Session reminder (24h before)
Hi {{nome}}. Reminder of our session tomorrow ({{data}}) at {{horario}} {{modalidade}}. Can you confirm? I am available if needed.
🧠For Psychologists
WhatsApp Reminders and Billing for Psychologists
Session reminders and billing without bending professional ethics: official channel confidentiality and encrypted history per patient.
Psychologists: real pain points
Recognize any of these problems?
1
High no-show rate with no reminder (the patient forgets)
2
One-off session billing gets delayed and creates friction
3
Mixing patients into personal WhatsApp raises an ethics concern
4
Messages arrive outside hours with no boundary
Ready-made templates for Psychologist
4 ready-to-use messages
Copy and paste into CRPRO — variables between {{}} are filled in automatically with the contact's data.
Session billing
Hi {{nome}}. Session on {{data}}: R$ {{valor}}. Payment link (PIX/card): {{link}}. Receipt will be sent automatically once confirmed.
Out-of-hours notice (healthy boundary)
Hi {{nome}}. I got your message. I am off duty and will reply tomorrow ({{data}}) starting at {{horario}}. In case of an emergency, please call your local crisis line.
Cancellation/rescheduling
Hi {{nome}}. I got your rescheduling request. I have openings {{horarios_disponiveis}}. Which works best for you?
Use cases
Psychologist: what CRPRO solves
Session reminder (reduces no-shows)
Automatic billing for a one-off session
A healthy boundary (automatic reply outside hours)
Simple rescheduling without a phone call
Psychologist: recommended integrations
Frequently asked questions
Psychologist: questions about WhatsApp CRM
Does using WhatsApp for psychotherapy respect professional ethics boards?▾
For an online psychotherapy session, most professional boards require an encrypted platform with proper registration. WhatsApp is NOT an appropriate channel for the session itself. But for REMINDERS, BILLING and CONFIRMATION, it is entirely appropriate and keeps the boundary intact.
Is professional confidentiality preserved?▾
On the official WhatsApp channel for businesses, the conversation reaches the CRM from Meta over an encrypted connection (TLS). CRPRO stores it encrypted at rest. Confidentiality holds — safer than email.
How do I set a healthy boundary (not being available 24h)?▾
An automatic message outside office hours: "I got your message, I will reply during business hours. For an emergency, please contact your local crisis line." CRPRO has this built in.
Recurring billing for ongoing therapy?▾
Yes, via a payment gateway integration. A monthly fee or package (X sessions) generates automatic billing plus a WhatsApp reminder.
Psychologist: what people also look for
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