Client messages arrive all day, but the follow-up list lives in a notebook.

Rocketly is a CRM layer for client communication and enquiry flow: requests from connected channels attach to a client record, stages from first consultation to package renewal are tracked, appointment and measurement follow-up is configured, and the process is reportable. It does not replace your nutrition-analysis software, body-composition device or client chart; it works alongside 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, so one client's whole thread reads as a single history.

You define online consultations, in-person sessions and measurement appointments as separate service types, each with its own duration, preparation note and available hours. The client picks a slot from a shareable booking page, the appointment syncs with Google Calendar, and the meeting link and reminder are planned from the record. The time zone is kept on the client card.

No. AI produces assisting output only: conversation summaries, reply drafts based on your knowledge base and tag suggestions. Nutritional assessment, programme content and goal setting are done by the dietitian after the first consultation and a professional review. Final control of client-facing content and sending authorization always stay with you.

You define a workflow around the appointment record: a trigger (as the appointment date approaches), a condition (status confirmed and contact consent given) and an action (reminder message, task or notification). Message content and send approval are configured to match how you work, and a second step can open a confirmation task if the client does not respond.

Workflow Builder ships with 55 templates and offers 46 trigger types. On that structure you can build flows that open a renewal task when remaining sessions fall below your threshold, add clients close to package end into a segment, and plan a second contact for those who do not respond.

Access is role-based: you define which user sees which records, conversations and reports. In a multi-dietitian practice each professional can be limited to their own clients. The infrastructure is built to operate in line with data protection requirements and activity history is retained; decisions about internal permissions and retention periods belong to your practice.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email, package type and your own custom fields. Checking the mapping with a small sample file first is recommended, and tags and segments can then be created in a single pass after the import completes.

Yes. There is a permanently free plan, no credit card is requested and there is no trial-period concept. AI features, the advanced workflow structure and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, so you can start solo and add users as the practice grows.