01
Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Product capability
Customer segments that show who is slipping
New, active, at-risk, lapsed, churned. Segment sizes and trends from your visit history.
The problem
Retention is not a guessing game
Most service businesses track bookings, not returns. Completed visits tell you who actually comes back. RetentionTek starts with completed visit history, not future appointments.
Segment definitions
RetentionTek assigns every customer to one segment based on their visit history and expected return windows: New (first visit within the window), Active (returned by expected deadline), At-risk (approaching expected deadline), Lapsed (passed expected deadline), Churned (no visit for multiple expected cycles). Segment definitions use completed visits only, not bookings or messages sent.
Segment sizes and trends
The dashboard shows how many customers are in each segment and the trend over time. Watch the at-risk and lapsed segments grow or shrink as you import new visits. The segment view updates with each import so you always see the current state of your customer base.
How segments are computed
Segments are computed from the imported visit history using the expected return window per service category. A customer moves to at-risk as they approach their expected deadline, to lapsed when they pass it, and to churned after multiple missed cycles. The computation is deterministic, so the same visit history always produces the same segments.
From segment to action
Click any segment to see the customers in it. The follow-up queue prioritizes at-risk and lapsed customers by recency, frequency, and value. Reti drafts a message for each flagged customer. You edit the draft and send from your connected inbox. Nothing sends automatically.
How it works
From visits to a decision in three steps
02
Understand the evidence
Review an explainable score and the return patterns behind it. See what the history supports and where it is incomplete.
03
Choose what happens next
Use the review queue to prioritize attention. A team member reviews the evidence and approves the next step.
RetentionTek's Retention Agent explains the score and supports the review workflow. Reviewing a signal does not automatically contact a customer or book an appointment.
Honest limits
What you should know before you start
SMS is not active
Email drafting and sending from your own inbox are the available channels.
Score withheld under 30 mature customers
The Retention Score is withheld when fewer than 30 mature customers exist per component. You still see the raw visit data and the overdue list.
No automatic sending
Reti drafts messages you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
Not an EMR
RetentionTek does not store medical records, diagnoses, or treatment notes. It works with operational visit data you export from your booking system or POS.
Simple pricing
Core plan: $249 per month or $2,490 per year
Includes the Retention Score, overdue review queue, Reti drafting (10 per workspace per UTC day), CSV and XLSX import, and the 14-day trial with 1,000 email credits (10 credits per email, up to 100 emails). No discount language. No hidden fees.
View full pricingFrequently asked questions
Practical answers
How are segments computed?
Segments are computed from imported visit history using the expected return window per service category. New, Active, At-risk, Lapsed, Churned. The same visit history always produces the same segments.
Do segments update automatically?
Yes. The segment view updates with each visit import so you always see the current state of your customer base.
Can I create custom segments?
Not currently. Segments are based on the deterministic visit-pattern logic. Custom segments are planned for a future release.
What data do segments use?
Completed visits only: customer identifiers, visit dates, attendance status, location, and service category. Not bookings, not messages sent.
How does this connect to the queue?
The follow-up queue prioritizes at-risk and lapsed customers by recency, frequency, and value. Reti drafts a message for each flagged customer.
What if I have fewer than 30 clients?
Segments are still computed. The Retention Score is withheld when fewer than 30 mature customers exist per component, but segment assignment works at any scale.
Bring back more customers
Make the next return
part of the plan.
Tell us about your business, your visit history, and the retention questions you want to answer.