FAQ

What exactly is Paperbell?

Paperbell is an online business management tool for coaches. That means we’re an online software platform that manages payments, scheduling, contract signing, and client admin for your coaching business. You can watch a brief video overview of the platform here.

Who is the team behind Paperbell?

Paperbell was founded by Laura Roeder (you may know her from MeetEdgar). You can read more about our founder and our values right here.

What kind of support do you offer?

We offer speedy email support from a live human Monday – Friday. (Don’t worry, you won’t need to click through a bunch of bots or “create a ticket”!) Just send us an email.

We also have excellent help docs right here.

Can my clients schedule themselves?

Yes! Our online coaching platform allows clients to see when you’re available and pick them best time for them, all in their own local time zoneYou can check out the whole client experience right here.

Do you have contract signing?

Yes! We integrate with industry leader HelloSign to provide your client contracts. There’s no need for a HelloSign account, unlimited contracts are included in your Paperbell subscription.

Can I sell sessions-per-month repeating packages? (subscriptions)

Yes! Paperbell allows you to decide how many sessions a client will have per month, then bill them on an ongoing basis until they cancel. Here are all the details on how subscriptions work.

Can I create payment plans?

Yes! With Paperbell, you can create payment plans to allow your clients pay for online coaching packages in regular monthly installments over time. (By the way, you can also create packages with pay-in-full discounts and set-up fees.)

Can you handle group coaching?

Yes! We have some pretty cool specific functionality built for group coaching. You can also use our “group coaching” feature for smaller live online classes or workshops.

Can you coordinate between different time zones?

Yes, Paperbell automatically detects the correct time zone for both you and your clients. All appointment scheduling happens automatically in everyone’s local time zone.

Can I integrate Paperbell into my website?

Yes! You link to your booking pages or embed a booking calendar directly on your website. (Here’s an example.) You can also link from your social media, email marketing, or anywhere else on the web. 

Can I use it for free sessions?

Yes, you’re in control! You create your own packages with any price and any number of sessions. Here’s an example of a free session. (Go ahead and book a time to see what Paperbell looks like as a customer, don’t worry, no one will show up for the appointment!)

Do you integrate with zoom?

Yes, just connect your zoom account and Paperbell automatically includes the call-in details on the calendar invite for your and your client. We also integrate with Google Meet, or you can just enter the URL or phone number of any online video chat or conference call platform.

Can I see an example of someone using Paperbell?

Yes! Here’s an example of a Paperbell shop pagepackage page, and website integration. You can go ahead and book a free session to see the entire experience from your customer’s perspective. 

Are you GDPR compliant?

Yes! Your European customers are safe with us. (Whilst our customers live all over the world, Paperbell is actually based in the United Kingdom.)

Is Paperbell’s scheduling functionality as good as pure scheduling tools?

Yes! We use scheduling best practices to ensure that you and your clients have an excellent scheduling experience. With Paperbell you can  create A/B schedules, create buffer times between appointments, and more.

Both you and your client will automatically see everything in your own local time zones. We can do everything that the standalone scheduling tools like Acuity™ or Calendly™ can do, plus a whole lot more.

What calendar tools do you integrate with?

Paperbell checks in with any google calendars you’ve synched to make sure you’re truly available before a client can book a spot. Paperbell also sends a google calendar event to both you and your client. 

You can also sync Paperbell to iCal or Microsoft Office/Outlook.

Can you create gaps between appointments?

Yes, just tell us how long you’d like between each appointment and our scheduler will make it happen automatically. 

Can I create invoices?

Our system simplifies and eliminates the need for invoices. Instead of creating an invoice, you simply send your client the link to purchase a package with you. Clients pay and schedule in one clean workflow. 

How many coaches can I have on one account?

The Paperbell coaching platform was designed to be used for one service provider. If you have several coaches at your practice we recommend purchasing a Paperbell account for each coach. 

Which currencies do you support?

You can charge your clients in USD, AUD, CAD, EUR, GBP, JPY, NZD or SGD. If you need another one just email us and let us know. 🙂

Can I send reminder emails?

Yes! Paperbell will automatically remind your clients about your coaching appointments, and you can completely customize the text of the emails.

Can I add an intake survey?

Yes, fully-customizable surveys are baked right into the client onboarding flow. Our online coaching tool puts the entire client onboarding process in one place.

Which payment gateways do you integrate with?

You will need either a Stripe or PayPal account to use Paperbell. We recommend Stripe for full functionality.

How do I get paid?

Your clients pay via your Paperbell package, which is sent directly to your own Paypal or Stripe account.

Do you have an affiliate program?

Yes! We love to have you help us spread the word about Paperbell. You can sign up right here.

Can I add in VAT or taxes?

No, Paperbell does not currently have the ability to add a separate line item for any taxes or VAT.

What kind of reporting do you offer?

You can see the lifetime revenue for each client, as well as lifetime revenue and lifetime client number for each package. We also keep a detailed dossier on each client including the full history of all appointments and purchases made.

I’m not ready for Paperbell quite yet, how can I keep up with what you’re doing?

No pressure! We’d suggest signing up for a free account (no credit card required, and no expiration date). Once you have a free account, you’ll receive emails whenever we add a cool improvement or new feature. 🙂