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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.

Pricing

Price Starts At:
$95 per month
Free Trial Offered?:
Yes

Screenshots and Video

Appointment Scheduling and so much more...

Appointment Scheduling and so much more...

Company Facts

Company Name:
HelmBot
Date Founded:
2013
Company Location:
United States
Company Website:
helmbot.com
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Product Details

Deployment
SaaS
Training Options
Documentation Hub
Online Training
Webinars
Support
Standard Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

HelmBot Categories and Features

Yoga Studio Software

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

Waiver Software

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

Waitlist Software

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

Team Communication Software

Activity / News Feed
Audio Calls
Calendar Management
Chat / Messaging
Discussion Threads
File Sharing
Mobile Access
Push Notifications
Search
Surveys & Feedback
Task Management
Video Conferencing

Task Management Software

Collaboration
Create Subtasks
Gamification
Gantt Charts
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

Scheduling Software

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

Project Management Software

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Point of Sale Software

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

Payment Processing Software

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

Order Management Software

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Membership Management Software

Application Management
Automatic Renewals
Committee Management
Dues Management
Email Marketing
Event Management
Member Directory
Member Portal
Member Types
Membership Database
Nonprofit Membership
Payment Processing
Website Management

Massage Therapy Software

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

Marketing Automation Software

A/B Testing
Analytics / ROI Tracking
Artificial Intelligence
Content / Blogging Platform
Customizable CTAs
Drip Campaigns
Dynamic Content
Landing Pages / Web Forms
Lead Scoring
Sales Intelligence
Search Marketing
Segmentation
Social Marketing
Website Visitor Tracking

Inventory Management Software

Alerts/Notifications
Barcoding / RFID
Forecasting
Inventory Optimization
Kitting
Manufacturing Inventory Management
Mobile Access
Multi-Channel Management
Product Identification
Reorder Management
Reporting/Analytics
Retail Inventory Management
Supplier Management
Warehouse Management

Dance Studio Software

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

Business Management Software

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

Appointment Scheduling Software

Appointment Reminders
Automated Scheduling
Calendar Sync
Client Database
Group Scheduling
Mobile Access
Multi-Location
Online Booking
Online Payments
Recurring Appointments
Room Booking Management
  • Reviewer Name: Udayan B.
    Position: Blockchain Expert
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Good Service With Great Customer Support.

    Date: Mar 01 2021
    Summary

    Overall, HelmBot can be highly recommended by me because of the quality of features it provided me, also the customer support was very helpful and attentive to the customer's problems.

    Positive

    This is pretty much an all-rounder software and did all my work, from scheduling appointments to setting up an online store, recording testing levels, internal staff scheduling. The best part of the software is the customer support a big thumbs up for them, they hear all your queries and solve them as quickly as possible.

    Negative

    The limitation it had is that it doesn't have an application, this would have been amazing for the customers to manage all the work easily.

    Read More...
  • Reviewer Name: Laura F.
    Position: Owner
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Float Helm steers you to success

    Date: Aug 12 2020
    Summary

    After using multiple client systems i highly recommend Float Helm, they're always listening to user feedback and improving features.

    Training was personal, user friendly and always available for new hires. Which is a great asset as a busy owner.

    The team is exceptional, the program is user friendly for clients and can accommodate different features for each practitioner.

    Positive

    Ease of use, customizable, great customer service and training was seamless. Having moved from another system I was really impressed with the ease of the migration and how helpful the team was. Using the booking system for a few years now I couldn’t be happier.

    Negative

    We’ve never had any issues with helm, aside from my own user error that customer service was quick to help resolve.

    Read More...
  • Reviewer Name: Zane R.
    Position: Chief Operations Officer
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great software for a float and massage spa!

    Date: Aug 12 2020
    Summary

    I am a big fan of Helm and use this software everyday at our spa. The developers are great and listen to suggestions, concerns, and answer questions in a timely manner.

    Positive

    I really enjoy the layout and how easy it is to navigate. Tracking customer data, sales, etc is very important to me and this software does a good job of creating reports and displaying the data in an easy to understand way.

    Negative

    The first year or two the functionality was limited to mainly just float spas but every day-month new features are added.

    Read More...
  • Reviewer Name: Jeremy J.
    Position: Co-Owner
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Excellent Product and Customer Service - A Rare Find

    Date: Aug 13 2020
    Summary

    We chose Helmbot based on other recommendations and after reviewing other software platforms. We have never once regretted choosing Helmbot for our business needs.

    Positive

    We have used Helmbot since opening our flotation therapy center nearly 2 years ago. The product is excellent, robust, intuitive and on the rare occasions I have needed to reach out to customer support they were quick to reply, knowledgeable about the product and provided immediate solutions.

    Negative

    I truly do not have a negative thing to say about Helmbot or the customer services provided. I'm an avid fan.

    Read More...
  • Reviewer Name: DAVID C.
    Position: Owner/operator
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    HelmBot for Forever Floating

    Date: Aug 26 2020
    Summary

    This software was recommended by another float center owner. I considered a couple of other options. But HelmBot is specifically designed for the float industry, and I'm happy with my choice.

