The complete list
Everything HeelYeah! does
HeelYeah! is the all-in-one platform that runs everything after a trainer signs a client. It handles sessions, classes, board & train, homework, and billing in one place, so the clients you win actually stick.
The full capability reference, organized by what trainers actually do day to day — packages and payments, group classes, board & train, behavior work, your team, the client portal, homework, billing, and forms.
Packages & pricing
Sell training the way you actually price it.
- Sell training as packages or bundles — board & train, multi-session packs, workshop series
- Sessions auto-count down as clients use them
- Set expiration dates on packages
- Promo codes — percent off or fixed amount, with usage limits and expiration
- Clients buy packages through Stripe checkout from inside their logged-in portal
- Multi-invoice checkout — clients can pay several invoices at once
Group classes & programs
Run courses, workshops, and drop-ins without a spreadsheet.
- Public class listings so new students can discover and enroll themselves
- Private classes reserved for established clients only
- Capacity limits with an automatic first-in, first-out waitlist
- Waitlist auto-promotes the next person when a spot opens and auto-bills them
- Multi-cohort support — when a new cohort starts, the prior cohort's waitlist is notified
- Drop-in, course, and workshop program types
- Recurring scheduling (e.g. every Tuesday at 6pm)
- Automatic 24-hour reminders to enrolled students
- Consent-form gate — clients sign before they can enroll
- Payment gate — a seat isn't reserved until the client pays
- Per-session check-in
- Per-session reschedule or cancel with automatic notification
Board & train
A structured program, not a long session.
- Structured intake — presenting problems, success criteria, baseline behavior, scope, safety constraints, home environment, owner capability, transfer plan, milestones, exit criteria, and maintenance plan
- Day-by-day logs with notes, photos, videos, behavior signals, and trainer flags
- Client change-request workflow — the client proposes a change, the trainer approves or rejects
- Nightly AI program summaries generated at your local time from the day's journal logs — progress trajectory, regression risks, and watchouts; regenerate on demand; you review before the owner sees it
- Direct link to package billing
- Full photo and video attachments on session notes
Behavior work & assessment
Document patterns over the life of a case.
- AI behavioral assessments auto-generate when a session is completed, analyzing the dog's sessions over time and behavior tags to surface patterns
- Categorized notes per dog — behavior, medical, training, social, general
- Notes carry priority levels and privacy flags (some visible to the client, some internal)
- Behavior tags for tracking recurring patterns
Working with multiple trainers
Built for teams, not just solos.
- Each trainer has their own working hours and availability
- Clients self-schedule based on a specific trainer's availability
- Appointments aren't official until the trainer accepts them
- Per-trainer billing rates (default plus per-client override)
- Trainer earnings reports (rate × completed sessions)
- Team performance dashboard
- 50+ granular permissions with custom roles supported
- Assign clients to specific trainers, with trainer-specific client books
Client communication & the portal
Every client gets a login, not just an inbox.
- Every client gets their own login portal
- Session notes (pre, post, homework, client-visible) shared through the portal
- Photo and video attachments on each session
- One-click "running late" notice with the delay in minutes
- 1:1 and group messaging with clients
- Bulk messaging — up to 20 recipients per send (email and in-app)
- Read receipts and unread counts on messages
- File and media attachments in messages
- Quiet hours that all automated notifications respect
- Client invitations by email or SMS
Homework & resources
Keep clients moving between sessions.
- Task templates — assign multiple tasks at once with day-offset due dates (task 1 due +3 days, task 2 due +7, etc.)
- Resource library of PDFs, videos, and external links, organized by category (leash reactivity, food guarding, basic obedience, anxiety/fear, and more)
- Share resources to the client's portal or attach them to homework tasks
- Automated check-ins on tasks the client hasn't completed, on a schedule you control
- Inactive-client re-engagement — a nightly sweep flags clients with no activity in 30+ days
- Session-notes notifications so the client reviews as soon as you add notes
- Welcome emails on signup with onboarding info
Service, therapy & ESA dog work
For programs that run for months.
- Structured multi-month intake for long programs
- Day-by-day logs across months of training
- Owner-facing portal for owner-trainers to view progress, complete homework, and browse resources
- Consent forms with conditional logic, digital signatures, and versioning
- Package-based billing for long-duration programs
- AI assessments tracking progress across many sessions — useful for documenting service-dog readiness
Billing & money
Get paid, with the money going straight to you.
- Invoices auto-generate after each completed session
- Stripe payments via Connect Express accounts (funds settle to your own Stripe account)
- Per-trainer billing rates
- Late fees (percent or flat) with a configurable grace period
- Payment reminders at day offsets you choose (e.g. 7, 14, 30 days post-due)
- Daily overdue marking (auto-flip when the due date passes)
- Clients pay invoices from their logged-in portal (Stripe); login is required — there is no public no-login payment link
- Multi-currency support (USD, EUR, GBP, AUD, CAD)
- Revenue dashboard — outstanding, collected, overdue, and collection rate
- Stripe Tax toggle for sales tax
Forms & consent
Capture what you need on the record.
- Photo/video releases, liability waivers, custom forms, and questionnaires
- Questionnaire builder with sections and conditional questions
- Question types — text, long-form text, radio, checkbox, true/false, number, date
- File attachments per question (up to 5 files)
- Digital signature collection
- Form versioning — a new version on each edit, with history preserved
- Assign to specific clients or require from all
- Bulk nudge for unsigned forms with an optional custom message
AI features
All consent-gated, trainer-reviewed, and toggleable per tenant and per client.
- Per-animal behavioral assessments across a dog's sessions
- Board & train program summaries generated nightly from daily journal logs, with regression risks and recommendations
- Session summary drafts — turn shorthand notes into client-facing summaries
- Every AI feature can be toggled at the tenant level and per client
What HeelYeah! is built around
- The client–trainer relationship is multi-month, not one-and-done
- Documentation matters — for behavior cases, service dogs, insurance, and records
- Trainers are the experts; software supports judgment, it doesn't replace it
- Clients need structure between sessions to actually maintain progress
- Money should go directly to trainers, not be held by a platform
- Owner trust comes from transparency, not from hiding the work
Put it to work on your business
Start free and see what HeelYeah! can do for your business.
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