Skip to main content
If you don’t yet have a WhatsApp Business account, create one in Meta first. This gives you the business portfolio and account you’ll connect to Cal ID for automated booking messages.
You must verify your Tax ID on Meta to trigger the templates. Your Meta business and address details need to be verified before templates will send.

Create a new WhatsApp Business account

1

Create the portfolio and account

In the respective fields, select Create a business portfolio and Create a WhatsApp Business account.
2

Complete the setup

Fill in all required fields and save.
Meta setup form with the Create a business portfolio and Create a WhatsApp Business account fields completed

Filling in the Meta account details

Your WhatsApp Business account is ready. You can now connect it with Cal ID — see Connect with WhatsApp Business app.

Continue your WhatsApp setup

Connect the WhatsApp app

Link your WhatsApp Business app to Cal ID with an access code.

Integrate WhatsApp Business

Attach your business number to a workflow.

Set up a workflow

Automate reminders and follow-ups around each booking.

Customize your messages

Personalize sender names, subjects, and booking variables.