Business Portfolio Set Up

  1. Go to Meta Business Suite
  2. Click Create Account
  3. Enter:
    • Business Name (same as legal documents)
    • Your Name
    • Business Email
  4. Confirm email verification

👉 This creates your Business Portfolio (Business Manager).

  1. Open Business Settings
  2. Go to Business Info
  3. Add:
    • Legal Business Name
    • Registered Address
    • Website
    • Phone Number
    • Business Category
  4. Ensure all details match your official documents

⚠️ Important: The name must match your GST or registration certificate.

  1. Go to Brand Safety → Domains
  2. Click Add Domain
  3. Enter your website domain
  4. Verify using one of:
    • DNS TXT record (recommended)
    • Meta Tag
    • HTML file upload

✔ Domain verification increases trust and approval speed.

  1. Go to Security Center
  2. Click Start Verification
  3. Submit required documents:
    • GST Certificate / Business Registration
    • PAN (if applicable)
    • Utility Bill (if address proof required)
  4. Verify business phone number via OTP

⏳ Verification usually takes 1–5 working days.

  1. Go to Business Settings
  2. Click Accounts → WhatsApp Accounts
  3. Click Add
  4. Create new WhatsApp Business Account
  5. Add:
    • Display Name (customer-facing name)
    • Business Category
    • Timezone
  1. Click Add Phone Number
  2. Enter a number that:
    • Is not already registered on WhatsApp app
    • Can receive OTP (SMS or call)
  3. Verify with OTP
  4. Select messaging use case

After verification, your number becomes API-ready.

Go to Meta Business Suite

Open Business Settings

Click Accounts → WhatsApp Accounts

Select your WhatsApp Business Account (WABA)

Inside your WhatsApp Account, go to Payment Settings

Click Add Payment Method

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