How to Connect WhatsApp Business in Fixmo

Before You Start

Check these requirements before connecting:

• Fixmo plan: PRO or BUSINESS (Free plan shows an upgrade prompt)
• Facebook account: you or your admin needs a Facebook account to complete the Meta login step
• Phone number: a number not currently active on WhatsApp or WhatsApp Business app. Can be a mobile or landline (landlines receive a voice call for verification). SIM card must be accessible for the verification step.
• Display name: the name customers will see when they receive your messages (e.g., your shop name). Meta reviews and approves display names — most are approved within 1 hour for verified businesses.

Connecting WhatsApp — 3 Steps

The entire process takes under 5 minutes.

1. 1Go to Settings > Messages in your Fixmo dashboard. Click the 'Connect with Meta' button.
2. 2A secure Meta popup opens. Log in to your Facebook account if prompted.
3. 3Follow the Meta onboarding: create or select your WhatsApp Business Account, add your phone number, enter the 6-digit verification code Meta sends via SMS or call, and set your display name.
4. 4Click Finish in the Meta popup. Fixmo automatically saves your connection.
5. 5Your phone number and business name now appear in Settings > Messages as 'Connected'.
6. 6Configure your notification toggles — choose which repair statuses and events send WhatsApp messages to customers.

Configuring Notification Toggles

After connecting, scroll down in Settings > Messages to see two sections of toggles: Repair Status Notifications and Sales & Documents. Each toggle independently controls whether customers receive a WhatsApp message for that event.

• Repair status toggles: Received, Diagnosing, Waiting Parts, Repairing, Testing, Ready for Pickup, Delivered, Cancelled, Status Reversed
• Sales & Documents toggles: Sale Receipt, Sale Refunded, Invoice Sent, Quotation Sent, Payment Reminder
• Changes save immediately — no submit button needed

Customer WhatsApp Opt-In

Fixmo only sends WhatsApp messages to customers who have the WhatsApp flag enabled on their record. When creating or editing a customer, you will see a 'Has WhatsApp' checkbox. Enable this for customers who have given consent to receive WhatsApp messages from your shop.

Disconnecting WhatsApp

To disconnect, click the 'Disconnect' button in Settings > Messages. This removes Fixmo's access token — no more messages are sent. Your notification toggle settings are preserved. Your WhatsApp Business Account and phone number remain in your Meta Business Manager. You can reconnect at any time.