> ## Documentation Index
> Fetch the complete documentation index at: https://docs.upmind.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Retention Systems (Beta)
> Overview of tools designed to measure and improve retention.
Upmind’s Retention Tools help you effectively manage overdue subscriptions and recently cancelled products to reduce customer churn.
The tools provide a clear dashboard displaying all at-risk subscriptions with essential contract information such as status, billing cycle, pricing, and renewal dates.
You can categorise reasons for lost subscriptions, and also track your retention process.
This system can provide a structured **cancellation flow,** which can allow you to understand why a client is cancelling their subscription and offer a last-minute, personalised incentive to stay.
## **Accessing the retention dashboard**
Navigate to **Billing** > **Retention (Beta)** in the Upmind Admin Panel to view detailed contract and product status data.
## **Retention process and statuses**
Track the status of each contract’s retention journey to intervene promptly, improving the chances of retaining subscriptions before they lapse:
* **Flagged**: Subscription or contract product is cancelled or overdue.
* **In Progress**: Active retention efforts are underway by the retention or customer care team.
* **Lost**: Subscription has been lost and is no longer recoverable.
* **Saved**: Subscription has been successfully retained through intervention and has been prevented from being cancelled.
## **Custom retention reasons**
You can create custom reasons and assign them manually to retention cards, using as many as needed within the retention system.
1. Go to **Settings** > **Miscellaneous** > **Retention Reasons**.
2. Click **Create Custom Reason**.
3. Enter reason details and save.
## **Create default retention reasons**
You can add default retention reasons and assign them to specific retention statuses.
In the **Retention UI**, you can flag cards, select reasons, add notes, and view the activity log.
As this feature is in Beta, updates and enhancements will be reflected in the guide.