Digital Employee Handbook

Keep your staff educated and knoweldgeable on your business.
Employee Management Software
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Organize your Knowledge

And make sure everyone is kept up to date.

Store all your operational practices in one place. You can easily add new sections and subsections, reorganize them, and search through your entire Guide.

Mark updates as required reading for your staff, and HelmBot will automatically prompt everyone to read and acknowledge the new language in your handbook.

This is what HR people dream about at night.

Keep everyone’s knowledge up-to-date.
Track the last time each section was updated.
Tightly control who can make changes to your handbook.
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Get Smart with your Knowledge

Show handbook entries, when they're needed the most.

HelmBot integrates your employee handbook with your tasks, allowing you to link your operating procedures straight from your handbook to the tasks that you set to run your shop.

Setup a recurring task to clean your HVAC ducts, and link the how-to straight from your employee manual.

Automatically trigger instructions from your handbook to pop up when relevant.

You can link handbook entries to task generators and shop metrics, which will show them to your staff when the instructions are 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.
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.
Employee Guide
Make your employee manual accessible, searchable, and updatable.