Billing and subscription questions
Sign in before asking about trial status, Stripe checkout, renewal timing, plan changes, failed payments, cancellation timing, account credit, or referral rewards. Dashboard support can connect the request to the correct Helm site and billing context without asking for private card or login details.
Website, booking, and form issues
Include the public page URL, dashboard area, expected result, last safe action, and any non-sensitive service, form, or booking reference. Do not include passwords, login codes, cookies, bearer tokens, private customer message text, or full payment details.
Store, order, invoice, and receipt issues
Use dashboard support for order history, checkout, product catalog, invoice delivery, payment status, receipt resend, refund context, or customer timeline questions. Include safe reference numbers and affected URLs so support can find the relevant records after you sign in.
Team access and setup questions
Account owners should send role, staff seat, invite, location, onboarding, and setup-checklist requests from the dashboard. That keeps ownership checks, site context, and permissions attached to the support record before Helm reviews the issue.
Product feedback and feature requests
Use feedback for missing integrations, pricing objections, confusing workflow notes, cancellation reasons, and feature ideas. Feedback is reviewed as product input, while support requests are reserved for account-specific issues that need investigation or follow-up.
Public help questions
Use public Help Center articles when the question is reusable and does not depend on private account data. Public guides cover setup, website publishing, bookings, store orders, customers, invoices, receipts, billing concepts, staff roles, referrals, and troubleshooting basics.