Terms & Conditions

Your responsibilities

Use only business data you are authorized to process. Identifiable visit, appointment, or service records may be sensitive health information even without clinical notes. If health-privacy rules may apply to your data, do not import identifiable records until you have independently confirmed that the service is appropriate for your use and that all required agreements and permissions are in place. Confirm reporting coverage and source values before relying on an imported score. Customer communications require separate permission and compliance with applicable rules.

Limits of analysis

Scores depend on the supplied history, coverage and methodology. They are not medical advice, a prediction, a guarantee of churn reduction or evidence of recovered revenue. Target scenarios are assumptions, not observed results.

Actions and integrations

Internal task approvals and simulations do not send messages, take payments or book appointments. When Write with Reti is enabled, it produces editable email text. Check its facts before use. When connected-account email delivery is enabled, a workspace owner must review the saved message, recipient and sender, approve the email, and separately queue it. The service then checks consent, suppression, account readiness and sending limits before submission through the connected mailbox. Provider acceptance does not prove inbox receipt, a reply or a booking. A provider logo or name does not establish a working connection; use the current connection status shown in your workspace.

SMS Terms

When RetentionTek SMS messaging is enabled, people may receive informational/customer-care messages about demo requests, onboarding, account or service updates, and support, or promotional and marketing messages about RetentionTek products, offers, and services. These are separate, optional choices on the Contact page. A person may select either, both, or neither, and can submit the form without SMS consent. Message frequency varies; message and data rates may apply. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase and applies only to RetentionTek messages; it does not authorize RetentionTek customers or other businesses to message you. Carriers are not liable for delayed or undelivered messages. For assistance, contact support@retentiontek.com or use the Contact page. See the Privacy Policy for how mobile opt-in information and phone numbers are handled.

Free trial

The free trial lasts 14 days from the moment you start it and requires a payment card. You are not charged if you cancel before the trial ends, and Reti is $199 a month after the trial. It includes 1,000 email credits. One email to one customer uses 10 credits, so a trial covers up to 100 emails. Free sending stops when fewer than 10 credits remain or when the trial ends, whichever happens first. Unused credits expire with the trial and do not roll over or convert into paid allowance. Drafting, editing and support requests do not use email credits. Co-Pilot questions use a separate credit balance. Your 30-day follow-up plan is a planning window; it does not extend the trial or the email credits. Restarting setup, reconnecting a mailbox or reloading a page does not grant a new trial or a new credit balance.

Plans and pricing

Reti costs $199 per month, billed in advance. When SMS is active, the plan includes one business texting number, carrier campaign fees and 1,000 SMS segments per month. Extra SMS segments are $0.03 each, billed in arrears on your next invoice, and extra numbers are $5 per month. Managed texting registration setup is a one time $99 fee. It is not charged at signup. It is charged when you turn on texting, right before we submit your carrier registration, and only after you agree to it. If we cannot submit your registration, the $99 is refunded. Once your registration is submitted, the $99 setup fee is non refundable, including under the 7 day first payment refund, because it pays carrier registration and vetting costs. Carrier approval usually takes 7 to 14 days. Timing is decided by the carriers, and we do not promise an approval date. Core includes up to 1,000 managed customers, 10,000 emails per month and one location. Email stops at the included monthly allowance: there is no automatic overage and no extra email charge beyond it. A paid subscription renews automatically until it is cancelled, and access continues through the paid period. To cancel, or to ask about a charge, email support@retentiontek.com; we do not promise a response time. Prices may change for future billing periods; a change does not apply retroactively to a period already paid.

Your phone number

If you leave RetentionTek, you can keep the RetentionTek phone number assigned to your workspace. When your account is paid up, we release the number on request, either by giving you or your new provider a port out PIN or by transferring the number to another Twilio account through a subaccount transfer. There is no exit fee. The 10DLC brand and campaign registration and your opt out list do not move with the number, so your new provider must register your business again before texting, and you remain responsible for honoring opt outs you have received. Port timing is set by the receiving carrier, and we do not promise a completion date.

Refunds

These refund terms apply to every plan, except the one time $99 setup fee, which is charged when you turn on texting and is refunded only if we cannot submit your registration. RetentionTek refunds your first subscription payment in full if you ask within 7 days of that payment. To ask, email support@retentiontek.com from the email on your account.

After 7 days, payments are not refunded, and you can cancel any time to stop future charges. Your plan stays active until the end of the period you paid for.

The full plan includes one brand verification application for texting and your first phone number, with no separate fee. A resubmission after a rejection is free. Additional phone numbers and a new application, for example after a change to your business details, are extra and are shown before you pay. If you stop after a rejection on a paid application, we refund the part of the fee that is ours. If the rejection was our fault, we refund the full fee.

Refunds go back to the original card, usually within 5 to 10 business days.

Sending limits and provider behaviour

A paid plan includes manual sending that does not depend on recurring automation, once outbound email is enabled for the workspace. Sending still requires an owner review and approval of the saved message, recipient and sender, and it is subject to consent, suppression, sender readiness, provider safety limits and the included monthly allowance. A provider accepting a message is not proof of inbox receipt, a reply or a booking. Where a required connection is not active, the workspace shows that state and sending stays unavailable.

Launch status

SMS messaging, inbound SMS and production phone-number provisioning are not active at launch, and payment does not enable them. Features described as unavailable are not part of the functioning service. SMS messaging and phone provisioning are not active at launch.