HelmBot - 2024 Pricing, Features, Reviews, & Alternatives

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.