Average Ratings 25 Ratings

Total
ease
features
design
support

Average Ratings 16 Ratings

Total
ease
features
design
support

Description

Appointment scheduling and point-of-sale management, staff management, marketing automation, among many other features. HelmBot makes it easy to keep business owners on top of all the complex parts of their business from one place. HelmBot is designed for you to save time and get more appointments every day.

Description

HoneyBook makes it easy for independent business owners to communicate with customers and clients, manage projects, and get paid—all in one place. With the help from our business management software, you can automate your busy work and stay on top of all your to-dos, saving time and money so you can grow your business. Its like your own personal assistant. With their proposals, invoices, contracts, payments, and scheduling at your fingertips, HoneyBook gives you everything you need to give clients an unforgettable experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook Yes 
Google Analytics Yes 
Mailchimp Yes 
AppointmentCore No 
CoSchedule No 
Constant Contact No 
Google Calendar No 
HubSpot Customer Platform No 
Keap No 
Kit No 
MeisterTask No 
Microsoft 365 No 
Microsoft OneDrive No 
Raklet No 
Shift No 
Shopify No 
Square Payments No 
Squarespace No 
Wave Accounting No 
Zapier No 

Integrations

Facebook Yes 
Google Analytics Yes 
Mailchimp Yes 
AppointmentCore Yes 
CoSchedule Yes 
Constant Contact Yes 
Google Calendar Yes 
HubSpot Customer Platform Yes 
Keap Yes 
Kit Yes 
MeisterTask Yes 
Microsoft 365 Yes 
Microsoft OneDrive Yes 
Raklet Yes 
Shift Yes 
Shopify Yes 
Square Payments Yes 
Squarespace Yes 
Wave Accounting Yes 
Zapier Yes 

Pricing Details

$95 per month
Free Trial Yes 
Free Version No 

Pricing Details

$19 monthly ($16 annually)
Try our Starter plan for $19/mo, or $16/yr.

Features included in starter plan:

Unlimited clients and projects
Invoices and payments
Proposals and contracts
Calendar
All professional templates
Client portal
Basic reports
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Vendor Details

Company Name

HelmBot

Founded

2013

Country

United States

Website

helmbot.com

Vendor Details

Company Name

HoneyBook

Founded

2013

Country

United States

Website

www.honeybook.com

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database Yes 
Group Scheduling Yes 
Mobile Access Yes 
Multi-Location Yes 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments No 
Room Booking Management Yes 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management Yes 
Financial Management Yes 
Inventory Management Yes 
Marketing Management Yes 
Order Management Yes 
Point of Sale (POS) Yes 
Project Management Yes 
Purchasing Yes 
Scheduling Yes 
Time & Expense Tracking Yes 
Training Management Yes 
Vendor Management Yes 

Dance Studio

Attendance Management Yes 
Billing & Invoicing Yes 
Class Management Yes 
Competition Management No 
Instructor Management Yes 
Inventory Management Yes 
Online Payments Yes 
Online Registration Yes 
Point of Sale (POS) Yes 
Recital Management No 
Scheduling Yes 
Student Management Yes 

Inventory Management

Alerts/Notifications Yes 
Barcoding / RFID Yes 
Forecasting Yes 
Inventory Optimization Yes 
Kitting No 
Manufacturing Inventory Management No 
Mobile Access Yes 
Multi-Channel Management No 
Product Identification Yes 
Reorder Management Yes 
Reporting/Analytics Yes 
Retail Inventory Management Yes 
Supplier Management Yes 
Warehouse Management No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform No 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring No 
Sales Intelligence Yes 
Search Marketing No 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Massage Therapy

Appointment Management Yes 
Billing & Invoicing Yes 
Client Management Yes 
Email Marketing Yes 
Employee Management Yes 
Gift Card Management Yes 
Multi-Location Yes 
Point of Sale (POS) Yes 
Practice Management Yes 
SOAP Notes No 

Membership Management

Application Management No 
Automatic Renewals Yes 
Committee Management No 
Dues Management No 
Email Marketing Yes 
Event Management Yes 
Member Directory No 
Member Portal Yes 
Member Types Yes 
Membership Database Yes 
Nonprofit Membership No 
Payment Processing Yes 
Website Management No 

Order Management

Back Order Management No 
Catalog Management No 
Inventory Management Yes 
Order Entry Yes 
Order Fulfillment No 
Order Tracking Yes 
Recurring Orders No 
Returns Management Yes 
Shipping Management Yes 
Special Order Management Yes 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management Yes 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions Yes 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture Yes 

