Digital Employee Handbook

Keep your staff trained and knoweldgeable on your business with an online guide.
Employee Management Software
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Organize Your Knowledge

And make sure everyone is kept up to date.

Store your best practices and company policies all in one place. Easily add new sections and subsections, reorganize them, and search through your entire guide.

Mark updates as required reading and HelmBot will automatically prompt your team to read and acknowledge the new language in your handbook. An HR dream come true!

Add linked reference materials and videos to sections.
Review the last time each section was updated for compliance.
Choose who is allowed to make changes to your employee handbook.
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Get Smart with Your Knowledge

Reference handbook entries when they're needed the most.

Integrate your employee handbook with your tasks. For example, you can setup a recurring task to clean your HVAC ducts every 3 months, and show the current instructions from your employee manual.

In addition to tasks, you can link handbook entries to shop metrics, which will show instructions to your staff when they're most useful.

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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.