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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

Integrations

All HelmBot Integrations
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Screenshots and Video

Appointment Scheduling and so much more...

Appointment Scheduling and so much more...

Appointment Scheduling and so much more... Full Customer Management (CMS) Point-of-sale: Online and In-Shop Advanced functionality like waivers, waitlists, referral programs, and 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

HelmBot Customer Reviews

Write a Review
  • Reviewer Name: A Verified Reviewer
    Position: Data analyst
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 26 - 99
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you Recommend to Others?
    1 2 3 4 5 6 7 8 9 10

    Multi benefit business solution

    Updated: Aug 14 2020
    Summary

    Incredible and powerful staff management and automation platform. Overall I use HelmBot for customer and staff management. It provides a robust platform to track, schedule and automate business services.

    Positive

    Robust marketing automation and project management features. Easy to manage customer and staff information and services. Informative reports to analyze performance.

    Negative

    Overall it's an outstanding platform.

    Read More...
  • Reviewer Name: DAVID 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

    The wonders of HelmBot

    Date: Aug 12 2020
    Summary

    Very happy with this software and how it helps my business to run efficiently. It is so intuitive it makes training a breeze.

    Positive

    Helm makes the day to day operations so smooth, allowing easy communications and task delegations with so much more. All while be super easy to train new employees.

    Negative

    I haven't found anything that I would list as a con.

    Read More...
  • Reviewer Name: Joseph G.
    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

    Helmbot is easy to use and works great!

    Date: Aug 14 2020
    Summary

    I love Helmbot, and see no reason ever to go elsewhere. It's serves us well as a POS and Booking solution. We have never had any BIG errors take place, and our clients seem to appreciate the ease of use as well.

    Positive

    Software is very easy to use, takes little time to get used to, and is very customizable. The simplicity of this software is what really helps it stand out from other more expensive and complicated competitors.

    Negative

    Would like to see more variability with service creation and combinations (packages, memberships, etc) Right now the software only allows combos up to 4 services, would like to see that expanded for centers that offer multiple modalities.

    Read More...
  • Reviewer Name: Robert M.
    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

    Why would a float center use any other software than one designed specifically for a float center?

    Date: Aug 14 2020
    Summary

    I can't imagine switching out this software. From appointment scheduling, employee timesheets, POS, project management to reporting, waiver storage and automated emailing, this is the full package.

    Positive

    Super intuitive, extremely useful, multifunctional, fun and easy learning curve software that suits almost everyone of our needs. Fairly priced and great customer service to boot!

    Negative

    It's hard to find any cons. Mass update functionality might be a nice bonus.

    Read More...
  • Reviewer Name: A Verified Reviewer
    Position: Intern
    Has used product for: 6-12 Months
    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

    Best software to run your business!

    Date: Aug 18 2020
    Summary

    A software with so many different utilities at one place would be something any business would wish for. One of the best customer management system with value for money in the market.

    Positive

    Wide variety of utilities and features at a single place with such ease of use is something any user would prefer. Customer management has never been easier.

    Negative

    The hefty monthly payment might make you reluctant but its worth going for it.

    Read More...