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Account Settings

Heads up! We’ve made a lot of recent improvements to your settings page which aren’t yet reflected in the above video. If something doesn’t look quite the same – this is why! 🙂

Account details

This is where you change account settings such as your name, email address and time zone. Your first and last name will be used in emails to clients that are generated from paperbell, so change it to a business name if you’d rather a business name show up (for example: “you have a new appointment with Blueberry Coaching…” [instead of Marcia Smith]).

You’ll also see the option to upload a photo or image of a logo as well as find your API key here.

Change password

In this section you’ll be able to update your password to a new one. It’s a good idea to do this every so often. 🙂

Paperbell settings

Here you’ll find your Meeting Room Settings where you’ll have the options of choosing between a custom URL which will be automatically included in all appointments to let you and your client know how you’re connecting. You can put the URL to a meeting room such as zoom, your phone number, or conference line details.

Other options include Zoom integration that creates a unique zoom link for each meeting automatically as well as Google Meet integration.

You’ll also find your Appointment Settings where appointment gap, minimum notice, future limit and cancellation notice can be customized.

The “appointment gap” setting tells Paperbell if you would like to schedule gaps before and after your appointments. Many customers like to have a 5 or 10 minute window in between appointments, so make sure to use the gap setting on your package page to make that happen.

“Minimum notice” stops clients from making last-minute appointments that you might miss. If you choose “none” clients will be able to make appointments at any available time, even if it’s 5 minutes from now.

“Future limit” determines the maximum amount of time into the future that clients can book appointments and “cancellation notice” defaults to 24 hours – the amount of notice that a client is required to give to cancel an appointment. If you’d like to be able to customize this, just let us know by writing to hello@paperbell.com

Calendar integration

This is the section where you’ll sync your Google calendar and your publish calendar. Any appointments from your synced Google calendars will overrule Paperbell availability. For example, if you set a Paperbell timeslot from 1-5pm, but your Google calendar shows a meeting from 2-3pm, that 2-3pm timeslot will not be available to clients booking with Paperbell.

Disconnecting your Google calendar can also be done here.

Payment integration

In the “payments” section you can connect a Stripe or Paypal account. When using Paypal double-check that the email address submitted is the same one on your Paypal account.

If you don’t currently have a payment account (also called a payment gateway, merchant account, or credit card processor) you can create one with just a few clicks via our partnership with Stripe. Simply choose Stripe then hit connect to create your account.

Currency can also be customized in this section. New packages will be priced in the currency you choose. Existing packages will not be modified. An easy workaround for creating packages in different currencies.

Plan

Alrighty! Last section – here you’ll see important info like when your plan renews (if you’ve already subscribed), how to upgrade to annual (if you’re on monthly) as well as the payment info we have on file for you. You’ll be able to modify or update your payment info here too!

This is also where you’ll find the option to cancel your plan or after that, the option to close your account (please tread lightly here if you’ve been using Paperbell with clients).

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