Appointments This page shows you a list of your upcoming and past appointments, and allows you to modify existing appointments. Click...
Availability Use the availability section to tell Paperbell when you’re available to meet with clients. You can schedule one-off blocks of...
Packages Packages are the offerings that you sell to your clients. Your packages can consist of: One-on-one appointments Group appointments or...
Clients This section shows you a history of all clients. You can click on an individual client to see a more...
Account Settings Account details This is where you change account settings such as your name, email address and time zone. Your first...
How to Create an Online Course In Paperbell, online courses live within packages. A package can include just online material, or you can deliver it alongside...
How Contract Signing / E-Signatures Works keywords: client agreement, contract, terms, signatures, e-signature, signing, e-signing
Questionnaires / Surveys / Intake Forms Call it what you will, Paperbell’s got it! Surveys are tied to packages, and will display to a client during...
How To Embed a Scheduling Calendar into Your Website Paperbell calendars can be embedded into any type of website. You can see an example of an embedded calendar right...
How to Share Video Content with Your Clients You told us that you have VIDEOS that you want to share with clients. So now you can! Here’s how...
How do I send clients to a custom “thank you page” after purchase? Paperbell’s “enable Thank You page” option lets you send your clients to any URL after they complete the Paperbell checkout...
All About Automated Emails Automated emails are emails that you set up in advance, to send to your clients automatically, based on certain triggers....
Checkout Settings Your checkout settings live inside the packages section. Look for the “Checkout settings” button at the top of the packages...
ICF (International Coaching Federation) Client Coaching Log Need to generate a client coaching log for your International Coaching Federation ACC. MCC or PCC application? Paperbell has you...
Demo Video Want to watch a video overview of Paperbell? No need to talk to Sales Stu, here it is on-demand! (Don’t...
All About Set Up Fees Set up fees (or set-up fees, or setup fees, or deposits) are used when you’d like to add an additional...
All About Group Coaching So you want to set up a group coaching program in Paperbell, huh? Here’s how! First off, what do we...
How do payment plans work? Wondering how payment plans (also called instalments) work in Paperbell? You’ve come to the right place! What is a payment...
How do coupon codes work? First let’s talk about why you’d want to use coupon codes. Of course the most obvious reason is to have...
How can my clients schedule time with me? How do I find my booking/scheduling link? In Paperbell, scheduling/booking is based on packages. Clients book a specific package, rather...
All About Landing Pages Paperbell automatically creates a custom landing page for each coaching package. You can link to this page to educate your...
Automated Email Templates No clue what to put in your automated emails? Just copy and paste these templates! We recommend signing them off...
All About Package/Appointment Expiration Have you ever had a client who pays for a session with you . . . but never actually schedules...