TEMPLATES: PROFESSIONAL SERVICES

WhatsApp templates for professional services.

Accountants, lawyers, consultants and agencies: bookings, documents, deadlines and invoices. 8 ready-to-edit templates (2 marketing · 6 utility), each with sample values and a live preview.

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Allied health receptionist welcoming a client

Web form · Consult enquiry

Illustrative example. Names and details are made up.

Insurance broker meeting a client at his desk

Sheet · Renews in 14 days

Illustrative example. Names and details are made up.

READY TO ADAPT

Start from wording that already fits.

Each template is written to Meta’s rules. Change the details to suit your business, then submit it for approval from ConvoHut.

How to write templates that get approved →

Written to Meta’s guidelines, not pre-approved. Meta reviews every template you submit and decides its category. These are written to pass review: clear purpose, sample values, no variables at the start or end, opt-out wording on marketing, and no requests for sensitive information. Replace “Northline” with your business name and adjust the wording to your voice.

consult_booked_v1UtilitySupport

Header: None
Footer: None
Buttons: Meeting link (website link)
Language: English

Body

Hi {{1}}, your consultation with {{2}} is booked for {{3}}. Join here, or reply if you need to change the time.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	Priya Shah
`{{3}}`	Sun 11 Oct, 2 pm

Hi Alex, your consultation with Priya Shah is booked for Sun 11 Oct, 2 pm. Join here, or reply if you need to change the time.

10:02 am

Meeting link

docs_needed_v1UtilitySupport

Header: None
Footer: None
Buttons: Upload securely (website link)
Language: English

Body

Hi {{1}}, to finish your {{2}}, we still need {{3}}. Please upload it securely using the button below.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	2026 tax return
`{{3}}`	your PAYG summary

Why it’s written this way: Never ask for documents or ID numbers to be sent in the chat.

Hi Alex, to finish your 2026 tax return, we still need your PAYG summary. Please upload it securely using the button below.

10:02 am

Upload securely

deadline_v1UtilitySupport

Header: None
Footer: None
Buttons: None
Language: English

Body

Hi {{1}}, a reminder that {{2}} is due on {{3}}. We’ll need your sign-off by {{4}}.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	your BAS
`{{3}}`	28 Oct
`{{4}}`	24 Oct

Hi Alex, a reminder that your BAS is due on 28 Oct. We’ll need your sign-off by 24 Oct.

10:02 am

invoice_v1UtilitySupport

Header: Invoice
Footer: None
Buttons: Pay invoice (website link)
Language: English

Body

Hi {{1}}, invoice {{2}} for {{3}} is attached. It’s due on {{4}}.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	INV-3082
`{{3}}`	$1,240.00
`{{4}}`	5 Nov

PDFInvoice.pdf

Hi Alex, invoice INV-3082 for $1,240.00 is attached. It’s due on 5 Nov.

10:02 am

Pay invoice

overdue_v1UtilitySupport

Header: None
Footer: None
Buttons: Pay invoice (website link), Talk to someone (quick reply)
Language: English

Body

Hi {{1}}, invoice {{2}} for {{3}} was due on {{4}}. If you’ve already paid, thank you. If not, you can pay using the button below.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	INV-3082
`{{3}}`	$1,240.00
`{{4}}`	5 Nov

Hi Alex, invoice INV-3082 for $1,240.00 was due on 5 Nov. If you’ve already paid, thank you. If not, you can pay using the button below.

10:02 am

Pay invoiceTalk to someone

proposal_followup_v1MarketingSales

Header: None
Footer: Reply STOP to opt out
Buttons: Book a call (quick reply), Not right now (quick reply)
Language: English

Body

Hi {{1}}, just checking you received our proposal for {{2}}. Happy to walk you through it or adjust the scope.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	your website rebuild

Hi Alex, just checking you received our proposal for your website rebuild. Happy to walk you through it or adjust the scope.

Reply STOP to opt out

10:02 am

Book a callNot right now

meeting_notes_v1UtilitySupport

Header: None
Footer: None
Buttons: None
Language: English

Body

Hi {{1}}, thanks for today. As agreed: {{2}}. Next step: {{3}}.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	we’ll lodge by Friday
`{{3}}`	sign the engagement letter

Hi Alex, thanks for today. As agreed: we’ll lodge by Friday. Next step: sign the engagement letter.

10:02 am

insight_v1MarketingMarketing

Header: None
Footer: Reply STOP to opt out
Buttons: Read the summary (website link)
Language: English

Body

Hi {{1}}, {{2}} changes on {{3}}. Here’s a two-minute summary of what it means for businesses like yours.

Variable	Sample value for Meta
`{{1}}`	Alex
`{{2}}`	the instant asset write-off
`{{3}}`	1 July

Hi Alex, the instant asset write-off changes on 1 July. Here’s a two-minute summary of what it means for businesses like yours.

Reply STOP to opt out

10:02 am

Read the summary

MORE TEMPLATES

Templates for other industries.

FAQ

Using these templates.

How do I submit a template to Meta?

In ConvoHut, go to Templates, choose Create Template, pick the category, paste the body, add sample values for each variable and submit. Meta usually reviews within 24 hours.

Why did Meta change my template’s category?

Meta checks the content. If a utility template includes promotional wording, Meta can reclassify it as marketing, which is charged at the marketing rate.

Can I change the wording?

Yes. Write in your own voice. Keep the purpose clear, give sample values, and keep variables away from the start and end of the body.

Do I need consent to send these?

Yes. Only message people who agreed to hear from your business on WhatsApp. Marketing messages also need a simple way to opt out.

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