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Guides

Guides for running a small business in India

Plain, cited guides on WhatsApp, calls, invoices, reminders and the people side — written by the Selfeey team for owners who do the work themselves.

All guides

Each one is a problem you have this week, with the rules cited and the steps in order.

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Running WhatsApp campaigns legally in India

DLT registration for SMS under TRAI's rules, Meta's WhatsApp Business policy, opt-in consent, approved templates, the 24-hour window and opt-outs — cited.

9 min read · 7 October 2026

Payment reminders that get paid

A reminder cadence, wording that keeps the customer, payment links, who to escalate to and when — and how Selfeey's reminders and ageing fit.

8 min read · 7 October 2026

Choosing a CRM for a clinic: a checklist

What a clinic needs from a CRM: patients and history, appointments and revisits, packages, dues, WhatsApp and data location, plus a vendor checklist.

8 min read · 7 October 2026

AI call answering for a small business

What an AI receptionist does and does not do, languages, approval, handover to a person, when to use it — and how Selfeey's inbound call answering works.

7 min read · 7 October 2026

GST-ready invoices for small shops

What a tax invoice must contain under rule 46, how to number invoices, payment links and the records to keep — every rule cited to the official CBIC page.

9 min read · 7 October 2026

Collecting school fees on time with WhatsApp

How schools and coaching institutes collect fees on time: instalment plans, WhatsApp reminders parents read, receipts, and the admissions-to-fees flow.

10 min read · 7 October 2026

Gym member retention: spot risk, renew, win back

How gyms and studios keep Members: spot who is at risk, renew before expiry, turn trials into joiners, track packages and attendance, win back lapsed ones.

10 min read · 7 October 2026

Real estate lead follow-up: enquiry to registered

A follow-up system for property businesses: Buyers and requirements, site visits, a stage board from enquiry to registered, quotations and brokerage dues.

11 min read · 7 October 2026

Salon rebooking and no-shows: a practical guide

How salons and spas keep Clients coming back: rebooking before they leave, fewer no-shows, packages that get used, bridal advances, and WhatsApp templates.

11 min read · 7 October 2026

One platform vs many tools: an honest comparison

What five separate tools cost in time, re-typing and lost context, what one login changes, how to evaluate, and how to move from Excel or Sheets.

11 min read · 7 October 2026

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