Reporting & retention

Move from retention signal to real follow-up.

Reach out, create a linked staff task, mute an alert, and receive a daily digest of alerts that still need attention.

  • 18 membersat risk
  • 7 duefollow-ups
  • 84.2%30-day retention
Actionable retention workflow workspace A screenshot-style vector illustration based on the connected Clovo reporting workflow for Actionable retention workflow. Clovo Actionable retention workflow Decision-ready studio signals Current studio AT RISK 18 members FOLLOW-UPS 7 due 30-DAY RETENTION 84.2% Retention movement 84.2%+4.8% Members to review ARAisha RahmanScore 82JLJordan LeeNothing bookedSWSam Williams3 late cancels Signals stay readable beside the member context and follow-up history

Illustrative studio data shown

A diverse HIIT class greeting each other after training

Every signal represents a person

See the member behind the movement in the data.

Visits, bookings, payments, membership state, and recent behaviour become useful when they help the studio recognise who is thriving and who may need attention.

Reach out, create a linked staff task, mute an alert, and receive a daily digest of alerts that still need attention. The product detail matters because it supports a real member, staff member, and studio moment.

Why it matters

One feature. Three connected outcomes.

Reach out, create a linked staff task, mute an alert, and receive a daily digest of alerts that still need attention. Clovo keeps the surrounding context available before, during, and after the action.

For members

  • A shorter pathThe intended action stays clear and close to the live studio experience.
  • One accountWhere members are involved, the result stays attached to their existing Clovo relationship.

For studio teams

  • Current contextStaff see the feature beside the client, class, payment, plan, product, or task it affects.
  • Clear controlThe studio keeps the relevant setup and operational decision inside Clovo.

For the record

  • Useful historyThe outcome remains available for service, reporting, or follow-up.
  • Less reconciliationConnected records reduce duplicate entry and side-channel admin.

From signal to member context

Find the reason before choosing the action.

Clovo keeps the retention signal beside the bookings, visits, plans, and payments that help staff interpret it. Reach out, create a linked staff task, mute an alert, and receive a daily digest of alerts that still need attention.

  • Start from the current Clovo studio record.
  • Show the status and context staff need to decide.
  • Keep the member-facing result in sync where relevant.
  • Preserve the outcome as part of the useful history.
Actionable retention workflow detail screen A screenshot-style vector illustration based on the connected Clovo reporting workflow for Actionable retention workflow. Clovo Actionable retention workflow Connected feature detail Current studio Current setupSave changes Current signalReviewMember contextNothing bookedNext actionFollow upEdit Live context Actionable retention… ClientAisha Rahman · 82 SignalNothing booked Studio recordCurrent Exact controls stay beside the class, client, payment, plan or message they affect

Illustrative product detail shown

Actionable retention workflow activity history A screenshot-style vector illustration based on the connected Clovo reporting workflow for Actionable retention workflow. Clovo Activity & history Actionable retention workflow · current studio Current studio Search activityAll activity ClientSignalAction 1Signal detectedAisha Rahman · 82Review2Task createdJordan Lee · 68Assigned3Member returnedSam Williams · 54Returned Useful history stays available for the next staff action

Illustrative studio activity shown

Retention as a studio habit

Make follow-up specific, timely, and visible.

Teams can prioritise attention, record the next step, and see whether the member’s behaviour changes.

  • See the latest action and current state.
  • Understand who or what the action belongs to.
  • Give the next staff member a useful handover.
  • Use the history for service, reporting, or follow-up.

Feature by feature

What actionable retention workflow connects.

The exact controls reflect the studio configuration, member context, and staff permissions involved.

01What it handlesActionable retention workflow

Reach out, create a linked staff task, mute an alert, and receive a daily digest of alerts that still need attention.

  • Current feature state
  • Relevant studio context
  • Connected operational record
02Where it appearsWhere it appears

The capability appears in the relevant retention workflow, with the surrounding Clovo record close by.

  • Dashboard or staff surface
  • Member surface where relevant
  • Live studio information
03What staff controlWhat staff control

The studio retains the configuration, audience, timing, eligibility, or operational decision that applies to the feature.

  • Studio-owned settings
  • Permission-aware actions
  • Visible current status
04What stays connectedWhat stays connected

Clovo preserves the useful relationship between the action and the client, class, payment, plan, message, product, or studio event behind it.

  • One source of truth
  • Useful activity history
  • Context for the next action

Designed for everyday studio work

Start with the action. Keep the context.

Actionable retention workflow works as part of Clovo’s connected booking, payments, member experience, and studio operations platform.

01

Use live records

Begin with the current client, class, plan, payment, product, message, or studio state.

02

Apply studio rules

Respect the configuration, eligibility, timing, and permissions that apply.

03

Show the status

Make the current result understandable without reconstructing a separate workflow.

04

Update connected views

Keep staff and member surfaces aligned where the feature appears in both.

05

Preserve the outcome

Retain useful history for the next service, operational, reporting, or follow-up moment.

06

Stay in one platform

Reduce duplicated data, disconnected tools, and manual reconciliation around the action.

Common questions

Actionable retention workflow, without another admin project.

What does actionable retention workflow do in Clovo?

Reach out, create a linked staff task, mute an alert, and receive a daily digest of alerts that still need attention.

Where does actionable retention workflow appear?

It appears in the relevant Clovo studio workflow and stays connected to the member, class, plan, payment, message, product, or operational record involved.

Can studio staff control actionable retention workflow?

Yes. The available controls sit inside the studio’s Clovo workspace and reflect the current configuration and staff permissions.

Does actionable retention workflow work with the rest of Clovo?

Yes. The result remains part of the same connected platform, so staff do not need to reconcile a separate tool or duplicate the surrounding studio data.

The whole workflow is included

Put actionable retention workflow to work.

Clovo brings booking, payments, member experience, and studio operations together in one platform built for boutique fitness.

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