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Configure WhatsApp reminders and inspect failures
Control each reminder rule and review the queue or delivery log before retrying a message.
Step-by-step guideMarkdown for AI
Set a reminder rule
A rule needs a working sender, approved template and scheduler to send. The switch alone does not guarantee a message was delivered. Team preparation uses accepted crew and current shoot details.
- Open Settings → WhatsApp → Automation.
- In Automation Rules, find the trigger you intend to use; toggle Enable for that rule.
- Where available, review Timing, Offset, Unit and Template. Team preparation has separate 10, 5, 2 and 1 day rules.
- Choose Save on that rule and verify its state after reload.
Review a queued or failed message
If a booking date, client number or balance changed, inspect the source record before retrying. A payment reminder should reflect the actual current balance, not the earlier message draft.
- In the same Automation section, inspect the workflow queue and Recent WhatsApp Automations.
- Use Refresh to get the latest provider or queue status.
- Read the recipient, trigger, timing and failure reason before choosing Retry or Check & retry.
- Use Cancel on a queued item only when that message should no longer be sent.