Your calendar reminds the people who booked. Nobody watches the ones who stopped.
Every service you offer has a natural return cycle. Neurotoxin runs on one rhythm, laser packages on another, facials on another again. A client who slips that cycle almost never tells you. They do not cancel and they do not complain. They simply do not appear, and the software has no word for that, because a booking system is built to remind people who already booked.
We read a de-identified export of your visit history, work out where each client sits against the cycle for the services they actually buy, and run the win-back for the ones who have drifted. A person approves every message before it sends.
A de-identified export only. No logins, no charting access, no connection to your payment processor.
Three steps, and only the first one is yours
One export, columns we name
Pull a visit history export from your booking system for the last couple of years. We tell you exactly which columns to include and which to leave out before you touch the export button, so nothing sensitive travels in the first place. Most owners do it in one sitting, and if the export screen is confusing we send you the click path.
The cycle, then the drift
We learn the real return rhythm of each service in your own data rather than assuming an industry number, then sort your clients by how far past their cycle they have gone. Recently lapsed, long gone, and never on a rhythm at all are three different lists, and they do not get the same message.
A win-back a person signs off
Text and email in your practice's voice, sequenced by how far each client has drifted, with a person reading and approving every message before it goes. Replies come back to your inbox and your phone, not to us. You get one plain summary of who was reached and who came back.
Nothing sends on autopilot. You see the message list before the first one leaves, and anything that reads wrong for your practice gets rewritten or dropped.
Less than you think, and none of it clinical
Dates and service types
What matters is when a visit happened and what it was for, plus a client reference number so you can match a row back to a person on your side. Names are optional. That is the whole file.
- Include: visit date, service or treatment name, client reference
- Leave out: addresses, dates of birth, payment details, clinical notes, photos
No system access
We do not ask for booking logins, charting access, or a connection to your payment processor. You are handing over a de-identified copy of one report, not keys. It stays in your control and it is deleted at the end of the engagement.
Your voice, once
A few minutes telling us how your front desk actually talks to clients, and one contact who can approve the message list. After that the time on your side is reading replies from people who booked again.
If your booking platform cannot export cleanly, tell us which one you run on the form and we will say honestly whether its export is usable before you spend an evening on it.
The questions an owner actually asks
What client data do you actually need, and what happens to it?
Why does my booking system not already do this?
Does a machine message my clients?
Will this annoy clients who moved on?
Do you need access to our booking or charting system?
How long before we see anything?
Tell us what you run, and we will tell you what to export
If the phone is also going unanswered at the front desk while a client is trying to book, that is a different problem with a different fix: Support & Retain covers it.
Rather talk it through first?
Thirty minutes, free, in plain English. Bring the name of your booking system and nothing else, and we will tell you whether your visit history is rich enough for this before you export a single row.
Book the free 30-minute callOr start even smaller: the free two-minute readiness check. No email, no sales call, just an honest readout.
hello@clariqadvisory.com
