Skip to main content
Companion takes booking requests with a form. The customer fills it in inside WhatsApp, says which service, day and time they would like, and their answers come back to you in the chat.
Companion does not offer free times from a calendar or add appointments to a diary by itself. Google Calendar is listed on the Integrations page, but connecting it does not change anything in your chats yet.

Set it up

1

Build the form

Go to Templates, choose Create new and pick Template with a form. Add the questions you need, then choose Submit for review. Meta has to approve it before it can be sent.
2

Send it

Send it from a conversation with Send template, or from a workflow or a broadcast.
3

Read the answers

The customer’s answers appear in the conversation. All of them are listed under Form submissions on the template’s page.
4

Confirm with the customer

Reply in the conversation to confirm the time, and add it to your own diary.

Follow up without doing it by hand

A workflow can act when a form comes back. Use the Form submitted trigger, limited to your booking template if you like, and add steps such as Notify the team, Assign to someone or Add a tag. On the Business plan, a form submission can also be posted to your own booking system with an outgoing webhook. See Webhooks and custom API.