If you’ve ever juggled calendars, client notes, and payment tracking across multiple tools, you’re not alone.
Meet Sorrel Pindar, a UK-based relationship & well-being coach with decades of experience. She previously worked as an osteopath before retiring from the profession and focusing fully on coaching. For years, she managed her sessions using a notebook and a physical diary…until double bookings and scattered records finally became too much.
In this case study, we’ll explore how Sorrel used Paperbell to streamline her business, reduce errors, and finally say goodbye to the manual systems that were holding her back.
The Challenge: Managing Too Many Moving Parts
Before switching to Paperbell, Sorrel was running her coaching business much like she did her osteopathy clinic: on a notebook.
“Everything was done in a notebook. I had a receptionist with a diary, and it was just too many things to coordinate,” she recalls.
As she transitioned fully to online coaching, especially during the 2020 lockdown, her old systems stopped working. The turning point? Realizing she was double-booking clients.
Her biggest pain points included:
- Losing track of how many sessions a client had booked
- Juggling multiple calendars and booking tools
- Manually sending payment requests and tracking sessions
- Wasting time on admin tasks that drained her attention
And as someone with ADHD, the admin chaos was more than frustrating. It was overwhelming.
“It really helps to have Paperbell doing all that stuff for me so I’m not trying to manage it myself.”
Pro tip: Use Paperbell to create private packages that only qualified clients can see. For example, Sorrel only shows her discovery call packages, but she has more than 50 packages in private.
The Search: A Tool That Was Made for Coaches
Sorrel first heard about Paperbell from an email sent from MeetEdgar, a social media scheduling tool. She checked out the website, tried the two-week free trial—and never looked back.
“I was hooked. I tried everything and thought, there’s no way I’m stopping using this.”
Her favorite part? The client self-booking system.
“Clients can book their own appointments. No back and forth. It integrates with my Google Calendar, and I just see it pop up in my diary. What a lovely feeling.”
Other platforms had calendar tools, but Sorrel appreciated how Paperbell brought everything together in one place:
The Implementation: From Scattered to Streamlined
Sorrel was already an established coach when she made the switch to Paperbell. She transitioned fully to running her business online with Zoom (during the pandemic), and Paperbell became her back-office partner.
“It’s more about back-office procedures for me. Paperbell does the heavy lifting behind the scenes.”
At one point, Sorrel had over 50 different coaching packages set up in Paperbell.
While they’re all still in the system, most are now private—only sent to clients after a clarity or discovery call. She’s also simplified her setup to focus on the essentials.
The Results: 10 Minutes of Admin Down to 10 Seconds
The time savings on admin have been substantial.
“It used to take more than 10 minutes to get an appointment into the diary. Now it takes 10 seconds, because the client books it on their end.”
That seemingly small shift means fewer interruptions, fewer mistakes, and more focus on what really matters: coaching.
And yes—payment integration has made things even easier.
“You get a dopamine hit when you see a booking or a payment email come through. That moment when someone just paid you money—amazing!”
Advice for New Coaches: You’re Probably More Ready Than You Think
When asked what she’d say to a coach who thinks they’re not ready for Paperbell, Sorrel doesn’t hesitate:
“Unless you’re literally in negative income—like putting more money into your business than you’re taking out—you are definitely ready for Paperbell.”
She emphasizes that you don’t need to wait until your business is “big enough” to invest in proper systems. In fact, skipping the chaos early on might be one of the smartest decisions you can make.
“I’d rather be good at coaching and bad at admin than good at admin and bad at coaching.”
(Side note: We might frame that one for the Paperbell office wall.)
Ready to Simplify Your Coaching Business?
Sorrel’s story proves that no matter how long you’ve been coaching, it’s never too late to streamline your business.
Whether you’re switching from paper, spreadsheets, or just juggling too many tools, Paperbell can help you create a more organized, coach-first practice that gives you back your time and sanity.Start your free trial today and say goodbye to admin overwhelm.
