Guides & how-tos
Everything you need to get set up and get the most out of Updatly — short, practical, and written for a busy site office. More are on the way.
Connect your WhatsApp Business account
Take your own WhatsApp Business number live on Updatly — four steps, about 15 minutes, all in a browser. Video walkthrough plus a printable PDF.
Subscribe your team
Add the people who'll receive check-ins, and take them off when they move on — all from inside Updatly.
Set your check-in times & flows
Choose when Updatly messages your crews — daily reports, toolbox talks, plant checks — and which keyword flows to switch on.
Reading your daily & weekly reports
Where your structured reports land, how to search the site diary, and how to share a record with a client or the office.