WhatsApp message templates
The messages you send customers, written once in your own words and used everywhere.
Every WhatsApp reminder Businessly offers to send starts from a template. Edit it once and every reminder from then on uses your words.
Settings → WhatsApp messages — Edit the reminders you send to customers.
The four templates
| Sent when | |
|---|---|
| Balance reminder (to customer) | Chasing an outstanding udhaar |
| Installment reminder (to customer) | An installment is due |
| Guarantor reminder | A plan has fallen behind and you contact the zamin |
| Bill / rent reminder (to payer) | Rent or a bill is due from someone |
Tokens
Tokens are filled in by the app when the message is sent. {name} becomes the person's name, {amount} becomes the figure.
Under Tap to add a detail that fills itself in: the chips are named in plain words — Customer name, Balance, Item or bill name, Due date — and tapping one drops the matching token at your cursor without typing it. The example line beneath updates as you type, so you see the finished message before you save.
The defaults are all one script now — Roman Urdu, the way most shops type on WhatsApp. The installment reminder is a polite first nudge; the line about contacting the guarantor lives only in the Guarantor reminder.
Reset to default puts the original wording back.
Write them the way you speak
The defaults are deliberately neutral, because they have to work for everybody. Yours do not.
Nothing sends itself
Businessly never sends a message on its own. It opens WhatsApp with the message written, and you press send. You can edit any message before it goes.
WhatsApp opens directly with the message ready.
Your browser opens WhatsApp Web. Sign in there once on that PC and it works the same way afterwards.
These are not phone reminders
Two different things share the word "reminder":
- These templates are messages you send to customers, over WhatsApp
- Reminders are notifications the app sends to you
The templates work on both platforms. The notifications are phone-only.