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Scheduling WhatsApp Messages

Schedule WhatsApp template and freeform messages to send at a future date and time, keeping client communication timely and consistent.

Scheduling lets you prepare a WhatsApp message now and have it delivered automatically at the date and time you choose. You can schedule both approved WhatsApp templates and freeform messages, which is useful for appointment reminders, follow-ups, and any outreach that should land at just the right moment. This guide walks through both methods.

How to Schedule a WhatsApp Template

Template messages can be scheduled at any time, even outside an active conversation, because they use pre-approved content.

1. Navigate to Contacts

1 To get started, click here.

2. Select the specific contact you want to schedule a WhatsApp template for

2 Following that, click on "ST".

3. Click WhatsApp

3 Then, click here.

4. Click Insert Template

4 Upload

5. Choose the template you would like to use for the message

5 Click on "message_1 (EN)".

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6. Click Use Template

6 Click on "Use Template".

7. Click the dropdown arrow next to the Send button

7 Click here.

8. Pick the desired date and time for sending the WhatsApp template

8 Next, click on the element.

9. Confirm by clicking Schedule Send

9 Upload

Note: The date and time you select must be in the future.

How to Schedule a Freeform WhatsApp Message

Freeform messages are custom, non-template messages. They can only be scheduled while a Customer Service Window is open with the client.

Note: To schedule a freeform WhatsApp message, an open Customer Service Window must be active with the client. This window is a 24-hour period that begins when the client sends you a message.

1. Open the conversation and type your message

Go to the Inbox, select the contact, choose WhatsApp, and type the freeform message you want to send.

2. Click the dropdown arrow next to Send, then select a date and time

Note: You can schedule freeform messages up to 24 hours from the last inbound message received from the client.

3. Click Schedule Send

Frequently Asked Questions

Can I schedule a WhatsApp template message for later?

Yes. Select the template inside the conversation, click the dropdown next to Send, and choose the desired future date and time. Templates can be scheduled at any time because they use pre-approved content.

Can I schedule freeform WhatsApp messages too?

Yes, but only within an active Customer Service Window. Freeform messages can be scheduled up to 24 hours from the client's last inbound message.

What is a Customer Service Window?

It is a 24-hour period that begins when a client sends you a message. During this window, you can send freeform replies without using pre-approved templates.

What happens if I try to schedule a freeform message outside the 24-hour window?

The system will not allow scheduling outside the open window. In that case, you will need to use a WhatsApp template instead.

How do I know if my message has been successfully scheduled?

After selecting the send date and time, click Schedule Send. A confirmation appears in the chat showing the scheduled message along with its timestamp.

Can I edit or cancel a scheduled message?

Scheduled messages cannot currently be edited. To make changes, delete the scheduled message and create a new one.

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