business expenses with receipts, categories, vendors and paid-from accounts, approve them and mark them paid, export to Excel, and set up expense categories, accounts and vendors.
- [Send Invoice PDF - Personalize WhatsApp, Email and SMS template](https://help.whautomate.com/product-guides/invoice-and-payment-links/send-invoice-pdf-personalize-whatsapp-email-and-sms-template): Whautomate provides these default templates when you send invoice PDFs through WhatsApp, Email or SMS. You can customize these default message templates to cater for your needs and branding.
- [Invoice Request Payment - Personalize WhatsApp, Email and SMS template](https://help.whautomate.com/product-guides/invoice-and-payment-links/invoice-request-payment-personalize-whatsapp-email-and-sms-template): Whautomate offers default templates for sending invoice payment requests through WhatsApp, Email, or SMS. You can customize these templates to fit your needs and branding.
- [E-Commerce](https://help.whautomate.com/product-guides/e-commerce): Sell products, packs and memberships on your own online store and on WhatsApp: the online store, products and stock, orders, shipping, the WhatsApp catalog and shop chatbot, and automatic order updates.
- [Sell Online with Your Online Store](https://help.whautomate.com/product-guides/e-commerce/online-store): Sell products, packs and memberships online without a separate e-commerce website: set up your Whautomate online store, take payments, ship orders, share your store link and keep customers updated on WhatsApp.
- [Sell Plans and Memberships Online](https://help.whautomate.com/product-guides/e-commerce/sell-plans-and-memberships-online): Let customers buy class packs, memberships and packages on your online store: list plans online, what customers see, paying for one-time and recurring plans, and where purchases show up.
- [Setup WhatsApp Catalog](https://help.whautomate.com/product-guides/e-commerce/setup-whatsapp-catalog): Create a product catalogue in Meta Commerce Manager and connect it to your WhatsApp Business account.
- [Add Items - Manual](https://help.whautomate.com/product-guides/e-commerce/setup-whatsapp-catalog/add-items-manual): Fill out a form to manually add items to your catalog, including product image, title, description, website link, price, and more.
- [Add Items - Data Feed](https://help.whautomate.com/product-guides/e-commerce/setup-whatsapp-catalog/add-items-data-feed): Use a spreadsheet or file to add and update your items automatically.
- [Add Items - Connect Partner Platform](https://help.whautomate.com/product-guides/e-commerce/setup-whatsapp-catalog/add-items-connect-partner-platform): Use a partner platform such as Shopify or WooCommerce to automatically add items from your website.
- [Manage Inventory & Link WhatsApp Catalog](https://help.whautomate.com/product-guides/e-commerce/manage-inventory-and-link-whatsapp-catalog): Add products with price, cost, SKU, images and tax, track stock with stock adjustments, sell products on your online store, bulk import or export products, and link each product to your WhatsApp catalog.
- [Orders](https://help.whautomate.com/product-guides/e-commerce/orders): Manage orders from your online store, WhatsApp and your team: order statuses, updating status and tracking details, bulk updates by CSV, shipping addresses, invoices and exports.
- [Shipping](https://help.whautomate.com/product-guides/e-commerce/shipping): Turn on shipping and create flat-fee or price-based shipping options that clients choose at checkout and your team adds to orders.
- [WhatsApp E-Commerce Chatbot](https://help.whautomate.com/product-guides/e-commerce/whatsapp-e-commerce-chatbot): Install the ready-made WhatsApp shop chatbot so clients can browse products, check out and pay in WhatsApp, with hand-over to your team.
- [Automate Order Updates](https://help.whautomate.com/product-guides/e-commerce/automate-order-updates): Send clients an automatic WhatsApp, email or SMS message when their order is paid, processing, shipped or delivered, with tracking details.
- [Automate Order Reviews & Surveys](https://help.whautomate.com/product-guides/e-commerce/automate-order-reviews-and-surveys): Automatically ask clients for a review or send a feedback survey on WhatsApp when their order is delivered or completed.
- [Appointments](https://help.whautomate.com/product-guides/appointments): Set up services, team member hours and booking rules, then take appointments from your team, your online booking page, WhatsApp and AI chatbots.
- [Setup Team Member Profile](https://help.whautomate.com/product-guides/appointments/setup-team-member-profile): Add team members, choose the services each person offers, set weekly working hours and date overrides, and connect Google Meet and calendar feeds.
- [Setup Services](https://help.whautomate.com/product-guides/appointments/setup-services): Create appointment services and add-ons in the Catalogue: duration, team members, price, credits, online booking and online payment.
- [Appointment Settings](https://help.whautomate.com/product-guides/appointments/appointment-settings): Set booking rules for appointments and classes: booking window, cancellation deadline, booking flow, any staff option, waitlist, clock format, default timezone, staff order and calendar feed.
- [Booking Fields](https://help.whautomate.com/product-guides/appointments/booking-fields): Choose which details clients fill in when they book an appointment or class online or on WhatsApp, make fields required and rename them in every language.
- [Manage the Appointments Calendar](https://help.whautomate.com/product-guides/appointments/manage-appointments-calendar): Use the Appointments calendar and Date Range list: week and day views, staff availability, filters, appointment statuses, actions, drag to reschedule and block time.
