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 funnelSit & up
• Drag-and-drop sales pipelinemove each lead across your stages as they progress, from first contact to wonSit & up

• Stages you definerename, reorder, add or remove the columns to match how you actually sellSit & up
• Call notes on every leadlog what you discussed on each touch and the history stays with the leadSit & up
• One-click convert to clientwhen a lead says yes, turn it into a full client without re-entering anythingSit & up
• 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 convertSit & up
• Follow-up remindersget nudged to circle back on leads that have gone quiet, so none slips throughSit & up
• New-lead notificationsyou and the teammates you choose are emailed the moment a form comes inSit & up
• Instant auto-replythe prospect who filled out your form gets an immediate confirmation backSit & up

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

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

• Recurring blocked timeset "lunch, 12–1, Mon/Wed/Thu" once instead of blocking every week by handFree / Sit
• Bookable session lengths you definea business-wide menu of durations clients may pick from, with a per-trainer overrideFree / Sit
• Client booking modelet clients book by the hour, against a package they own, or bothFree / Sit
• Self-scheduling on your termsturn it on or off, and auto-approve requests or hold them for you to acceptFree / Sit
• Nothing is official until you acceptthe trainer confirms every appointment, and everyone is notified when anything movesFree / Sit
• Google Calendar syncyour HeelYeah sessions appear in your own Google Calendar automaticallyFetch
• iCal / Apple Calendar feeda read only subscription link for Apple Calendar and any other app that reads iCal feeds, for anyone not on Google. It complements Google Calendar sync: it is pull based, so the calendar app checks in for updates instead of HeelYeah pushing themFetch
• One-click "running late"send the notice with the delay in minutesFree / Sit
• Skip the invoice on a sessiona per-session checkbox for a make-up or a freebieFree / Sit

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 enrollmentsFetch
• Payment plansa client pays across several automatic installments instead of one lump sum, with each installment invoice minting itself on its due dateFetch

• Sessions count themselves downbalances update as clients use themFetch
• Expiration datesset them per packageFetch
• Three plan shapesa fixed schedule you set, a menu the client picks from, or guardrails the client builds their own plan insideFetch
• Book against a packagethe session length comes from the package and the balance draws down automatically ("5 of 10 used")Fetch
• Per-client package permissionschoose which packages each client may buy, or grant one to every client at onceFetch
• Promo codespercent off or fixed amount, with total usage limits, per-customer limits, and expirationFetch
• Clients buy in their portalStripe checkout from inside their logged-in portal, or keep purchases in your own hands with a single switchFetch
• Multi-invoice checkoutclients can pay several invoices at onceFetch

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

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

• Private classesreserved for established clients onlyFetch
• Capacity limitswith an automatic first-in, first-out waitlistFetch
• Multi-cohort supportwhen a new cohort starts, the prior cohort's waitlist is notifiedFetch
• Drop-in, course and workshopthree program types out of the boxFetch
• Recurring schedulingevery Tuesday at 6pm, set onceFetch
• Automatic 24-hour remindersto every enrolled studentFetch
• Consent-form gateclients sign before they can enrollFetch
• Payment gatea seat isn't reserved until the client paysFetch
• Per-session check-inmark who actually showed up, week by weekFetch
• Per-session reschedule or cancelwith automatic notificationFetch
• Payment plans on enrollmenta multi-week course can be paid across installmentsFetch

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 planHeel
• 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 itHeel

• Day-by-day logsnotes, photos, videos, behavior signals, and trainer flagsHeel
• Client change-request workflowthe client proposes a change, the trainer approves or rejectsHeel
• Wired straight to package billingincluding payment plans, so a big-ticket stay can be paid across installmentsHeel
• 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 homeHeel
• Photo and video attachmentson every session noteHeel

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.Heel
• Approve or decline every request, and switch client-submitted requests off entirely whenever you want.Heel
• Set your per-night rate and your add-on extras once: every request and every invoice is priced from it.Heel
• Approval raises the invoice: take the full amount up front, or a deposit with the balance due at check-in.Heel
• Choose whether clients can see the notes from their dog's stays.Heel

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 dayFetch
• Live report cardas you log the day, the owner's portal updates in real time. No share stepFetch

• Daily capacity per trainera business-wide default with a per-trainer override, so a full day stops taking bookingsFetch
• Recurring day bookings"every Tuesday and Thursday"; pause, edit or cancel the whole seriesFetch
• AI end-of-day summariesdrafted from the day's logs, reviewed by you before the owner sees themFetch
• Perpetual intake per dogfeeding instructions, medication notes and behavior tags carried day to dayFetch
• Optional client self-bookingoff by default; when on, requests are checked against your capacityFetch
• Completion bills the daya per-day invoice (with a late-pickup fee if one applies) or a draw-down from a packageFetch

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, generalFree / Sit
• Priority levels and privacy flagssome notes visible to the client, some strictly internalFree / Sit
• Behavior tagsfor tracking recurring patternsFree / Sit
• Incident log per dogwhat happened and how serious, with photo and video attachments; the serious ones raise a notificationFree / Sit

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

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

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

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

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

• Clients book a specific trainerself-scheduling runs against that trainer's availabilityHeel
• Nothing is official until the trainer acceptsno surprise appointmentsHeel
• Per-trainer billing ratesa default rate plus a per-client overrideHeel
• Trainer earnings reportsrate × completed sessionsHeel
• Team performance dashboardthe whole roster at a glanceHeel
• Assign clients to trainerswith trainer-specific client booksHeel

