Pilot / limited rollout4 min read
Retention and follow-up reporting
Understand repeat business and outreach performance.
This workflow is in pilot or limited rollout and should not be assumed available to every business.
What this feature helps with
Understand repeat business and outreach performance.
Step-by-step
- Open Retention or Reports where available.
- Choose a period and eligible client group.
- Review repeat-booking rates and follow-up outcomes.
- Adjust outreach cadence based on opt-in and client experience.
Review your results
- A reminder sent is not proof it was read.
- Do not infer clinical outcomes from general booking patterns.