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HelmBot Review

HelmBot
Our score: 8.0 User satisfaction: 90%

What is HelmBot?

HelmBot is an all-in-one booking software utilized by owners, managers, and staff in the service sector to run their business smoothly. This easy-to-use and in-depth tool works like a business management or ERP software solution, as it contains systems and features other than those used for handling schedules. HelmBot allows you to implement a simple and convenient booking process wherein your customers can book services and schedule appointments online from their mobile devices. They can also complete and sign waivers, opt in to a customizable waitlist, receive appointment reminders via phone, email, or text, and use discount codes, digital gift cards, and service credits. 

HelmBot is built with a CRM system that enables you to easily collect, organize, track, and use all important information about your customers. This includes customers’ account data, contact details, visits, payments, referrals, and rewards. You can even automatically prompt users to answer questions while they are doing activities and send them personalized marketing campaigns based on their answers. Through its integration with MailChimp, the software permits you to send marketing messages to customers instantly, which can be triggered by customers’ actions or behaviors. 

The booking software, furthermore, provides features created to enhance how you communicate and collaborate with your teams and employees. You can create private discussions with individual staff or specific groups and send updates and notifications to employees that they can view in one place. You can also create a digital handbook that provides all the policies, guidelines, and instructions your employees should follow. 

HelmBot has an inventory management system that gives you real-time notifications about inventory, sales, purchase orders as well. Lastly, the software supports online and in-store payment processing, allows the easy management of multiple locations and franchises, and lets you generate useful business insights from reports, metrics, and real-time alerts. 

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Overview of HelmBot Benefits

Online Booking

HelmBot allows you to implement an online scheduling process that doesn’t only give customers versatile and convenient experiences but also helps you generate more bookings and revenues for your business. The software permits you to give your customers the chance to book services and appointments online from any place at any time using any device. This makes HelmBot a mobile-friendly booking software, enabling customers to quickly book multiple services, schedules, and groups on their smartphones. 

You can also optimize your booking process according to the specific needs of your business and customers. For instance, you can require your customers to make full or partial payments or add their credit cards to be able to successfully book online. Your customers, moreover, can earn service credits through referrals and use such rewards as they book. You can generate discount codes that enable referrers to use certain services for free or get additional credits in their account and special customers or VIPs to receive custom discounts on service fees. Customers can share service credits with each other as well. 

HelmBot includes an advanced scheduling feature that permits you to fill open or available appointments quickly. The feature lets you set up a waitlist for any period of time and range of services and give customers the opportunity to join the waitlist so they can book once the previously booked appointment becomes available. HelmBot automatically sends emails or texts to the persons in the waitlist one at a time to notify them that the appointment has been opened up and can already be filled. As a result, you can continuously receive bookings, keep your schedules full, and generate revenues even if some customers cancel their appointments or fail to send their payments on time. 

Customer Management

One of the systems integrated into HelmBot is a CRM system that allows you to easily access all essential pieces of information about your customers when you need them. The  CRM system aids you to quickly and accurately gather customer information. You can create customizable digital waivers for different types of customers, services, and offerings. These online waivers can be filled out and signed by customers remotely from their mobile devices or in-person using the devices you set up within your facility, studio, or shop. 

As customers complete digital waivers, you’ll be able to capture and collect all the important data you need about your customers. The system also prompts customers to answer questions and enter additional data while they are filling out the waivers. Furthermore, it alerts them to check and update the information they provided if it is incomplete or out-of-date.

You won’t have a hard time tracking customer information and details, as they are displayed directly on the scheduling or booking page. Thus, you can immediately find out the total number of appointments and amount of payments made by a particular customer, his available service credits, and any important notes written by your staff for that customer. This makes it easy for you to understand and classify your customers, run targeted and personalized marketing campaigns, and leverage customer data to improve the performance of your business. 

Marketing Campaign

You can take advantage of HelmBot’s marketing automation and integration features to effortlessly gain more customers and retain those current ones. The booking software integrates with MailChimp. As a result, you can instantly transmit and synchronize customer data between HelmBot and MailChimp and send the right marketing emails to the right people at the right time. You get the capability to set up triggers so you can automatically send emails to customers when they do certain actions or show specific behaviors, like if they leave your website, make an incomplete booking, or haven’t settled a payment they owe. 

HelmBot can connect with your Google and Facebook ad campaigns as well. This way, you can keep track of the entire journey of your customers, from the time they viewed your ads up to the moment they purchased services or products. Such a feature helps you monitor and optimize the effectiveness and performance of your marketing campaigns. 

Sales, Order, & Inventory Management 

HelmBot can also enhance your sales, order, and inventory management processes. Its point-of-sale system gives you a more flexible way of selling services or products. You can set up various types of payment methods, allowing you to receive credit card or in-shop payments. HelmBot permits you to create and sell physical and digital gift cards. These gift cards have equivalent cash amounts or service credits, and customers can order and buy them online or from your shop. 

Because HelmBot supports the selling of digital gift cards, customers can avail of your services without the need to use physical gift cards. In fact, you can send gift certificates, cards, and codes through email or text right away or automatically deliver them to customers on scheduled dates. Your customers’ account balances or service credits are automatically adjusted when they use their digital gift cards as well. 

