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Aesthetics

Your aesthetic clinic has no shortage of enquiries, but the follow-up lives in scattered chats.

Rocketly links injectable, laser and surgical consultation enquiries from WhatsApp, Instagram DM, web forms and email to a single client record. Treatment-package stages, the responsible patient coordinator and follow-up visits stay on one screen.

What Slows Consultation Follow-Up in an Aesthetic Clinic

Injectable, laser and surgical enquiries scatter across WhatsApp, Instagram DM and web forms, so no shared record shows who answered which client.

Someone asking only about price sits in the same list as a client who already attended a consultation; the package and the stage they wait at are never separated.

Session intervals, top-up periods and follow-up visits depend on someone remembering, and a client who is not reminded usually does not come back.

International clients write in another language and time zone, so the first contact, the travel plan and the clinic record never connect to each other.

Because nobody measures which channel turns into a consultation and then a package approval, the promotion budget is allocated on instinct.

Where an Aesthetic Client Makes First Contact

Instagram DM and Story Replies

Clients who follow clinic content usually DM; story replies land in the same conversation, so the first contact does not scatter.

WhatsApp Business

Questions about the procedure process, session intervals and price ranges mostly arrive here; reminders are scheduled with approved template messages.

WhatsApp Personal Line

Patient coordinators in most clinics message from a personal number. That line connects too, so the thread stays with the clinic when a coordinator is away.

Website Form and Chat Widget

A procedure information form and live chat turn a site visitor directly into a client record, with the landing page noted on it.

Meta and Google Lead Forms

Campaign lead-form records sync into the CRM, so you can see by source which campaign turned into a consultation.

Email and Phone Notes

International threads and phone enquiries are noted on the same record, so the process runs on a single history.

The Work Rocketly Absorbs in Aesthetic Practice

Collect Consultation Enquiries in One Inbox

WhatsApp Business and a personal line, Instagram DM and story replies, Facebook Messenger, Telegram, email and web forms — the sources your clinic connects appear on one screen. Rocketly supports 12 channel types; the clinic decides which ones to open.

Give the Treatment Package a Stage

Build your own stages: Enquiry → Information → Consultation Booking → Package Quote → Consent and Planning → Sessions → Follow-Up. The board shows which client waits at which stage and who owns the record.

Bookings, Session Calendar and Online Booking

A shareable booking page lets the client choose a slot and appointments sync with Google Calendar. Reminders are scheduled around session intervals and sent with clinic approval.

Between-Session and Follow-Up Tracking

Drip sequences set a reminder rhythm for session intervals, top-up periods and review visits; if the client does not respond, a task opens for the owner of the record.

AI Reply Drafts and Conversation Summaries

AI drafts replies from your knowledge base and summarizes long threads. It performs no clinical assessment, recommends no procedure and quotes no final price; your team edits the content and decides whether to send.

Document the Package Quote

Turn package items into a PDF with the quote module, share it through a client-specific link, and follow view and approval status from the record. Contract and document templates attach to the same record.

Pre-Consultation Intake Forms

Build a pre-consultation information form with Form Builder; submissions land on the client record and trigger the workflow you defined. Informed consent stays a clinician and clinic responsibility.

Keep the Image Archive Role-Based

Attach before/after images and consultation notes to the record through the Media Library and limit who can see them by role. Whether those images may be used in promotion depends on healthcare advertising rules and client consent.

Channel and Procedure-Group Reports

With 38 ready-made report types, evaluate with your own data which channel converts to a consultation and which procedure group converts to a package approval.

Ready to bring the customer communication you connect into one shared workspace?

Configure your process, team and connected sources at a pace that fits your operation.

How Far AI Helps in an Aesthetic Clinic

AI can prepare drafts and summaries from conversation context; your team decides what is shared with customers.

Drafts Replies

Produces drafts for process, preparation and booking questions from your knowledge base; the coordinator edits and decides whether to send.

Summarizes Long Threads

Condenses a conversation spread over weeks so the team sees the context at coordinator handover without rereading it.

Tags the Enquiry by Procedure Interest

Suggests which procedure group the conversation is about from context; the team confirms the tag.

Makes No Suitability or Pricing Decision

AI performs no examination, recommends no procedure, says nothing about outcomes or healing, and gives no final price. Those decisions follow the consultation and clinician assessment.

The Journey of an Aesthetic Consultation Enquiry

01 · CONTROLLED HANDOFF

From an Instagram filler question to a consultation

01

A client DMs under a clinic post asking for information about lip filler; the message lands in the inbox and a new client record opens.

02

AI drafts a reply from the knowledge base; the patient coordinator edits it, states that an in-person consultation and clinician assessment are required, and sends it.

03

The record moves to the Consultation Booking stage, a coordinator is assigned and the booking link is shared.

04

The appointment syncs to Google Calendar and a reminder is scheduled for the day before, sent with clinic approval.

05

After the consultation the package is prepared as a quote, shared through a client-specific link, and the record moves to Package Quote.

Shaping travel and session dates for an international client

An enquiry in another language attaches to a record; conversation language, time zone and the planned travel window go on the client card.

The conversation summary lets the team pick up the context without rereading weeks of messages.

Flight, accommodation, consultation and session steps become tasks with named owners.

Once the client is home, the review reminder joins a follow-up sequence; if no reply comes, a second-contact task opens.

Bringing back a client who paused mid-package

Clients past their session interval are listed as a segment based on the last session date.

The follow-up sequence prepares the reminder draft; the team approves the wording and the send list.

Clients who reply move to the session booking stage; those who do not get a second-contact task.

Package completion is tracked in your own report by channel and procedure group.

Following up a client sitting on a quote

Every presented package collects in one stage, showing how many days each quote has been waiting.

