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Audience

Brick and mortar, service-based businesses

About HelmBot

Appointment scheduling, point-of-sale, staff management, marketing automation, and a whole lot more. HelmBot makes it easy for business owners to stay on top of all the complicated parts of their business in one place.

HelmBot is designed to save you time and bring in extra appointments, every single day.

Pricing

Starting Price:
$95 per month
Free Trial:
Free Trial available.

Integrations

Ratings/Reviews - 25 User Reviews

Overall 5.0 / 5
ease 5.0 / 5
features 4.9 / 5
design 4.9 / 5
support 5.0 / 5

Company Information

HelmBot
Founded: 2013
United States
helmbot.com

Videos and Screen Captures

Appointment Scheduling and so much more...

Appointment Scheduling and so much more...

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Product Details

Platforms Supported
Cloud
Training
Documentation
Live Online
Webinars
Support
Phone Support
Online

HelmBot Frequently Asked Questions

Q: What kinds of users and organization types does HelmBot work with?
Q: What languages does HelmBot support in their product?
Q: What kind of support options does HelmBot offer?
Q: What other applications or services does HelmBot integrate with?
Q: What type of training does HelmBot provide?
Q: Does HelmBot offer a free trial?
Q: How much does HelmBot cost?
Q: What pricing for support is available for HelmBot?
Q: What pricing for training is available for HelmBot?

HelmBot Product Features

Appointment Scheduling

Appointment Reminders Supported
Automated Scheduling Supported
Calendar Sync Supported
Client Database Supported
Group Scheduling Supported
Mobile Access Supported
Multi-Location Supported
Online Booking Supported
Online Payments Supported
Room Booking Management Supported
Recurring Appointments Not Supported

Business Management

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

Dance Studio

Attendance Management Supported
Billing & Invoicing Supported
Class Management Supported
Instructor Management Supported
Inventory Management Supported
Online Payments Supported
Online Registration Supported
Point of Sale (POS) Supported
Scheduling Supported
Student Management Supported
Competition Management Not Supported
Recital Management Not Supported

Inventory Management

Alerts/Notifications Supported
Barcoding / RFID Supported
Forecasting Supported
Inventory Optimization Supported
Mobile Access Supported
Product Identification Supported
Reorder Management Supported
Reporting/Analytics Supported
Retail Inventory Management Supported
Supplier Management Supported
Kitting Not Supported
Manufacturing Inventory Management Not Supported
Multi-Channel Management Not Supported
Warehouse Management Not Supported

Marketing Automation

Analytics / ROI Tracking Supported
Customizable CTAs Supported
Drip Campaigns Supported
Dynamic Content Supported
Landing Pages / Web Forms Supported
Sales Intelligence Supported
Segmentation Supported
Social Marketing Supported
Website Visitor Tracking Supported
A/B Testing Not Supported
Artificial Intelligence Not Supported
Content / Blogging Platform Not Supported
Lead Scoring Not Supported
Search Marketing Not Supported

Massage Therapy

Appointment Management Supported
Billing & Invoicing Supported
Client Management Supported
Email Marketing Supported
Employee Management Supported
Gift Card Management Supported
Multi-Location Supported
Point of Sale (POS) Supported
Practice Management Supported
SOAP Notes Not Supported

Membership Management

Automatic Renewals Supported
Email Marketing Supported
Event Management Supported
Member Portal Supported
Member Types Supported
Membership Database Supported
Payment Processing Supported
Application Management Not Supported
Committee Management Not Supported
Dues Management Not Supported
Member Directory Not Supported
Nonprofit Membership Not Supported
Website Management Not Supported

Order Management

Inventory Management Supported
Order Entry Supported
Order Tracking Supported
Returns Management Supported
Shipping Management Supported
Special Order Management Supported
Back Order Management Not Supported
Catalog Management Not Supported
Order Fulfillment Not Supported
Recurring Orders Not Supported

Payment Processing

ACH Check Transactions Supported
Debit Card Support Supported
Gift Card Management Supported
Mobile Payments Supported
Online Payments Supported
POS Transactions Supported
Receipt Printing Supported
Recurring Billing Supported
Signature Capture Supported
Bitcoin Compatible Not Supported

Point of Sale

Barcode Scanning Supported
Customer Account Profiles Supported
Discount Management Supported
Electronic Signature Supported
Gift Card Management Supported
Loyalty Program Supported
Multi-Location Supported
Retail POS Supported
Returns Management Supported
eCommerce Integration Supported
Commission Management Not Supported
Cryptocurrency Support Not Supported
Restaurant POS Not Supported

Project Management

Client Portal Supported
Collaboration Tools Supported
Idea Management Supported
Milestone Tracking Supported
Resource Management Supported
Time & Expense Tracking Supported
Agile Methodologies Not Supported
Budget Management Not Supported
Cost-to-Completion Tracking Not Supported
Customizable Templates Not Supported
Gantt Charts Not Supported
Kanban Board Not Supported
Portfolio Management Not Supported
Traditional Methodologies Not Supported

Scheduling

Alerts/Notifications Supported
Appointment Scheduling Supported
Automated Scheduling Supported
Calendar Management Supported
Class Scheduling Supported
Employee Scheduling Supported
Facility Scheduling Supported
Group Scheduling Supported
Meeting Room Booking Supported
Multi-Location Supported
Online Scheduling Supported
Payment Processing Supported
Real-time Scheduling Supported
Reservations Supported
Room Booking Management Supported
Interview Scheduling Not Supported
Resource Scheduling Not Supported

