Everything HeelYeah! does.

Capture prospects the moment they're interested, work them through your pipeline, and convert them without re-typing a thing.

• Embeddable lead-capture formdrop it on your own website; every prospect who fills it out lands straight in your funnel
• Drag-and-drop sales pipelinemove each lead across your stages as they progress, from first contact to won

• Stages you definerename, reorder, add or remove the columns to match how you actually sell
• Call notes on every leadlog what you discussed on each touch and the history stays with the lead
• One-click convert to clientwhen a lead says yes, turn it into a full client without re-entering anything
• Your notes build the profilesthe owner details and the dog's name, breed and behavior concerns you captured become the new client and pet profiles on convert

Notes, media, messages and reminders in one place they can actually find at 9pm.

• Every client gets their own login portalnot a thread buried in your inbox

• Session notespre, post, homework and client-visible, shared through the portal
• Photo and video attachmentson each session
• One-click "running late"with the delay in minutes
• 1:1 and group messagingwith clients

The reminders and confirmations that only work if they arrive in time, sent where your clients already look.

• The notifications you already send, sent as textssession reminders, reschedules and cancellations, class updates, invoices and homework nudges, from the same settings. No second app, no copying anything across
• 250 texts a month included on Heelon Fetch, texting is an add-on for a small monthly fee that carries 1,000 a month. Either plan can buy more when a busy month needs themHeel

• A text column next to emaileach person picks which events reach them in-app, by email, by text, or in any combination. A client can take reminders by text and the rest by email
• Everyone opts themselves inthe recipient verifies their own mobile number with a code, or ticks the text box when they accept your invitation. Nobody is texted before that
• STOP, HELP and START are handled for youa reply of STOP ends the texts to that number straight away, whatever the account settings say. START turns them back on
• Quiet hours cover texts toothe overnight window that holds your emails holds your texts, so nothing lands on a client's phone at 2am

Assign homework, share the right resource, and nudge the clients who go quiet.

• Task templatesassign multiple tasks at once with day-offset due dates: task 1 due +3 days, task 2 due +7

• A resource libraryPDFs, videos and links organized by category: leash reactivity, food guarding, basic obedience, anxiety and fear, and more
• Share to the client's portalor attach a resource directly to a homework task
• Automated check-inson tasks the client hasn't completed, on a schedule you controlFetch
• Inactive-client re-engagementa nightly sweep flags clients with no activity in 30+ days

1:1s, classes, board & train, and day school stop living in four different places.

Clients see a Home marker on the location map, so they can pick the closest place.

• One calendarfor 1:1 sessions, group classes, board & train stays, and day training
• Per-trainer hours and availabilitywith conflict checking on every booking

• Recurring blocked timeset "lunch, 12–1, Mon/Wed/Thu" once instead of blocking every week by hand
• Bookable session lengths you definea business-wide menu of durations clients may pick from, with a per-trainer override
• Approved training locationsclients book at the places you have vetted, rated on your own stats, with private locations shown only to the client booked there, and Board & Train programs, boarding stays and daycare visits get a location with a one-tap Navigate button for Apple Maps or Google Maps while the booking is live, all on a map
• Client booking modelet clients book by the hour, against a package they own, or both
• Self-scheduling on your termsturn it on or off, and auto-approve requests or hold them for you to accept

Enrollment, capacity, waitlist promotion and billing run themselves. No spreadsheet, no group text.

• Public class listingsso new students can discover and enroll themselves
• The waitlist promotes and bills itselfthe next person moves up and is charged the moment a spot opens

• Private classesreserved for established clients only
• Capacity limitswith an automatic first-in, first-out waitlist
• Multi-cohort supportwhen a new cohort starts, the prior cohort's waitlist is notified
• Drop-in, course and workshopthree program types out of the box

Structured intake, day-by-day logs, owner updates and big-ticket billing in one case file.

• Structured intakepresenting problems, success criteria, baseline behavior, scope, safety constraints, home environment, owner capability, transfer plan, milestones, exit criteria, and maintenance plan
• Nightly AI program summariesgenerated 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

• Day-by-day logsnotes, photos, videos, behavior signals, and trainer flags
• Client change-request workflowthe client proposes a change, the trainer approves or rejects
• Wired straight to package billingincluding payment plans, so a big-ticket stay can be paid across installments
• Stay-plus-sessions packagessell the boarding days and the follow-up 1:1s as one package; the follow-ups stay bookable after the dog goes home

Clients request a stay, you approve it, and the invoice follows automatically.

