Requirements:
Minimum Goldie app version: 43.0.0
Plan: Available in all plans
You can call and message your clients through WhatsApp or WhatsApp Business directly from Goldie. It’s a quick way to send a reminder, follow up after a visit, or reach a client who isn’t answering.
When Does WhatsApp Show Up in Goldie?
The WhatsApp options appear in your client’s profile only if both of these are true:
WhatsApp or WhatsApp Business is installed on your phone
If you have both apps installed, Goldie shows both options so you can choose which one to use.
The client’s phone number is valid
It must be a mobile number in international format, like
+14155552671No brackets, spaces, or dashes (e.g. avoid
+1 (415) 555-2671)Landlines are not supported
If either condition isn’t met, the WhatsApp options won’t appear. To send messages via WhatsApp, you need one more requirement, covered in Sending Messages via WhatsApp below.
Contacting a Client from Their Profile
1. Using the Action Buttons
In the client profile, you’ll see two action buttons:
Phone – calls the client’s primary phone number
WhatsApp – opens a WhatsApp chat with the client
If you have both WhatsApp and WhatsApp Business installed, tapping WhatsApp opens a menu where you can choose Send via WhatsApp, Send via WhatsApp Business, or Close.
2. Tapping a Phone Number
In the client’s Details tab, tap their phone number to open a menu with these options:
Call [number] – Opens your phone’s call app
Send SMS – Opens your messaging app
WhatsApp – Opens WhatsApp (if installed)
WhatsApp Business – Opens WhatsApp Business (if installed)
Share contact details – Shares the client’s name and phone number(s) through your phone’s share screen
Close – Closes the menu
If the client doesn’t have a name saved, it shares only their phone number(s).
Add a Secondary Phone Number
If a client doesn’t answer on their main number, you can save a secondary phone number in their profile as a backup.
How to Add It
Open the client’s profile and go to the Details tab.
Below the primary phone number, tap Add secondary phone number.
The Edit client screen opens with the Secondary phone number field already selected. Enter the number and save.
You can also add it by tapping […] → Edit client details, or when you create a new client from an appointment by tapping More options. You can save, edit, or remove the secondary number the same way as the primary one.
Once It’s Added
The secondary number appears below the primary one, with a […] button next to it. Tap […] to open the same menu as for the primary number: call, SMS, WhatsApp, and share contact details.
⚠️ The secondary number is only for contacting the client yourself. Goldie doesn’t send automated messages or reminders to it.
When you import clients from your phone contacts, Goldie saves only the primary phone number.
Sending Messages via WhatsApp
When you send a message from Goldie, like a reminder or a message template, and WhatsApp is installed on your sending device, you’ll see WhatsApp options alongside SMS. Tapping a WhatsApp option opens the app with your message already filled in, so you only need to tap send.
Note: WhatsApp options appear only on your sending device, the phone Goldie uses to send your messages. WhatsApp also works only for messages you send yourself. WhatsApp doesn't send fully automated confirmations and reminders.
When It’s Time to Send a Message
When Goldie prompts you to send a message, you’ll see a pop-up on iPhone, or a menu at the bottom of the screen on Android, with these options:
Send via SMS
Send via WhatsApp (if installed)
Send via WhatsApp Business (if installed)
View Pro (Starter plan only)
Cancel
If you tap the It’s time to send a message notification, the message opens in your SMS app, as before. The WhatsApp options appear when Goldie is already open.
Choosing a Message Template
On the message screen, each message template and the Type a message now option show two sending options: Send SMS and WhatsApp.
If you have both apps installed, tapping WhatsApp lets you choose between Send via WhatsApp and Send via WhatsApp Business.
From the Messages Screen or Appointment Details
In the Messages screen and in Appointment Details, tap the arrow icon to open a menu with Send SMS, WhatsApp, and Cancel.
Not Seeing WhatsApp?
If you don’t see the WhatsApp options:
Make sure WhatsApp or WhatsApp Business is installed on your phone
Check that the client’s number is in the correct format (e.g., +14155552671)
Confirm that the number is a mobile phone, not a landline
If you’re sending a message, make sure you’re using your sending device
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