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Manage customers

Manage customer records

Create customer records, review their history, add useful notes, and choose the next follow-up.

Updated Aug 23, 2026By Helm3 min read

In this article

Go to Customers Review the customer history Save and choose the next action

Go to Customers

Choose a customer or create a new record. Enter the person’s name and the contact details your team needs. Add a tag or short private note when it will help with future service.

Review the customer history

Open Timeline to see the activity Helm has recorded for that customer, such as bookings, orders, invoices, receipts, forms, reviews, and notes. Older activity only appears when it was recorded in Helm.

Save and choose the next action

Save your changes, then create a follow-up, send an available document or review request, open a booking link, or contact the customer using the details on the record.

Before importing customers

Clean duplicate names, emails, and phone numbers.
Import a small sample and check the results before adding the full list.
Do not import passwords, payment details, or private message history.

BookingsSet up bookings and services

Add a service, set availability, publish the booking link, and complete a test booking.

Store and ordersSet up your store and manage orders

Add products, test checkout, and keep payment and fulfilment up to date on each order.

Invoices and receiptsCreate invoices and receipts

Create and send an invoice, record payment, and check the customer receipt.

Put Helm to work.

Free forever. No card required. Paid plans from RM 89.99/mo. No booking commission. Cancel anytime.

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