Know Exactly What To Include In Your Plans.

Upload your invoice history and let Retello show you which services to build into plans, so you build around real demand instead of guessing.

Analysis

Your invoice history decides which membership plans are worth selling.

Most popular services

2025 invoices

Times each service was sold

Signature service412
Quick service348
Add-ons291
Bundles187
Consultations124

How It Works.

UPLOAD01

Upload your invoice exports

Drop in CSV or PDF files, up to 25 MB each, and name the analysis so you can find it again.

New analysis

Drop invoice files here, or browse

CSV or PDF, up to 25 MB each

invoices-2025.csv4.2 MB

Name this analysis

2025 invoices
Analyze files
RESULTS02

See which services are most popular

Your invoice history shows which services come up most, so you know where a plan has the best chance of selling.

Most popular services

Times each service was sold

Signature service412
Quick service348
Add-ons291
Bundles187
Consultations124
PLAN03

Turn it into a plan

Take what you learn straight into the plan builder and price it the way your business works.

The plan

Essentials
Monthly

What’s included

Service

Times

Signature service
6
Quick service
4
Add-ons
2

Transform Your Data Into Profitable Plans

See how your best-selling services create a winning membership plan.

1

Upload Invoice Files

Upload past invoices in CSV or PDF format.

Invoice history

invoices-2025.csv
DateServiceAmount
Oct 29Signature service$120
Oct 29Add-ons$35
Oct 28Quick service$65
Oct 26Signature service$120
Oct 25Bundles$210
Oct 24Consultations$90
2

Analyze Top Services

See which services your customers love most.

Most popular services

Times each service was sold

Signature service412
Quick service348
Add-ons291
Bundles187
Consultations124
3

Build Your Plan

Create a plan featuring your top-performing services.

Most popular

Complete

From

$79

/ mo

  • Signature service×6
  • Quick service×4
  • Add-ons×2
  • Priority scheduling

Invoices, services, and prices shown are examples.

Launch and Manage Your Memberships with Retello