Helm Help Center
Answers for running Helm day to day.
Find practical steps for publishing, taking bookings or orders, managing customers, getting paid, billing, account access, and troubleshooting.
Browse by category
Start with the job you need to finish, from publishing your business to resolving a customer issue.
Get started
Set up your business
Set up the first parts of Helm your customers and team will use.
Reach customers
Website, menu, and forms
Build your website, menu, and forms, then publish them for customers.
Take bookings
Take bookings and manage availability
Add services, set your hours, and take bookings online.
Sell products
Sell products and manage orders
Add products, take online orders, and update each order as you fulfil it.
Manage customers
Manage customer records
Keep customer details, history, notes, and follow-ups in one place.
Get paid
Invoices and receipts
Create invoices, record payments, and give customers receipts.
Manage billing
Manage your plan and billing
Compare plans, update billing, and check referral rewards.
Manage team access
Manage team access
Invite staff, manage access, and keep an active owner on the account.
Fix a problem
Troubleshoot pages, bookings, and checkout
Fix common problems with pages, bookings, checkout, invoices, and receipts.
Access your account
Sign in and recover access
Sign in, reset your password, accept an invite, or ask for help.
All support articles
Browse every public Helm support article from one index.
Set up
Getting started with Helm
Create your Free booking Site, add your first service and hours, and share your booking link. Upgrade when you need more.
Website and forms
Set up your website
Create a clear website page, publish it, and check every button, form, and booking link on desktop and mobile.
Bookings
Set up bookings and services
Add a service, set availability, publish the booking link, and complete a test booking.
Store and orders
Set up your store and manage orders
Add products, test checkout, and keep payment and fulfilment up to date on each order.
Customers
Manage customer records
Create customer records, review their history, add useful notes, and choose the next follow-up.
Invoices and receipts
Create invoices and receipts
Create and send an invoice, record payment, and check the customer receipt.
Set up
Get the most out of Helm
Use Overview for daily work and Insights for a simple weekly review.
Set up
Choose a setup path for your business
Choose a setup path for appointments, menus, enquiries, or online product sales.
Website and forms
Create a menu
Add menu categories and items, publish the menu, and check it on a phone.
Website and forms
Create a form for enquiries
Create a short enquiry form, publish it, and check the first submission.
Set up
Use Insights
Read your Helm activity, choose one useful question, and make a small improvement.
Plans and billing
Check what your plan includes
Check which features are available on your plan before changing your subscription.
Plans and billing
Manage your plan and billing
Upgrade Free through Checkout, or manage an existing paid subscription in the billing portal.
Plans and billing
Referral program FAQ
Share your referral link, understand eligibility, and check whether a reward is still pending.
Team access
Manage team access
Invite staff, manage seats, remove access, and keep an active owner on the account.
Troubleshooting
Troubleshoot pages, bookings, and checkout
Check the right settings for a broken page, booking, checkout, invoice, or receipt.
Account access
Recover account access
Sign in, reset your password, accept a team invite, or contact support when you are locked out.
Troubleshooting
Support response times and critical incidents
Choose a support path, check response targets, and follow critical incident updates safely.
Still need help?
If an article does not solve it, send us a support request from your Helm account.
Dashboard support
Submit a request
Sign in for help with your account, billing, website, bookings, or orders. That lets us check the details safely.
Product feedback
Share a feature idea
Tell us what would make Helm easier to use, what you expected to find, or which tool you want it to work with.