01
Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Use case guide
Med spa client retention and rebooking software
Track rebooking after treatments. Spot lapsed patients. Reti drafts messages you review and send.
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.
Rebooking after treatments
Med spa clients return on treatment-specific cycles. Neurotoxin clients often return at three to four months. Filler clients return at six to twelve months. Laser clients return on a series schedule. RetentionTek imports your completed visits and calculates the expected return window per service so you see who is overdue without guessing.
Lapsed patient view
The dashboard shows patients who have passed their expected return deadline. Each row includes the last completed service, the expected return date, and how many days overdue. Reti drafts a message for any patient you want to contact. You edit the draft and send from your connected inbox. Nothing sends automatically.
How Reti drafts win-back messages
Reti reads the visit history and the reason the patient was flagged. It produces an editable draft that references the last service and the typical return window. You review the wording, make changes, and approve the send. The message goes from your own email address. Drafting uses Co-Pilot credits, not email credits. Ten drafts per workspace per UTC day.
Works alongside your booking system and EMR
RetentionTek is not an EMR. It does not store medical records, diagnoses, or treatment notes. It reads a CSV or XLSX export of completed visits from your booking system or POS. Keep your operational source as the system of record. Import a scoped export to analyze retention.
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
Is RetentionTek an EMR?
No. RetentionTek does not store medical records, diagnoses, or treatment notes. It works with operational visit data you export from your booking system or POS.
Does it replace my booking system?
No. Keep your booking system as the operational source. Import a CSV or XLSX export of completed visits to analyze retention.
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.
What file formats can I import?
CSV and XLSX. Maximum 2 MiB, 5,000 rows, 80 columns. De-duplication is applied on import.
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 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.