- [Book Appointments - Admin](https://help.whautomate.com/product-guides/appointments/book-appointments-admin): Book appointments for clients from the Appointments calendar: pick client, team member, service, add-ons and time, book recurring appointments, apply credits and edit or cancel.
- [Appointment Double Confirmation](https://help.whautomate.com/product-guides/appointments/appointment-double-confirmation): Ask clients to confirm they are still coming with a one-tap link, track who confirmed, and mark confirmations taken over the phone.
- [Bulk Import Appointments](https://help.whautomate.com/product-guides/appointments/bulk-import-appointments): Bring existing or upcoming appointments into Whautomate from a CSV file, with control over status and notifications.
- [Setup WhatsApp Flow Appointment Chatbot](https://help.whautomate.com/product-guides/appointments/setup-whatsapp-flow-appointment-chatbot): Install the Flow Based Appointment Chatbot so clients book, view and cancel appointments inside WhatsApp with form-style screens.
- [Setup Appointment Chatbot](https://help.whautomate.com/product-guides/appointments/setup-appointment-chatbot): Choose and install a booking chatbot template for WhatsApp, Instagram, Messenger, Telegram or TikTok, and replace or remove an installed chatbot.
- [AI Booking Chatbot](https://help.whautomate.com/product-guides/appointments/ai-booking-chatbot): Let an AI chatbot book, reschedule and cancel appointments and classes in conversation on WhatsApp, Instagram, Messenger, Telegram or TikTok, with optional payment links.
- [Setup Appointment Notifications](https://help.whautomate.com/product-guides/appointments/setup-appointment-notifications): Send clients appointment confirmations, reminders, reschedule and cancellation messages on WhatsApp, email or SMS, using the built-in notifications or your own automation rules.
- [Setup Appointment Notifications for Staffs](https://help.whautomate.com/product-guides/appointments/setup-appointment-notifications-for-staffs): Tell team members about new, rescheduled and cancelled appointments by WhatsApp, email, SMS or in-app notification, with built-in settings or automation rules.
- [Setup Bulk Appointment Notifications](https://help.whautomate.com/product-guides/appointments/setup-bulk-appointment-notifications): Send clients one summary message when several appointments are booked for them at once, such as a recurring series, instead of one message per appointment.
- [Setup the Booking Portal for Appointments](https://help.whautomate.com/product-guides/appointments/setup-the-booking-portal-for-appointments): Turn on online booking and set up your branded booking portal: login and OTP, branding, SEO, Google Tag Manager, app icons, portal URL, policies and embed codes.
- [Customer Booking Portal](https://help.whautomate.com/product-guides/appointments/customer-booking-portal): What your clients see on your booking portal: booking an appointment step by step, paying online, booking classes and the waitlist, and rescheduling or cancelling from the client portal.
- [Online Payment at Booking](https://help.whautomate.com/product-guides/appointments/online-payment-at-booking): Collect payment when clients book appointments and classes on your booking portal, WhatsApp chatbot or AI chatbot: connect a gateway and turn on Accept Payment Online per service.
- [Sync Appointments with External Calendars](https://help.whautomate.com/product-guides/appointments/sync-appointments-with-external-calendars): See Whautomate appointments in Google Calendar, Outlook or your iPhone calendar with a calendar feed for the whole location or for one team member.
- [Bulk Import Services](https://help.whautomate.com/product-guides/appointments/bulk-import-services): Create or update many appointment and class services at once by uploading a CSV file to the Catalogue.
- [Setup Virtual/Online Session Services](https://help.whautomate.com/product-guides/appointments/setup-virtual-online-session-services): Offer online appointments with automatic Zoom or Google Meet links: connect a meeting tool and create a Virtual/Online Session service.
- [Setup Virtual/Online Session Notifications](https://help.whautomate.com/product-guides/appointments/setup-virtual-online-session-notifications): Send clients their Zoom or Google Meet link automatically when they book an online session, and again as a reminder.
- [Plans & Subscriptions](https://help.whautomate.com/product-guides/plans-and-subscriptions): Sell packages, memberships and recurring plans with automatic billing and service credits.
- [Setup Plans](https://help.whautomate.com/product-guides/plans-and-subscriptions/setup-plans): Create packages, memberships and recurring plans with billing, invoice items, service credits and online checkout, for example a 10 class pack or an unlimited monthly membership.
- [Setup Subscriptions](https://help.whautomate.com/product-guides/plans-and-subscriptions/setup-subscriptions): Sell a plan to a client as a subscription, follow its status, pause, cancel or reactivate it, adjust the end date, and manage the client's credits.
- [Class Bookings](https://help.whautomate.com/product-guides/class-bookings): Run group classes and events: create class services and sessions, manage participants, waitlists and attendance, batches, notifications and online class booking.
- [Bulk Import Classes](https://help.whautomate.com/product-guides/class-bookings/bulk-import-classes): Schedule many class sessions at once by uploading a CSV file with the class, instructor, date, time and capacity.
- [Setup Classes](https://help.whautomate.com/product-guides/class-bookings/setup-classes): Create a class service with price, capacity and credits, then schedule one-off or recurring class sessions, including online classes.
