Is it for me? · Coaches and trainers
Programmes, sessions, and the people on them.
An intake quiz that qualifies before you spend an hour on a call, session credits that count themselves down, and a programme your client opens in their own account. All against one record, so nobody is reconciling a spreadsheet with a chat app.
The coaching modules are switched on per account. Plans from $20 a month.
In this dashboard
Seven of Helm's 23 modules, on top of the workspaceEvery business gets thisYou choose this oneComes on its own, once you need it
A week
None of this is a feature. It is the week, written down.
Where each thing lands, and what you never have to do about it.
Somebody fills in the quiz at eleven at night
Four questions. What they are training for, how many days they can give it, whether they have worked with a coach, when they want to start. Scored before you see it.
You read the score, not the essay
Qualified. Budget and timing line up. You reply to one person instead of triaging six, and their answers are already attached to the record you are replying from.
Session, and the count moves on its own
Nine becomes eight. Not a note in your phone, a row on a ledger with a date on it that they can see too.
She writes in the check-in thread
Calf tightness on the long run. It sits on her record beside the programme, not in a DM you will scroll past on Sunday.
You change Thursday's plan
The programme updates in her account. No PDF attached to an email nobody can find in March.
She buys another block
One click on her record: ten credits added and coaching opened, in the same action. The catalogue said what it cost; you decided she had paid.
An example week
What you never do
Count sessions from memory, dig a programme out of an email thread, or work out whether the person messaging you is the one who paid last month.
Why it holds together
The quiz answer, the credit, the programme and the check-in are all rows against one member. That is the schema, not a marketing line — the same record carries every one of them.
Before the first call
A quiz is a filter, not a lead magnet.
Ask the three or four things that actually predict a good client for you, decide what each answer is worth, and read the total before you commit an afternoon.
Switch quizzes on and the Leads pipeline appears without being asked — answers with nowhere to land are half a feature. Every submission is kept against the person who sent it, so when they resurface in March you reopen what they said rather than starting again.
Sessions
Ten sold, and the count is not on a sticky note.
Credits go on a real ledger — added when you open a block on someone's record, taken when a session is used, and the balance is the same number you and they are both looking at.
Every movement is a row with a date
When a client says they have three left, you can look rather than negotiate. Nothing about the balance is anyone's recollection.
Booked against the person
A session attaches to the member record, so their sessions sit beside their programme and their check-ins instead of in a different app.
It counts down; it does not take the money
Helm records the credits you opened and spends them. The card payment for the block is not something it processes, and nothing here notices one arriving.
Programmes
A plan they can open, and a thread you both write in.
A plan they open in their own account on your site, versioned, so the thing they are reading is the thing you last published.
And a thread you both write in between sessions, kept, so in week nine you can look back at what you actually agreed in week two. It records who has read it, which is the difference between “I sent that” and “you saw that”.
What unlocks what
A catalogue that appears the moment you have something to sell.
A catalogue says what people can buy and what each thing is meant to open. It appears by itself the moment you have a course, a community, a coaching plan or PT sessions to sell — because until then there is nothing for it to hold.
Opening it is yours: one click on the client's record once they have paid you, or a call from whatever you took the money with. Both are recorded the same way, so the question “should this person be able to open this” always has one answer.
Before you start