Client Management Software
Designed just for coaches and consultants.
100% Free, No Credit Card Required
Paperbell is the coaching management software that runs your entire business: client admin, online payment, scheduling, contracts & more.
It’s hard to give your clients an amazing experience when the back-end of your business is messy and hacked together. You need one command central to manage your packages, clients, contracts, billing, and scheduling.
We saw that the system was broken, so we created a new kind of coaching client management software. Here’s how it works . . .
See At a Glance, for Every Client . . .
How Many Sessions Are Left
Your Private Notes
All Packages Purchased
Your Client Management Problems – Solved!
Know How Many Sessions Are Left
Get one-click clarity on exactly how many sessions you’ve had and how many remain. And your client has the same information inside their client portal.
Know What's Making You Money
Don’t know which types of coaching package are making you the most money? With Paperbell you have a complete breakdown of the lifetime revenue per client and per package.
An Organized Client Database
Paperbell client management software gives you a searchable, organized database of all of your clients. Contact details, appointment history, notes, signed contracts and more: all in one place!
Easily Locate Signed Contracts
Not only does Paperbell handle your contract signing, but both you and your client has a copy of the signed contract right inside their online file. No more searching through that “downloads” folder!
Client Management Tool FAQs
How much does it cost?
Every Paperbell subscription includes every coaching client management feature you see here as well as full access to all of our other features! See our pricing page for details.
Do my clients have their own login?
Yes, Paperbell also includes a complete login portal for your client to access all of their information. Your clients can see every package they have purchased, appointments, survey answers, etc.
Do you have a free plan?
Yes we do, you can get a completely free Paperbell account, no credit card required, right here.
Can this manage my client notes?
Yes! Paperbell includes a notes area for every client which is completely private. It gives you one easy, central place to go back to whenever you’re taking notes during client calls.
Does this integrate with my other tools?
Yes, our super-robust Zapier integration means you can automatically share data from Paperbell to all of your other tools.
You can also download your sales data directly from Stripe or Paypal directly into the accounting software of your choice like Quickbooks or Xero.
Where can I see everything that Paperbell does?
Paperbell manages everything you need to run your coaching business from top to bottom. You can see the full list here.
What else can Paperbell take off my plate?
What about Scheduling?
In addition to handling all of your client management, Paperbell also includes a complete scheduling/booking system for your clients to get onto your calendar.
What about Contracts?
Cancel your contract-signing expense, because HelloSign is included right in your Paperbell subscription! E-signatures are integrated right into the booking process.
What about Taking Payments?
Yup, Paperbell does that too! Payment and booking is one seamless process for your clients. Plus, you can create subscription, group coaching, and multi-session packages.
What about Group Coaching?
Paperbell handles scheduling and communication with groups. You can even create custom packages that include both group and 1:1 sessions.
Your First Client's On Us
Get a fully-featured Paperbell account for free, no credit card required. Only pay when you add more clients.