App Walkthrough

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

The keys to the castle! Your account settings live here. Find account settings such as your name, email address, profile...

Your shop page is a lovely list of all of your “active” packages. (It does not include any you’ve marked invite-only or...

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

Add Your Availability To Paperbell Use the availability section to tell Paperbell when you’re available to meet with clients. You...

Automated emails are set up in advance and then automatically sent to your clients, based on certain triggers. You can...

No clue what to put in your automated emails? Just copy and paste our templates below. We recommend signing them...

You will sync up your Google, Outlook, or Apple iCloud calendar to your Paperbell account: Paperbell adjusts your availability for...

Your Checkout settings are part of your account settings. You can also get to them from your Packages page —...

This section shows you a history of all clients. Click on an individual client to see a more detailed history...

Watch the video below for an overview of creating and using contracts in Paperbell. Here’s a template you can use...

First let’s talk about why you’d want to use coupon codes: The most obvious reason is to have a promotion...

To give a client a package for free (you generous soul!), first click on your Clients tab. Click on the...

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

Paperbell automatically creates a custom landing page for each coaching package. You can link to this page to educate your...

Looking to send an individual email to one particular client? Here’s how! In the Message Logs for a client, you...

Packages are the offerings that you sell to your clients. Your packages can consist of: You’ll send clients to your...

Have you ever had a client who pays for a session with you . . . but never actually schedules...

A payment plan allows your client to make multiple payments over time instead of just one payment up front. You...

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

In Paperbell, online courses live within packages. A package can include online material only, or you can deliver it alongside...

Here’s how to share video content inside your Paperbell packages: FAQs Can I link from platforms other than YouTube, Vimeo...

Call it what you will, Paperbell’s got it! Surveys are tied to packages, and multiple surveys can be part of...

Paperbell calendars can be embedded into any type of website. See an example of an embedded calendar right here. Scroll...

Paperbell’s “Enable Thank You Page” option lets you send clients to any URL after they complete the checkout process. This...