Point of Sale

Barcode Scanning Yes 
Commission Management No 
Cryptocurrency Support No 
Customer Account Profiles Yes 
Discount Management Yes 
Electronic Signature Yes 
Gift Card Management Yes 
Loyalty Program Yes 
Multi-Location Yes 
Restaurant POS No 
Retail POS Yes 
Returns Management Yes 
eCommerce Integration Yes 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates No 
Gantt Charts No 
Idea Management Yes 
Kanban Board No 
Milestone Tracking Yes 
Portfolio Management No 
Resource Management Yes 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Scheduling

Alerts/Notifications Yes 
Appointment Scheduling Yes 
Automated Scheduling Yes 
Calendar Management Yes 
Class Scheduling Yes 
Employee Scheduling Yes 
Facility Scheduling Yes 
Group Scheduling Yes 
Interview Scheduling No 
Meeting Room Booking Yes 
Multi-Location Yes 
Online Scheduling Yes 
Payment Processing Yes 
Real-time Scheduling Yes 
Reservations Yes 
Resource Scheduling No 
Room Booking Management Yes 

Task Management

Collaboration Yes 
Create Subtasks Yes 
Gamification No 
Gantt Charts No 
Mobile Access Yes 
Percent-Complete Tracking Yes 
Progress Tracking Yes 
Recurring Tasks Yes 
Reporting/Analytics Yes 
Spreadsheet View Yes 
Task Board View Yes 
Task Planning Yes 
Task Scheduling Yes 
Task Tracking Yes 
Time Tracking Yes 
To-Do List View Yes 

Team Communication

Activity / News Feed Yes 
Audio Calls No 
Calendar Management Yes 
Chat / Messaging Yes 
Discussion Threads Yes 
File Sharing Yes 
Mobile Access Yes 
Push Notifications No 
Search Yes 
Surveys & Feedback No 
Task Management Yes 
Video Conferencing No 

Waitlist

Alerts/Notifications Yes 
Customer Database Yes 
For Restaurants Yes 
Prioritization Yes 
Public Waitlist Yes 
Reporting & Statistics Yes 
Self Check-in Yes 
Waiting Time Tracking No 
Waitlist Status Tracking Yes 

Waiver

Customizable Templates Yes 
Data Export Yes 
Online Signing Yes 
QR Codes No 
Searchable Database Yes 
Status Tracking Yes 
Waiver Kiosk Yes 

Yoga Studio

Class Scheduling Yes 
Facility Scheduling Yes 
Inventory Management Yes 
Member Management Yes 
Online Payments Yes 
Staff Management Yes 

Product Features

Appointment Scheduling

Appointment Reminders Yes 
Automated Scheduling Yes 
Calendar Sync Yes 
Client Database No 
Group Scheduling No 
Mobile Access No 
Multi-Location No 
Online Booking Yes 
Online Payments Yes 
Recurring Appointments Yes 
Room Booking Management No 

Billing and Invoicing

Billing Portal Yes 
Contact Database Yes 
Contingency Billing No 
Customer Portal Yes 
Customizable Invoices Yes 
Dunning Management No 
Hourly Billing Yes 
Invoice History Yes 
Mobile Payments Yes 
Multi-Currency No 
Online Invoicing Yes 
Online Payments Yes 
Payment Processing Yes 
Project Billing Yes 
Recurring/Subscription Billing Yes 
Service Ticket Billing No 
Tax Calculator Yes 

Bookkeeping

Accounts Payable No 
Accounts Receivable No 
Bank Reconciliation No 
Billing & Invoicing Yes 
Cash Management No 
Collections No 
Expense Tracking Yes 
Fixed Asset Management Yes 
General Ledger No 
Payroll No 
Revenue Recognition Yes 
Spend Management No 
Tax Management No 

Business Management

Billing & Invoicing Yes 
CRM Yes 
Employee Management No 
Financial Management No 
Inventory Management No 
Marketing Management No 
Order Management No 
Point of Sale (POS) No 
Project Management No 
Purchasing No 
Scheduling No 
Time & Expense Tracking No 
Training Management No 
Vendor Management No 

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Coaching

Appointment Scheduling No 
Billing & Invoicing No 
Business Coaching No 
Client Management No 
Goal Setting / Tracking No 
Life Coaching No 
Mentor/Coach Matching No 
Program Management No 
Progress Tracking No 
Sport Coaching No 

