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The complete list

Everything HeelYeah does

The full capability reference, organized by what trainers actually do day to day β€” 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 β€” board & train, multi-session packs, workshop series
  • Sessions auto-count down as clients use them
  • Set expiration dates on packages
  • Promo codes β€” 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 β€” 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 β€” 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 β€” clients sign before they can enroll
  • Payment gate β€” 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 β€” 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 β€” 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 β€” 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 β€” 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 Γ— 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 β€” 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 β€” 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 β€” 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 β€” 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 β€” there is no public no-login payment link
  • Multi-currency support (USD, EUR, GBP)
  • Revenue dashboard β€” 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 β€” text, long-form text, radio, checkbox, true/false, number, date
  • File attachments per question (up to 5 files)
  • Digital signature collection
  • Form versioning β€” 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 β€” 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 β€” 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

HeelYeah is in beta and free for the first trainers who join.

Free during beta Β· No credit card Β· Direct line to Nick