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Getting Started

Set up your account and send your first reminder in 30 minutes

Getting Started with Tadhkir

From sign-up to your first automated WhatsApp reminder in under 30 minutes

Step 1 — Sign Up

  1. Go to tadhkirapp.com and click Start Free Trial
  2. Enter your email and choose a password
  3. Check your email and confirm your account
  4. You'll land on the onboarding wizard

Your 7-day free trial starts immediately. No credit card required.

Step 2 — Set Up Your Business Profile

Fill in:

  • Business name — shown in WhatsApp messages (e.g. "Al Noor Optical")
  • Market — Gulf, UK, USA, or Africa (determines pricing and default language)
  • Vertical — your industry (e.g. Optical, Dental, Salon, Gym)
  • WhatsApp number — the number Tadhkir will send from

Tip: Your vertical determines the reminder interval. Optical = 330 days, Dental = 180 days, Salon = 45 days. See the full list in the Vertical Intervals reference.

Step 3 — Import Your Customers

You can import customers in bulk via CSV or add them individually.

Prepare a spreadsheet with these columns:

Column Required Example
Name ✅ Fatima Al Rashidi
Phone ✅ +966501234567
Last Visit ✅ 2024-08-15
Email ❌ [email protected]
  • Save as .csv (UTF-8 encoding)
  • Upload in the onboarding wizard Step 2
  • Tadhkir will validate each row and show errors before importing

Phone format: International format preferred (e.g. +966501234567). Gulf local format (0501234567) is auto-converted.

Date format: Use YYYY-MM-DD (e.g. 2024-08-15). Other formats may fail validation.

See the full CSV Import Guide for detailed instructions and common errors.

Step 4 — Connect WhatsApp

Tadhkir sends via the WhatsApp Business API. During onboarding:

  1. Enter your WhatsApp Business phone number
  2. Follow the verification steps shown on screen
  3. Once connected, Tadhkir will send from that number

Note: WhatsApp Business API registration may take up to 24 hours to activate. Your dashboard will show the connection status.

Step 5 — Your First Send

Once customers are imported:

  1. Go to Dashboard → Recall Engine
  2. You'll see customers who are already overdue for a reminder
  3. Select a customer, choose a template, preview the message
  4. Click Send — the WhatsApp message fires immediately

The automated cron job runs daily and sends reminders on each customer's due date automatically — you don't need to do anything after setup.

Dashboard Overview

Section What It Does
Analytics Total customers, overdue count, revenue recovered, retention rate
Recall Engine Manual sends — select customer, pick template, send
Customers Full customer directory — search, view history, delete
Settings Business profile, booking link, WhatsApp number, language
Copilot AI assistant for retention questions

Vertical Intervals

Vertical Reminder Interval
Optical 330 days
Dental 180 days
Ophthalmology 270 days
Dermatology 120 days
Salon / Beauty 42–45 days
Gym / Fitness 30 days
Physiotherapy 42 days
Car Service 180 days
Veterinary 365 days
Paediatrics 90 days
Faith / Community 7 days
Schools 90 days
Microfinance / MFB 30 days

FAQ for New Users

How many customers can I import? All plans support unlimited customers. The Starter plan is limited to 500 active reminders per month; Pro and Clinic plans have higher limits.

Can I change the reminder interval? The intervals are set per vertical and based on industry best practice. Custom intervals are on the roadmap for a future update.

What language are the messages sent in? The language defaults to your market setting (Arabic for Gulf, English for UK/USA). You can set language per customer in the customer record.

Can I preview a message before it's sent? Yes — the Recall Engine shows a full WhatsApp message preview before you send.

What happens if a customer opts out? Any customer who replies STOP (or إلغاء in Arabic) is automatically deactivated and will never receive another message.