Setting Up Reminders on WhatsApp: Never Miss a Follow-Up

Imagine having to call a patient again and again just to remind them about a doctor’s appointment. It’s time-consuming, awkward, and frustrating on both sides.

And with everything else going on, there’s always a chance the reminder call slips through the cracks.

What is the best solution?

WhatsApp reminders!

WhatsApp reminders are a simple way to keep customers updated and reduce missed meetings, appointments, or payments. 

Using WhatsApp for reminders makes the whole process easier to manage. Teams can send quick updates for appointments, events, or renewals without rewriting the same message every time.

This article explains how to set up and automate WhatsApp reminders. It also covers message examples, ideal timings, and practices that make them more effective. You can also use a WhatsApp Chatbot to manage responses to your reminder messages.

What are WhatsApp Reminders?

Missed appointments and delayed payments can significantly impact a business. If your customer misses an appointment, that is a missed sales opportunity.

If you haven’t reminded them of the appointment, it can negatively impact the customer experience or loyalty. In both ways, reminders play an important role. Many of these issues happen because people forget.

WhatsApp reminders help by sending short, scheduled messages before an appointment, payment, or event. They make it easier for teams to keep track of commitments and maintain regular communication with customers.

Used well, they create a steady flow of updates and reduce the chances of missed interactions.

Why WhatsApp is the Best Channel for Sending Reminders?

Messages sent through WhatsApp are typically opened faster than those sent by email.

The platform supports real-time delivery, and its two-way format allows customers to confirm or reschedule directly in the chat.

This makes it a practical tool for sending reminders that reach recipients on time and reduce manual follow-ups.

The Psychology Behind Effective Reminder Messages

Reminders work best when they’re simple and well-timed.

A few small details can make the difference between a response and silence.

• Send them close to the event. People are more likely to reply when the reminder arrives within a day of what’s scheduled.
• Keep the tone natural. A short, clear message feels easier to respond to than one that sounds too formal.

• Make it easy to act. Add quick options such as Confirm or Reschedule so customers don’t have to type a full reply.
• Avoid overdoing it. One reminder and a polite follow-up are usually enough.

The goal is to keep communication useful without making it feel like noise.

Types of WhatsApp Reminder Messages

Reminder messages work best when they’re timely, relevant, and easy to act on.

On WhatsApp, businesses can tailor reminders based on what the customer actually needs, whether it’s showing up on time or completing a payment.

Appointment Reminders

WhatsApp Appointment reminders help reduce missed visits and keep daily schedules organized. They are commonly used by clinics, salons, and consultants to confirm or adjust bookings. 

Sending them a few hours before the appointment helps maintain steady attendance.

Payment or Subscription Reminders

These reminders alert customers about upcoming or overdue payments and renewals. They are useful for e-commerce, finance, and subscription-based services. 

Regular reminders help ensure timely transactions and smoother account management.

Event or Webinar Reminders

Event reminders improve participation by notifying attendees ahead of time. They work well for webinars, workshops, and live sessions. 

Sending one reminder a day before and another closer to the event often increases attendance.

According to Eventbrite, for online events, sending one reminder a day before and another an hour before can increase attendance by up to 83 percent.

Delivery or Follow-Up Reminders

Delivery reminders keep customers informed about their order status and the expected arrival date. Follow-up reminders can confirm successful delivery or collect feedback after a service. 

How to Send Reminders on WhatsApp?

You cannot manually set reminders on WhatsApp. However, businesses can automate them through the WhatsApp Business Platform using tools such as Wati.

Here’s how it works:

• Set up a WhatsApp Business API account and get verified by Meta.
  
• Create pre-approved message templates for reminders, as Meta reviews all outbound business messages before use.
  
• Connect your CRM, such as HubSpot or Zoho, or your e-commerce platform, such as Shopify, with the WhatsApp API to sync customer data and trigger messages.
  
• Schedule reminders or set automated triggers, such as sending a message 24 hours or a few days before an appointment or payment date.

These steps help businesses send reminders on time without relying on manual follow-ups.

WhatsApp Reminder Message Templates

Each template should clearly state the purpose of the message and include details such as the customer’s name, date, and time.

All templates can include buttons for quick responses. This feature allows customers to take immediate action without typing a full reply.

Industry-Specific Applications

Different industries use reminders in their own ways. The purpose, tone, and timing of a message depend on the type of service and customer interaction.

When tailoring reminders for your business, match the message style to your audience and include only the information needed to prompt action.

When Should You Send WhatsApp Reminders?

Messages sent too early are easy to overlook, while those sent too late leave little time to act. The table below outlines suggested timeframes for different reminder types.

These timings serve as general guidelines and can be adjusted based on your audience and industry. Tracking open rates and response patterns over time helps identify what works best for your customers.

Writing Reminders That Get the Right Response

• Keep every reminder short and clear. People are more likely to read and respond when the message is easy to follow.
  
• Add small details like a name, date, or reason for the reminder so the message feels specific and relevant. It helps avoid mix-ups and shows that you value accuracy.
  
• Use only approved templates from WhatsApp to make sure your messages reach customers safely and follow the platform’s rules.
  
• Add buttons such as Confirm, Pay Now, or Join so the customer can respond with one tap instead of typing.
  
• Send reminders at reasonable times and only when needed. A well-timed message gets attention, while too many can cause people to ignore them.

Tip: Add your brand logo and name so customers instantly know who’s messaging them.

What to Avoid When Sending WhatsApp Reminders?

• Small details can shape how a reminder feels to the person receiving it. A few thoughtful choices can keep your messages professional and easy to trust.
  
• Space out your messages. Sending too many in a short time can come across as spammy or intrusive.
  
• Add a personal touch. Simple details like a name or booking time make the message sound genuine.
  
• Watch the timing. Avoid sending reminders too early, too late, or at odd hours in another time zone.
  
• Stick to approved templates. This keeps everything aligned with Meta’s rules and ensures smooth delivery.
  
• Let people reach you if needed. Automation helps, but having someone available to step in builds confidence.

Tip: Always test messages on your own number before sending them at scale.

Closing Insights

Reminders sent on WhatsApp help people remember what they signed up for and when they need to act. They make communication simpler for both customers and teams.

Whether it is a clinic confirming visits, a store reminding about an order, or an event team sharing last-minute details, automated reminders keep everything running on time.

Start automating reminders with Wati because a gentle ping can go a long way.

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