- [Manage Class Participants](https://help.whautomate.com/product-guides/class-bookings/manage-class-participants): Add participants to a class, run the waitlist, take attendance, apply credits and cancel bookings or whole classes from the Class Detail page.
- [Setup Class Batches](https://help.whautomate.com/product-guides/class-bookings/setup-class-batches): Save a fixed group of participants as a class batch, such as a term or cohort, and add them all to a class in one step.
- [Setup Class Notifications](https://help.whautomate.com/product-guides/class-bookings/setup-class-notifications): Send class participants booking, waitlist, reschedule, cancellation and reminder messages on WhatsApp or email with the Class Participant Updates trigger.
- [Setup Bulk Class Notifications for Participants](https://help.whautomate.com/product-guides/class-bookings/setup-bulk-class-notifications-for-participants): Send a participant one summary message when they are added to, or cancelled from, many classes at once instead of one message per class.
- [Setup Class Booking Chatbot](https://help.whautomate.com/product-guides/class-bookings/setup-class-booking-chatbot): Choose between the WhatsApp Flow and AI class booking chatbots, install one from the Automations templates, and replace or remove it.
- [Setup WhatsApp Flow Class Booking Chatbot](https://help.whautomate.com/product-guides/class-bookings/setup-whatsapp-flow-class-booking-chatbot): Install the Flow Based Class Booking Chatbot so clients find, book and cancel classes inside WhatsApp, join waitlists and see their plans.
- [Setup Class Booking Portal](https://help.whautomate.com/product-guides/class-bookings/setup-class-booking-portal): Let clients browse your class schedule and book or join the waitlist online: turn on online booking, set class rules and share a class booking link.
- [Forms](https://help.whautomate.com/product-guides/forms): Forms & Flows: web forms and WhatsApp Flow forms that collect client details, consents, payments and feedback, share them by link, WhatsApp, email or SMS, and act on responses with automations.
- [Web Forms](https://help.whautomate.com/product-guides/forms/web-forms): Create web forms from templates or from scratch with the drag-and-drop builder: client details, questions, file uploads, form types, branding, response limits, sharing and embedding, and viewing or exporting responses.
- [WhatsApp Flow Forms](https://help.whautomate.com/product-guides/forms/whatsapp-flow-forms): Build forms that open inside WhatsApp with the drag-and-drop builder, publish them, send them from chats, automations and templates, update client records from the answers, and view or export responses.
- [Request Form - Personalize WhatsApp, Email and SMS template](https://help.whautomate.com/product-guides/forms/request-form-personalize-whatsapp-email-and-sms-template): Change the default WhatsApp, email and SMS messages sent when you request a client to fill in a form, using personalisation variables for the client, business and form.
- [Personalize Your Form Response PDFs: Template Editor](https://help.whautomate.com/product-guides/forms/personalize-your-form-response-pdfs-template-editor): Change the PDF generated for each web form response: edit the HTML and Handlebars template, preview it with real responses, add content based on answers, and reset to the default.
- [Form Automations](https://help.whautomate.com/product-guides/forms/form-automations): Use automations with forms: send the completed form PDF to the client, notify staff, tag clients based on their answers, request forms automatically, and act on WhatsApp Flow submissions.
- [Payment Forms](https://help.whautomate.com/product-guides/forms/payment-forms): Collect payments when a web form is submitted: add a payment section with fixed or customer-decided amounts, optionally add the amount to the client's funds, and track paid responses.
- [Coupons](https://help.whautomate.com/product-guides/coupons): Create discount codes for invoices, online bookings, classes and store orders, set validity and redemption limits, and track every redemption.
- [Loyalty Program](https://help.whautomate.com/product-guides/loyalty-program): Reward clients with loyalty points for what they spend or for each appointment, order or class, and turn points into a reward coupon automatically.
- [Automate Loyalty Program Notifications via WhatsApp](https://help.whautomate.com/product-guides/loyalty-program/automate-loyalty-program-notifications-via-whatsapp): Send automated WhatsApp notifications to share loyalty points and coupons with customers. Simplify rewards sharing and enhance customer engagement with Whautomate!
- [Integrations](https://help.whautomate.com/product-guides/integrations): Connect messaging channels, AI providers, payment gateways, online stores, video meetings, Zapier, webhooks and the REST API to your account from Settings > Integrations.
- [WhatsApp Cloud API](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api): Connect your WhatsApp Business number with Embedded Signup or your own Cloud API keys, keep using the WhatsApp Business app with coexistence, import your chat history and contacts, and watch your account health.
- [WhatsApp Payment Method](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-payment-method): Add or update the card Meta charges for WhatsApp template messages, so reminders, broadcasts and automations keep sending.
- [Meta Business Verification](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/meta-business-verification): Verify your business with Meta: enter your business details, upload one accepted document and confirm a contact method. Verification raises your WhatsApp messaging limits and is needed for the green tick.
- [WhatsApp Profile](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-profile): Update the WhatsApp business profile customers see: profile photo, description, category, address, email and websites.
- [WhatsApp Compliance Info](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-compliance-info): Businesses in India that sell on WhatsApp must publish their legal entity, grievance officer and customer care details. Fill them in on the Compliance Info tab.
