Analytics and
Custom Reports

Monitor data and get alerts on sales, employees, projects, and more.
Booking Software
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Analytics Made to Order

Slice and dice your data – serve it up however you want.

Common business reports are always just a click away. Access customizeable reports and data to dive deeper into your company's performance.

Understandable stats, graphs, and spreadsheet exports. See broad trends in your operations, and drill down to specific sales or customers to help you make informed decisions.

Generate segmented customer lists for improved target marketing.
Get realtime alerts as needed so you're always informed, even on the go.
Track which staff members are producing the best results.
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Data That Makes You Money

Avoid vanity metrics and market more effectively.

HelmBot has deep integrations with Google Analytics and the Facebook Pixel. These are how you find out if your online ads and marketing efforts are actually leading to sales.

View data that affects your bottom line such as member retention, churn rates, product sales, inventory levels, and even segment customers by geography and demographics.

Get Your Free Tour!

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Explore All of HelmBot's Features

Online Appointments are Just the Beginning.

Appointment Scheduling
Robust online scheduling for services and practitioners.
Classes & Events
Easily book everything from yoga to lectures.
Point of Sale
Sell services and products easily, and take payments in-person and online.
Customer Management
Track visits, sales, notes, referrals, contact info, and more.
Staff Scheduling
Schedule & trade shifts, track hours & overtime, and manage staff availability.
Marketing Automation
Automate special offers and member pitches before and after appointments.
Recurring billing, custom discounts, and easy member management.
Project Management
One-off and recurring tasks in projects keep your business organized.
Get notified of comments and posts on customers, tasks, sales, and more.
Custom Reports
Drill down into your data for detailed customer and sales insights.
Auto Waitlist
Allow customers to join a waitlist that texts them with new availability.
Send & track waivers, and use a tablet for in-person completion.
Orders & Inventory
Track orders & sales, and get notified when inventory is low.
Manage all of your locations, sharing customers, sales history, and more.
Text Messaging
Reminders, confirmations, and even the ability to text out gift cards on the fly.
Gift Cards
Easily sell gift cards in your shop or in your online store.