Project & Task Management

Keep your business organized,
and make sure your crew stays on track.
Booking Software
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Take Control of Your Tasks

Capture all of your to-do items, and delegate as needed.

Quickly make one-off tasks from your computer or phone. Notify the right people, and get alerts as due dates are coming up or when tasks aren’t completed.

Setup recurring tasks with Task Generators. Create tasks to be done every day, every couple weeks, every 6 months, or after a certain number of appointments.

Manage tasks by due dates, levels of priority, or a combination.
Assign individual tasks or send to a job board that's open to anyone.
Track efficiency by compariing estimated vs actual completion times.
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Communication & Privacy

Discuss what you need, with only the people you want.

HelmBot encourages conversation, both about the business as a whole and around specific projects, appointments, and sales. View notifications and reply to messages instantly from any device.

Projects and project membership keep your tasks and discussions organized. Use private admin projects for high level discussions, and have inclusive team projects for general contributions and announcements.

All communications and tasks are easily searchable and saved in the cloud. This creates a convenient papertrail, automatically logging what tasks got done, when, and if there were any questions or discussions around them.

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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.