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The Pink Elephant blog·Bookings·8 minute read

A simple guide for UK small businesses

How to set up a WhatsApp Business account and turn chats into bookings.

Your customers already use WhatsApp every day. Here’s how to set up the free WhatsApp Business app properly, from choosing the right number to the auto replies that make sure nobody is left waiting.

Henny MaltbyHenny Maltby25 years in marketing · Growth Hub Premier Partner
A small business owner answering customer messages on her phone in her tailoring workshop

!Getting started takes about 15 minutes. Setting it up well is what brings in the bookings.

WhatsApp is how lots of people in the UK message their friends and family, so for many customers it feels much easier to send you a quick WhatsApp than to fill in a form or ring you.

The free WhatsApp Business app gives you a proper business profile, opening hours, a catalogue of what you sell, labels to keep track of customers and messages that go out for you when you’re busy.

I’ll take you through the whole set up in plain English, then show you how to get customers messaging you from your website, Google and social media.

Make it easy for people to get in touch, and more of them will.

Free prompt

Reply to every WhatsApp in seconds and win more bookings

Writing your greeting, away message and quick replies is the bit most people put off, and it’s the bit that wins the booking. This prompt writes the whole lot in one go, in a friendly voice that sounds like you, so you can answer in seconds and nobody gives up waiting and books elsewhere.

Pop your name and email in to get the full prompt, then copy it into ChatGPT or Claude and fill in the gaps in the square brackets. It takes about ten minutes and saves you hours of typing the same answers every week.

Free prompt

Act as a friendly UK small business owner who wants more bookings from WhatsApp. Write the messages for my WhatsApp Business account in a warm, relaxed tone that sounds like a real person, not a robot.

My business: [business name]
What I sell: [your main products or services]
Where I am: [town or area]
My opening hours: [hours]

How people usually book or buy: [for example by phone, online booking, deposit]
The questions customers ask most: [list them]

Please write:
1. A greeting message under 40 words that welcomes people and tells them what to send me so I can help quickly
2. An away message under 40 words that says when I will reply and gives them a link to book or buy in the meantime
3. Ten quick replies for my most common questions, each under 50 words, each with a one word shortcut
4. A business profile description of no more than 2 short lines that says what I do and where
5. A friendly follow up message for someone who asked about a price but did not book, that does not feel pushy

Use plain UK English and British spelling. No jargon, no emojis unless I ask for them. End every message with one clear next step.

Get the full prompt free



We never share your details. See our privacy policy.

Before you download it

Get these things ready first

What to have readyWhat to decideMy tip
Your phone numberA separate mobile, a second SIM, or even your business landline. If you use your personal number, it moves over to Business and friends will see your business profile.✓A landline works, you verify it with a phone call
Your business detailsThe business name your customers know you by, the closest category, and a short line about what you do and where.✓Keep the description to 2 or 3 lines
Your logoYour logo or a friendly photo of you. It shows as a small circle, so check it’s still clear when it’s tiny.✓Square images crop best
Your opening hoursWhen you’ll reply. Customers see your hours on your profile, and your away message can go out automatically outside them.✓Be realistic about when you’ll reply
Your products or servicesWhat you want to sell. The catalogue shows photos, prices and descriptions right inside the chat.✓Start with your top 5 sellers
Your common questionsPrices, availability, directions, how to book. These become your quick replies so you can answer in seconds.✓Look back at your last few enquiries

A few quick decisions now save you a headache later.

The set up

How to set up WhatsApp Business, step by step

This is a 6 step process and it works the same way on iPhone and Android.

  1. 1Download the appSearch for WhatsApp Business in the App Store or Google Play. It has a B in the icon. The app is free.
  2. 2Agree to the termsOpen the app, read the terms of service and tap Agree and continue.
  3. 3Enter and verify your numberType in the number you’ve chosen. WhatsApp sends a six digit code by text. For a landline, wait for the text to fail and choose Call me, and you’ll get an automated call with the code.
  4. 4Move your chats across if you want toIf the number is already on your personal WhatsApp, the app offers to bring your chat history over. Your personal WhatsApp then stops working on that number, so think about this before you tap.
  5. 5Add your business name and categoryUse the name your customers know and pick the nearest category. You can change both later, but changing your name often confuses people.
  6. 6Fill in your profileGo to Settings, then Business tools, then Business profile. Add your logo, description, address, opening hours, email and website. The more you fill in, the more people trust you.

Using WhatsApp on your computer? Once the app is set up on your phone, open Linked devices in Settings and scan the code on WhatsApp Web or the desktop app. It’s much quicker for typing replies.

