Module · User accounts
One person, one record,
and eighteen things hanging off it.
Your customers sign in on your own domain and see their own orders, bookings, stamps and whatever they have access to. Everything else in Helm attaches to the same row, which is why none of it needs reconciling.
Example account — one row, everything attached to it
What an account actually has
Proper accounts
Not an email address on the end of an order.
These are real accounts, not an email field on an order. Verified addresses, hashed passwords, optional two-factor, and sessions you can end from your side when somebody says their phone was stolen.
Signing out everywhere works by moving a counter on the account, so it ends tokens that were already issued rather than just refusing the next login — the difference between locking the door and asking politely.
The spine
Every module writes here. That is the point of it.
Loyalty cards, orders, bookings, quiz answers, course progress, community posts, coaching plans and session credits are all rows against one customer.
The modules that write to one record
Why this is not just tidy
Loyalty cannot exist without it — a stamp card is attached to a person, and if there is no person there is nothing to attach it to. The same is true of course progress and session credits.
So it comes on with them
If you switch on loyalty, courses or PT, accounts are part of what makes them work. It is not an upsell sitting next to them.
They see their own, and only their own
Signed in on your domain, a customer sees their orders, their bookings, their stamps. Not a support ticket asking you to look something up.
The five ways access exists or stops
Who can open what
Three ways in, and two ways it stops.
Access to a course, a community, coaching or a block of sessions is an entitlement with a kind, a status and a source — so “should this person be able to open this” always has one answer and a reason attached.
Three sources, because real life has three: they paid on the site, they paid you by transfer and you granted it, or another system you run granted it. All three are recorded the same way.
Your side of it
A list you can actually use, not a table you export.
Search, status, activity, orders and leads per person — and a leaderboard if the way you sell rewards it.
Example, last 30 days
Everyone, searchable
Find a person by name or address and open what they have done. The thing you reach for when someone rings up about an order from March.
Activity and totals
Who joined, who is active, who has stopped. Enough to notice a regular going quiet while there is still time to do something about it.
A leaderboard, if it fits
For a loyalty or community business, who is most engaged is a real question. For a shop it is noise, so it is a panel you can leave off.
How you get it
On your plan, or add it
Included on the plans below, and purchasable on its own if your plan does not carry it.
Included on the Business plan. On Lite and Standard it is $35 a month, or $350 a year. It also arrives with loyalty, courses, coaching or PT, because those cannot work without it.
Before you start
What this does not do, said now rather than later.
It is not a CRM
It holds what your customers did with you. There are no pipelines, deal stages, tasks or reminders, and nothing chases anybody.
No marketing email or newsletters
Helm does not send campaigns to this list. Transactional email only — an order confirmation, a booking reply, a password reset.
You cannot import a spreadsheet of customers
Accounts are created by the person who owns the address, because an account nobody verified is a liability rather than an asset.
Getting started
It is the row everything else writes to, so it is worth getting first.
Included on Business. $35 a month on any plan, or $350 a year.