HelmBot Customer Management System (CMS)

See every appointment, every penny spent, every discount code used, and every communication... track everything.
Booking Software
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More Than Just Contact Info

Don't just collect data – use and maintain it intelligently.

HelmBot notices missing or out-of-date information, and prompts people to correct it (without wasting your time).

HelmBot encourages customers to answer your questions when they’re scheduling, checking their account, or filling out a new waiver.

Discover how your customers are finding you for better targeting.
Encourage customers to sign up for text messages and emails.
Store multiple credit cards for easy payment online or in person
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A Brief History of Everything

Information when you need it.

See notes and customer history directly from the scheduling page. With a quick glance you can know everything important about your customers and be ready to give them a personal greeting when they walk in.

Track customers, discount codes, and gift cards. Get notified immediately when a high profile client schedule with you, or when that guest who needs extra special attention books a session.

HelmBot is very user friendly, not only for employees, but for the customer making an appointment. The reports are easy to create and allow the center owner to stay on top of everything.
Jeanne Mills
Ocean Elements | Ocean City, MD
Thanks for creating and continuously building this application. It absolutely makes our lives easier and the support is amazing. Cheers guys, you're doing fantastic work.
Jamie Philips
Modern Gravity | Edmonton, Nevada
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Actionable Reports

Not just fancy graphs.

Generate data you can actually use to analyze and improve your business.
Figure out what your rockstar customers have in common.
Easily create custom email lists for marketing campaigns.
Customers are raving about the ease of booking online and being in control of their own accounts. Simply put - it's easy for everyone to use. We can't imagine using any other multifaceted platform!
Juan Casias
Float Los Alamos | Los Alamos, New Mexico
HelmBot is an amazing program. The UX is unparalleled to any other program I have used. Ever.
Emily Frazee
Capitol Floats | Sacramento, California
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And That's Just the Beginning...

Here are just a few of our advanced CRM features.

Waivers

Your customers will rarely have to fill out a waiver in person – they’ll have already been prompted by HelmBot to take care of it on their phone or computer before they come in.

Easily require waiver re-completions, use different waivers for different services, and use any tablet for easy in-person waivers.

Referral Programs

Design referral programs with unique discount codes for your customers to share. Lavish them with rewards in the form of free services or account credit when they bring you new customers.

Sharing Options

Allow customers to share their service credits with others. Since customers have some crazy requests, HelmBot is crazy accommodating. Easily set sharing limits based on the type of service, the number of credits, or a date range – all while maintaining their own account history.

Smart Discount Codes

We all have people who we make special arrangements for in our business – from national sports stars to our mothers.

Attach discount codes to customer accounts and they will automatically get the discount when booking or purchasing online or in the shop (your mother will be so proud).

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.
Memberships
Recurring billing, custom discounts, and easy member management.
Project Management
One-off and recurring tasks in projects keep your business organized.
Communication
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.
Waivers
Send & track waivers, and use a tablet for in-person completion.
Orders & Inventory
Track orders & sales, and get notified when inventory is low.
Multi-Location
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.