Contract Management

Buy Side (Suppliers) No 
Completion Tracking Yes 
Compliance Tracking No 
Contract Lifecycle Management No 
Electronic Signature Yes 
Full Text Search No 
Government Contracts No 
Pre-built Templates Yes 
Sell Side (Customers) No 
Specialty Contracts No 
Version Control Yes 
Workflow Management Yes 

CRM

Calendar/Reminder System Yes 
Call Logging No 
Document Storage No 
Email Marketing Yes 
Internal Chat Integration No 
Lead Scoring No 
Marketing Automation Integration No 
Mobile Access No 
Quotes / Proposals Yes 
Segmentation No 
Social Media Integration Yes 
Task Management Yes 
Territory Management No 

Customer Experience

Action Management No 
Analytics No 
Customer Segmentation No 
Dashboard No 
Feedback Management No 
Knowledge Management No 
Multi-Channel Collection No 
Sentiment Analysis No 
Survey Management No 
Text Analysis No 
Trend Analysis No 

Customer Satisfaction

360 Degree Feedback No 
Analytics No 
Call Reporting No 
Complaint Monitoring No 
Feedback Collection No 
Survey Management No 

Event Booking

Attendee Management No 
Confirmation/Reminders No 
Discount/Coupon Management No 
Event Calendar No 
Marketing Management No 
Online Payments No 
Online Registration No 
Social Media Promotion No 
Wait List Management No 
Website Management No 

Event Management

Attendee Management No 
Badge Management No 
Conferences / Conventions No 
Exhibit / Vendor Management No 
Gamification No 
Room Block Management No 
Social Media Promotion No 
Sponsorship Management No 
Surveys & Feedback No 
Ticketing No 
Volunteer Management No 
Weddings / Parties No 

Florist

Automated Card Printing No 
Customer Account Profiles Yes 
Delivery Tracking No 
Order Management Yes 
Production Tracking No 
Stem Counting No 

Payment Processing

ACH Check Transactions Yes 
Bitcoin Compatible No 
Debit Card Support Yes 
Gift Card Management No 
Mobile Payments Yes 
Online Payments Yes 
POS Transactions No 
Receipt Printing Yes 
Recurring Billing Yes 
Signature Capture Yes 

Personal Trainer

Appointment Scheduling No 
Assessments No 
Attendance Tracking No 
Billing & Invoicing No 
Certification Tracking No 
Client Management No 
Commission Management No 
Exercise Library No 
Fitness Assessments No 
Fitness Plan No 
Nutrition Program No 
Online Store No 
Payment Processing No 
Wellness Plans No 
eCommerce No 

Photography Studio

Appointment Scheduling Yes 
Billing & Invoicing Yes 
Client Management No 
Contract Management No 
Event Management No 
Marketing Management No 
Order Management No 
Project Management No 
Proposal Management No 

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools Yes 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management No 
Kanban Board No 
Milestone Tracking No 
Portfolio Management No 
Resource Management No 
Time & Expense Tracking Yes 
Traditional Methodologies No 

Proposal Management

Automatic Formatting No 
Calendar Management Yes 
Collaboration Yes 
Contact Management Yes 
Content Repository Yes 
Document Management Yes 
Electronic Signature Yes 
Knowledge Library No 
Pipeline Management Yes 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates Yes 
Version Control Yes 

Scheduling

Alerts/Notifications No 
Appointment Scheduling No 
Automated Scheduling No 
Calendar Management Yes 
Class Scheduling No 
Employee Scheduling No 
Facility Scheduling No 
Group Scheduling No 
Interview Scheduling No 
Meeting Room Booking No 
Multi-Location No 
Online Scheduling No 
Payment Processing No 
Real-time Scheduling No 
Reservations No 
Resource Scheduling No 
Room Booking Management Yes 

Tutoring

Appointment Scheduling No 
Attendance Tracking No 
Automatic Grading No 
Billing & Invoicing No 
Client Management No 
Electronic Assignments & Tests No 
Employee Management No 
Learning Plans No 
Lesson Notes No 
Online Classes No 
Online Payments No 
Parent / Student Portal No 
Progress Reports No 

Venue Management

Attendee Management No 
Billing & Invoicing Yes 
Contract Management Yes 
Customer Management Yes 
Event Management Yes 
Food & Beverage Management No 
Multi-Facility Yes 
Reservations Management Yes 
Resource Booking No 
Sales Management Yes 
Staff Management No 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking No 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management Yes 
Forms Management Yes 
Graphical Workflow Editor No 
Mobile Access Yes 
No-Code No 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

Yoga Studio

Class Scheduling No 
Facility Scheduling No 
Inventory Management No 
Member Management No 
Online Payments No 
Staff Management No 

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