Business tools

The free tools that bring in more bookings

You’ll find all of these in Settings, then Business tools. These are the ones I’d set up on day one. If you’d like your replies and follow ups to run themselves, that’s exactly what my Every Enquiry Followed Up, Automatically course in the AI Marketing Academy shows you, and a WhatsApp and text marketing course is on the way too.

Set these up first

  • ✓Greeting message: a friendly hello that goes out the first time someone messages you
  • ✓Away message: lets people know when you’ll reply, set to go out outside your opening hours
  • ✓Quick replies: type a forward slash and a short word to send a saved answer to common questions
  • ✓Catalogue: photos, prices and descriptions of what you sell, so people can choose without asking
  • ✓Labels: colour code chats as New customer, Waiting for payment or Booked so nobody falls through the gaps

Common mistakes I see

  • ★No away message, so evening enquiries sit unanswered until someone has booked elsewhere
  • ★A blurry logo or no description, so the business doesn’t look real
  • ★Messaging people who never asked to hear from you, which gets you blocked and reported
  • ★Prices in the catalogue that are months out of date
  • ★Using a staff member’s personal phone, so the chats leave when they do

Getting people to message you

How customers find your WhatsApp

Setting it up is only half the job. Here’s how to put it in front of the people who want to book.

  1. 1Add a WhatsApp button to your websiteUse a click to chat link: https://wa.me/ followed by your number with 44 and no first zero, for example wa.me/447700900123. Put it on your contact page and in your website header so it’s there on every phone.
  2. 2Share your short link and QR codeIn Business tools you’ll find a short link and a QR code for your account. Print the QR code on flyers, menus, shop windows and business cards.
  3. 3Link it to Facebook and InstagramIn Business tools you can connect your Facebook page and Instagram account, so people can tap to message you and you can run adverts that open a WhatsApp chat.
  4. 4Add it to your Google Business ProfileAdd your WhatsApp number or link when you edit your Google Business Profile, so people who find you on Google Maps can message you straight away.
  5. 5Mention it in your emailsAdd the link to your email signature and your booking confirmations, so customers have one easy way to ask a question.

Is it right for you?

WhatsApp Business app or the WhatsApp Business Platform?

For almost every small business, the free app is all you need. It works on your phone and you can link it to your computer and a few other devices, so a small team can reply from one number.

The WhatsApp Business Platform is the version for bigger firms. It connects to a CRM or a helpdesk, lets lots of staff reply at once and can send booking reminders automatically. It’s set up through a provider and you pay per message, so it only makes sense once you’re handling a lot of conversations.

Whichever you choose, the rules are the same. Only message people who have asked to hear from you, and make it easy for them to say stop.

Losing enquiries when you’re too busy to reply?

Every Enquiry Followed Up, Automatically

You’ll set up fast replies and friendly follow ups that go out in your voice, so every enquiry hears back from you, even on your busiest day. The AI Marketing Academy opens on 14 November.

The AI Marketing Academy

Stop doing all your marketing yourself

Build an AI marketing team that works for your business. You teach it, your agents do the work, and you stay in control.

WhatsApp gets people talking to you, and the Academy makes sure every one of those conversations gets a fast, friendly follow up that turns it into a booking. The course that covers it is Every Enquiry Followed Up, Automatically.

It’s real marketing, powered by AI, and it opens on 14 November.

Your AI marketing team

  • ✓Finds you new customers every day
  • ✓Writes your posts, blogs and emails in your voice
  • ✓Keeps your website improving and found on Google
  • ✓Follows up every enquiry so none slip away
  • ✓Shows you what’s working and what’s wasting money

Your questions answered

WhatsApp Business: FAQs

The questions business owners ask me most about getting started on WhatsApp.

Is WhatsApp Business free?

Yes. The WhatsApp Business app is free to download and use on iPhone and Android. There are optional paid extras, such as Meta Verified for a verified badge, and the larger WhatsApp Business Platform charges per message, but most small businesses never need them.

Can I use my landline for WhatsApp Business?

Yes. Enter your landline number when you sign up, let the text message code fail, then choose Call me. You’ll get an automated call with your six digit code. The app still runs on your mobile, it just uses your landline number.

Can I have WhatsApp and WhatsApp Business on the same phone?

Yes, as long as each one uses a different number. A dual SIM phone is the easiest way, or you can use your landline for the business account.

Can I move my personal WhatsApp to WhatsApp Business?

Yes. When you set up WhatsApp Business with the same number, it offers to bring your chats across. Your personal WhatsApp then stops working on that number, and your friends and family will see your business profile.

Henny Maltby

Want to talk it through first?

Book a free hour with Henny

My private 1:1 marketing sessions are worth £150 an hour, and your first hour is free. We’ll look at how customers get in touch with you and make every route easy.