- [WhatsApp Commerce Settings](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-commerce-settings): Turn the WhatsApp cart and catalog on or off and import products from your Meta catalog for orders and billing on WhatsApp.
- [WhatsApp Message Templates](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/whatsapp-message-templates): Create WhatsApp message templates from scratch, with AI or from Meta's template library, pick the right category, get them approved by Meta, and refresh, clone, unarchive or delete them.
- [Linking WhatsApp Number (WABA) to Your Facebook Page](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/linking-whatsapp-number-waba-to-your-facebook-page): Link your WhatsApp Business API number to your Facebook Page so you can run Click-to-WhatsApp ads and show a WhatsApp button on the Page.
- [How to Add WhatsApp Button to Your Instagram Account](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/how-to-add-whatsapp-button-to-your-instagram-account): Add a WhatsApp contact button to your Instagram business profile so followers can message your WhatsApp number in one tap.
- [Setup Click-to-WhatsApp Ads (CTWA)](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/setup-click-to-whatsapp-ads-ctwa): Run Click-to-WhatsApp ads from a boosted post or Ads Manager so people who tap the ad start a WhatsApp chat in your Team Inbox, with the ad click saved on the contact.
- [How to Change Your WhatsApp Business Display Name](https://help.whautomate.com/product-guides/integrations/whatsapp-cloud-api/how-to-change-your-whatsapp-business-display-name): Change the business name customers see on WhatsApp: request the new display name in WhatsApp Manager, wait for Meta's approval, then re-register your number.
- [WhautoVoice](https://help.whautomate.com/product-guides/integrations/whautovoice): Connect a WhautoVoice account to call clients and contacts from their record and to answer WhatsApp calls with routing, voice bots and queues. No key to copy: you approve the connection in WhautoVoice.
- [Instagram](https://help.whautomate.com/product-guides/integrations/instagram): Connect your Instagram professional account to reply to Instagram direct messages from the Team Inbox, and set a persistent menu and ice breakers.
- [Facebook Messenger](https://help.whautomate.com/product-guides/integrations/facebook-messenger): Connect a Facebook Page to answer Messenger conversations in the Team Inbox, set a persistent menu, and create Messenger utility templates for messages after the 24-hour window.
- [Telegram](https://help.whautomate.com/product-guides/integrations/telegram): Connect a Telegram bot with its BotFather token to send and receive Telegram messages in the Team Inbox.
- [Live Chat](https://help.whautomate.com/product-guides/integrations/livechat): Add a live chat widget to your website: set its colours and greeting, collect visitor details, add ice breakers and links to WhatsApp, Instagram, Messenger and Telegram, and answer chats in the Team Inbox.
- [AI Providers](https://help.whautomate.com/product-guides/integrations/ai-providers): Compare OpenAI, Google Gemini, xAI (Grok) and Anthropic (Claude) for AI chatbots and automated replies: knowledge bases, voice notes, images, web search, and when to choose which.
- [OpenAI](https://help.whautomate.com/product-guides/integrations/openai): Connect your own OpenAI API key to run AI chatbots and automated replies on ChatGPT models, and upload documents to vector stores so the AI answers from your business information.
- [Google Gemini](https://help.whautomate.com/product-guides/integrations/google-gemini): Connect your own Google Gemini API key from Google AI Studio to run AI chatbots and automated replies on Gemini models, with knowledge bases, voice note and image understanding.
- [xAI (Grok)](https://help.whautomate.com/product-guides/integrations/xai-grok): Connect your own xAI API key to run AI chatbots and automated replies on Grok models, and add an xAI management key to use knowledge bases (collections).
- [Anthropic Claude](https://help.whautomate.com/product-guides/integrations/claude): Connect your own Anthropic API key to run AI chatbots and automated replies on Claude models, and attach a small set of documents as the assistant's knowledge base.
- [Stripe](https://help.whautomate.com/product-guides/integrations/stripe): Connect your Stripe account to accept card, Apple Pay, Google Pay and other payments for invoices, bookings, plans and store orders.
- [Razorpay](https://help.whautomate.com/product-guides/integrations/razorpay): Connect your Razorpay account to accept UPI, NetBanking, card and wallet payments in India for invoices, bookings, plans and store orders.
- [Shopify](https://help.whautomate.com/product-guides/integrations/shopify): This guide provides step-by-step instructions to connect your Shopify store with the Whautomate platform and automate experiences like abandoned carts, COD confirmations, Order confirmations, etc.
- [Shopify Automations](https://help.whautomate.com/product-guides/integrations/shopify/shopify-automations): Use the ready-made Shopify rules or build your own to recover abandoned carts and send order confirmations, fulfilment and cancellation updates on WhatsApp.
- [WooCommerce](https://help.whautomate.com/product-guides/integrations/woocommerce): This guide provides step-by-step instructions on integrating Woo commerce website with Whautomate for automating experiences like Abandoned carts, order updates, COD confirmations and cancellations.
- [Woocommerce Automations](https://help.whautomate.com/product-guides/integrations/woocommerce/woocommerce-automations): Recover abandoned carts and send COD confirmations, order and shipping updates on WhatsApp for your WooCommerce store, with ready-made or custom rules.
