Monthly retention reporting

Your booking history.
A clearer follow-up plan.

Monthly retention reporting: $199/month. Built around your existing booking data. We confirm compatibility before you start.

See a sample report Check compatibility

Monthly Rekap + Recovery List · Human QA · Your team decides who to contact.

Preview of the fictional Monthly Rekap for Lantern Grooming DemoRead the fictional sample

What you receive

The picture.
And the people to review.

01 / MONTHLY REKAP

A clear view of return patterns

Understand current findings, changes supported by the data, and records that need a closer look. The report makes the context and limitations visible.

02 / RECOVERY LIST

A practical follow-up priority list

See who is flagged and why. Review the list against current bookings and what you know about each customer before deciding what to do.

Monthly reporting: $199/month

A fresh view,
month to month.

The reporting work stays focused on your agreed export and the decisions it can support.

Scope and terms are confirmed before payment. Custom systems are quoted separately after discovery.

  1. Monthly refresh

    Refresh the Monthly Rekap using the agreed booking data.

  2. A refreshed priority list

    Update the Recovery List as return patterns and recorded bookings change.

  3. Supported month-to-month comparison

    Compare periods where the available data supports a meaningful comparison.

  4. Human QA

    Check report findings, priority flags and records held for review before handoff.

Start with your existing booking data

Compatibility first.
Then a clear scope.

Square is the baseline

Square exports are the established starting point for the reporting workflow. The work uses an agreed export from your existing booking history.

Other clean exports

We review other clean booking exports for compatibility before you start. Substantial cleanup or custom preparation is scoped separately.

01 / CONFIRM

Tell us what you use

Share the name of your booking system and the reporting question you want to answer. Do not send customer data in the initial inquiry.

02 / AGREE

Confirm compatibility and scope

Agree the export, reporting scope and terms before payment. Any substantial custom data work is identified separately.

03 / REVIEW

Use the report and list

Review the Monthly Rekap and Recovery List. Your team decides whether and how to contact customers.

See whether your export fits.

Monthly retention reporting is $199/month. Start by confirming compatibility.

Check compatibility

Customer data is transferred only after qualification. No payment details, passwords, private notes, or sensitive customer information are needed.