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Pre-visit instructions via WhatsApp API template

The scenario sends the client a personalised WhatsApp template before a visit with preparation instructions.

Use case overview

The scenario sends the client a personalised WhatsApp template before a visit with preparation instructions. The message includes the client name, service, visit date, and instructions in the fourth variable. A static URL button opens booking details.

Template example

Hello, {{1}}! Before your {{2}} on {{3}}, please note: {{4}}

View booking
  • {{1}}
    customer name
  • {{2}}
    service or appointment type
  • {{3}}
    visit date
  • {{4}}
    pre-visit preparation instructions
  • “View booking”
    button — fixed in the Meta template
WhatsApp Business API for pre-visit instructions

When to use it

Use this scenario when a visit is approaching and the client still needs clear preparation steps before they arrive — fasting rules, documents to bring, or what to wear — but those instructions are stuck in email or PDFs they may never open. It fits healthcare teams sending prep before a procedure, salons and service businesses with pre-visit requirements, and integrators wiring scheduling pre-visit jobs to WhatsApp outbound.

Fewer arrival-day delays
Four body variables carry the client name, service, visit date, and prep instructions in WhatsApp, so the guidance stays in the chat they already check instead of buried in attachments.
Less rescheduling from missed prep
The fourth variable holds the full preparation text — fasting hours, ID to bring, clothing — so the client sees what to do before travel day, not after they arrive unprepared.
Booking details one tap away
A static URL button opens the booking page fixed in the Meta template, so anything beyond the four variables is still reachable without a support call.
No manual prep reminders
The scheduling system fires the template on the pre-visit event and resolves phone plus booking fields, so staff do not retype instructions for each appointment.
Delivery logged for follow-up
Delivery result is written back to the scheduling system or CRM, so the team knows whether prep guidance reached the client before the visit.

Workflow

  1. Trigger

    The scheduling system fires a pre-visit instructions event.

    event · triggered

  2. Capture event

    The system resolves the client phone number and booking fields.

    phone: "+…"

  3. Build & send

    A personalised template message is built with four body variables and a static URL button.

    POST /sendTemplate

  4. Delivered

    The client receives the WhatsApp message with preparation guidance.

    delivered

  5. Status tracked

    Delivery result is logged for scheduling or CRM follow-up.

    status: "read"

WhatsApp Business API for pre-visit instructions

Technical implementation

Prerequisites

  1. 1MSG API Key · How to get API Key
  2. WhatsApp Business account · How to Connect WABA
  3. WhatsApp Template · How to Approve WABA Template
  4. Customer opt-in · How to Manage Customers Consent

Code examples

#!/usr/bin/env bash
set -euo pipefail

# === Configuration (replace "___" placeholders) ===

API_BASE_URL="https://api.1msg.io"        # production 1MSG API base URL
CHANNEL_ID="___"                           # channel ID from 1MSG dashboard
API_TOKEN="___"                            # channel JWT token (Bearer)

TEMPLATE_NAME="___"                        # approved template name
TEMPLATE_NAMESPACE="___"                   # template namespace (required — send fails without it)
TEMPLATE_LANGUAGE="___"                    # template language code, e.g. "en"



# === Test data ===
TEST_PHONE="___"                 # client phone in international format
TEST_CUSTOMERNAME="___"         # {{1}} customer name
TEST_SERVICE="___"         # {{2}} service name
TEST_BOOKINGDATE="___"         # {{3}} booking date
TEST_ADDITIONALINFO="___"         # {{4}} additional info