- [Rest API](https://help.whautomate.com/product-guides/integrations/rest-api): Create and manage API keys for the Whautomate REST API, copy your API host, and find the endpoint reference.
- [MyFatoorah](https://help.whautomate.com/product-guides/integrations/myfatoorah): Connect MyFatoorah with your API key, country and webhook key to accept online payments in Kuwait, Saudi Arabia, Bahrain, UAE, Qatar, Oman, Jordan and Egypt.
- [Zoom](https://help.whautomate.com/product-guides/integrations/zoom): Connect Zoom with a Server-to-Server OAuth app so a Zoom meeting is created automatically for each online appointment, under the right team member's Zoom user.
- [Google Meet](https://help.whautomate.com/product-guides/integrations/google-meet): Connect Google Meet so each online appointment gets a Meet link automatically: every team member connects their own Google account, and the meeting follows reschedules and cancellations.
- [Webhooks](https://help.whautomate.com/product-guides/integrations/webhooks): Send events such as new messages, new clients and contacts, tag changes, bookings and invoice updates to your own systems as HTTPS POST requests, test them and check the delivery logs.
- [Clients](https://help.whautomate.com/product-guides/integrations/webhooks/clients): Payload format of the client webhook events: Client Created, Client Tag Added and Client Tag Removed.
- [Contacts](https://help.whautomate.com/product-guides/integrations/webhooks/contacts): Payload format of the contact webhook events: Contact Created, Contact Tag Added and Contact Tag Removed.
- [Messages](https://help.whautomate.com/product-guides/integrations/webhooks/messages): Payload format of the incoming and outgoing message webhook events for WhatsApp, Instagram, Messenger, Telegram, TikTok and live chat, including the workspace, the connected channel and Click-to-WhatsApp ad fields.
- [Appointments](https://help.whautomate.com/product-guides/integrations/webhooks/appointments): Payload format of the appointment webhook events: scheduled, rescheduled, cancelled, completed, no-show and confirmed.
- [Classes](https://help.whautomate.com/product-guides/integrations/webhooks/classes): Payload format of the class participant webhook events: scheduled, rescheduled, cancelled, completed, no-show and waitlisted.
- [Invoice Updates](https://help.whautomate.com/product-guides/integrations/webhooks/invoice-updates)
- [Zapier](https://help.whautomate.com/product-guides/integrations/zapier): Connect Whautomate to thousands of apps with Zapier: use ready-made Zaps or build your own with Whautomate triggers (appointments, clients, contacts) and actions (create clients, contacts and appointments, add tags, send WhatsApp templates).
- [PayTabs](https://help.whautomate.com/product-guides/integrations/paytabs): Connect PayTabs with your server key, profile ID and merchant country to accept online payments for invoices, bookings, plans and store orders.
- [Thawani Pay](https://help.whautomate.com/product-guides/integrations/thawani-pay): Connect Thawani Pay, the Oman payment gateway, with your public key, secret key and webhook secret to accept online payments for invoices, bookings and orders.
- [DOKU](https://help.whautomate.com/product-guides/integrations/doku): Connect DOKU, the Indonesian payment gateway, with your Client ID, Secret Key and Notification URL to accept online payments for invoices, bookings and orders.
- [TikTok](https://help.whautomate.com/product-guides/integrations/tiktok): Connect a TikTok Business account to receive and reply to TikTok direct messages in the Team Inbox. Check regional availability and turn on direct messages first.
- [Client CRM](https://help.whautomate.com/product-guides/client-crm): Overview of CRM Suite: the client list, client profiles, tags, custom fields, notes, documents, letters, forms, imports, exports, segments, the client portal and your website.
- [Client List](https://help.whautomate.com/product-guides/client-crm/client-list): Search, filter and sort your clients, tag or untag many clients at once, assign a primary staff member, merge duplicates and export clients to a file.
- [Bulk Import Clients](https://help.whautomate.com/product-guides/client-crm/bulk-import-clients): Import your existing client list from a CSV file: download the sample file, fill it in (tags, custom fields, primary staff), preview and import. Matching clients are updated.
- [Client Details](https://help.whautomate.com/product-guides/client-crm/client-details): Add a client, edit the client profile, manage tags and custom fields, use the profile tabs (including WhatsApp Flows) and set up automatic client IDs.
- [Client Notes](https://help.whautomate.com/product-guides/client-crm/client-notes): Write notes on a client profile, reuse note templates with #, filter notes, and share or export them by email.
- [Client Documents](https://help.whautomate.com/product-guides/client-crm/client-documents): Attach files such as photos, PDFs and spreadsheets to a client profile, draw on chart images, and set up chart templates.
- [Client Letters](https://help.whautomate.com/product-guides/client-crm/client-letters): Create letter templates with personalisation variables, generate a letter for a client from the Notes tab, then print, download or share it.
- [Client Forms](https://help.whautomate.com/product-guides/client-crm/client-forms): Assign a web form to a client, send it by WhatsApp, email or SMS, and view, print or share the completed form from the client profile.
- [Client Portal](https://help.whautomate.com/product-guides/client-crm/client-portal): Let clients sign up and log in on your booking portal to manage their profiles, see bookings, credits, orders and memberships, and book again.