• Clients request a boarding stay from their portal: they pick the dog and the dates, and nothing is booked until you approve it.
• Approve or decline every request, and switch client-submitted requests off entirely whenever you want.
• Set a nightly rate for each kennel size, plus your add-on extras: every invoice is priced from the kennel your guest actually stays in.
• Approval raises the invoice: take the full amount up front, or a deposit with the balance due at check-in.

The facility side of boarding: your runs as an actual floor plan, live occupancy, the front desk, the day’s care and the card on the run door. Full detail on the kennel management page.

• Interactive kennel builderdrag, resize and snap standard runs, boarding suites, isolation/medical runs, play yards, rooms and wall labels into named zones; each run limited to the stay types it suits, and a run holding a dog can’t be deleted
• Printed kennel cardsfeeding, meds, belongings, schedule and notes on one sheet for the run door, offered at check-in; every print re-renders from live data, and a card goes flagged for reprint once that dog’s schedule changes

• Live occupancy boardevery run in grid, timeline or list view, colour-coded by stay type, with occupied / arrivals / departures / day guests / turnover / vaccines-due counts
• Needs-attention railvaccines expiring before checkout, dogs with no run assigned, runs awaiting turnover, runs out of service, double-booked runs and care that came due and wasn’t done
• Front desktoday’s arrivals and departures with vaccination status per row, the in-house list, check-in / check-out, and assign or move a run in place
• Availability finderfree runs by stay type and date range, so “room for a Great Dane the week of the 14th?” is one query

Turn day care on for the days and hours you run it, then book, check in and group day guests from the same front desk you already use for boarding.

• Turn day care on for the days and hours you choose: staff can only book inside the coverage you set.
• Cap play groups by size, with a manager override: set a per-group headcount limit, and bump it for one day when you need to.
• A vaccine gate at check-in: choose whether a missing or expired vaccine record blocks the check-in or only warns you.
• A staff-only Day Care Eligible tag: mark which dogs are cleared for group play; clients never see the tag.

Roster, capacity, a live report card and the invoice, all handled by the time the dog goes home.

• A daily rostercheck-in, check-out, no-show and completion, plus a bulk cancel for a whole day
• Live report cardas you log the day, the owner's portal updates in real time. No share step

• Daily capacity per trainera business-wide default with a per-trainer override, so a full day stops taking bookings
• Recurring day bookings"every Tuesday and Thursday"; pause, edit or cancel the whole series
• AI end-of-day summariesdrafted from the day's logs, reviewed by you before the owner sees them
• Perpetual intake per dogfeeding instructions, medication notes and behavior tags carried day to day

Notes, tags, incidents and AI assessments that read across the whole life of a case.

• AI behavioral assessmentsauto-generated when a session is completed, analyzing the dog's sessions over time and behavior tags to surface patternsFetch

• Categorized notes per dogbehavior, medical, training, social, general
• Priority levels and privacy flagssome notes visible to the client, some strictly internal
• Behavior tagsfor tracking recurring patterns
• Incident log per dogwhat happened and how serious, with photo and video attachments; the serious ones raise a notification

No separate module: the intake, day-by-day logs, owner portal, forms and billing you already use, applied to service, therapy and ESA programs that run for months.

• Structured multi-month intakefor long programs

• Day-by-day logsacross months of training
• Owner-facing portalowner-trainers view progress, complete homework and browse resources
• Consent formsconditional logic, digital signatures and versioning
• Package-based billingfor long-duration programs

Every summary and assessment waits for your review before an owner ever sees it.

• Per-animal behavioral assessmentsacross a dog's sessions

• Board & train program summariesgenerated nightly from daily journal logs, with regression risks and recommendationsHeel
• Day training end-of-day summariesdrafted from the day's logs
• Session summary draftsturn shorthand notes into client-facing summaries
• Off switches everywhereevery AI feature toggles at the tenant level and per client

Packs, programs, memberships, stays and installment plans, without a spreadsheet doing the math.