    Positive

    It has everything needed to run my float center. It was easy to learn. And when I needed help, help was readily available.

    Negative

    A single email address can be used for only one account. Therefore, if a husband and wife desire separate accounts but use the same email address, their accounts must be merged.

    Read More...
  • Reviewer Name: Michelle L.
    Position: Co-owner/operator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Ideal for our startup!

    Date: Aug 13 2020
    Summary

    HelmBot developers clearly understand our needs on both the backside as well as the UX side. It's an easy-to-implement program that continues to help us learn and grow our business!

    Positive

    This program has been integral to our business. As new float center owners and operators, it was so reassuring to be able to rely on those who paved the way before us to set up a program addressing all the details we didn't know we needed to worry about. Customer support is excellent!

    Negative

    I do not have any complaints about HelmBot. They are constantly improving their service and meeting all our needs!

    Read More...
  • Reviewer Name: Sarah F.
    Position: Owner/manager
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    HelmBot has been a life-saver for my business!

    Date: Aug 13 2020
    Summary

    Overall, we have been completely satisfied and happy with using HelmBot on a daily basis for our business. It is an integral part of our business and I don't know what we would do without it! The HelmBot team is helpful and responsive and open to suggestions for any positive improvements or constructive criticism. This is a great product that we would recommend to any small business that is appointment based!

    Positive

    Ease of use
    Everything in one place
    Very applicable for my business- health and wellness realm
    Versatile applications
    Very responsive customer service

    Negative

    I would like more versatility of the appearance of the shopping cart/pricing page that shows up through HelmBot on our website. I would like to be able to rearrange the headings or the order in which it appears, and maybe change the font style, size and color to draw attention to different things.

    Read More...
  • Reviewer Name: Katrena A.
    Position: Operation Manager
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Float Helm

    Date: Aug 12 2020
    Summary

    Excellent customer service. Easy to use scheduling. Live viewing of bookings. Auto referral system.

    Positive

    Booking, purchasing of services and gift cards online. Seeing scheduling live. Reports on everything.

    Negative

    Unable to send mass test for specials or updated business information.

    Read More...
  • Reviewer Name: Jesse H.
    Position: Owner / Operator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Booking Software Ever

    Date: Aug 13 2020
    Summary

    Overall I couldn't be happier running our shop on Helmbot. I highly recommend considering using it. At the very least you must schedule a private tour of the software which you can organize through the team at Helmbot.

    Positive

    Extremely user friendly (for both clients + staff)
    Customizable
    Very Intuitive
    AWESOME support team!

    Negative

    Honestly, I absolutely love this product. It makes our business run so much easier than our previous software system which was very clunky. I don't have any negative feedback.

    Read More...
  • Reviewer Name: Andrew L.
    Position: Owner, GM
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    The ONLY choice for float and wellness centers

    Date: Aug 12 2020
    Summary

    Our experience with Float Helm has been incredibly stress-free and enjoyable. They've created a booking software solution that reflects the float experience itself. The constant improvements, feature upgrades, and incredible support team keep me raving about Float Helm to business owners and customers alike :)

    Positive

    - Intuitive interface
    - Float Center-specific features
    - Constant improvement
    - Fast and reliable support

    Negative

    Nothing at all, really. Every time I think of something that's missing, I let them know and the team at Float Helm starts working on a solution or informs me that one is already in the works!

    Read More...
  • Reviewer Name: Taylor L.
    Position: Owner
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Wonderful Software

    Date: Aug 13 2020
    Summary

    The transition from our previous software to Helmbot was effortless and we learned the software within the first week. It has solved all of our problems with scheduling and memberships we previously had.

    Positive

    Super easy to use and very practical. This software solved all of my problems with previous scheduling software.

    Negative

    No cons, the support team are incredibly responsive and helped me whenever I had a question.

    Read More...
  • Reviewer Name: Carla C.
    Position: Owner, LMT, Float Therapist, TRE Facilitator
    Has used product for: 1-2 Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Winner Winner - Chicken Dinner!

    Date: Aug 13 2020
    Summary

    I can't say enough good things about this program! HIGHLY recommend. Easy to use, great customer service and tracking. Can't beat it!

    Positive

    Customer service : Quick response time & extremely helpful & friendly. The initiation/training period was amazingly helpful.

    All of the reports help me track everything I need. Employee and practitioner time sheets, check-in clocks, even my clients tell me it's very easy to schedule online. Text reminders & call aheads have greatly reduced my no-shows and late cancelations. Online intake forms are extremely helpful and save a lot of time and paper for my float clients! Tracking the measurements of the float room are a huge bonus as I do not get along with microsoft spreadsheets!

    The entire team at HelmBot have really done a great job at creating a usable program AND great customer service. They listen to their clients and that is a huge bonus in my book!

    Negative

    Haven't found anything on here I don't like or wish it would do!

    Read More...
  • Reviewer Name: Lovinder G.
    Position: Owner
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best scheduling software ever!

    Date: Aug 12 2020
    Summary

    It’s the best software for a small business like us! Well designed and easy to learn. Thanks tested our multiple software packages and it wasn’t even close.

