For Psychologists & Therapists

A calmer way to run your therapy practice

Whautomate gives psychologists and therapists one platform for bookings, intake forms, session notes, invoices, and WhatsApp client communication - built on the official WhatsApp Business API.

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Psychologists & Therapists on Whautomate
Sound familiar?

The everyday friction in psychologists & therapists

Built from hundreds of conversations with operators in your space. Pick the ones that hit closest, then see how Whautomate solves them.

The big one

Reminders go out manually, no-shows still happen

Personal SMS or WhatsApp messages sent by hand are easy to miss when life gets busy. Without a system, every missed session is an hour you cannot recover.

See how Whautomate solves this
Friction · 02

Intake paperwork delays the first session

Printed forms, scanned PDFs, and email attachments slow down onboarding for both you and your client.

Friction · 03

Client conversations live across phone, WhatsApp, and email

Context gets lost between sessions, and you spend the first five minutes searching for the latest message.

Friction · 04

Recurring sessions take constant admin

Weekly slots, fortnightly check-ins, and reschedules turn your calendar into a part-time job.

Friction · 05

Chasing payments feels uncomfortable

Sending payment reminders to clients you care about should not be awkward. It should just happen quietly.

The Whautomate stack

Everything psychologists & therapists need, in one place

Replace four to six separate tools with one connected platform. No new tabs, no copy-paste, no missed messages.

Online booking portal

A branded booking portal where clients pick a service, a therapist, and a slot in seconds. You define services, durations, providers, and the windows you want available.

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Online booking portal on Whautomate

WhatsApp booking bot with Flows

Clients book sessions inside WhatsApp using a no-code WhatsApp Flow. They never leave the chat - and your booking portal works as a backup for desktop bookers.

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WhatsApp booking bot with Flows on Whautomate

Confirmations and reminders to cut no-shows

Automated confirmation the moment a session is booked, plus reminders 24 hours and 1 hour before. Clients confirm, reschedule, or cancel with a tap - fewer no-shows, more recovered hours.

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Confirmations and reminders to cut no-shows on Whautomate

Intake and consent forms

Assign intake, consent, and screening forms to a client by WhatsApp or email. Responses land in their record automatically and can trigger the next step in your automation.

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Intake and consent forms on Whautomate

Google Meet & Zoom for online therapy

Mark a service as virtual, connect Zoom or Google Meet, and Whautomate adds the meeting link automatically to every confirmation and reminder.

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Google Meet & Zoom for online therapy on Whautomate

WhatsApp invoices and payments

Send personalised PDF invoices and a one-tap payment link by WhatsApp right after each session. Stripe, Razorpay, MyFatoorah, PayTabs and Thawani Pay all supported.

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WhatsApp invoices and payments on Whautomate

Drip campaigns and segmented broadcasts

Build multi-step WhatsApp drips for new-client onboarding, post-session check-ins, or win-back. Send segmented broadcasts filtered by tags, location, or last-activity date.

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Drip campaigns and segmented broadcasts on Whautomate

Group practice workspace

Run a solo or group practice from one workspace. Each therapist has their own services, schedule, and inbox view, while shared CRM, forms, and invoicing keep the practice unified.

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Group practice workspace on Whautomate
Built for regulated industries

Your patient and client data,
protected end to end.

Whautomate runs on HIPAA-compliant AWS data centres with encryption at rest and in transit, role-based access, and a full audit log of every action your team takes.

Read the full security overview
  • HIPAA-compliant AWS data centresWe run on AWS infrastructure that meets HIPAA technical safeguards, with regional data residency.
  • Encryption at restAES-256 for every record we store, including chats and forms.
  • Encryption in transitTLS 1.2+ on every API request, webhook, and message.
  • Role-based accessPer-team and per-branch permissions you fully control.
  • Activity loggingFull audit trail of every login, edit, and message - by every user.
  • GDPR-readyOpt-out, export, and data-erasure flows out of the box.
  • Meta Tech PartnerOfficial WhatsApp Business API on the Cloud API.
In the wild

How teams like yours actually use it

Real scenarios, not feature lists. Each one runs out-of-the-box on Whautomate.

Scenario 01

Reduce no-shows with a reminder-and-reschedule flow

After a session is booked, Whautomate sends a confirmation, then reminders 24 hours and 1 hour before. Clients confirm or reschedule with a tap inside WhatsApp - no back-and-forth messaging with you.

Scenario 02

Onboard new clients before they walk in

When a first session is booked, an intake form is automatically assigned. The client completes it on their phone. By the time they arrive, you already have their history and consent on file.

Scenario 03

Run a recurring weekly session with one setup

Set up a Thursday 10 am recurring slot for a long-term client. Whautomate handles bookings, reminders, session-end follow-ups, and invoicing each week.

Sample automation

From trigger to outcome - without lifting a finger

A typical workflow you can drop into your account today, fully customisable in the no-code automation builder.

Trigger: Appointment Updates - first session booked
1Send WhatsApp confirmation with location or Zoom/Google Meet link
2Assign intake form 48 hours before the session
3Send reminder 24 hours and 1 hour before
4After session, request payment via WhatsApp and send a CSAT survey
5If a recurring plan is purchased, switch to the weekly reminder flow
FAQ

Questions we hear most often

Do you support virtual sessions?
Yes. Configure services as virtual and connect Zoom or Google Meet - the meeting link is automatically included in confirmations and reminders.
Can clients see my appointments in their own calendar?
Yes - Whautomate publishes a one-way calendar feed clients can subscribe to from Google, Outlook, or iPhone. It is one-way (push) only; we do not do two-way sync.
Which payment gateways are supported?
Stripe, Razorpay, MyFatoorah, PayTabs, and Thawani Pay are all supported, so you can take payments in most major regions.
Can I keep client conversations private?
Yes. Each client has their own conversation thread inside the omnichannel inbox, with agent assignment so only authorised team members see specific clients.
Do clients need to install anything?
No. They book through a web link or WhatsApp Flow and receive everything inside WhatsApp.

Go deeper

More about the features, integrations, and playbooks that power the workflows above.

Feature Healthcare overview Read Feature Appointment scheduling Read Feature WhatsApp chatbots & bots Read Feature Intake & consent forms Read Feature Invoicing & payments Read Feature Plans, packages & credits Read Feature Segmentation & broadcasts Read Feature Drip campaigns & automation Read Feature Omnichannel team inbox Read Feature WhatsApp Business API Read Feature All integrations (Zoom, Google Meet, Stripe…) Read Blog Healthcare communication guide Read Blog WhatsApp booking bots Read Tools Free WhatsApp tools & calculators Browse Templates WhatsApp message templates Browse Integrations Connect your existing tools Browse
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Run a calmer, more organised practice

Spend your time with clients, not chasing reminders, forms, and invoices. Try Whautomate free.

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