Add WhatsApp to Messages
Connect a WhatsApp Business number with Meta, then reply to clients from Messages.
WhatsApp connects through Meta’s sign-in. You do not paste developer tokens. After the number is connected, the team replies in Messages. WhatsApp messaging charges follow Meta’s rates for that number.
Connect WhatsApp
CliniForm
Sign-in
Meta
Replies
Messages
Window
24 hours
Connect with Meta — choose the business number
Meta templates — wait for approval
Send test WhatsApp — then reply from the phone
Walkthrough
- Open Messages → Channels.
- On the WhatsApp card, choose Connect WhatsApp.
- Choose Connect with Meta. Sign in, then choose or create your WhatsApp business account and connect a phone number.
- If that number is already used in the WhatsApp Business app, follow Meta’s coexistence steps. Do not delete the existing WhatsApp account.
- When the dialog says Connected, the number is linked for this practice. Manage WhatsApp is where you reconnect or disconnect it later.
- Choose Meta templates and create the reusable messages you need. Meta has to approve a template before you can send it.
- Choose Send test WhatsApp and send it to a number you can open. If you are outside the 24-hour window, Meta may only accept an approved template.
- Client replies appear in Messages. You can send a normal reply within 24 hours of the client’s last message. After that, send an approved template.
Tips
- If Connect with Meta is not offered, WhatsApp is not available for the practice yet. Contact CliniForm support — there is nothing to paste in yourself.
- A cancelled Meta window does not disconnect a number that was already working. Start Connect with Meta again when you are ready.