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Veterinary

The vaccination calendar lives in someone head, and the messages live on three phones.

Rocketly links booking, recheck and urgent requests from WhatsApp, Instagram DM, web forms and the clinic phone to a single pet owner record. The vaccination and parasite calendar, the responsible vet and recheck reminders stay on one screen.

Where the Calendar and the Chat Break Apart in a Vet Clinic

Booking, recheck and urgent messages scatter across WhatsApp, Instagram DM and the clinic phone, so no shared record shows who replied to which pet owner.

The vaccination and parasite calendar sits in a paper booklet or in the vet memory, and a visit that is not reminded usually slips past its date.

One family has several animals; when records blur under a single phone number, nobody can tell which reminder belongs to which pet.

Urgent night and weekend messages sit in the same list as routine questions, so the order of attention depends entirely on personal alertness.

Because nobody records which conversation produced a food, collar or care-product sale, the repeat order is never reminded in time.

Which Channel a Pet Owner Writes From

WhatsApp Business

Booking, vaccination timing and is-this-urgent questions mostly arrive here; reminders are scheduled with approved template messages.

WhatsApp Personal Line

In smaller clinics the thread usually runs from the vet personal number. That line connects too, so the message history stays with the clinic.

Instagram DM and Story Replies

Owners who see clinic posts write in DMs, and replies to lost-pet or adoption stories land in the same conversation.

Website Form and Chat Widget

A booking form and live chat turn a site visitor straight into an owner record, collecting the pet details at first contact.

Clinic Phone and Call Notes

Booking and urgent requests arriving by phone are noted on the same record; with a switchboard connected, the call and its summary attach to it.

Maps and Local Search

An owner looking for a nearby clinic arrives through Google Business Profile, and the enquiry from that source lands on a record.

The Work Rocketly Takes Over in a Veterinary Clinic

Collect Pet Owner Messages in One Inbox

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

Link the Owner Record to Each Animal

Custom fields carry species, breed, date of birth, neuter status and microchip number. Several animals under one owner are followed separately, and reminders are drafted with the right pet name on them.

Attach the Vaccination Calendar to a Reminder Flow

The next due date is written on the record from the last administration, and the follow-up sequence prepares the reminder draft on time. The decision to administer and clinical suitability belong to the vet; the team approves wording and sending.

Appointments and Online Booking

A shareable booking page lets the owner choose a slot and appointments sync with Google Calendar. Reminder messages are scheduled and sent with clinic approval.

Prioritize Urgent Messages with a Separate Tag

Conversations mentioning an emergency are tagged, moved to their own queue and notified to the on-call vet. The urgency level is judged by the vet reading the message, not by the software.

Recheck and Return-Visit Tracking

Tasks and reminders are planned for post-surgery, dental or treatment rechecks; if the owner does not respond, a second-contact task opens and the record joins a segment.

Attach Food and Product Sales to the Record

The Inventory Management add-on keeps food, collar and care-product records and links the repeat-order window to a reminder flow. Your till or POS and your accounting system keep running in parallel.

AI Reply Drafts and Conversation Summaries

AI drafts replies from the clinic knowledge base and summarizes long threads. It makes no diagnosis and suggests no medication or dosage; the team edits the content and decides whether to send.

Channel and Service Reports

With 38 ready-made report types, evaluate with your own data which channel becomes a booking and which reminder flow turns into a recheck visit.

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.

What AI Makes Easier in a Vet Clinic — and What It Never Does

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

Drafts Replies

Produces drafts for opening hours, booking, vaccination-window and preparation questions from your knowledge base; the team edits and decides whether to send.

Summarizes Long Threads

Condenses weeks of messages about a chronic case so the team picks up the context at shift handover without rereading it.

Tags the Request by Service Group

Separates vaccination, recheck, surgery and product requests from the conversation context and suggests a tag; the team confirms it.

Makes No Diagnosis, Dosage or Urgency Call

AI performs no clinical assessment, suggests no medication or dosage and assigns no urgency level. Those decisions follow an examination and the veterinarian judgement.

From a Vaccination Booking to the Recheck Visit

01 · CONTROLLED HANDOFF

A rabies vaccination booking arriving on WhatsApp

01

A pet owner asks on WhatsApp for a rabies vaccination slot for their cat; the message lands in the inbox and a record opens.

02

The pet name, species and last vaccination date go into custom fields, and the right animal is selected when the owner has several.

03

AI drafts a reply from the process notes in the knowledge base; the team edits it and shares the booking link.

04

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

05

After the visit, the next due date is written on the record and attached to the reminder flow.

Bringing a due parasite treatment into a reminder

Records approaching their internal and external parasite window are listed as a segment based on the last treatment date.

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

Owners who book move to the booking stage; those who do not respond get a second-contact task.

Which reminder window turns into a visit is tracked in your own report by service group.

Handing a night-time urgent message to the morning shift

When a message mentions an emergency, the urgent tag is added and the conversation moves to the top of the on-call queue.

The on-call vet is notified; the vet judges how urgent the case is and notes that judgement on the record.

The conversation summary lets the morning team take over without rereading the night thread.

For an animal that comes in, the recheck appointment and follow-up task are planned on the same record.

Following up a prescription-diet repeat order

The food item sold through the Inventory Management add-on is noted on the owner record with an estimated consumption window.

As the window approaches, the follow-up sequence prepares a reminder draft and the team decides whether to send it.

