Massage, Personal Training, Yoga, Coaching, and More
You schedule sessions. You track clients. You build relationships. Here's how Helix handles your workflow.
Open Schedule. Four massage appointments today, one new client at 2pm. Everything visible at a glance — who, when, where, and any notes from last time.
Quick note on Mrs. Chen: "Shoulder tension improved. Focus on neck next time." 15 seconds to write. Invaluable when she comes back in three weeks.
Pull up their intake info in Connect. First session — mentioned lower back issues during booking. You're prepared before they walk in the door.
Mark job done. Generate invoice or collect on-site. Add notes for next session. Total admin time: 60 seconds between clients.
They book themselves via your Booking link — no text thread, no phone tag. Session appears on your Schedule automatically.
Client history, preferences, notes from every session. Pull up anyone and see their complete relationship with your practice.
Self-service booking page. Share the link on your website, Instagram bio, or business card. Clients pick available times.
All sessions visible. Block personal time, lunch breaks, prep time. See your day, week, and month at a glance.
Session records with notes. Each appointment becomes a searchable record you can reference months or years later.
Bill per session or sell packages. Payment links for remote collection. Track who's paid and who hasn't.
Session types with pricing. 60-min, 90-min, packages, special offers — build your menu once, use everywhere.
Use Notes module or add to Job records. Create a template for consistency — Subjective, Objective, Assessment, Plan. All searchable and linked to the client.
Link to external forms (Google Forms, Typeform) from your booking confirmation. Store the response link or key details in the client record.
Create package service items (e.g., "10-Session Package"). Track remaining sessions in client notes. When the package is used up, invoice for the next one.
Schedule group sessions on the calendar. Create a Job per class with attendee notes. Invoice individually or use the package system.
Helix handles standard invoicing. For insurance-specific billing with CPT codes and claim submission, you'll need a dedicated medical billing tool alongside Helix.
30-day money-back guarantee. No monthly fees. No per-user charges.