The full capability reference
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, day training, homework, and billing in one place, so the clients you win actually stick.
Scheduling
Every kind of work, one calendar.
Free / Sit10 capabilities
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
- 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
Packages & pricing
Price it the way you actually sell it.
Fetch10 capabilities
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
Group classes
Fill the class. Then fill the waitlist.
Fetch13 capabilities
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
Board & train
Treat a stay like the program it is.
Heel7 capabilities
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
Day training
Drop off at eight. Report card by dinner.
Fetch8 capabilities
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
Behavior work
See the pattern, not just today's session.
Free / Sit5 capabilities
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
Vaccines & vet records
Know who's cleared before they're in the door.
Fetch5 capabilities
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
Your team
Grows from just you to a team of ten.
Heel8 capabilities
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
Client portal
Every client gets a login, not your phone number.
Free / Sit13 capabilities
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 themFree / Sit
- Invitations by email or SMSwhichever 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
Homework & resources
The six days a week you're not there.
Free / Sit7 capabilities
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
Service & therapy dogs
The same tools, over a twelve-month program.
Free / Sit6 capabilities
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
Billing & money
Get paid without chasing anyone.
Fetch13 capabilities
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
- Membershipsas a package type, alongside session packs, programs and board & trainFetch
- 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
- Stripe Tax togglefor sales taxFetch
Reports
Find out what your week is actually worth.
Heel9 capabilities
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
Retail store
Sell the leash, not just the lesson.
Heel6 capabilities
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
Forms & consent
Signed, versioned, and on the record.
Fetch8 capabilities
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
AI features
The AI drafts. You decide.
Fetch5 capabilities
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 business setup
It should read as your business, not ours.
Free / Sit6 capabilities
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
Built once. Stays current on its own.
Fetch7 capabilities
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
The thinking underneath
What HeelYeah! is built around.
- Multi-month, not one-and-doneThe client–trainer relationship runs for months. The software should too.
- Documentation mattersFor behavior cases, service dogs, insurance and records.
- Software supports judgmentTrainers are the experts. It doesn't replace them.
- Structure between sessionsClients need it to actually maintain progress.
- Money goes directly to trainersNot held by a platform.
- Trust comes from transparencyNot from hiding the work.