- [Field Labels](https://help.whautomate.com/product-guides/client-crm/field-labels): Rename client fields such as Client ID, Primary Staff or Identification No to match your business, for all languages or per language. Labels also apply to client exports and imports.
- [Manage Data Lists](https://help.whautomate.com/product-guides/client-crm/manage-lists): Maintain the pick lists used across Whautomate: client tags, contact tags, referral sources, contact groups, CSAT surveys, service categories and product categories.
- [Data Exports](https://help.whautomate.com/product-guides/client-crm/data-exports): Find and download the exports you requested: clients, form responses, WhatsApp Flow responses, client notes, broadcasts and more. Exports are built in the background and you are notified when they are ready.
- [Reports](https://help.whautomate.com/product-guides/reports): Find the right report: the Overview dashboard, the weekly Performance Report and the reports for sales, invoices, credits, appointments, classes, clients, communications and CSAT.
- [Overview Dashboard](https://help.whautomate.com/product-guides/reports/overview-dashboard): The Overview dashboard: today's contacts, clients, bookings, classes, orders and revenue, quick actions, new contacts, upcoming bookings, recent orders, plan usage and channel status.
- [Performance Report](https://help.whautomate.com/product-guides/reports/performance-report): Your weekly scorecard: a headline figure, the biggest gain and drop, and every metric compared with the week before, for the whole account.
- [Weekly Performance Report Email](https://help.whautomate.com/product-guides/reports/weekly-performance-report): Set up the weekly performance email for owners and administrators: turn it on or off, pick the send day and hour, choose and order the metrics, and send yourself a test.
- [Invoices Report](https://help.whautomate.com/product-guides/reports/invoices-report): Report on invoices by date, payment status and team member: total, paid, balance and refunded amounts, the invoice list and an Excel export.
- [Credits Report](https://help.whautomate.com/product-guides/reports/credits-report): List the session credits issued to clients by start date, expiry date and status (Active, Expired, Completed), see what each client has left, and export it to Excel.
- [Appointments Report](https://help.whautomate.com/product-guides/reports/appointments-report): Report on appointments by date, service, status, team member and booking source: totals, hours, revenue and double confirmations, with an Excel export.
- [Classes Report](https://help.whautomate.com/product-guides/reports/classes-report): Report on classes by date, class and team member: classes per team member and per class, class occupancy, top 10 clients by bookings and the participant list, with an Excel export.
- [Clients Report](https://help.whautomate.com/product-guides/reports/clients-report): See how your client base grows: new clients over time, clients by referral source and your top 10 clients by revenue, filtered by date and primary workspace.
- [Communications Report](https://help.whautomate.com/product-guides/reports/communications-report): See your messaging activity by date and channel: new contacts, messages sent by each agent, messages received and sent, and the peak hours for incoming messages.
- [CSAT Report](https://help.whautomate.com/product-guides/reports/csat-report): Read your Customer Satisfaction Score (CSAT) by date, channel, team member and survey: the CSAT percentage, the spread of 1 to 5 ratings and each rating with a link to the chat.
- [Sites](https://help.whautomate.com/product-guides/sites): Build a website for your business from a template with the drag-and-drop page editor, add pages and SEO metadata, connect a custom domain, add live chat and Google Analytics, and publish.
- [WhatsApp Chat Widget](https://help.whautomate.com/product-guides/whatsapp-chat-widget): Add a free click-to-chat WhatsApp button to any website. Visitors type a message and continue the conversation in WhatsApp with your business number.
- [Whautomate Rest API](https://help.whautomate.com/product-guides/whautomate-rest-api): Build your own integrations with the Whautomate REST API: API host, x-api-key authentication, rate limits, plan add-ons, the Postman collection and every endpoint.
- [Client Tags](https://help.whautomate.com/product-guides/whautomate-rest-api/client-tags): Create, list, read and delete client tags with the REST API.
- [Clients](https://help.whautomate.com/product-guides/whautomate-rest-api/clients): Create, search, read, update and delete clients, and add or remove client tags, with the REST API.
- [Contact Tags](https://help.whautomate.com/product-guides/whautomate-rest-api/contact-tags): Create, list, read and delete contact tags with the REST API.
- [Contacts](https://help.whautomate.com/product-guides/whautomate-rest-api/contacts): Create, search, read, update and delete contacts, add or remove tags and assign a contact's chat to a team member with the REST API.
- [Locations](https://help.whautomate.com/product-guides/whautomate-rest-api/locations): List the workspaces (locations) in your account, read one by ID, and read your account info with the REST API.
- [Staffs](https://help.whautomate.com/product-guides/whautomate-rest-api/staffs): List and read team members and manage their availability blocks (blocked time) with the REST API.
- [Segments](https://help.whautomate.com/product-guides/whautomate-rest-api/segments): Create, list, read and delete client and contact segments with the REST API.
- [Broadcasts](https://help.whautomate.com/product-guides/whautomate-rest-api/broadcasts): Create, update, schedule, list, track and delete WhatsApp broadcasts with the REST API, including delivery logs.