PHONE_NORM="$(printf '%s' "$TEST_PHONE" | tr -cd '0-9')"

for pair in "CHANNEL_ID=$CHANNEL_ID" "API_TOKEN=$API_TOKEN" \
            "TEMPLATE_NAME=$TEMPLATE_NAME" "TEMPLATE_NAMESPACE=$TEMPLATE_NAMESPACE" \
            "TEMPLATE_LANGUAGE=$TEMPLATE_LANGUAGE" "TEST_PHONE=$TEST_PHONE" \
            "TEST_CUSTOMERNAME=$TEST_CUSTOMERNAME" \
            "TEST_SERVICE=$TEST_SERVICE" \
            "TEST_BOOKINGDATE=$TEST_BOOKINGDATE" \
            "TEST_ADDITIONALINFO=$TEST_ADDITIONALINFO"; do
    val="${pair#*=}"
    if [ -z "$val" ] || [ "$val" = "___" ]; then
        echo "Missing configuration value: ${pair%%=*}" >&2
        exit 1
    fi
done

if [ -z "$PHONE_NORM" ]; then
    echo "Error: phone number has no digits after normalization" >&2
    exit 1
fi

URL="${API_BASE_URL%/}/${CHANNEL_ID}/sendTemplate"

# params carries body ONLY. Button text is fixed in the Meta template — no button param.

# {{1}} customer name → ${TEST_CUSTOMERNAME}
# {{2}} service name → ${TEST_SERVICE}
# {{3}} booking date → ${TEST_BOOKINGDATE}
# {{4}} additional info → ${TEST_ADDITIONALINFO}
read -r -d '' PAYLOAD <<JSON || true
{
  "phone": "${PHONE_NORM}",
  "template": "${TEMPLATE_NAME}",
  "namespace": "${TEMPLATE_NAMESPACE}",
  "language": { "policy": "deterministic", "code": "${TEMPLATE_LANGUAGE}" },
  "params": [
    {
      "type": "body",
      "parameters": [
        { "type": "text", "text": "${TEST_CUSTOMERNAME}" },
        { "type": "text", "text": "${TEST_SERVICE}" },
        { "type": "text", "text": "${TEST_BOOKINGDATE}" },
        { "type": "text", "text": "${TEST_ADDITIONALINFO}" }
      ]
    }

  ]
}
JSON

RESPONSE="$(curl -s -w '\n%{http_code}' -X POST "$URL" \
    -H "Content-Type: application/json" \
    -H "Authorization: Bearer ${API_TOKEN}" \
    -d "$PAYLOAD")"

HTTP_CODE="$(printf '%s' "$RESPONSE" | tail -n1)"
BODY="$(printf '%s' "$RESPONSE" | sed '$d')"

case "$BODY" in
    *'"sent":true'*) ok=1 ;;
    *) ok=0 ;;
esac

if [ "$HTTP_CODE" -ge 200 ] && [ "$HTTP_CODE" -lt 300 ] && [ "$ok" -eq 1 ]; then
    echo "Message sent to client."
    echo "API response: $BODY"
else
    echo "Send failed. HTTP status: $HTTP_CODE" >&2
    echo "$BODY" >&2
    exit 1
fi

Response and delivery status

HTTP 2xx and JSON "sent": true mean 1MSG accepted the message for sending — not that it already reached the customer's phone. Save the id field (looks like wamid.…) to correlate delivery callbacks.

200 OKResponse
{
  "sent": true,
  "message": "Sent to [email protected]",
  "description": "Message has been sent to the provider",
  "id": "wamid.HBgLMzgwNjM5..."
}
  • sent

    Accepted for sending — not yet on the customer's phone

  • id

    Store it; delivery callbacks and hookInfo are keyed on this

Delivery statuses and webhooks →

Common errors

StatusAPI responseCauseFix
200Message was not sent: template is not definednamespace, template or language is missing from the request body.Send all three. Take namespace and the exact template name from GET /templates; language is an object: {"policy": "deterministic", "code": "en"}.
200template name (…) does not exist in <language>The template is approved in a different language than the one requested.Use the exact language code the template was approved in (for example es_MX is not the same as es). Check it in GET /templates.
200Message was not sent: provide chatId, phone, bsuid, or usernameNo recipient the channel could resolve.Pass exactly one recipient: phone (country code plus number, digits only), chatId (for example [email protected]) or bsuid.

All error codes →

Common questions

Related

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