Whereby Integration

Our integration with Whereby allows you to quickly paste your Whereby Room Link without having to leave Hatch. Read this article to learn more on how to set it up, and frequently asked questions.

Integration Overview

Whereby is an online video conference service that allows people to create and join “Room” without having to download any software.  To join a Room, all you have to do is click a link, and you will be connected with video and audio. 

For Home Improvement, this can a lifesaver for Virtual Appointments. Depending on your phone service, you might not be able to do Facetime with all customers. Having a place to virtually meet that is easy to access will allow your virtual appointments to take place without a hitch. 

Here’s how it works:

Within a contact card, Hatch users can paste their Whereby Room link into a message. 


The customer will receive a link to join. 


When you are ready to start your appointment, click the link and you will be redirected to your Whereby Room. 



Setting Up

  1. First, make sure you have created a Whereby Account. It takes 5 minutes to set-up and is free to use! Check out how to set-up here
  2. In Hatch, navigate to your Profile Settings.


  3. Click on Apps
  4. Under Whereby, click Add Your Whereby Room.


  5. Enter your room name and hit save.

Frequently Asked Questions

How many people can join a Whereby Room?

The Free version of Whereby allows up to 4 people to join at one time. 

Is the Whereby Room for our entire Hatch Team?

The Whereby Link is unique to your profile settings. Decide as a team if you all want to use the same link, or if you would prefer to send different links based on your sales process.