WhatsApp Integration, Calendar Redesign & Smarter Round Robin

Connect your WhatsApp Business account directly, enjoy a fully redesigned team calendar, and distribute bookings more fairly with count-based round robin.

WhatsApp Direct Integration

You can now connect your WhatsApp Business account directly to meetergo — no third-party middleware needed. Set up your phone number, manage message templates with variable mappings, and send reminders, confirmations, and follow-ups straight from your workflows.

The integration includes full template management with support for header, body, footer, and interactive buttons (URL, quick reply, phone number). Dynamic URL buttons can automatically insert cancel and reschedule links for each appointment. Phone numbers show real-time quality ratings and connection status so you always know if messages are being delivered.

During setup, your phone number is automatically registered with a secure 2FA PIN. If WhatsApp flags delivery issues, you'll see it immediately in the dashboard instead of finding out from missed messages.

Calendar Redesign

The team calendar has been rebuilt for speed and clarity. Navigation within a month is now instant — the entire month's data loads at once, and adjacent months are prefetched in the background. No more loading spinners when clicking through days.

Event cards have a unified design with type indicators: colored left borders for meetergo appointments, diagonal stripes for blockers, and plain cards for private calendar events. Overlapping events use a cascade layout where each event layers with an indent, so nothing is hidden. Hovering an event expands it to show the full time and host details.

Other improvements: the view auto-scrolls to the current time on open, a today indicator highlights the current day, selected team members persist across sessions, and a thin loading bar under the header shows when data is refreshing. Full-day blockers now appear in the all-day row where they belong.

Smarter Equal Distribution Round Robin

Equal distribution now counts actual bookings instead of rotating by last-booked order. The team member with the fewest bookings in the current period is shown first to the next booker.

You can configure the distribution period — day, week, or month — to match your team's rhythm. A max lead threshold (default: 3) hides team members who are too far ahead until others catch up, preventing one person from accumulating a disproportionate share during busy stretches.

This is a drop-in improvement: existing equal distribution queues automatically use the new logic with sensible defaults. Adjust the period and threshold in your queue settings if needed. Learn more about round robin scheduling.

All Changes

New Features

• WhatsApp Direct Integration: Native WhatsApp Business API connection with template management, variable mappings, phone number registration, quality monitoring, and interactive button support.
• Calendar Redesign: Faster navigation, unified event cards with hover-expand, scroll-to-current-time, cascade overlap layout, persistent team selection, today indicator, and loading bar.
• Count-Based Round Robin: Equal distribution uses booking counts instead of rotation, with configurable period and max lead threshold.
• Real-time Form Sharing in Connect: Hosts can share forms during video calls with live field synchronization and slide navigation across all participants.
• Recurring Form Schedules: Set up daily, weekly, monthly, quarterly, or yearly form schedules with automatic recipient tracking.
• Custom Email Recipients in Workflows: Send workflow emails to up to 5 custom email addresses per action, not just attendee or host.
• Internal CRM Booking Sync: Automatically create deals and log meeting activities (scheduled, cancelled, rescheduled) to your internal CRM.
• Form Redirect Routing: Qualifiers can now redirect to another form, with auto-submit for single-choice slides.
• SMTP Error Tracking: Test email on activation catches config errors early; persistent error display replaces misleading green status.
• Email Template Presets: All 15 template types now have presets, with a new "set as default" option during creation.
• Routing Form v4 API: Cascade creation of data fields, funnel steps, and qualifiers in a single API request.
• Multi-Language Signature OTP: Signature verification emails now available in 10 languages with locale-aware date formats.
• Checkbox Fields in PDF: Checkbox and yes/no fields render as visual checked/empty boxes instead of text.
• Phone-Only Booking: New option to allow bookings with just a phone number.
• Same-Company Connect Access: Any team member from the same company can join Connect calls without hitting the waitlist.

Improvements

• Faster Page Loads: Dashboard data is cached locally for instant loading on refresh.
• Microsoft Admin Consent: Dedicated success page for IT admins granting org-wide Outlook/Exchange permissions.
• Send Message Plan Gate: Quick message feature now requires Essentials plan with increased rate limits (5/5min).
• Personal Access Tokens: Tier requirement lowered from Growth to Essentials.

Fixes

• Calendar Event Handoff: Calendar events now correctly deleted from original host and recreated on new host for all calendar providers (iCloud, CalDAV, Nextcloud, Exchange, SmartWe, Salesforce).
• Routing Form Nested Rules: Nested AND/OR expression groups now evaluate correctly instead of being silently ignored.
• GA4 Tracking: Fixed booking_confirmed events being dropped before redirect; added fallback for Google Tag Manager setups.
• WhatsApp Reminder URLs: Fixed query parameter formatting so cancel/reschedule links work correctly.
• Booking Form Field Order: Fields now maintain consistent ordering; no more random reordering after page interactions.
• Signature Pad on Android: Fixed touch events being blocked by dialog overlay on Android Chrome.
• Locale Fallback: Confirmation emails now correctly fall back to company template when no exact locale match exists.
• Reschedule Request Status: Fixed reading wrong status field for reschedule requests.
• Mobile Appointment Status: Detail view now shows actual status instead of always displaying "Scheduled".
• Form Access on Lower Tiers: Forms with stale qualifiers on Growth tier no longer blocked; gracefully degrades to basic forms.
• Non-Admin Field Dialog: Non-admin users now see existing fields instead of getting silent 401 errors.
• Email Template Reset: "Reset to default" now correctly saves the reset values, not just updates the display.
• Cache on Logout: Cached data cleared on logout and account switch to prevent stale data.