Communication and automationsWhatsApp4 min read
WhatsApp Setup and Usage Guide
Prepare your WhatsApp Business account, complete the connection, and manage templates and channel health in one workflow.
Updated
This is the main guide for setting up and operating WhatsApp in Medicasimple. It brings business account preparation, verification, connection, templates, and health checks together.
Recommended order
- Create or select the clinic’s Meta business portfolio.
- Check that legal business information is correct and complete verification.
- Verify ownership and permissions for the WhatsApp number.
- Connect the number to Medicasimple and review channel status.
- Synchronize approved templates and configure the required automations.
- Send an end-to-end test to an opted-in recipient before going live.
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