- [Messages](https://help.whautomate.com/product-guides/whautomate-rest-api/messages): Send WhatsApp templates, text, media, interactive and catalog messages, and Telegram, Instagram, Messenger, TikTok and live chat messages, and read a contact's messages, with the REST API.
- [Emails](https://help.whautomate.com/product-guides/whautomate-rest-api/emails): Send a transactional email to a client with the REST API: an existing client by ID, or found or created by phone number, with personalisation, scheduling and team copies.
- [WhatsApp Templates](https://help.whautomate.com/product-guides/whautomate-rest-api/whatsapp-templates): List, read, create and delete WhatsApp message templates with the REST API. New templates are submitted to Meta for review.
- [Service Categories](https://help.whautomate.com/product-guides/whautomate-rest-api/service-categories): Create, list, read and delete service categories with the REST API.
- [Services](https://help.whautomate.com/product-guides/whautomate-rest-api/services): Create, update, list and read appointment and class services with the REST API. Prices come with the account currency.
- [Appointments](https://help.whautomate.com/product-guides/whautomate-rest-api/appointments): Find free slots, list and read appointments, and book (with or without online payment), reschedule and cancel appointments with the REST API.
- [Classes](https://help.whautomate.com/product-guides/whautomate-rest-api/classes): Create, update and delete classes, add participants (with or without online payment), cancel participants and read class bookings with the REST API.
- [Webhooks](https://help.whautomate.com/product-guides/whautomate-rest-api/webhooks): Create, update, list, read and delete webhooks with the REST API, and the events you can subscribe to.
- [Whautomate REST API Error Messages](https://help.whautomate.com/product-guides/whautomate-rest-api/whautomate-rest-api-error-messages): HTTP status codes and error messages returned by the Whautomate REST API, what causes them and how to fix them.
- [Whautomate FAQs](https://help.whautomate.com/product-guides/whautomate-faqs): Answers to common questions about WhatsApp delivery, quality rating and limits, account bans, the green tick, deleting a number, installing the app and staying logged in.
- [My WhatsApp Template Message Failing to Send to Some Users?](https://help.whautomate.com/product-guides/whautomate-faqs/my-whatsapp-template-message-failing-to-send-to-some-users): Find out why a WhatsApp template failed for some people: read the error in the Team Inbox or broadcast analytics, then fix common causes such as Meta's marketing limits, invalid numbers, payment issues, paused accounts and suppressed numbers.
- [How to Check My WhatsApp Quality Rating and Messaging Limits?](https://help.whautomate.com/product-guides/whautomate-faqs/how-to-check-my-whatsapp-quality-rating-and-messaging-limits): See your WhatsApp number's quality rating and messaging limit on the WhatsApp integration page or in WhatsApp Manager, what they mean, and how to raise your limit.
- [How to Install the Whautomate Progressive Web Application?](https://help.whautomate.com/product-guides/whautomate-faqs/how-to-install-the-whautomate-progressive-web-application): Install the Whautomate web app (PWA) on iPhone, Android, Windows or Mac so it opens from your home screen or desktop like an app.
- [How to Install the Whautomate Booking Page App?](https://help.whautomate.com/product-guides/whautomate-faqs/how-to-install-the-whautomate-booking-page-app): How your customers can add your booking page to their iPhone or Android home screen as an app (PWA).
- [Why Does My Whautomate Account Frequently Log Out?](https://help.whautomate.com/product-guides/whautomate-faqs/why-does-my-whautomate-account-frequently-log-out): Each user can stay logged in on one web browser and one mobile app at a time. Logging in somewhere else signs out the older session.
- [How to Get the WhatsApp Green Tick in 3 Easy Steps](https://help.whautomate.com/product-guides/whautomate-faqs/how-to-get-the-whatsapp-green-tick-in-3-easy-steps): Get the verified badge (green tick) next to your WhatsApp business name: verify your business with Meta, build a recognisable presence, then request verification in WhatsApp Manager or through Meta Verified.
- [Essential Tips to Avoid WhatsApp Business Account/API Restrictions & Bans](https://help.whautomate.com/product-guides/whautomate-faqs/essential-tips-to-avoid-whatsapp-business-account-api-restrictions-and-bans): Keep your WhatsApp Business account healthy: get consent, message people who expect you, make opting out easy, watch your quality rating and act on Meta's warnings before they become restrictions.
- [How to Check Undeliverable or Failed WhatsApp Contacts in Whautomate](https://help.whautomate.com/product-guides/whautomate-faqs/how-to-check-undeliverable-or-failed-whatsapp-contacts-in-whautomate): Filter contacts whose WhatsApp messages could not be delivered, see the reason, fix it and clear the flag, and manage the WhatsApp suppression list.
- [How to Delete Your WhatsApp Business API Number?](https://help.whautomate.com/product-guides/whautomate-faqs/how-to-delete-your-whatsapp-business-api-number): Disconnect your WhatsApp number from Whautomate, then delete it from the WhatsApp Cloud API in WhatsApp Manager so it can be used elsewhere.
- [WhatsApp Business API Account Disabled? Here’s How to Recover It](https://help.whautomate.com/product-guides/whautomate-faqs/whatsapp-business-api-account-disabled-heres-how-to-recover-it): If Meta disables or restricts your WhatsApp Business account, find the reason in WhatsApp Manager, fix it and request a review. What is paused in Whautomate meanwhile.