Meanwhile, the booking software includes an inventory management system that you can use to monitor and handle sales, purchase orders, and inventory in real-time. When products are sold and new supplies from vendors are received, the system updates your current inventory automatically. It even alerts you to replenish your inventory within a specific time frame based on your average usage rates. 

Communication & Collaboration

HelmBot enables you and your employees to remotely communicate and collaborate in a centralized and secure cloud environment. It supports public and private discussions. Thus, you can exchange messages with individual team members or the whole team on matters related to projects, tasks, bookings, sales, and other aspects of the business. 

Updates and notifications are also sent in real-time as you and your teams and staff perform business activities and talk about any important topics or issues. These notifications are configurable as well, which means users can turn off notifications for discussions, activities, and problems that are not relevant to them. 

You can also mark notifications so that employees can view them on top of other notifications and be aware of matters which require immediate attention. Additionally, HelmBot lets you create discussions that can only be accessed by managers and administrators. This feature is useful if you’re working on special types of projects, discussing sensitive business issues, or collaborating on specific areas of your business that should be kept private.

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Overview of HelmBot Features

  • Online Scheduling
  • Multiple Payment Methods
  • Service Credits
  • Credit Sharing
  • Discount Codes
  • Automated Waitlist
  • Digital Waivers
  • Appointment Reminders
  • CRM System
  • Customer Data Verification
  • Marketing Automation
  • MailChimp Integration
  • Point-of-Sale System
  • Digital Gift Cards
  • Purchase Order Tracking
  • Automatic Inventory Update
  • Re-Order Alerts
  • Team Communication
  • Public & Private Messaging
  • Customizable Notifications
  • Project & Task Management
  • Membership Tools
  • Self-Service Employee Scheduling
  • Employee Handbook
  • Custom Reports
  • Multi-Location/Franchise Support

Awards & Quality Certificates

This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.
An award given to products that have recently entered the market but are already becoming very popular

HelmBot Position In Our Categories

Knowing that companies have particular business wants, it is only practical that they avoid deciding on an all-encompassing, “perfect” software solution. Be that as it may, it would be difficult to discover such an app even among sought-after software systems. The clever step to do is to shortlist the numerous chief factors which merit careful thought like critical features, budget, technical skill levels of staff members, business size, etc. After which, you must perform your research through and through. Browse over these HelmBot evaluations and look into each of the software options in your list more closely. Such comprehensive research ascertains you take out poorly fit software solutions and select the one that has all the benefits your business requires.

Position of HelmBot in our main categories:

TOP 100

HelmBot is one of the top 100 Appointment Scheduling Software products

TOP 200

HelmBot is one of the 200 Business Process Management Software products

If you are considering HelmBot it could also be a good idea to analyze other subcategories of Appointment Scheduling Software collected in our base of SaaS software reviews.

Each company is different, and might call for a specific Appointment Scheduling Software solution that will be fit for their business size, type of clients and employees and even individual niche they cater to. It's not wise to count on finding an ideal services that is going to work for every business regardless of their background is. It may be a good idea to read a few HelmBot Appointment Scheduling Software reviews first and even then you should keep in mind what the software is intended to do for your company and your staff. Do you require an easy and straightforward app with just basic features? Will you actually make use of the complex tools needed by pros and large enterprises? Are there any specific tools that are especially beneficial for the industry you operate in? If you ask yourself these questions it will be much easier to find a solid service that will match your budget.

How Much Does HelmBot Cost?

HelmBot Pricing Plans:

Free Trial

2 Service Rooms

$95/month

Unlimited Service Rooms

$275/month

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What are HelmBot pricing details?

HelmBot Pricing Plans:

Free Trial

2 Service Rooms

$95/month

Unlimited Service Rooms

$275/month

HelmBot offers two enterprise pricing options:

2 Service Rooms – $95/month

  • Full features access
  • 2 service rooms
  • Unlimited no. of users
  • Unlimited no. of projects
  • Unlimited no. of sales
  • + $45 for each extra service room.

Unlimited Service Rooms – $275/month

  • Full features access
  • Unlimited service rooms
  • Unlimited no. of users
  • Unlimited no. of projects
  • Unlimited no. of sales

User Satisfaction

Positive Social Media Mentions 19
Negative Social Media Mentions 2

We realize that when you make a decision to purchase a Appointment Scheduling Software it’s vital not only to find out how experts rank it in their reviews, but also to discover if the real clients and enterprises that bought these solutions are genuinely content with the product. That’s why we’ve designer our behavior-based Customer Satisfaction Algorithm™ that aggregates customer reviews, comments and HelmBot reviews across a wide range of social media sites. The data is then featured in an easy to digest way indicating how many customers had positive and negative experience with HelmBot. With that information at hand you will be ready to make an informed purchasing choice that you won’t regret.

Technical details

Devices Supported

  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for HelmBot?

HelmBot integrates with:

  • MailChimp
  • Google Ads
  • Facebook Ads
  • Google Analytics
  • Facebook Pixels
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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