01
Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Use case guide
Win back lapsed clients
Define lapsed. Draft, edit, send from your inbox. Reti uses 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.
Define lapsed
A client is flagged as lapsed when they pass their expected return deadline based on their service category and visit history. The deadline is calculated from completed visits, not from booked appointments. RetentionTek learns the expected return window per service from your imported visit history. When a client passes their expected return date, they appear in the overdue list with the last service, expected date, and days overdue.
Draft, edit, send
For each lapsed client, Reti drafts a message that references the last service and the typical return window. You review the wording, make changes, and approve the send from your connected inbox. The message goes from your own email address. Drafting uses Co-Pilot credits, not email credits. Ten drafts per workspace per UTC day. Nothing sends without your explicit approval.
How long before a client is lapsed?
The expected return window varies by service category. Neurotoxin: three to four months. Filler: six to twelve months. Color: four to eight weeks. Cut: four to six weeks. Massage: four to eight weeks. Fitness class: one to two weeks. Nail: two to three weeks. RetentionTek calculates the window from your actual visit history, not from industry averages.
Import visits from your booking system
Export completed visits as CSV or XLSX from your booking system or POS. Maximum 2 MiB, 5,000 rows, 80 columns. The import maps customer identifiers, visit dates, attendance status, location, and service category. De-duplication prevents double-counting. No provider integration is required.
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 long before a client is lapsed?
The expected return window varies by service category and is calculated from your actual visit history. Neurotoxin: 3-4 months. Filler: 6-12 months. Color: 4-8 weeks. Cut: 4-6 weeks. Massage: 4-8 weeks. Fitness: 1-2 weeks. Nail: 2-3 weeks.
Does it send messages automatically?
No. Reti drafts a message you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
Is SMS included?
No. SMS is not active in the current release. Email drafting and sending from your own inbox are the available channels.
Can I edit the drafts?
Yes. Every draft is fully editable before you approve the send.
What file formats can I import?
CSV and XLSX. Maximum 2 MiB, 5,000 rows, 80 columns. De-duplication is applied on import.
Does it replace my booking system?
No. Keep your booking system as the operational source. Import a scoped export to analyze retention.
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.