    Positive

    Ease of use for employees and even easier interface for clients. The customer support is top notch. I emailed a question this morning and within 30 minutes I had it all worked out with their support. Love that.

    Negative

    Wish they had an app for smartphones. You can use a web browser on your phone to do everything and they have some really great text shortcuts to send giftcards
    out to clients but an app would make it even better.

    Read More...
  • Reviewer Name: Tracey B.
    Position: Co-owner
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Amazing software

    Date: Aug 13 2020
    Summary

    It was a seamless changeover and any issues were resolved quickly by their support team. They don't leave you hanging and are always checking in to see how it's going. I feel like I have a good team behind us and have enjoyed the transition.

    Positive

    Constant communication with team during changeover. I felt at ease and is easy to use. The support from the Helm team is top notch and I am so happy we made the switch.

    Negative

    I should have made the changeover sooner. This system has everything needed for a seamless day. We had the system when we first opened and made the switch to Mindbody. I am happy we came back.

    Read More...
  • Reviewer Name: Kalyn W.
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best Software for my industry

    Updated: Aug 12 2020
    Summary

    I couldn't run my business without HelmBot. I use it every day. Customer service is excellent and response time is crazy fast.

    Positive

    HelmBot keeps my business organized, and functional. The customer service is exceptional. It NEVER fails.

    Negative

    It's a loaded program, and it took time to set it up, but not too much.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Owner
    Has used product for: 2+ Years
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Great tool for managing your appointment based business

    Date: Aug 12 2020
    Summary

    I would highly recommend Helmbot to anyone looking to manage their appointment based business. It is easy to use and setup. They really make it easy. The customer service is also great as they are very responsive and take feedback and suggestions and act upon them.

    Positive

    It has everything you need to manage your business. From POS to CRM, employee timesheet, shift scheduling, appointment booking and much more! It is easy to use and manage. The tool is easy to train employees on and there is even a built in guidebook for additional trainings.

    Negative

    Mobile interface could use some improvements from a UX perspective.

    Read More...
  • Reviewer Name: Gregory G.
    Position: Owner-Operator
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Best scheduling software of our time

    Date: Aug 12 2020
    Summary

    Modern, clean, very easy to use, great-looking, neat and non-cluttered, stellar customer support, has all the functions I need for scheduling software, and if I have an idea of something I think could be added to the software it's easy to have a conversation with the developers to see if they would consider adding it. I demoed 5 other similar software programs and Helm was the best value and the best of all I demoed.

    Positive

    For running a float center, it's the perfect software. Guests tell us all the time how easy it is to book appointments through the software without having to contact us. The customer support is stellar, usually getting a response to emails within an hour (often within minutes). It keeps great records of useful data and integrates well with Google analytics and Facebook Pixel. Setting up schedules and editing them if needed is very easy. Overall, it was very easy to learn and use and is the perfect fit for my business.

    Negative

    There are a few things I didn't like at first, but customer support took my feedback and made changes. It's not that there were problems, but rather things that could be added to make the software even better such as internal waivers which they added. I wish I had more useful constructive criticism but I can't think of anything the software is missing or any problems I've run into.

    Read More...
  • Reviewer Name: Chaz A.
    Position: Chief Energetic Officer
    Has used product for: 2+ Years
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Helmbot is Heavenly!

    Date: Aug 13 2020
    Summary

    10/10 I highly recommend Helmbot! Do not run a float center without this software! Thank you Helmbot and their team for making our lives so much easier!

    Positive

    I love pretty much everything about this software! From using it on a daily basis to training my team on the software itself its so user friendly :) This is the software you need if you run a float center!!

    Negative

    Everything we had issues with they fixed up and actually lets us beta test something s for them. That was so cool!

    Read More...
  • Reviewer Name: Marie B.
    Position: Owner / Operator
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Easy Peasy Lemon Squeezy

    Date: Aug 13 2020
    Summary

    I use this software everyday and have never had it fail me! I wish I could say that about more things in life!

    Positive

    FloatHelm is super straightforward and easy to implement and use day to day. They know the float industry inside and out and often have solutions to problems before I even know I need them! Their customer service is outstanding and I have never had to wait for a response or solution.

    Negative

    If there is a con, it would be training. That said though, it is a fairly easy software and I have been able to ask simple or complex questions and received direction almost immediately. I would like to see different reporting available but honestly, it could be there and I haven't figured it out yet.

    Read More...
  • Reviewer Name: Benjamin G.
    Position: President
    Has used product for: Less than 6 months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    So many “Wow I love helm!” Moments!

    Date: Aug 12 2020
    Summary

    I'm absolutely in love with this software. It fixed a problem i’ve had for 8 years and I'm deeply grateful it exists!

    Positive

    It’s so easy to use. Has incredible features for admins and for clients. Their referral program is incredible. Their task generator helps me run my business from anywhere. It’s just incredible software!

    Negative

    There were a few functions that were hard to find at first but their support team is beyond amazing and helped me find everything fast.

    Read More...
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