About HelmBot

HelmBot is a cloud-based software designed to help businesses manage various administrative processes, such as appointment scheduling, memberships, marketing automation, project management, and point-of-sale (POS) operations. Supervisors can store customer information in the database, design referral programs with personalized discount codes, and enable clients to share their service credits with limited users.

HelmBot provides a booking calendar, which allows managers to view upcoming reservations, quickly access clients’ history or current membership status, and color-code specific slots according to requirements. Administrators can create recurring tasks, assign them to multiple employees, sort projects based on due dates or levels of priority, and enable colleagues to add comments under tasks. Supervisors can also configure user access permissions and send private messages to multiple recipients, with the aim of improving collaboration across internal teams.

HelmBot facilitates integration with various third-party applications, including Google Analytics, MailChimp, and Facebook. Businesses can manage waitlist entries and automatically notify customers about open slots or cancelled appointments. Other features include recurring billing, messaging, inventory replenishment, customizable reporting, and waiver management.

Devices

Business size

S M L

Markets

United States, Canada, Australia

Supported Languages

English

Images

HelmBot task generation
HelmBot discount management
HelmBot shift schedule
View 4 more
HelmBot screenshot: HelmBot task generation HelmBot screenshot: HelmBot discount management HelmBot screenshot: HelmBot shift schedule

Features

Total features of HelmBot: 32

  • ACH Payment Processing
  • Appointment Management
  • Automated Scheduling
  • Barcode Scanning
  • Collaboration Tools
  • Customizable Branding
  • Customizable Reporting
  • Discount Management
  • Employee Management
  • Gift Card System
  • History Tracking
  • Inventory Management
  • Inventory Tracking
  • Lead Management
  • Loyalty Program
  • Member Account Access
  • Multi-Location
  • Order Tracking
  • POS
  • POS Integration
  • Project Management
  • Projections
  • Recurring Billing
  • Recurring Tasks
  • Reporting & Statistics
  • Returns Management
  • Sales Tracking
  • Search Functionality
  • Task Management
  • Task Scheduling
  • Template Management
  • eCommerce Integration

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Setster

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Reviews

Overall rating

4.9 /5
(61)
Value for Money
4.9/5
Features
4.9/5
Ease of Use
4.9/5
Customer Support
5/5

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Showing 5 reviews of 61
Brad D.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Save Time, Money, and Headaches

Reviewed on 2020-09-26

It is my one-stop shop and has led to great efficiencies with our wellness centre. I can't...

It is my one-stop shop and has led to great efficiencies with our wellness centre. I can't recommend Helmbot and the team around it enough.

Pros

My background is in electronic health record software for cancer clinics and integration with existing hospital systems so I have seen dozens of products over the years. All come with pros and cons for their specific niche market. From the business side of things they often require staff to touch 2-3 pieces of software on any given day leading to training issues, upgrade testing bottlenecks and worst of all inconsistency of care for patients/clients. The fact that Helmbot contains all the features you could want to run your clinic, health / wellness centre, without a bunch of one-off features built for specific customers is refreshing. All the features integrate together to give it its power. A robust appointment scheduler that is integrated into an online portal for customers to self-schedule, an instant messaging tool for internal communications, ample notepads to keep detailed accounts of every interaction, a POS, customer appointment notifications, inventory and order tracking, staff shift scheduling, a group logbook, resource management, task generators to make sure everything is done on time, and so much more. Upgrades are also seamless as the software is all cloud based and updates are rolled out regularly. Even contacting and communicating with customer support is built right into the platform. The time savings on training staff on 1 system instead of 3 or 4 is worth the price of admission alone.

Cons

Integration with third-party apps or other CRM or EHRs is limited however the team is constantly assessing and adding new features as demand dictates.

Hailey K.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best customer service on the planet

Reviewed on 2020-08-13

Great. I use the helmbot to send gift cards and my employees use it to clock in and out. It’s a...

Great. I use the helmbot to send gift cards and my employees use it to clock in and out. It’s a useful tool.

Pros

This software does prettty much everything. From scheduling appointments, to setting up an online store, internal staff scheduling, recording testing levels, providing customer reports, and being full of any feature you could possibly want—floathelm’s got it covered.
The BEST part of this software is the customer support team. Any question, feature idea or problem I encounter is ALWAYS answered, solved or investigated within hours. No long wait times, no hassle, no problem. If something comes up that their team can’t handle, they are proactive in getting the message to the right people who can help solve the problem. Further, they offer over the phone help if ever needed, with no long wait times or frustration. Special shout out to [SENSITIVE CONTENT HIDDEN], who have helped me navigate many many many MANY questions or confusions and always offer helpful tips and feedback into how I can use the software to the best of its ability.

Cons

I wish there was an app. An app would make floathelm even better for customers and admins alike.

Wade G.
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great software

Reviewed on 2020-08-25

Highly recommended

Highly recommended

Pros

The ease of use and detailed reports are amazing. The fact that it integrates easily into my website is awesome

Cons

The use over devices like smart phones can be cumbersome.

Dylan C.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great software for any services business

Reviewed on 2020-11-06

From initial setup and transfer of years worth of customer information to daily operations and...

From initial setup and transfer of years worth of customer information to daily operations and customer support, HelmBot has been the best piece of software we have used for our business bar none.

Pros

Extremely simple and intuitive user experience over a very deep and customizable software

Cons

limited auto-email integration means more manually sending of emails to customers.

Geoff L.
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

One of the only ERP systems that doesn't suck

Reviewed on 2020-08-13

Pros

It is easy to use from both a customer and business point of view. Setup and integration is easy, it is niche to float centres which makes it perfect if you are a float centre. Having worked in other companies with other ERP systems like Oracle and Netsuite, I can say with full certainty this is by far way better than those software systems simply because it doesn't have all the back-end issues those systems have, which are not tailored to any specific industry, and because of it's one-size-fits all approach is horrible for adapting to your business. If you are a float center, Floathelm fits perfectly in, and the customizations for adapting to your specific needs as a float center are so much tighter and easier to implement. Customer service is very helpful and quick, and I'm not waiting on back and forth emails between developers to maybe partially fix something a week later down the road.

Cons

If you are not a float center, then this probably isn't for you.

Response from HelmBot

Thanks so much for the review Geoff, and the kind words! Just so you know, since you joined we've added support for many other modalities like massage, yoga, acupuncture, salon services... even escape rooms!

Showing 5 reviews of 61 Read all reviews

HelmBot FAQs

Below are some frequently asked questions for HelmBot.

HelmBot offers the following pricing plans:

  • Starting from: US$95.00/month
  • Pricing model: Subscription
  • Free Trial: Available

HelmBot offers a free trial, after which the software is available across two pricing plans, as outlined below: 2 Service Rooms: $95 per month Unlimited Service Rooms: $275 per month

HelmBot offers the following features:

  • ACH Payment Processing
  • Automated Scheduling
  • Barcode Scanning
  • Collaboration Tools
  • Customizable Branding
  • Data Security
  • Discount Management
  • Employee Management
  • Group Scheduling
  • Inventory Management
  • Lead Management
  • Loyalty Program
  • Mobile Access
  • Multi-Location
  • Online payment processing
  • POS Integration
  • Recurring Billing
  • Returns Management
  • Sales Tracking
  • Task Management
  • Task Scheduling
  • Template Management
  • eCommerce Integration

HelmBot has the following typical customers:

Small Business, Mid Size Business

HelmBot supports the following languages:

English

We do not have any information about what devices HelmBot supports

HelmBot integrates with the following applications:

Facebook, Google Analytics, Mailchimp

HelmBot offers the following support options:

Online Support

Related categories

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