Demo Video Want to watch the Paperbell demo video? Here’s a video overview of the platform! No need to talk to Sales...
Account Settings The keys to the castle! Your Paperbell account settings live here. Find account settings such as your name, email address,...
All About Your Paperbell Site Your Paperbell site is the shareable home to all of your active packages. Here’s everything you need to know about...
Appointments Your Paperbell appointments page shows all your upcoming and past coaching sessions. This page shows you a list of your...
Availability Add Your Availability To Paperbell Your Availability determines the date and times clients can book with you Your account automatically...
Automated Emails Paperbell automated emails are set up in advance and then automatically sent to your clients, based on certain triggers. You...
Automated Email Templates Looking for Paperbell automated email templates? We’ve got you covered with ready-to-use copy for all your client communications. If you...
Calendar Integration: Google, Outlook, Apple Set up Paperbell Paperbell Paperbell calendar integration to sync your Google, Outlook, or Apple iCloud calendar with your account. Paperbell...
Clients The Paperbell clients section shows you a history of all clients. Click on an individual client to see a more...
Contracts Watch the video below for an overview of creating and using contracts in Paperbell. Here’s a template you can use...
Coupon Codes First let’s talk about why you’d want to use Paperbell coupon codes: The most obvious reason is to have a...
Gift a Package Want to gift a package to a client for free? (You generous soul!) First click on your Clients tab. Click...
Group Coaching Sessions Paperbell group coaching is when more than one client is invited to the same appointment; you could also think of...
Landing Pages Paperbell landing pages are automatically created for each coaching package. You can link to this page to educate your clients...
Message Your Clients Need to message clients in Paperbell? Here’s how to send an individual email to one particular client! Go to your...
Packages Package Set Up Overview Video Paperbell packages are the offerings that you sell to your clients. Your packages can include...
Package or Appointment Expiration Need to set Paperbell Paperbell appointment expiration dates? Have you ever had a client who pays for a session with...
Payment Plans Paperbell payment plans allow your client to make multiple payments over time instead of just one payment up front. You...
Set Up Fees Paperbell setup fees (also called set-up fees or deposits) are used when you’d like to add an additional fee to...
Share Files, Content, or Build an Online Course Want to build a Paperbell Paperbell online course? In Paperbell, Paperbell online courses live within packages. A package can include...
Share Video Content Want to share video content with your coaching clients? Here’s how to add videos to your Paperbell packages: Go to...
Surveys / Questionnaires / Intake Forms Call it what you will, Paperbell’s got it! Paperbell intake forms (also called surveys) are tied to packages, and multiple...
Embed Paperbell Scheduling Calendars into Your Website You can embed Paperbell calendar on any type of website. Paperbell calendars can be embedded into any type of website....
Send Clients to a Custom “Thank You” Page After Purchase Want to set up a custom Paperbell thank you page? The “Enable Thank You Page” option lets you send clients...
ICF (International Coaching Federation) Client Coaching Log Need to generate a client coaching log for your International Coaching Federation ACC, MCC or PCC application? The Paperbell ICF...