WhatsApp appointment reminders for accountants and advisers

Remind clients about meetings and the dates you provide, with fewer repetitive calls from your team.

Connect Google Calendar, add appointments in the app, or let clients book online. Choose your reminder message and timing once.

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Google Calendar

Add appointments in-app

Online booking page

Import Excel/CSV(Team and Business)

Chasing appointments, documents and upcoming deadlines?

The problem: appointments that fall through

Missed meetings, late documents and last-minute deadline questions interrupt planned work. Your team spends time chasing details instead of preparing for the next consultation.

Manually calling or messaging every client adds repetitive work to the day.

Missed appointments leave time and resources unused.

Late changes make it harder to organise the remaining appointments.

The solution: automatic WhatsApp reminders

Send a reminder before each appointment. Connect your calendar or add bookings in the app, then let clients confirm or cancel from the message.

Spend less time writing the same reminder for every appointment.

Give clients time to remember their visit and respond.

See appointment statuses update when clients confirm or cancel.

For accountants and advisers

A reminder workflow that fits your business

Use automatic reminders for the appointments and follow-ups your team already manages.

Protect time set aside for consultations

Remind clients before a meeting and see their response while you still have time to adjust the day.

  • Help clients remember the appointment you have reserved.

  • See cancellations and reorganise available consultation times.

  • Plan team workloads around upcoming meetings.

Make requests clear

A short message can explain what is needed and when, using the dates and instructions your practice supplies.

  • Schedule reminders for meetings, document requests and due dates.

  • List the documents the client should prepare before the meeting.

  • Keep your business name and contact instructions consistent.

Organise recurring client work

Record each agreed date and let the reminder go out automatically according to your settings.

  • Spend less time typing the same meeting reminder.

  • Keep upcoming client deadlines visible in your calendar.

  • Give clients time to prepare requested documents.

How it works

Automatic WhatsApp reminders in three steps

Connect Google Calendar, add appointments in the app or import Excel/CSV on Team and Business. RecordarApp sends reminders and tracks confirmation responses.

Add your appointments

Step 1: Add appointments your way

Connect Google Calendar or create the appointment in RecordarApp. Add the recipient’s international phone number and check the date, time and timezone. Team and Business also support Excel/CSV import.

Add a client number to an event
Add a client number to an event.
WhatsApp reminder — Italian interface
WhatsApp reminder. Product shown in Italian.

Automatic WhatsApp reminders

Step 2: RecordarApp sends the reminder

Choose when the reminder goes out, such as 24 hours before the appointment. The message includes your business name and appointment details.

When you request confirmation, the recipient can confirm or cancel using the buttons in the WhatsApp message.

Uses the official WhatsApp Business API

Track the responses

Step 3: See who has confirmed or cancelled

RecordarApp updates the appointment status based on confirmation and cancellation responses.

🟡

Reminder sent

The reminder has been sent and you are waiting for a response.

🟢

Appointment confirmed

The recipient has confirmed the appointment.

🔴

Appointment cancelled

The recipient has cancelled. Check the available slot in your schedule.

Appointment status — Italian interface
Appointment status. Product shown in Italian.

See what your clients receive

Give your team more time for client work

Try RecordarApp free for 14 days. Add a test appointment and see the reminder on your own phone. No credit card required.

Questions before you start

Does RecordarApp calculate filing deadlines?

No. You set the date and the message, and RecordarApp sends the reminder on time. It does not work out tax or legal deadlines.

Do clients need another app?

No. They receive the reminder in WhatsApp, and your booking page opens in their browser.

Do I need Google Calendar?

No. You can add appointments directly in RecordarApp. Google Calendar is optional, and spreadsheet import is available on Team and Business.