HelmBot 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 reports are always just a click away.

For deeper dives, customize your reports and charts to get into the nitty gritty details of your company data.

Expandable stats, understandable graphs, and custom spreadsheet exports. See broad trends in your operations, and drill down to specific sales or customer lists to help you answer questions.

Generate segmented customer lists to target with your marketing.
Get alerts for information as you need to pay attention to it.
Keep track of which employees are selling the most memberships.
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Data That Makes You Money

Avoid vanity metrics and find what really works.

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

HelmBot automatically creates custom actions in Google and Facebook so you can track appointments, purchases, and more at a glance.

See member retention and churn rates, track your best selling products, view customers by age and zipcode, and automatically manage inventory levels before they get too low.

HelmBot will make sure you see data that affects your bottom line, when you need to see it.

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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.
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.
Employee Guide
Make your employee manual accessible, searchable, and updatable.