Admissions season brings plenty of parents, but the meeting file stays scattered.

Rocketly is a CRM layer for parent communication and the admissions enquiry process: open-day, scholarship and capacity questions from connected channels attach to a parent record, meeting stages are tracked, bookings and re-enrolment follow-up are configured, and the process is reportable. It does not take the place of your student information system or school management software; it works beside them as the communication and follow-up layer.

Official registration, transfers, attendance, grade entry and report cards run in the student information system, and that system keeps working in parallel. Rocketly performs none of those actions. It gathers the communication-led steps: the pre-admission enquiry, the parent meeting, the scholarship request and the renewal decision. Once enrolment is confirmed the student record is created in the school system, while the Rocketly record continues to serve parent communication.

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. Every conversation attaches to a parent record, so the admissions office reads one history.

With the appointment module and an online booking page a family picks one of the visit slots the school has opened; the booking syncs with Google Calendar and appears on the admissions calendar. A pre-visit reminder is planned as a workflow, with wording and send approval configured according to your school policy. Because attending and non-attending families separate into different stages, the post-open-day follow-up list builds itself.

Families requesting a scholarship or discount collect in a dedicated stage. The meeting note, the discount type requested, payment-plan options and the file sent to the committee are written on the parent record, and the payment plan can be documented through the quote module and shared. The scholarship, discount and capacity decision belongs to the school committee; Rocketly does not make that call, it only keeps the process traceable.

Students from the same family across different year groups attach to one parent record, and details such as sibling discount, bus route and meal preference sit in custom fields. Families are therefore not asked the same questions twice at the contract stage. With segmentation you can build a list of families who already have a sibling in the school and plan renewal communication accordingly.

Workflow Builder ships with 55 templates and offers 46 trigger types. You can build renewal reminders, a second contact for families who have not signed, and post-open-day follow-up on that structure, using your own calendar. Message content and send approval are configured according to your school communication policy.

Access is role-based: you define which user sees which parent record, meeting note, scholarship file and report. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Decisions about internal permissions, archiving and retention belong to your institution; separating the admissions office view from the teaching staff view is a common configuration.

Yes. There is a permanently free plan and no credit card is requested. AI features, advanced workflow steps, the pre-accounting add-on and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, so you can widen your setup gradually as the admissions season workload grows.