01
Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Use case guide
No-show vs lost client: follow up the right way
No-show is a missed appointment. Churn is a missed return window. RetentionTek tracks returns.
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.
Difference between a no-show and churn
A no-show is a missed appointment. The client booked but did not arrive. Churn is a missed return window. The client did not come back by their expected deadline based on their visit history. RetentionTek tracks completed visits, not bookings. A no-show does not count as a completed visit. A churned client is one who has passed their expected return deadline without a completed visit.
Why the distinction matters
A no-show may still be an active client who will rebook. A churned client has broken their visit pattern and needs a different follow-up. RetentionTek separates these signals so you apply the right action: a gentle nudge for a no-show, a win-back draft for a churned client. The dashboard shows both signals distinctly.
Does RetentionTek send reminders?
No. RetentionTek does not send appointment reminders. It does not send any messages automatically. Reti drafts win-back messages for churned clients. You edit the draft and send from your connected inbox. Nothing sends without your explicit approval. SMS is not active in the current release.
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
Does RetentionTek send reminders?
No. RetentionTek does not send appointment reminders. It does not send any messages automatically. Reti drafts win-back messages for churned clients. You edit and send from your inbox.
What is the difference between a no-show and churn?
A no-show is a missed appointment (booked but did not arrive). Churn is a missed return window (did not come back by expected deadline based on visit history). RetentionTek tracks completed visits, not bookings.
Is SMS included?
No. SMS is not active in the current release. Email drafting and sending from your own inbox are the available channels.
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.
What if I have fewer than 30 clients?
The Retention Score is withheld when fewer than 30 mature customers exist per component. You still see the raw visit data and can review the overdue list manually.
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.