Task Management

Collaboration Supported
Create Subtasks Supported
Mobile Access Supported
Percent-Complete Tracking Supported
Progress Tracking Supported
Recurring Tasks Supported
Reporting/Analytics Supported
Spreadsheet View Supported
Task Board View Supported
Task Planning Supported
Task Scheduling Supported
Task Tracking Supported
Time Tracking Supported
To-Do List View Supported
Gamification Not Supported
Gantt Charts Not Supported

Team Communication

Activity / News Feed Supported
Calendar Management Supported
Chat / Messaging Supported
Discussion Threads Supported
File Sharing Supported
Mobile Access Supported
Search Supported
Task Management Supported
Audio Calls Not Supported
Push Notifications Not Supported
Surveys & Feedback Not Supported
Video Conferencing Not Supported

Waitlist

Alerts/Notifications Supported
Customer Database Supported
For Restaurants Supported
Prioritization Supported
Public Waitlist Supported
Reporting & Statistics Supported
Self Check-in Supported
Waitlist Status Tracking Supported
Waiting Time Tracking Not Supported

Waiver

Customizable Templates Supported
Data Export Supported
Online Signing Supported
Searchable Database Supported
Status Tracking Supported
Waiver Kiosk Supported
QR Codes Not Supported

Yoga Studio

Class Scheduling Supported
Facility Scheduling Supported
Inventory Management Supported
Member Management Supported
Online Payments Supported
Staff Management Supported
  • Udayan B.
    Blockchain Expert
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Good Service With Great Customer Support."

    Posted 2021-03-01

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • DAVID C.
    Owner/operator
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "HelmBot for Forever Floating"

    Posted 2020-08-26

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

    Cons: 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.

    Overall: 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.

    Read More...
  • A HelmBot User
    Intern
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best software to run your business!"

    Posted 2020-08-18

    Pros: 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.

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

    Overall: 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.

    Read More...
  • Robert M.
    Owner/Operator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    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?"

    Posted 2020-08-14

    Pros: 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!

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

    Overall: 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.

    Read More...
  • A HelmBot User
    Data analyst
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 26 - 99
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Multi benefit business solution"

    Edited 2020-08-14

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

    Cons: Overall it's an outstanding platform.

    Overall: 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.

    Read More...
  • Joseph G.
    Owner
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Helmbot is easy to use and works great!"

    Posted 2020-08-14

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Michelle L.
    Co-owner/operator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Ideal for our startup!"

    Posted 2020-08-13

    Pros: 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!

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

    Overall: 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!

    Read More...
  • Sarah F.
    Owner/manager
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "HelmBot has been a life-saver for my business!"

    Posted 2020-08-13

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

    Cons: 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.

    Overall: 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!

    Read More...
  • Marie B.
    Owner / Operator
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Easy Peasy Lemon Squeezy"

    Posted 2020-08-13

    Pros: 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.

    Cons: 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.

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

    Read More...
  • Tracey B.
    Co-owner
    Used the software for: Less than 6 months
    Frequency of Use: Daily
    User Role: Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Amazing software"

    Posted 2020-08-13

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • Jeremy J.
    Co-Owner
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Excellent Product and Customer Service - A Rare Find"

    Posted 2020-08-13

    Pros: 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.

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

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

    Read More...
  • Jesse H.
    Owner / Operator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best Booking Software Ever"

    Posted 2020-08-13

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

    Cons: 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.

    Overall: 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.

    Read More...
  • Carla C.
    Owner, LMT, Float Therapist, TRE Facilitator
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Winner Winner - Chicken Dinner!"

    Posted 2020-08-13

    Pros: 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!

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

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

    Read More...
  • Taylor L.
    Owner
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Wonderful Software"

    Posted 2020-08-13

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

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

    Overall: 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.

    Read More...
  • Chaz A.
    Chief Energetic Officer
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Helmbot is Heavenly!"

    Posted 2020-08-13

    Pros: 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!!

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

    Overall: 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!

    Read More...
  • Katrena A.
    Operation Manager
    Used the software for: 1-2 Years
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Float Helm "

    Posted 2020-08-12

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

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

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

    Read More...
  • DAVID L.
    Owner
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User, Administrator, Deployment
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The wonders of HelmBot"

    Posted 2020-08-12

    Pros: 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.

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

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

    Read More...
  • Andrew L.
    Owner, GM
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "The ONLY choice for float and wellness centers"

    Posted 2020-08-12

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

    Cons: 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!

    Overall: 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 :)

    Read More...
  • Gregory G.
    Owner-Operator
    Used the software for: 2+ Years
    Frequency of Use: Daily
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Best scheduling software of our time"

    Posted 2020-08-12

    Pros: 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.

    Cons: 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.

    Overall: 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.

    Read More...
  • A HelmBot User
    Owner
    Used the software for: 2+ Years
    Frequency of Use: Weekly
    User Role: User, Administrator
    Company Size: 1 - 25
    Design
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Great tool for managing your appointment based business"

    Posted 2020-08-12

    Pros: 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.

    Cons: Mobile interface could use some improvements from a UX perspective.

    Overall: 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.

    Read More...
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