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Product / Guest CRM
GUEST CRM

The math only repeat-visit ops survive.

Booking platforms tell you what happened. Reservory tells you who comes back, when, and worth how much. Group every guest by first-visit month and watch the retention triangle fill — or empty.

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app.reservory.com / crm · cohorts
Cohorts tracked
20
3,934 guests total
M1 avg retention
21%
across all cohorts
Best cohort (M3)
31%
Apr 25 · +9pt vs avg
Lapsed this month
84
win-back eligible
RETENTION COHORTS

Every cohort. Every month. One triangle.

Group guests by their first-visit month and see what percentage returned in M1, M2, M3, and beyond. When a cohort outperforms — new email onboarding, a win-back offer, a seasonal event — the triangle shows it immediately.

  • Cohort × month grid — full history, color-coded by retention rate.
  • Cohort callouts — when a month outperforms its peers, a flag surfaces with the likely cause.
  • Month-over-month delta — see whether your retention is improving across cohorts, not just the last one.
  • Drill into a cell — see the individual guests in any cohort × month intersection.
See the cohort grid →
RFM SEGMENTS

Champions, Loyal, At-risk, Lapsed — auto-bucketed.

Every guest in your database is scored on Recency, Frequency, and Monetary value, then placed in one of four segments automatically. The segments update daily. When a Champion goes quiet, they move to At-risk so you can act before they lapse.

  • Champions — high recency, high frequency, high spend. Protect and reward.
  • Loyal — frequent visits, moderate spend. The segment most likely to upsell.
  • At-risk — was loyal, now going quiet. The highest-value win-back target.
  • Lapsed — haven't returned in your defined window. One-click SMS campaign from this screen.
app.reservory.com / crm · segments
Champions
312
avg LTV $ 284
Loyal
688
avg LTV $ 148
At-risk
224
send win-back now
Lapsed
841
3+ months quiet
app.reservory.com / crm · LTV by channel
Referral LTV (avg)
$ 312
highest channel
Walk-in LTV (avg)
$ 198
second highest
OTA LTV (avg)
$ 52
first booking only
Win-back converted
38
last campaign · 22d
LTV & WIN-BACKS

Know which channel actually pays.

Discount channels look cheap at acquisition. The CRM shows lifetime value by how guests first arrived — so you can see what a referral is actually worth across all their visits, not just the first booking.

  • LTV by acquisition channel — organic, referral, walk-in, OTA, campaign — on your real data.
  • One-click win-back SMS — select At-risk or Lapsed, pick a template, send from the segment grid.
  • Conversion tracking — win-back replies and resulting bookings are tied back to the campaign automatically.
  • Cohort impact — the retention triangle updates after a win-back so you see the lift in the month it happened.
See the CRM in the demo →
WHY COHORTS

A booking platform tells you what happened.

Reservory tells you who came back, who didn't, which channel is worth investing in, and which guests are one SMS away from a return visit. That's the difference between a transaction log and a guest CRM.

RETENTION TRIANGLE

See your loyalty math

One grid shows every cohort's return rate by month. Improvements are visible the month after they happen — no waiting for a quarterly report.

RFM SEGMENTS

Know who to talk to

Champions, Loyal, At-risk, Lapsed — scored and sorted daily. The right segment for a win-back is one click, not a spreadsheet export.

ONE-CLICK SMS

Win-backs that close

Send from the segment grid, track replies and resulting bookings, see the lift in the cohort triangle. The loop is closed in the same screen.

QUESTIONS

Good to know.

What is a retention cohort triangle?

Every guest is grouped by their first-visit month. The triangle tracks what percentage of each cohort returned in month 1, month 2, and beyond. When you improve onboarding or run a win-back campaign, the triangle shows whether it worked — cohort by cohort, month by month.

What are RFM segments?

RFM stands for Recency, Frequency, Monetary. Reservory scores every guest on all three and buckets them automatically: Champions (high on all three), Loyal (frequent but moderate spend), At-risk (was loyal, going quiet), Lapsed (haven't been back). Each segment is actionable — not just a label.

How does one-click win-back SMS work?

Select a segment — At-risk or Lapsed — write or pick a template, and send. Reservory queues the messages through Twilio, tracks reply rates, and shows which guests converted back to a booking. The cohort triangle updates automatically so you can measure the lift.

How is LTV by acquisition channel calculated?

Reservory looks at every booking for guests who first arrived through each channel — organic, Groupon, direct referral, walk-in — and sums their lifetime revenue. Referrals, for most venues, outpay discount channels significantly once you see the full repeat-visit picture, not just the first booking.

Grow repeat visits with the math behind them.

Start a free trial and see your real cohort triangle within minutes of connecting your bookings data, or open the live demo and explore the CRM on sample data.

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RReservory

The operator-first booking, capacity and payments platform for attractions venues. Made in Portland, Oregon.

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  • Capacity & demand
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