Visit history CSV template
The header row RetentionTek imports. One appointment per row, business dates, no formulas.
OpenTemplates
Retention templates
Free files and checklists for reviewing repeat visits. Download them, use them with your own records and keep them even if you never use RetentionTek.
Download
Visit history files
Use them
Checklists and message examples
Retention review checklist
Check records, define the measure, review a few customers and assign an owner.
OpenWin-back message brief
An example writing brief for a win-back email, and what to check before sending.
OpenLapsed client messages
How to write a message a lapsed client will read.
OpenImport guide
How to export visits from your booking system and import them.
OpenGood to know
Every example in these files is fictional. Do not add clinical details, card data or other sensitive fields to a visit export.
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