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How a small business sends personalized WhatsApp reminders from Excel

A clinic, salon or tutor keeps appointments in a spreadsheet. Instead of typing each reminder by hand, import the sheet once and every customer receives a reminder with their own date and time.

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Step by step

  1. Keep one customer per row with columns Phone, Name, Appointment Date and Appointment Time. Keep phone cells as text so Excel does not drop the leading zero.
  2. Open WhatsApp Web, click the Wassender dock (Alt + W) and choose New campaign → Spreadsheet. Upload the file and select Phone as the phone column.
  3. Paste the message below. Column names become variables: Appointment Date is [appointment_date].
  4. Preview each recipient, keep the default human pacing, and start. For a reminder every day, schedule the campaign for a fixed time (Unlimited).
  5. Replies such as “1” or “2” arrive in WhatsApp as usual; an Autopilot keyword rule can answer them automatically.

Sample spreadsheet

PhoneNameAppointment DateAppointment Time
12025550101Mona15 October 202610:00 AM
12025550102Omar16 October 20262:30 PM

Paste this message into the campaign:

Hi [name], your appointment is on *[appointment_date]* at *[appointment_time]*. Reply 1 to confirm or 2 to reschedule.

What customers receive

Mona receives “Hi Mona, your appointment is on 15 October 2026 at 10:00 AM…”, and Omar receives his own date and time, 16 October 2026 at 2:30 PM.

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