Do I need the WhatsApp Business API or Meta approval?

No. Centralyn sends from the WhatsApp number you link by scanning a QR code from WhatsApp's linked devices. You do not need a Meta business account or app review to schedule a reminder.

Who can schedule a WhatsApp reminder?

Any member with reminder access can schedule one. The message still sends from the organization owner's linked number, so clients always see the same sender.

Can I reuse reminder templates?

Yes. Save a reminder as a template with client, organization, and schedule variables, then start the next follow-up from that template. Each plan sets a limit on how many templates an organization can keep.

What happens when a reminder fails?

The reminder shows why delivery failed so you can correct the details and retry it. Email delivery is also recorded in the workspace email log, with the outcome for each message.

Does Centralyn read my WhatsApp messages?

No. The WhatsApp integration only sends the reminders you schedule. It does not read, download, or store incoming messages, chats, contacts, or media. Each account keeps a short send log for 30 days, up to 1,000 records.

Do clients need an account to receive a reminder?

No. A reminder goes to the email address or WhatsApp number on the client profile. Clients do not sign in to Centralyn to read it.

Reminders

Follow up on time, on the channel your clients read

Schedule email and WhatsApp reminders from the same client workspace. Connect your own WhatsApp number, reuse a template, and keep every follow-up moving without a second tool.

WhatsApp reminders

Send a follow-up from the WhatsApp number you already use, so clients read it in the chat they already have open.

Email reminders

Schedule email follow-ups and review the delivery history beside the rest of the client work.

Reusable templates

Save the message once, then fill in client, organization, and schedule details for each reminder.

How it works

From template to delivered follow-up

Set up the channel once, then schedule reminders like any other piece of client work.

01
Connect your WhatsApp number in Settings by scanning the QR code from WhatsApp's linked devices.
02
Open a client and create a reminder from a template or a blank message.
03
Choose email or WhatsApp, pick the date and time, and review the preview before scheduling.

WhatsApp reminders from your own number

Link a number once and every WhatsApp reminder sends from that device. No separate inbox and no second app to check.

Connect a number in Settings by scanning a QR code from WhatsApp's linked devices.
WhatsApp reminders send as plain text, so they arrive as a normal chat message.
The organization owner holds the linked number, and teammates can schedule reminders that use it.

WhatsApp settings with a linked number used for scheduled reminders

Email reminders with a delivery record

Use email when that is the better fit, then check what happened to each message.

Reuse a reminder template and let Centralyn fill in the client and organization details.
Review the message preview before the reminder is scheduled.
See whether a reminder is scheduled, sent, or failed, and read the reason when a send does not go through.

Walk through reminders

The guides follow the real dashboard screens in light and dark themes, from the reminder list to the message builder.

Reminders guide Reminder templates guide

Reminder questions

What teams ask before they move client follow-ups into Centralyn.

Yes. The organization owner connects a WhatsApp number in Settings, then any reminder can use email or WhatsApp. WhatsApp reminders send as plain text from the linked device and count against the same per-client reminder allowance as email.

Start following up without the spreadsheet

Create a free workspace, add a client, and schedule your first reminder. No credit card required.

Start free Explore the WhatsApp API