HelmBot

RATING:

4.9

(63)

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 about canc...

Awards and Recognition

FrontRunner 2022
Software Advice's FrontRunners report ranks top products based on user reviews, which helps businesses find the right software.

HelmBot Pricing

HelmBot offers a free trial, after which the software is available from $95 - 275 per month.

Starting price: 

$95.00 per month

Free trial: 

Available

Free version: 

Not Available

HelmBot communication
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HelmBot Reviews

Overall Rating

4.9

Ratings Breakdown

Secondary Ratings

Ease-of-use

5

Customer Support

5

Value for money

5

Functionality

5

Most Helpful Reviews for HelmBot

1 - 5 of 63 Reviews

Kalyn

2 - 10 employees

Used more than 2 years

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

Reviewed August 2021

Best Software for Float Centers

User Profile

Brad

Verified reviewer

Health, Wellness and Fitness, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reasons for switching to HelmBot

We used Mindbody during a trial month and had nothing but problems so we made the switch to Helmbot over 6 years ago now. We found the software was bloated with features that weren't relevant to our business and it demonstrated a lack of disipline with cutting features.

Hailey

Health, Wellness and Fitness, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Reason 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.

Howard

Mental Health Care, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

2

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2024

Grateful for HelmBot

Overall, HelmBot has been an upgrade for our local business. Our clients enjoy the ease of scheduling and appreciate the clarity when scheduling and/or cancelling appointment times.

PROS

HelmBot is intuitive. We love how clients can easily navigate scheduling and purchasing of our products and services. We also love the wait list feature and how the system will reach out to fill in open appointments without our needing to do anything.

CONS

The cost is higher than other booking systems. Scheduling recurring appointments is not currently available, which we hope will change soon, as it makes running our business so much more efficient.

Reasons for switching to HelmBot

It was recommended so to better integrate with our website.

Wade

Leisure, Travel & Tourism, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed 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.