Import visits
Bring completed visits into a consistent customer record. Review dates, coverage, and the service context.
Built for repeat-visit businesses
Understand why clients drift after visit one. Reti drafts messages you review and send from your own inbox.
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 visits often convert at a lower rate than established clients. RetentionTek separates first-to-second-visit conversion from established return adherence. The score shows both components so you see where the drop-off happens. Import your completed visits and the dashboard surfaces the gap between what you expect and what actually returns.
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 so you see who is overdue without guessing. The overdue list updates as visits are imported.
The dashboard shows the Retention Score, the overdue list, and the segments that need attention. Reti drafts messages for flagged clients. You edit the draft and send from your connected inbox. Nothing sends automatically. The plan view shows who to review, when, and why based on the imported visit history.
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
No. Keep your booking system as the operational source. Import a scoped export to analyze retention.
CSV and XLSX. Maximum 2 MiB, 5,000 rows, 80 columns. De-duplication is applied on import.
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.
No. SMS is not active in the current release. Email drafting and sending from your own inbox are the available channels.
No. Reti drafts a message you edit. You approve the send from your own connected inbox. Nothing sends without your explicit approval.
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.
Bring back more customers
Tell us about your business, your visit history, and the retention questions you want to answer.