WhatsApp Business messaging lets your practice reach patients on the app they already use every day. With WhatsApp connected to Aesthetix CRM, you can send appointment reminders, confirmations, and aftercare instructions, answer questions, and automate follow-ups, all from the same place you manage the rest of your patient communication. This overview explains what WhatsApp messaging is inside Aesthetix CRM and how a med spa, plastic surgery, or dermatology practice can put it to work.
WhatsApp is one of the most widely used messaging apps in the world, and its Business platform lets practices message patients through it directly. When you add WhatsApp to Aesthetix CRM, incoming and outgoing WhatsApp messages flow into your Inbox alongside your other channels, so your team can reply, book, and follow up without switching tools.
Behind the scenes, WhatsApp Business runs on Meta's official messaging infrastructure. Aesthetix CRM connects to it for you, so you get a native, built-in experience: your patient records, conversations, and automations all live in one platform, with no separate provider to manage.
Appointment reminders and confirmations: Send automated reminders and confirmation requests so patients show up on time and no-shows drop.
Aftercare and follow-up: Deliver post-treatment aftercare instructions, check-in messages, and review requests right where patients read them.
Two-way conversations: Patients can reply, ask questions, and reschedule, and your team handles it all from the Inbox.
Interactive booking flows: Let patients book or manage appointments through guided WhatsApp flows.
Message templates: Create reusable, pre-approved templates for the messages you send most often.
Bulk and campaign messaging: Reach targeted patient lists with broadcasts for promotions, events, or announcements.
Chat widget on your website: Add a WhatsApp chat widget so visitors can start a conversation with one tap.
Workflow automation: Trigger WhatsApp messages automatically as part of your patient journeys and follow-up sequences.
Note: Before you message any patient on WhatsApp, you must have their opt-in and consent to be contacted (this is a TCPA requirement). Never send protected health information (PHI) over WhatsApp. Keep messages general (for example, a reminder that an appointment is coming up) and handle anything clinical through a secure channel. For how to collect and honor consent, see Opt-Outs & Marketing Consent.
WhatsApp is fully integrated, so it works with the tools you already use:
Setup happens under Settings → WhatsApp, where you connect your WhatsApp Business account.
Messaging happens in the Inbox, where WhatsApp conversations sit next to your other channels for a single, centralized view.
Automation lives under Marketing → Workflows, where you can add WhatsApp steps to reminders, confirmations, aftercare sequences, and campaigns.
AI-powered conversations can help draft replies and keep patients engaged.
Because everything is native, your WhatsApp conversations are tied directly to each patient's record, so history, tags, and automations all stay in sync.
Once you finish connecting WhatsApp, Aesthetix CRM guides you through the most important next steps so you can start seeing value quickly.
Complete your WhatsApp Business setup under Settings → WhatsApp.
After setup, a What's Next button appears automatically.
Select What's Next to expand the guided checklist of key next steps.
Track your progress with the green checkmarks that update as you complete each task.
The checklist highlights the core things to explore first:
Template creation: Set up reusable message templates for faster, consistent communication.
Chat widget integration: Connect WhatsApp to your website to capture more conversations.
Bulk campaign management: Use lists for targeted, efficient outreach.
Appointment booking flows: Automate scheduling to save time and reduce manual work.
Direct messaging: Start one-to-one conversations with patients and prospects.
Workflow automation: Configure automated responses and follow-ups.
WhatsApp is a straightforward add-on with transparent pricing and no hidden markups.
Monthly subscription: $10 per month.
Messaging cost: Incoming messages, replies to patients, and service conversations are free. You are never penalized for engaging with your patients.
Transaction fee: A 5% fee applies only to cover Stripe payment processing. This is not a profit markup, just the payment gateway charge, so transactions stay smooth and secure.
Per-template message pricing follows Meta's official, country-based rates.
Your $10/month includes a complete automation ecosystem, not just messaging:
AI-powered conversations
Workflow automation
Full CRM integration
Centralized message management in the Inbox
Interactive appointment reminder automations
Do patients need to give permission before I message them on WhatsApp? Yes. You must have each patient's opt-in and consent before sending WhatsApp messages, in line with TCPA rules. See Opt-Outs & Marketing Consent for how to collect and manage that consent.
Can I send treatment details or other health information over WhatsApp? No. Do not send protected health information (PHI) over WhatsApp. Keep messages general, such as appointment reminders or confirmations, and use a secure channel for anything clinical.
Where do I set up WhatsApp? Setup lives under Settings → WhatsApp, where you connect your WhatsApp Business account. After that, the onboarding checklist walks you through the next steps.
Where do WhatsApp conversations show up? All WhatsApp messages appear in your Inbox alongside your other channels, so your team can reply and follow up from one centralized place.
Can I automate WhatsApp messages? Yes. Add WhatsApp steps to your automations under Marketing → Workflows to send reminders, confirmations, aftercare instructions, and campaigns automatically.
What does WhatsApp cost? It is $10 per month. Incoming messages, replies, and service conversations are free. Per-template messages follow Meta's official country-based pricing, and a 5% fee applies only to cover Stripe payment processing.
Can I change the items on the onboarding checklist? No. The checklist items are curated to help you explore the core features, so it stays consistent for everyone. You cannot customize them.
Can I reopen the onboarding checklist later? Yes. You can reopen it from the same location at any time after setup. It appears for any account that has WhatsApp Business successfully connected.
Can patients book appointments through WhatsApp? Yes. You can set up interactive booking flows so patients schedule or manage appointments directly in the chat, and you can automate reminders and confirmations around those bookings.
