The device calendar looks full, yet course tracking keeps slipping.

Rocketly is a CRM layer for the centre’s enquiry and communication process: campaign and channel enquiries attach to a client record, consultation notes and consent documents sit on the card, device and room level bookings are kept, remaining sessions and course intervals are tracked and the process becomes reportable. Your device vendor software and till system keep doing their own job.

Each client record holds the last session date, the treated area and the recommended interval. As the interval approaches a workflow opens a planning task; once it passes, a reminder draft is prepared and the team decides whether to send it. How many weeks that interval should be is set by the centre after a specialist assessment; the system follows the value you enter.

Yes. You define a calendar for each device and treatment room and enter the session durations that vary by body area as blocks. That keeps the same handpiece from being promised to two sessions at once and makes idle device hours visible. Bookings can sync with Google Calendar so the operator follows the day from their own device.

Yes. Meta and Google lead forms sync through Marketing Hub and every record reaches the CRM with its source. You can also build the campaign form on your website with Form Builder and write the same information to the record. When the campaign period closes you compare by source which advert turned into consultations and approved packages.

Yes. Prepare consent and information texts with Document Templates and collect pre-treatment questions with Form Builder; both the submission and the document attach to the client record. Before the session the responsible specialist sees the note, the form and the conversation history on one screen. Content and retention decisions belong to the centre.

No. AI produces assisting output only: conversation summaries and reply drafts based on your knowledge base. Suitability, contraindications, session count and final pricing are determined at the centre after a specialist assessment. Final review of client-facing wording and sending authorization always stay with your team.

Workflow Builder ships with 55 templates and offers 46 trigger types. A call-back flow for clients with sessions left but no recent visit, a planning task for a due interval and a follow-up task for a package awaiting approval are all built on that structure.

No. The till, card terminal, device vendor software and statutory accounting stay in their own systems; Rocketly manages enquiries, consultations, bookings and course tracking. Pre-Accounting and Inventory are available as add-ons; they do not open a live balance link to your till software and exist for internal records and reporting.

There is a permanently free plan and no credit card is requested; there is no trial-period concept. AI features, advanced workflow steps and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, and you can move up as the centre grows.