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HelmBot

HelmBot

Overview

What is HelmBot?

HelmBot is a business management software designed to streamline operations and enhance efficiency for wellness centers, including massage therapists, acupuncturists, chiropractors, yoga studios, and other wellness practitioners. According to the vendor, HelmBot caters to businesses of all sizes, from...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is HelmBot?

HelmBot is a business management software designed to streamline operations and enhance efficiency for wellness centers, including massage therapists, acupuncturists, chiropractors, yoga studios, and other wellness practitioners. According to the vendor, HelmBot caters to businesses of all sizes, from small independent practitioners to larger wellness centers with multiple locations. It offers a range of features and functionalities that aim to optimize operations and provide exceptional service to clients.

Key Features

Appointment Scheduling: According to the vendor, HelmBot provides a robust online scheduling system that enables customers to easily book appointments for services and practitioners. It aims to streamline the process of managing and organizing appointments, ensuring efficient scheduling for both services and practitioners.

Classes & Events: HelmBot allows businesses to book and manage various classes and events. The software claims to offer seamless scheduling and tracking of different types of activities, providing flexibility in booking and managing events. It aims to streamline the process of scheduling and tracking attendance for classes and events.

Point of Sale: According to the vendor, HelmBot simplifies the process of selling services and products both in-person and online. It offers a user-friendly system for processing payments and tracking sales transactions. With HelmBot, wellness centers can sell services and products both in-store and online.

Customer Management: HelmBot provides a comprehensive customer management system. According to the vendor, it enables businesses to track visits, sales, notes, referrals, contact information, and more. It aims to facilitate effective customer interaction management, allowing businesses to track customer preferences and purchase history.

Staff Scheduling: According to the vendor, HelmBot simplifies the process of scheduling and managing staff shifts. It allows businesses to schedule and trade shifts, track hours and overtime, and manage staff availability. The software aims to facilitate efficient staff management and scheduling.

Marketing Automation: HelmBot offers marketing automation capabilities, according to the vendor. It aims to streamline marketing campaigns and promotions by sending targeted offers and messages to customers. The software aims to help businesses increase customer engagement and retention.

Memberships: According to the vendor, HelmBot provides a system for managing recurring memberships and billing. It allows businesses to create custom discounts and pricing structures, simplifying the management of member accounts and benefits.

Project Management: HelmBot helps businesses stay organized by managing tasks and projects. According to the vendor, it enables businesses to assign and track tasks, set deadlines, and monitor progress. The software aims to facilitate effective project management and collaboration.

Communication: HelmBot provides a communication platform for internal team collaboration, according to the vendor. It sends notifications for comments, posts, and updates related to customers, tasks, and sales. The software aims to facilitate efficient communication and collaboration within the business.

Custom Reports: According to the vendor, HelmBot generates customized reports for in-depth analysis of customer and sales data. It aims to provide valuable insights into customer behavior, trends, and performance, enabling businesses to make data-driven decisions and improve overall performance.

HelmBot Features

  • Supported: Online Booking
  • Supported: Automated Scheduling
  • Supported: Calendar Sync
  • Supported: Client Database
  • Supported: Confirmation/Reminders
  • Supported: Group Scheduling
  • Supported: Mobile Access
  • Supported: Multi-Location
  • Supported: Online Payments
  • Supported: Recurring Appointments
  • Supported: Room Booking
  • Supported: Barcode/Ticket Scanning
  • Supported: Customer Accounts
  • Supported: Discount Management
  • Supported: Electronic Signature
  • Supported: Gift Card Management
  • Supported: Loyalty Program
  • Supported: Retail POS
  • Supported: Returns Management
  • Supported: eCommerce Management
  • Supported: Appointment Management
  • Supported: Client Management
  • Supported: Employee Scheduling
  • Supported: Inventory Management
  • Supported: Payroll & Commissions
  • Supported: Point of Sale (POS)

HelmBot Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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