Retention IQ
Feature guide · three engines

Three engines. One practice.

Retention IQ brings back clients who stopped booking. Revenue IQ identifies hours going unused. Margin IQ tells you what to change about pricing, packages, service lines, and provider balance so both problems get smaller over time.

Engine 01

Retention IQ — bring back dormant clients.

Identifies clients who have drifted past their personal rebooking window, scores the strength of that drift, and prepares personalized outreach for review.

Explore Retention IQ →

Drift Radar

Scores each client against their own rebooking rhythm, with a plain-English reason.

Voice Training

Uses examples of your writing to prepare drafts in your tone, plus warmer and more-direct variants.

Warm / cool / cold / dormant

Groups clients by how far they have moved from expected cadence.

Draft-for-review outreach

Owner and staff approval remains part of the workflow.

Attributed booking paths

Connects outreach, booking activity, and verified completion evidence.

Industry-calibrated cadence

Different services use different expected return patterns.

Engine 02

Revenue IQ — fill the dead hours.

Finds the specific hours, days, and providers running below expected capacity and surfaces where filling them would matter most.

Explore Revenue IQ →

Schedule Value

A rolling forward view of the calendar's booked, expected, and recoverable value.

Demand heatmap

A day-and-hour view that makes recurring low-fill periods visible.

Dead-time detection

Flags repeat capacity gaps before they are lost.

Provider scorecards

Utilization, average ticket, and rebook measures by provider.

Offer guardrails

Keeps discounts away from naturally strong demand windows.

Source-system fit

Adds intelligence without replacing the booking calendar.

Engine 03

Margin IQ — know what to change.

Analyzes booking history, pricing, packages, service lines, capacity, and provider performance, then delivers a ranked set of recommendations.

Explore Margin IQ →

Market Index

Compares service prices with eligible local and category reference points.

Package Score

Finds recurring co-purchase patterns that may support a bundle or membership.

Load Balance

Reads provider utilization alongside changes in client rebooking behavior.

Service-line performance

Separates volume leaders from margin leaders.

Capacity & demand

Tests staffing and resource use against the actual demand curve.

Written ranked report

Turns findings into prioritized actions and walks through them in a working session.

What every engine shares

One source-of-truth approach.

Existing-system fit

Approved integrations or usable structured exports. No booking-system replacement.

Controlled recommendations

Drafts and operating recommendations remain subject to owner review.

Data ownership

Customer data remains customer-controlled and exportable.

Healthcare readiness

Covered workflows are gated behind data-flow, vendor, access-control, and agreement review.

Choose the engine that answers today's question.

Start with client drift, unused capacity, or margin intelligence. The three engines share a platform, but each solves a distinct operating problem.

15 minutes · no sales pitch Works with your booking platform