Who this checklist is for
This WhatsApp Business features checklist is for anyone who sells on WhatsApp: a shop owner, a home business, a salon, a clinic front desk, or the person who answers the business phone. Many people install the WhatsApp Business app and then use it exactly like normal WhatsApp. The features that save time and bring customers back sit unused in the settings.
Go through the 10 items once, with your phone in hand. Most are found under Settings, then Business tools, in the WhatsApp Business app; menu names can differ a little between phones and app versions. The last one is the feature that brings past customers back.
The 10 features, and how to use each
Business profile: hours and address
Customers check your profile before they message or visit. Add your opening hours, address, category, a short description and your website so they do not have to ask.
Greeting message for first chats
A greeting message welcomes people who message you for the first time, or after a long gap. Use it to say what you sell and how fast you usually reply.
Away message after closing time
An away message replies when you are closed or busy. Set it to your closing hours and say when you will reply, so a late message does not go to another shop.
Quick replies: type / for answers
Save the answers you type every day, such as prices, delivery areas or payment details, as quick replies. In a chat, type / and pick one instead of typing it again.
Catalog: your products with prices
The catalog shows your products or services with photos, prices and descriptions inside WhatsApp. Customers can browse it without asking you to send photos one by one.
Labels: New order, Paid, Pending
Labels let you tag chats and filter them later. Use a few simple ones, such as New order, Paid and Pending, so nothing waiting on you gets lost in the list.
Short link for your Instagram bio
WhatsApp Business gives you a short link that opens a chat with you. Put it in your Instagram bio, Google Business Profile and email signature.
QR code on your counter
The app also makes a QR code that opens a chat with you. Print it for your counter, packaging or bills so walk-in customers can save you in one scan.
WhatsApp Web: reply from a laptop
You can link the app to a laptop through WhatsApp Web or the desktop app. Long replies, catalogs and files are much faster to handle on a keyboard.
Broadcast lists to past customers
A broadcast list sends one message to many contacts, and each reply comes back as a private chat. Only people who have saved your number receive it, so ask customers to save it. Send useful news, not spam.
Questions about WhatsApp Business features
What is the difference between WhatsApp and WhatsApp Business?
Why are my broadcast messages not delivered to some customers?
Can the WhatsApp Business app reply to customers with AI?
Getting more WhatsApp messages than you can answer?
Book a digital audit. Show us how customers reach you on WhatsApp today, and we will map how replies, orders and follow ups could run without you typing each one.
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