Onboarding Process

From choosing a plan to your first WhatsApp booking

A visual, step-by-step look at every screen you'll see — from picking a paid plan to your first WhatsApp booking.

On this page

  1. Choose a plan
  2. Set up your organization
  3. Confirm your plan and pay
  4. Connect WhatsApp through Meta
  5. You're ready to go
1

Choose a plan

Compare plans on the pricing page and pick the one that fits your business.

Pricing page showing Free, Basic, and Premium plans with a Get started button
Step 1

Select a paid plan

Compare the paid plans, Basic and Premium — each with its own resource limit, included AI conversations, and WhatsApp chatbot access — then click Get started on the one you want.


2

Set up your organization

Three quick screens create the workspace everything else lives in.

Create organization screen with organization name and time zone fields
Step 2

Create your organization

Name your business and pick its time zone. This becomes the workspace that owns your schedules, resources, and customers.

Schedule setup screen showing default weekly opening hours
Step 3

Set your weekly schedule

Review and adjust the default weekly opening hours. You can add, update, or delete availability windows any time later.

Add resources screen showing a resource name, schedule, capacity, and slot duration
Step 4

Add your first resources

Add the rooms, tables, or workstations customers can book, each with its own schedule, capacity, and slot duration.


3

Confirm your plan and pay

Your dashboard confirms the plan you picked, then you complete a secure checkout.

Subscribe screen showing the selected plan's price, resource limit, and a Subscribe button
Step 5

Confirm your subscription

Your dashboard shows the plan you already picked — price, resource limit, and included AI conversations — before you confirm. Meta may also charge your organization separately for WhatsApp messages sent and received. See Meta's WhatsApp pricing.

Secure checkout screen with card and PayPal payment options
Step 6

Pay securely

Complete checkout by card or PayPal to activate your subscription.


4

Connect WhatsApp through Meta

Meta's own guided pop-up handles the technical setup — you just approve it.

Meta concepts, explained

Meta uses its own terminology throughout this part of the process. Here's what each term means.

🏢

Meta Business Portfolio

The umbrella Meta account that owns your business's assets — Facebook Pages, ad accounts, and WhatsApp Business Accounts. If your business doesn't have one yet, Meta lets you create one during onboarding.

💬

WhatsApp Business Account (WABA)

A container inside your Meta Business Portfolio that holds one or more WhatsApp phone numbers and message templates. Each Assistaffer organization connects to exactly one WhatsApp Business Account.

📱

Phone Number & Phone Number ID

The Phone Number is the number your customers message. The Phone Number ID is a separate numeric identifier Meta assigns to that number — Assistaffer uses this ID, not the number itself, to send and receive messages through Meta's API.

🔐

Meta Onboarding (Embedded Signup)

Meta's official guided flow for connecting a WhatsApp number to a Tech Provider like Assistaffer. It opens as a secure pop-up window where you log in with Facebook and approve only the specific permissions Assistaffer is requesting.

🔄

Coexistence

If your number is already active in the WhatsApp Business App on your phone, Meta offers to link it to Assistaffer instead of requiring a new number. Your number keeps working in the WhatsApp Business App while Assistaffer also sends and receives messages through it.

🔑

Meta Access Token

The credential Meta issues to Assistaffer once you approve the connection. It's what lets Assistaffer send and receive messages on your behalf. It's stored securely and never shown again after the connection completes.

💶

Meta Messaging Charges

Meta's own per-conversation fees for sending and receiving WhatsApp messages, billed directly to your business by Meta. These charges are entirely separate from, and in addition to, your Assistaffer subscription.

⚙️

Webhook (already configured)

The mechanism Meta uses to deliver incoming messages to Assistaffer in real time. Because Assistaffer is a registered Tech Provider, this is already set up platform-wide — you don't need to configure or verify anything in Meta yourself.

Now, here's what you'll actually see, step by step:

WhatsApp configuration screen with a checklist and a Connect WhatsApp Business Account button
Step 7

Get ready to connect

Read the checklist: use a phone number that's never been active on WhatsApp — a prepaid SIM works fine, and it only needs to sit in a phone long enough to receive one verification code. Keep the SIM card somewhere safe afterward, in case you need it again.

Meta business login pop-up starting the guided onboarding flow
Step 8

Start Meta's guided connection

A secure pop-up opens Meta's own onboarding flow, which links your WhatsApp Business Account to Assistaffer.

Meta pop-up screen for entering a WhatsApp phone number
Step 9

Add your WhatsApp number

Enter the phone number your customers will message.

Meta pop-up screen for entering an SMS verification code
Step 10

Verify by SMS code

Meta texts a one-time code to that number to confirm you control it.

Meta pop-up screen for selecting or creating a Business Portfolio and WhatsApp Business Account
Step 11

Create your Meta business assets

Select or create the Business Portfolio and WhatsApp Business Account to share with Assistaffer.

Meta pop-up screen listing the permissions Assistaffer is requesting
Step 12

Review and confirm access

Meta shows exactly what Assistaffer will be able to do — manage your WhatsApp account and conversations — before you confirm.

Meta pop-up loading screen while the account connects
Step 13

Meta connects your account

A short loading screen while Meta finalizes the link.

Meta pop-up confirmation screen listing the assets that were created
Step 14

Account connected

Meta confirms the connection and lists the assets it created. Your number still needs to be verified by Meta before you can send messages.


5

You're ready to go

Assistaffer saves everything automatically — no copying or pasting.

Assistaffer dashboard showing a Connecting state while it saves the WhatsApp connection
Step 15

Assistaffer saves the connection

Back in the dashboard, Assistaffer automatically stores your WhatsApp phone number, phone number ID, business account ID, and access token.

Once connected — or skipped for now and configured later from organization Settings — your organization is live: appointments, customers, and the WhatsApp AI Agent are ready to use. Share the WhatsApp number with your clients so they can start booking appointments.

Appointments calendar showing a booking the WhatsApp AI Agent created for a customer
Step 16

Watch the bot manage appointments

When a customer books through WhatsApp, the AI Agent finds an open slot and adds it straight to the resource calendar — no manual entry needed. You can see every booking under Appointments at any time.

ℹ️ Meta might bill your organization directly and separately for WhatsApp messages sent and received — this is never included in your Assistaffer subscription.