• Packages and bundlessession packs, board & train, stays plus follow-up sessions, memberships, and program enrollments
• Payment plansa client pays across several automatic installments instead of one lump sum, with each installment invoice minting itself on its due date

• Sessions count themselves downbalances update as clients use them
• Expiration datesset them per package
• Three plan shapesa fixed schedule you set, a menu the client picks from, or guardrails the client builds their own plan inside
• Book against a packagethe session length comes from the package and the balance draws down automatically ("5 of 10 used")

Invoices mint themselves, Stripe settles into your own account, and the reminders do the nagging.

• Invoices auto-generateafter each completed session, with a per-session checkbox to skip one
• Stripe paymentsvia Connect Express; funds settle to your own Stripe account, never held by us

• Depositstake a percentage at purchase and bill the balance after
• Automated installment planson packages and programs, each installment invoice minting itself on its due date
• Membershipsrecurring subscriptions billed automatically on the client's card on file, sold on their own or bundled with packages and goods as one offering
• Account creditadd a dated credit to a client's account; it comes off their next invoice automatically as a "Credit from <date> applied" line, and comes back if that invoice is cancelled
• Per-trainer billing ratesdefault plus per-client overrideHeel

A catalog, inventory and checkout living inside the portal your clients already use.

• A product catalogwith categories, images and pricing

• Inventory trackingstock adjustments and low-stock alerts at a threshold you set
• Clients shop and check outfrom inside their own portal, paid through Stripe
• Order managementstatus through fulfillment, visible to the client
• Product reviewsfrom clients, moderated before they publish

Revenue, retention, capacity and who's drifting, before any of it shows up in the bank.

• Revenue, and revenue by servicewhat you earned, and which side of the business earned it

• Outstanding balancesand collection rate
• Trainer earningsrate × completed sessions, plus a team performance view
• Capacity utilization and schedule healthhow full your week actually is
• Client retention and client valueplus the inactive clients worth re-engaging

Your policy, their paperwork, and a warning long before anything expires.

• Define your own vaccination policywhich vaccines you require, and which need an expiry date

• Vaccine records per dogwith administered and expiry dates
• Owners upload the paperworkit lands in a review queue for you to check and file against the right dog
• Expiry warningssurface on your dashboard before a dog is out of compliance
• A compliance reportacross your whole rosterHeel

Waivers, releases and questionnaires completed before day one, not chased after an incident.

• Releases, waivers and custom formsphoto/video releases, liability waivers, custom forms and questionnaires

• Questionnaire builderwith sections and conditional questions
• Seven question typestext, long-form text, radio, checkbox, true/false, number and date
• File attachments per questionup to 5 files
• Digital signature collectioncaptured and stored with the form

Own hours, own rates, own client books, and one set of permissions you control.

• Every trainer sets their own hoursworking hours and availability, per person
• 50+ granular permissionswith custom roles supported

• Clients book a specific trainerself-scheduling runs against that trainer's availability
• Nothing is official until the trainer acceptsno surprise appointments
• Per-trainer billing ratesa default rate plus a per-client override
• Trainer earnings reportsrate × completed sessions

Your roles, your data, plus a directory listing that sends owners your way.

• A public profile in the HeelYeah trainer directoryso owners searching for a trainer can find you
• Referral rewardstrainers earn a $30 gift card or a free month when someone they refer subscribes; referred trainers get 50% off their first 3 months

• Custom rolesbuilt from 50+ granular permissions, on top of the built-in owner, admin, trainer and billing rolesHeel
• Client self-service switchesdecide independently whether clients can book their own sessions and whether they can buy packages themselves
• Google Calendar syncfor trainers and anyone who can see the business calendarFetch
• Export or delete your datawhenever you want, including a full export of an individual client's record

Groups of clients and dogs that populate themselves, so a message reaches the right people without you building a list by hand.

• Manual groupshand-pick the members yourself, with full control over who's in
• Activity-triggered groupsmembership follows what a client does: enrolls in a class, books a 1:1, starts a board & train or day-train stay, or buys from your store
• Smart groupsrules on a dog's age (from its birthday), breed, or behavior tags, recomputed every day

• Message the whole group at onceone send reaches every current member
• Manual removals sticktake someone out by hand and the daily recompute won't add them back while the rule still matches
• No group or member limitbuild as many groups as you need, each as large as it needs to be
• Store-purchase auto-groupsincluding one group per product, so buyers of the same item are always reachable together