App Walkthrough

This section shows you a history of all clients. You can click on an individual client to see a more...

Packages are the offerings that you sell to your clients. Your packages can consist of: One-on-one appointments Group appointments or...

Use the availability section to tell Paperbell when you’re available to meet with clients. You can schedule one-off blocks of...

This page shows you a list of your upcoming and past appointments, and allows you to modify existing appointments. Click...

Account details This is where you change account settings such as your name, email address and time zone. Your first...

keywords: client agreement, contract, terms, signatures, e-signature, signing, e-signing

How do I find my booking/scheduling link? In Paperbell, scheduling/booking is based on packages. Clients book a specific package, rather...

Call it what you will, Paperbell’s got it! Surveys are tied to packages, and will display to a client during...

First let’s talk about why you’d want to use coupon codes. Of course the most obvious reason is to have...

Wondering how payment plans (also called instalments) work in Paperbell? You’ve come to the right place! What is a payment...

So you want to set up a group coaching program in Paperbell, huh? Here’s how! First off, what do we...

Set up fees (or set-up fees, or setup fees, or deposits) are used when you’d like to add an additional...

Paperbell calendars can be embedded into any type of website. You can see an example of an embedded calendar right...

Want to watch a video overview of Paperbell? No need to talk to Sales Stu, here it is on-demand! (Don’t...

Automated emails are emails that you set up in advance to send to your clients automatically based on certain triggers....

Need to generate a client coaching log for your International Coaching Federation ACC. MCC or PCC application? Paperbell has you...

Your checkout settings live inside the packages section. Look for the “Checkout settings” button at the top of the packages...