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 inboxFree / Sit

• Session notespre, post, homework and client-visible, shared through the portalFree / Sit
• Photo and video attachmentson each sessionFree / Sit
• One-click "running late"with the delay in minutesFree / Sit
• 1:1 and group messagingwith clientsFree / Sit
• Bulk messagingup to 20 hand-picked recipients per send, email and in-app, or message an entire group with no size limit via Groups (Fetch and up)Free / Sit
• Read receiptsand unread counts on messagesFree / Sit
• File and media attachmentsin messagesFree / Sit
• Quiet hoursevery automated notification respects them, email and text alikeFree / Sit
• Invitations by email, or by text once SMS is onwhichever your client actually answersFree / Sit
• Notification control per eventwhich notifications go out, to whom, and how long after the triggerFree / Sit
• Editable email templatesoverride the wording of any built-in notification with your ownFree / Sit
• Their profile is ready before they acceptcontact details, dogs and billing rates are waiting when they log in for the first timeFree / Sit

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 acrossFetch add-on
• 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 emailFetch add-on
• 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 thatFetch add-on
• 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 onFetch add-on
• Quiet hours cover texts toothe overnight window that holds your emails holds your texts, so nothing lands on a client's phone at 2amFetch add-on
• Your business name on every messagethey read as your business via HeelYeah!, and they go out on our registered carrier campaign, so they are not filtered as unregistered trafficFetch add-on
• Invitations by textsend a new client their invitation link by text instead of email, for the ones who never open an inboxFetch add-on
• A usage meter on your billing pagemessages sent this month against your allowance, reset on the 1stFetch add-on
• A heads-up before you run outan email once you pass 80% of the allowance, daily until it resets or you top up. Your reminders never stop without warningFetch add-on
• Email keeps going regardlessif the month's texts run out, only the text is dropped. The email still sends, so nobody misses the noticeFetch add-on
• Message packsbuy more mid-month for a small fee and they apply straight away, with no plan changeFetch add-on

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 +7Free / Sit

• A resource libraryPDFs, videos and links organized by category: leash reactivity, food guarding, basic obedience, anxiety and fear, and moreFree / Sit
• Share to the client's portalor attach a resource directly to a homework taskFree / Sit
• 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+ daysFree / Sit
• Session-notes notificationsso the client reviews as soon as you add notesFree / Sit
• Welcome emailsonboarding info the moment they sign upFree / Sit

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 programsFree / Sit

• Day-by-day logsacross months of trainingFree / Sit
• Owner-facing portalowner-trainers view progress, complete homework and browse resourcesFree / Sit
• Consent formsconditional logic, digital signatures and versioningFree / Sit
• Package-based billingfor long-duration programsFree / Sit
• AI assessments across many sessionsa running progress picture across a long programFetch

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 oneFetch
• Stripe paymentsvia Connect Express; funds settle to your own Stripe account, never held by usFetch

• Depositstake a percentage at purchase and bill the balance afterFetch
• Automated installment planson packages and programs, each installment invoice minting itself on its due dateFetch
• Membershipsrecurring subscriptions billed automatically on the client's card on file — sold on their own or bundled with packages and goods as one offeringFetch
• Per-trainer billing ratesdefault plus per-client overrideHeel
• Late feespercent or flat, with a configurable grace periodFetch
• Payment remindersat day offsets you choose: 7, 14, 30 days post-dueFetch
• Daily overdue markinginvoices flip automatically when the due date passesFetch
• Clients pay from their portallogin required; there is no public no-login payment linkFetch
• Multi-currencyUSD, EUR, GBP, AUD, CADFetch
• Revenue dashboardoutstanding, collected, overdue and collection rateFetch

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 itHeel

• Outstanding balancesand collection rateHeel
• Trainer earningsrate × completed sessions, plus a team performance viewHeel
• Capacity utilization and schedule healthhow full your week actually isHeel
• Client retention and client valueplus the inactive clients worth re-engagingHeel
• Training engagementwho's doing the homework and who's driftingHeel
• Package healthwhat's sold, what's being used, what's about to run outHeel
• Vaccination complianceacross your rosterHeel
• Export any of itand take the numbers with youHeel

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

• A product catalogwith categories, images and pricingHeel

• Inventory trackingstock adjustments and low-stock alerts at a threshold you setHeel
• Clients shop and check outfrom inside their own portal, paid through StripeHeel
• Order managementstatus through fulfillment, visible to the clientHeel
• Product reviewsfrom clients, moderated before they publishHeel
• Store settingstax rate and low-stock defaultsHeel

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 questionnairesFetch

• Questionnaire builderwith sections and conditional questionsFetch
• Seven question typestext, long-form text, radio, checkbox, true/false, number and dateFetch
• File attachments per questionup to 5 filesFetch
• Digital signature collectioncaptured and stored with the formFetch
• Form versioninga new version on each edit, with history preservedFetch
• Assign or requireto specific clients, or from everyoneFetch
• Bulk nudge for unsigned formswith an optional custom messageFetch

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

Consent-gated · toggleable per tenant and per client

• Per-animal behavioral assessmentsacross a dog's sessionsFetch

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

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 youFree / Sit
• Referral rewardstrainers earn a $30 gift card or a free month when someone they refer subscribes; referred trainers get 50% off their first 3 monthsFree / Sit

• 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 themselvesFree / Sit
• 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 recordFree / Sit

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 inFetch
• 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 storeFetch
• Smart groupsrules on a dog's age (from its birthday), breed, or behavior tags, recomputed every dayFetch

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