Ratings and Reviews 16 Ratings

Total
ease
features
design
support

Ratings and Reviews 25 Ratings

Total
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features
design
support

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What is HoneyBook?

HoneyBook simplifies the process for solo entrepreneurs to interact with their clients, oversee projects, and receive payments seamlessly within a single platform. By utilizing our business management software, you can streamline your administrative tasks and keep track of your responsibilities, ultimately conserving both time and financial resources to foster your business growth. It functions much like a personal assistant dedicated to your needs. Equipped with features such as proposals, invoices, contracts, payment processing, and scheduling, HoneyBook provides all the essential tools required to ensure your clients have a remarkable experience. In doing so, it empowers you to focus on what truly matters—building lasting relationships with your customers.

What is HelmBot?

HelmBot offers a range of functionalities, including appointment scheduling, point-of-sale management, staff oversight, and marketing automation, among others. This comprehensive tool simplifies the management of various intricate aspects of a business, allowing owners to streamline operations from a single platform. By utilizing HelmBot, you can efficiently save time and increase the number of appointments you secure each day, enhancing overall productivity.

Media

Media

Integrations Supported

Facebook
Google Analytics
Mailchimp
Calendly
ClickUp
CoSchedule
Dropbox
Google Forms
Microsoft 365
Microsoft OneDrive
PayPal
Square Appointments
Square for Retail
Squarespace
Stackreaction
Thryv
Trello
Twilio
Wave Accounting
Xero

Integrations Supported

Facebook
Google Analytics
Mailchimp

API Availability

API Availability

Pricing Information

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Trial Offered?

Pricing Information

$95 per month
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

HoneyBook

Date Founded

2013

Company Location

United States

Company Website

www.honeybook.com

Company Facts

Organization Name

HelmBot

Date Founded

2013

Company Location

United States

Company Website

helmbot.com

Categories and Features

AI CRM

Not specified

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Online Booking
Online Payments
Recurring Appointments

AR Automation

Not specified

Billing and Invoicing

Billing Portal
Contact Database
Customer Portal
Customizable Invoices
Hourly Billing
Invoice History
Mobile Payments
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Tax Calculator

Bookkeeping

Billing & Invoicing
Expense Tracking
Fixed Asset Management
Revenue Recognition

Business Management

Billing & Invoicing
CRM

Coaching

Not specified

Contract Management

Completion Tracking
Electronic Signature
Pre-built Templates
Version Control
Workflow Management

CRM

Calendar/Reminder System
Email Marketing
Quotes / Proposals
Social Media Integration
Task Management

Customer Experience

Not specified

Customer Satisfaction

Not specified

Dog Training

Not specified

Event Booking

Not specified

Event Management

Not specified

Florist

Customer Account Profiles
Order Management

Interior Design

Not specified

Invoice Generators

Not specified

Operations Management

Not specified

Payment Processing

ACH Check Transactions
Debit Card Support
Mobile Payments
Online Payments
Receipt Printing
Recurring Billing
Signature Capture

Personal Trainer

Not specified

Photography Studio

Appointment Scheduling
Billing & Invoicing

Project Management

Client Portal
Collaboration Tools
Customizable Templates
Time & Expense Tracking

Proposal Management

Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Pipeline Management
Templates
Version Control

Scheduling

Calendar Management
Room Booking Management

Tutoring

Not specified

Venue Management

Billing & Invoicing
Contract Management
Customer Management
Event Management
Multi-Facility
Reservations Management
Sales Management

Wedding Planning

Not specified

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Mobile Access
Task Management
Third Party Integrations
Workflow Configuration

Yoga Studio

Not specified

Categories and Features

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Room Booking Management

Business Management

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Dance Studio

Attendance Management
Billing & Invoicing
Class Management
Instructor Management
Inventory Management
Online Payments
Online Registration
Point of Sale (POS)
Scheduling
Student Management

Inventory Management

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Mobile Access
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management

Marketing Automation

Analytics / ROI Tracking
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Sales Intelligence
Segmentation
Social Marketing
Website Visitor Tracking

Massage Therapy

Appointment Management
Billing & Invoicing
Client Management
Email Marketing
Employee Management
Gift Card Management
Multi-Location
Point of Sale (POS)
Practice Management

Membership Management

Automatic Renewals
Email Marketing
Event Management
Member Portal
Member Types
Membership Database
Payment Processing

Order Management

Inventory Management
Order Entry
Order Tracking
Returns Management
Shipping Management
Special Order Management

Payment Processing

ACH Check Transactions
Debit Card Support
Gift Card Management
Mobile Payments
Online Payments
POS Transactions
Receipt Printing
Recurring Billing
Signature Capture

Point of Sale

Barcode Scanning
Customer Account Profiles
Discount Management
Electronic Signature
Gift Card Management
Loyalty Program
Multi-Location
Retail POS
Returns Management
eCommerce Integration

Project Management

Client Portal
Collaboration Tools
Idea Management
Milestone Tracking
Resource Management
Time & Expense Tracking

Scheduling

Alerts/Notifications
Appointment Scheduling
Automated Scheduling
Calendar Management
Class Scheduling
Employee Scheduling
Facility Scheduling
Group Scheduling
Meeting Room Booking
Multi-Location
Online Scheduling
Payment Processing
Real-time Scheduling
Reservations
Room Booking Management

Task Management

Collaboration
Create Subtasks
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

Team Communication

Activity / News Feed
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Search
Task Management

Waitlist

Alerts/Notifications
Customer Database
For Restaurants
Prioritization
Public Waitlist
Reporting & Statistics
Self Check-in
Waitlist Status Tracking

Waiver

Customizable Templates
Data Export
Online Signing
Searchable Database
Status Tracking
Waiver Kiosk

Yoga Studio

Class Scheduling
Facility Scheduling
Inventory Management
Member Management
Online Payments
Staff Management

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