Guides

Step-by-step guides and tutorials.

• A 7-day plan to automate your first customer journey (Playbooks) One small journey, built and tested in a week, without technical help.
• How to reduce no-shows with automatic reminders (How to) A simple three-message reminder flow that cuts missed appointments for clinics, salons, gyms and classes.
• How to send payment links and get paid on time (How to) Collect fees, deposits and renewals with payment links that follow up on their own.
• How to set up WhatsApp automation for your business (How to) Connect your number, pick a first flow and send your first automated reply, all in one afternoon.
• Spreadsheets vs automation: when to switch (Comparisons) A spreadsheet is a fine start. Here is how to tell when it is costing you customers.
• WhatsApp Business app vs WhatsApp Business API (Comparisons) Which one fits your business, what each costs, and when it is time to move up.
• Which automations to build first: a checklist for owners (Playbooks) Start with the few flows that pay back fastest, then add more as you grow.
• Your first day with UPMYB: a quick tour (Getting started) What to expect after you sign up, from the first chat to your first live flow.