About HelmBot

HelmBot is a cloud-based solution designed to help small to midsize businesses manage various administrative operations, such as appointment scheduling, project management, marketing automation, inventory tracking and more on a centralized platform. Professionals can use the booking calendar to view upcoming appointments, apply discount codes based on customers' membership status and manage waitlist entries.

Key features of HelmBot include recurring billing, role-based access, point-of-sale (POS), staff scheduling, customizable reporting and waiver management. It allows supervisors to create recurring tasks, assign them to multiple employees and alert staff members about relevant project updates via texts. Additionally, service centers can notify clients abou...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic)

60 Reviews of HelmBot

Average User Ratings

Overall

4.90 / 5 stars

Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

Ratings Snapshot

5 stars

(54)

54

4 stars

(6)

6

3 stars

(0)

0

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 60 results

September 2020

Brad from Float.Calm

Verified Reviewer

Company Size: 2-10 employees

Industry: Health, Wellness and Fitness

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2020

Save Time, Money, and Headaches

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.

August 2020

Hailey from Capitol Floats Auburn

Company Size: 2-10 employees

Industry: Health, Wellness and Fitness

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Best customer service on the planet

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.

Reasons for Choosing HelmBot

Floathelm is streamlined. It makes the customer experience simple, easy and stress free. It has a lot of internal features, but the external customer experience makes it simple for clients to schedule without getting frustrated by too many options or lack of organization.

August 2020

Wade from Float Canmore

Company Size: 2-10 employees

Industry: Leisure, Travel & Tourism

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

August 2020

Great software

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.

August 2020

Laura from Floating Therapy

Company Size: 2-10 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

Helm navigates booking success

Customer service is stellar with Float Helm, their team responds quickly regardless if it’s a question, comment or needing help. From day 1 they took their time to ensure we were comfortable with learning the system, offering 1 on 1 live training and their features from booking to classes, gift cards and practitioners are all highly functional and easy to use.

Pros

Booking for multiple services and practitioners is easy and so customizable with Helm. After using other booking system I highly recommend Float Helm!

Cons

We transferred 2yrs worth of client booking from Mindbody and lost some client notes but we opted for that feature. Helm makes it easy to do a cohesive integration

Reasons for Choosing HelmBot

Features, customer service, they have a clear understanding of the wellness & float industry, they take suggestions and criticisms to heart and always strive to be better improving their program. Very happy with the choice

August 2020

Geoff from GoFloat Studios

Company Size: 2-10 employees

Industry: Health, Wellness and Fitness

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

August 2020

One of the only ERP systems that doesn't suck

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.

Reasons for Choosing HelmBot

All the problems I listed above with other software business systems. I know other float centers or fitness gym owners who use it and it is just a terrible service for an even worse price.

Response from HelmBot

Replied August 2020

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!