KYC Collection WhatsApp Template for Salons & Spas

Personalise all four variables

KYC requests feel intrusive when they read like a system email, so the personalisation here is doing real work. Fill {{1}} with the customer's first name, {{2}} with the specific plan they just bought ("Platinum Spa Membership", not "your account"), {{3}} with your exact salon or spa name, and {{4}} with the precise document you need in plain language ("a government photo ID", not "KYC documents"). Being specific tells the customer this is a genuine 1:1 message about their purchase and sets a clear, single expectation — one document, one link, one tap. Vague variables are the fastest way to get ignored or reported.

• {{1}} — customer first name
• {{2}} — the exact membership or package name
• {{3}} — your salon/spa brand name
• {{4}} — the precise document, in plain words

Getting it approved as Utility

Submit this in the Utility category because it is purely transactional — it informs the customer of a step needed to activate something they already bought. Keep the copy strictly informational: the instant you add a discount, an upsell or any promotional hook, Meta re-classifies it as Marketing and is far more likely to reject it. Provide realistic sample values for every variable when you submit (InfiQ pre-fills these for you), avoid all-caps urgency and shortened link previews in the body, and make sure the button destination genuinely leads to a KYC flow rather than a sales page. Clean, honest Utility templates like this typically clear review within a day.

• Choose Utility, not Marketing
• No offers, discounts or upsell language
• Supply sample values for {{1}}–{{4}}
• Button must lead to a real KYC/upload flow, not a promo

Collect documents the secure, compliant way

Never ask customers to send ID photos as chat attachments — that scatters sensitive data across a shared inbox and breaches basic data-handling expectations under India's DPDP framework. Instead, the button opens a secure, single-use upload page where the document is captured directly into your verification system, encrypted, and never stored in the WhatsApp thread. Tell the customer up front why you need the ID and how long you keep it, collect only the minimum document you actually require, and give them a way to ask a human — which is why the second button, "Talk to us", matters. This keeps trust high on a step people are naturally cautious about.

Variations you can copy

The same template flexes for different salon and spa situations. Trim it for repeat customers who already know your brand, expand it for high-value memberships where reassurance matters, or translate it into your customers' language for higher completion. Keep every version inside the Utility rules and re-submit it for approval — each language and each materially different wording is reviewed separately.

• Shorter: drop the reassurance line for a quick, one-variable send
• Regional language: build a Hindi, Tamil or Marathi version for better completion
• High-value plan: add a line naming the benefits that unlock once KYC is done
• Reminder follow-up: a gentle nudge template for anyone who hasn't uploaded