When your chosen interval passes, a follow-up task opens for the responsible coordinator.

If the client asks a question, the conversation continues on the same record and payment-plan or date notes stay with it.

An approved package moves to the Sessions stage and the session calendar is created.

Automation Flows an Aesthetic Clinic Can Build

Use these examples to discuss triggers, owners and review points before configuring your own process.

Intake for a New Consultation Enquiry

So a first contact from a connected channel never sits unowned

1

Trigger: a new conversation opens on a connected channel.

2

Condition: if the message carries a procedure-group tag, route it to the matching patient coordinator.

3

Action: move the record to the Information stage, assign an owner and prepare a reply draft.

4

If no reply goes out within your chosen interval, notify the clinic manager.

Pre-Consultation Reminder

A reminder plan aimed at reducing unused consultation slots

1

Trigger: the consultation date approaches.

2

Condition: the booking is confirmed and the client has given contact consent.

3

Action: schedule the reminder draft and preparation note; content and sending authorization are checked against clinic policy.

4

If the client does not respond, open a confirmation task for the coordinator.

Post-Session Review Follow-Up

Attaching the review visit to the record after a session

1

Trigger: a session is completed while the record sits in the Sessions stage.

2

Action: schedule a task and reminder for the review visit and record the responsible clinician.

3

Condition: if the client responds, move the record to the booking stage.

4

If not, open a second-contact task and add the client to the segment list.

Connection Suggestions for Aesthetic Clinics

Connect native channels directly, or use a webhook for an existing tool — each card makes Rocketly’s role clear.

WhatsApp Business API

Native connection

Client threads, template messages and session reminder planning

Instagram DM (Meta)

Native connection

Attaching first contact from clinic content to a client record

Google Calendar

Native connection

Two-way sync of the consultation and session calendar with the team

Meta Ads

Lead source

Campaign lead-form records arriving with their source

Google Business Profile

Link / manual flow

Tracking location-driven enquiries from maps and search

CSV / Excel Import

One-time import

Transferring an existing client list with procedure-interest fields

The Setup Order That Works in an Aesthetic Clinic

Use these steps to review your process, responsibilities and permissions before going live.

1

Define the clinic profile and the team

Create branch, clinician and patient-coordinator users; use roles to limit who sees which client record, conversation and image archive.

2

Build the client pipeline stages

Name the Enquiry → Information → Consultation → Package Quote → Consent and Planning → Sessions → Follow-Up flow the way your clinic actually works.

3

Connect your channels

Start with the channel that brings the most enquiries — for most aesthetic clinics Instagram DM and WhatsApp — then add the web form and chat widget to your site.

4

Fill the knowledge base within advertising rules

Write service scope, preparation requirements, opening hours and FAQs. For suitability, outcome and pricing questions define a redirect to a consultation, and avoid outcome wording.

5

Build and test the first three workflows

Try enquiry routing, consultation reminders and post-session review follow-up on sample records before opening them to live client communication.

6

Set reports and clarify the system boundary

Define channel and procedure-group reports. Practice-management software, clinical charts and device records keep running in parallel; Rocketly is the communication and enquiry-tracking layer.

Rocketly Capacity Available to an Aesthetic Clinic

0

Channel types where consultation enquiries merge

0

Templates for session and review reminders

0

Report types covering consultation and package flow

0

Interface languages for international clients

The operational examples on this page are not guaranteed outcomes. What is available and how it performs depend on your process, connected sources, permissions and team use.

Aesthetic Clinic CRM — Questions Clinics Ask

Rocketly is a CRM layer for client communication and the consultation pipeline: enquiries from connected channels attach to a client record, treatment-package stages are tracked, booking, session and review follow-up is configured, and the process becomes reportable. It does not replace your practice-management software, clinical chart or device records; it works next to them as the communication and follow-up layer.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email and the web chat widget appear in the same inbox. Rocketly supports 12 channel types in total; which ones you can open depends on your account configuration and plan.

No. AI produces assisting output only: conversation summaries and reply drafts based on your knowledge base. Suitability, the procedure decision and final pricing are determined after an in-person consultation and clinician assessment. Final review of client-facing content and sending authorization stay with your team, and compliance with healthcare advertising rules remains the clinic responsibility.

You attach images to the client record through the Media Library, limit by role which user can open which archive, and activity history is retained. Whether those images may be used for promotional purposes depends on healthcare advertising regulation and the explicit consent of the client; Rocketly does not make that call, it only lets you manage the archive and the access rights around it.

You define a workflow around the booking and session record: a trigger (the session interval elapses or a review date approaches), a condition (the package is active and contact consent exists) and an action (reminder draft, task or notification). Workflow Builder ships with 55 templates and offers 46 trigger types; the final wording and the send decision stay with your team.

In the quote module you define the package items, the session count and a validity date, then produce the output as a PDF. Once the client-specific link is shared, view and approval status appear on the record, and recurring packages can be stored as templates. An approved quote moves the record to the next stage, with contracts and document templates attached to the same client.

The interface is available in 3 languages — Turkish, English and Russian. You run the conversation in the client language, note the conversation language and time zone on the record, and plan tasks and reminders around the travel window. Travel and accommodation steps are tracked as tasks; organizing them remains the clinic responsibility.

Access is role-based: you define which user sees which client records, conversations, image archives and reports. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Internal permission structure, retention periods and the management of consent records are decisions that belong to your organization.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email, procedure interest and any custom fields you define. Validating the mapping on a small sample file before the full import is recommended. After the transfer you can build segments and follow-up sequences directly on those fields.

Aesthetic Clinics

Make Your Aesthetic Clinic Consultation Pipeline Visible

From the first message to the review visit, keep every step in one place.

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