HelmBot Review

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.