If an order request arrives, a task opens and delivery and payment notes land on the same record.

Repeat-order behaviour is tracked in your own report by product group, while your till or POS record stays in its own system.

Reminder Flows a Veterinary Clinic Can Build

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

Vaccination and Parasite Window Reminder

Keeping the calendar on the record and drafting on time

1

Trigger: the next vaccination or parasite date on the record approaches.

2

Condition: the animal record is active and the owner has given contact consent.

3

Action: prepare a reminder draft carrying the pet name and open a task for the owner of the record; the team approves wording and sending.

4

If no reply arrives within your chosen interval, open a second-contact task.

Pre-Appointment Confirmation and Preparation

A confirmation plan aimed at reducing unused consultation slots

1

Trigger: the appointment date approaches.

2

Condition: the booking is confirmed and a preparation note such as fasting is defined.

3

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

4

If the owner does not respond, open a confirmation task for reception.

Post-Surgery Recheck Follow-Up

Attaching suture removal and the recheck visit to the record

1

Trigger: the record moves to the Surgery Completed stage.

2

Action: schedule a task and reminder for the recheck visit and record the responsible vet.

3

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

4

If not, open a second-contact task and add the record to the follow-up segment.

Connection Suggestions for Veterinary 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

Owner threads, template messages and vaccination reminder planning

Instagram DM (Meta)

Native connection

Attaching first contact from clinic posts to an owner record

Google Calendar

Native connection

Two-way sync of the consultation and surgery calendar with the vets

Google Business Profile

Link / manual flow

Tracking enquiries from owners searching for a nearby clinic

SMS

Native connection

A reminder route for owners who are not reachable online

CSV / Excel Import

One-time import

Transferring the owner and animal list with vaccination dates

The First Six Setup Steps in a Vet Clinic

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

1

Define the clinic profile and the veterinary team

Create vet, technician and reception users; use roles to limit who sees which owner record and conversation.

2

Build custom fields for the animal record

Define name, species, breed, date of birth, neuter status, microchip number and the last vaccination and parasite dates; reminders feed from these fields.

3

Connect your channels

Start with the channel carrying the most messages — in most clinics that is WhatsApp — then add the booking form and chat widget to your site.

4

Fill the knowledge base

Write service scope, opening hours, the on-call pattern, preparation requirements and FAQs. For diagnosis, dosage and urgency questions, define a redirect to the vet.

5

Test the vaccination, confirmation and recheck flows

Try the three core flows on sample records, review the reminder wording with the vet, and only then open them to live owner communication.

6

Set inventory, reports and the system boundary

Define food and product items in the Inventory Management add-on and build channel and service reports. Practice software, laboratory devices and the till keep running in parallel.

Rocketly Capacity in Reach of Your Vet Clinic

0

Channel types where pet owner messages land

0

Templates for vaccination and parasite reminders

0

Report types covering bookings and product sales

0

Interface languages for the team and foreign owners

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.

Questions Veterinarians Ask Before Switching

Rocketly is a CRM layer for pet owner communication and the booking process: messages from connected channels attach to an owner record, the vaccination and parasite calendar sits in a reminder flow, booking and recheck follow-up is configured, and the process becomes reportable. It does not replace your practice-management software, laboratory devices or official registration filings; it works next to them as the communication layer.

For each animal you write the last administration date and the next due window into custom fields; a workflow triggers on that date and prepares the reminder draft. Workflow Builder ships with 55 templates and 46 trigger types, so intervals follow your own protocol. The decision to administer and clinical suitability belong to the vet, and the team approves the final wording and the send.

Yes. Under the owner record you define custom fields for each animal — name, species, breed, date of birth, neuter status and microchip number. Reminders and tasks are prepared with the right pet name and past visits appear under the same owner. Records that used to blur under one phone number are separated from each other.

When a message mentions an emergency, a workflow marks the record with a separate tag, moves it into the on-call queue and notifies the vet on duty, so the urgent conversation is not buried under routine price questions. The software does not decide the urgency level or the referral; the veterinarian reading the message makes that judgement and notes it on the record.

Yes. Connected sources such as WhatsApp Business, a personal WhatsApp line, Instagram DM and story replies, Facebook Messenger, Telegram, email, SMS 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.

With the Inventory Management add-on you record food, collar and care-product items, link a sale to the owner record and set a repeat-order reminder around the estimated consumption window. Your till or POS system and your accounting records stay in their own systems; Rocketly makes those sales visible from the communication and follow-up side.

No. AI produces assisting output only: conversation summaries and reply drafts based on your knowledge base. Diagnosis, treatment plan, medication and dosage are decided by the veterinarian after an examination. Final review of owner-facing content and sending authorization stay with your team, and the limits you write into the knowledge base shape what the draft can cover.

Yes. Bulk import runs from CSV, Excel, VCF and Google Sheets, mapping owner name, phone and email along with custom fields such as pet name, species and last vaccination date. Validating the mapping on a small sample file first is recommended. After the transfer you build segments and reminder flows directly on those fields.

There is a permanently free plan and no credit card is requested; there is no trial-period concept. AI features, advanced workflow sequences, the Inventory Management add-on and some channel connections sit in paid plans. The pricing page shows which feature belongs to which plan, and a single-vet practice can be configured differently from a multi-branch group.

Veterinary Clinics

Move the Vaccination Calendar and the Owner Chat to One Place

Which pet is waiting for which reminder should live on the record, not in memory.

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