## Account Management

- [Manage Subscription](https://help.whautomate.com/account-management/manage-subscription): Everything about your Whautomate plan: choosing a plan, plan modules, upgrading, add-ons, payment methods and cancelling.
- [Choose Your Plan](https://help.whautomate.com/account-management/manage-subscription/choose-your-plan): How Whautomate plans work: pick an edition (Engage or Complete) and a size (Plus, Scale or Supreme), then add only the modules you need.
- [Plan Modules](https://help.whautomate.com/account-management/manage-subscription/plan-modules): What Engage, CRM Suite, Bookings and Sales unlock, what you see when a feature is not in your plan, and how to add a module.
- [Upgrade Subscription](https://help.whautomate.com/account-management/manage-subscription/upgrade-subscription): Choose a plan after your trial, change your edition or size, or add a module to your Engage plan, step by step.
- [Whautomate Add-ons](https://help.whautomate.com/account-management/manage-subscription/whautomate-add-ons): Add modules and extra capacity (users, locations, websites, active contacts, template messages and AI credits) to your Whautomate plan.
- [Update Payment Method](https://help.whautomate.com/account-management/manage-subscription/update-payment-method): Managing your payment method in Whautomate is essential for ensuring uninterrupted service and convenient billing.
- [Subscription Cancelations](https://help.whautomate.com/account-management/manage-subscription/subscription-cancelations): Whautomate's guide to cancelling your subscription.
- [Account Settings](https://help.whautomate.com/account-management/account-settings): Change your business name, country, timezone and currency for the whole account, and find the other account and profile settings.
- [Workspaces](https://help.whautomate.com/account-management/workspaces): Run several locations or branches from one account: create a workspace, switch between workspaces, and edit a workspace's name, contact details, address, photo and opening hours.
- [User Preferences and Language](https://help.whautomate.com/account-management/user-preferences): Choose the app language (8 languages), light or dark mode and a 12-hour or 24-hour clock, and reorder or hide items in your sidebar with Edit Menu.
- [User Notifications](https://help.whautomate.com/account-management/user-notifications): Choose which in-app and mobile notifications you get for appointments, classes, invoices, orders and the team inbox, and pick the notification sound.
- [Print Settings](https://help.whautomate.com/account-management/print-settings): Set the margins, header and footer for the documents you print or download from Whautomate, such as invoices, forms and letters, for each workspace.
- [Activity Log](https://help.whautomate.com/account-management/activity-log): See who changed what in your account and when: filter the Activity Log by date, workspace and team member, view the details of a change and export it to Excel.
- [Deactivate a Workspace](https://help.whautomate.com/account-management/deactivate-workspace): Switch off a workspace you no longer use and keep its data, then reactivate it any time.
- [Delete Your Account](https://help.whautomate.com/account-management/delete-account): Permanently delete your whole Whautomate account and all its data, and what to do before you do.
- [Team Members Management](https://help.whautomate.com/account-management/team-members-management): Add your team to Whautomate: invite members, choose their role and workspaces, limit what they can see, and understand seats and invitation statuses.
- [Invite, Activate or De-activate Members](https://help.whautomate.com/account-management/team-members-management/invite-activate-or-de-activate-members): Add a team member and send their invitation, resend it, accept it and set a password, and switch members off or back on when they leave or return.
- [Roles and Permissions](https://help.whautomate.com/account-management/team-members-management/roles-and-permissions): What the Owner, Administrator, Staff, Receptionist, Scheduler and Accountant/Finance Manager roles can do, and how to hide finance, catalogue, communication, clients, notes or reports from one team member.
- [Forgot Password](https://help.whautomate.com/account-management/forgot-password): Reset a forgotten Whautomate password from the login page with a recovery link sent to your email.
- [Reset Password](https://help.whautomate.com/account-management/reset-password): Change your Whautomate password from Account Security: enter your current and new password, then confirm with a 6-digit code sent to your email.
- [Account Security](https://help.whautomate.com/account-management/account-security): The Account Security screen: change your password, turn two-factor authentication on or off, confirm changes with an email code, and respond to security reminders.
- [Two Factor Authentication](https://help.whautomate.com/account-management/two-factor-authentication): Turn on two-factor authentication so every Whautomate login needs a code from Google Authenticator or Microsoft Authenticator as well as your password, and turn it off again.

## WhatsApp Pricing

- [WhatsApp pricing Calculator - USD](https://help.whautomate.com/whatsapp-pricing/whatsapp-pricing-calculator-usd): Create your WhatsApp cost estimate in USD using Whautomate's pricing calculator to understand your WhatsApp charges.
- [WhatsApp pricing Calculator - INR](https://help.whautomate.com/whatsapp-pricing/whatsapp-pricing-calculator-inr): Create your WhatsApp cost estimate in INR using Whautomate's pricing calculator to understand your WhatsApp charges.
- [WhatsApp Pricing Calculator - EUR](https://help.whautomate.com/whatsapp-pricing/whatsapp-pricing-calculator-eur): Create your WhatsApp cost estimate in EUR using Whautomate's pricing calculator to understand your WhatsApp charges.