Someone finally writes to book a first session, and the message never reaches a calendar.

Rocketly is a CRM layer for client communication and intake: first-session enquiries from connected channels attach to a client record, therapist matching and session-plan stages are tracked, appointment and reminder routines are configured, and the process becomes reportable. It does not replace your clinical session notes, assessment tools or client file; 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. Enquiries that arrive by phone are added to the same client record as a note.

No. AI produces assisting output only: conversation summaries, shortened long threads and reply drafts based on your knowledge base. Diagnosis, therapeutic approach, session frequency and continuation are decided by the psychologist or psychiatrist after a first session and specialist assessment. AI performs no crisis assessment; you define the emergency-referral wording in your knowledge base and your team carries it out. Final review of client-facing content and sending authorization stay with your team.

Access is role-based: you define what the front desk, the clinical lead and each therapist can see across records, conversations and reports. A therapist can be limited to their own client queue. The infrastructure is built to operate in line with data protection requirements and activity history is retained. Where session content is stored, how long it is kept and which professional-ethics rules apply remain decisions for your organization.

You define a workflow around the appointment record: a trigger (as the session date approaches), a condition (the appointment is confirmed and contact consent exists) and an action (reminder message, task or notification). When a cancellation or reschedule arrives, the record moves to the matching stage and the freed slot shows on the therapist calendar. Message content and send approval follow your practice policy, and your team reviews the wording.

No. Rocketly does not provide a video conferencing platform. You attach the link from the meeting tool you already use to the appointment record; the reminder carries that link, and the thread and payment notes stay in the same client history. In-person and online sessions are separated on one calendar, so a therapist sees at a glance who is seen where. The video call itself happens on the platform you chose.

The client record carries tags such as specialism, age group and couples, family or child-and-adolescent preference; a workflow routes the record into the matching therapist queue based on that tag. The queue sits on a board showing how many days each enquiry has waited. The clinical lead makes the final matching decision; the system only records that decision and the reasoning behind it.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping name, phone, email, assigned therapist and custom fields. Checking the mapping with a sample file before the full import is recommended. You decide which fields travel: contact and process information usually moves, while clinical notes such as session content are commonly kept out of this layer entirely.

Yes. There is a permanently free plan, no credit card is requested and there is no trial-period concept. AI, advanced workflows and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, and you can begin with a single channel and a single therapist queue, then widen the scope as your practice settles into it.