FixedFixed: an invoice would not take payment again after a payment was deleted

How to Connect WhatsApp Business in Fixmo

4 min read

Published May 24, 2026

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.

Note

If your number is currently on the WhatsApp app, go to WhatsApp > Settings > Account > Delete my account first. This removes it from the app so it can be added to the WhatsApp Business Cloud API.

Connecting WhatsApp, 3 Steps

The entire process takes under 5 minutes.

  1. Go to Settings > Messages in your Fixmo dashboard. Click the 'Connect with Meta' button.
  2. A secure Meta popup opens. Log in to your Facebook account if prompted.
  3. Follow 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. Click Finish in the Meta popup. Fixmo automatically saves your connection.
  5. Your phone number and business name now appear in Settings > Messages as 'Connected'.
  6. Configure your notification toggles, choose which repair statuses and events send WhatsApp messages to customers.

Tip

If the Meta popup is blocked by your browser, allow popups for fixmo.app and try again.

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.

Note

Under Meta's WhatsApp Business Policy, you must have customer opt-in before sending marketing or utility messages. For repair updates (where the customer initiated contact), service-category conversations are permitted. Always confirm the customer consents when you collect their number.

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.

Frequently asked questions

You need a PRO or BUSINESS Fixmo plan, a Facebook account, and a phone number dedicated to WhatsApp Business (it cannot be active on the regular WhatsApp or WhatsApp Business app, it will be migrated). Meta will send a verification SMS or call to that number.

Yes, but only if the number is not currently active on the WhatsApp or WhatsApp Business app on a phone. If it is active, you will need to delete the WhatsApp account on the device first. Meta will then migrate the number to the WhatsApp Business Cloud API.

Disconnecting removes Fixmo's access to your WhatsApp Business account. Your notification toggles are preserved but no messages are sent. You can reconnect at any time using the same flow. Your WhatsApp Business Account and phone number remain yours.

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