Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Use case guide
Rebooking math. First-to-second visit conversion. Reti drafts messages you review and send.
The problem
Most service businesses track bookings, not returns. Completed visits tell you who actually comes back. RetentionTek starts with completed visit history, not future appointments.
First-to-second visit conversion is the single biggest lever for salon retention. A client who returns for a second visit is far more likely to become a regular. RetentionTek calculates the first-to-second conversion rate from your imported visit history. The Retention Score weights this at 40 percent. See which services convert best and where the drop-off happens.
The dashboard shows eligible first-time customers and whether they returned within 180 days. Each row includes the first service, the first visit date, and whether a second visit occurred. Reti drafts a message for any first-time client who has not returned. You edit the draft and send from your connected inbox. Nothing sends automatically.
Color clients return every four to eight weeks. Cut clients return every four to six weeks. Treatment clients return on a provider-recommended schedule. RetentionTek calculates the expected return window per service category from your imported visit history. When a client passes their expected return date, they appear in the overdue list.
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
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Review an explainable score and the return patterns behind it. See what the history supports and where it is incomplete.
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
Email drafting and sending from your own inbox are the available channels.
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.
Reti drafts messages you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
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
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
Benchmarks vary by service type and market. RetentionTek does not publish absolute benchmarks. See the on-site retention benchmarks methodology for how to compare your rate against comparable businesses using cohort analysis.
No. Reti drafts a message you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
No. SMS is not active in the current release. Email drafting and sending from your own inbox are the available channels.
CSV and XLSX. Maximum 2 MiB, 5,000 rows, 80 columns. De-duplication is applied on import.
No. Keep your booking system as the operational source. Import a scoped export to analyze retention.
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
Tell us about your business, your visit history, and the retention questions you want to answer.