A Business Admin connects WhatsApp in ImmiPractice from Communications → WhatsApp → Settings using Meta’s Embedded Signup popup. ImmiPractice registers the number for messaging automatically; if Settings shows a “Registration incomplete” banner, click “Complete registration”. Conversations then appear in a shared inbox linked to leads and cases. You need a WhatsApp Business Platform number and Meta’s approval.
- Connect from Communications → WhatsApp → Settings via Meta’s Embedded Signup.
- Only the Business Admin can connect, disconnect or switch the number.
- Registration is automatic; use “Complete registration” if the banner appears.
- Business Profile: photo, About, description, email, website and category.
ImmiPractice uses Meta’s official WhatsApp Cloud API, not unofficial web automation. Once connected, your team replies to clients from a shared inbox, and conversations stay with the business instead of on personal phones.
Who can connect WhatsApp?
Only the Business Admin can connect, disconnect or switch the WhatsApp number. Editing the WhatsApp Business Profile is also open to Branch Managers and Managers by default. These defaults can be adjusted in Roles & Permissions, but connecting the number always stays with the Business Admin.
Before you start
- A phone number you can use on the WhatsApp Business Platform. Meta may ask you to verify it by SMS or voice code.
- Access to the Meta (Facebook) business account you want the number linked to.
- Your clients keep using WhatsApp as normal; they do not install anything.
How do I connect a number?
- Open Settings. Go to Communications → WhatsApp → Settings.
- Start Embedded Signup. Start the connection. Meta’s Embedded Signup popup opens.
- Follow Meta’s steps. Choose or create your business account and the phone number, and complete any verification Meta asks for.
- Let registration finish. ImmiPractice registers the number for messaging automatically right after the connection.
- Check the status. Settings shows the connected number, the connection method and when it was connected.
Set up your WhatsApp Business Profile
In Communications → WhatsApp → Business Profile, set the photo, About line, description, email, website and category. This is what a client sees when they tap your business name in a chat. Changes save directly to Meta and take effect immediately.
What happens next?
- Incoming messages appear in the shared inbox with live unread indicators, and a bell notification.
- A team member claims a conversation and replies. Free replies are possible within 24 hours of the client’s last message; outside that window you need an approved message template.
- Photos and documents can be sent and received; see send files on WhatsApp.
Disconnecting or switching numbers
On Settings, Disconnect removes the connection but keeps your chat history; you are asked to confirm first. Switch to a different number reruns the same Embedded Signup popup.