GET STARTED: CREATIVE BUSINESSES

Photography, Videography, Design, Event Planning, and More

You book clients. You manage projects. You deliver work. Here's how Helix handles your workflow.

Your Week in Helix

MONDAY

Inquiry Comes In

Sarah wants wedding photos for September. Add her to Connect. Note the date, the venue, the vibe she's going for. Her entire relationship with your business starts here.

TUESDAY

Send Proposal

Build an invoice with your packages from Services. Mark it as "Estimate." Send via email. She can accept and pay the deposit — all from the same link.

WEDNESDAY

Deposit Received

Invoice status updates automatically. Create a Job for the wedding. Add details: timeline, shot list, second shooter notes. Everything lives in one record.

THURSDAY

Prep for Weekend Shoot

Check Schedule. Saturday: engagement session at 4pm. Add location, parking notes, outfit suggestions to the job. All the details your future self will need.

SATURDAY

Session Complete

Mark job status. Add notes: "They loved the park location. She mentioned maternity session in spring." Future you thanks current you.

NEXT WEEK

Deliver Gallery

Add gallery link to job. Send delivery email. Create task: "Send album options in 2 weeks." Cascade reminds you automatically.

The Modules You'll Use

Connect

Client database with full history. Sarah's wedding, her sister's headshots, maternity session — everything connected to one person.

Bookings

Public booking page. Clients pick available times themselves. No back-and-forth emails about scheduling.

Schedule

Sessions, deadlines, delivery dates. All visible. Block personal time so clients can't book over it.

Jobs

Projects with details, notes, attached files. One record per shoot/project with everything you need.

Invoices

Estimates, deposits, final payments. Payment links included. Send from the job record — no retyping.

Services

Your packages and pricing. Session types, add-ons, print products — build once, use everywhere.

What About...

Contracts?

Helix handles booking and payment. For contracts, pair with HelloSign or similar — or include terms directly on your invoice. Most creatives find invoice terms sufficient.

Galleries?

Store gallery links in Jobs. Helix isn't a gallery platform — keep using Pixieset, Pic-Time, or whatever you love. Helix manages everything else.

Client Questionnaires?

Create a questionnaire template. Send the link, store responses in client notes. Or use Google Forms and link the response in the job record.

Multiple Shoots Per Client?

Create a new Job for each shoot, all linked to the same Connect record. Pull up a client and see their entire history — every session, every invoice, every note.

The Math

HoneyBook, Dubsado, 17hats: $20-79/month
1 year: $240-948
3 years: $720-2,844
5 years: $1,200-4,740

Helix: $279 once. Break-even: 4-12 months.
Get Helix — $279 Once

30-day money-back guarantee. No monthly fees. No per-user charges.