1. Home
  2. Frequently Asked Questions
  3. How can I schedule for my clients?

How can I schedule for my clients?

You probably know that your clients can self-schedule using Paperbell.

But did you know that you can also schedule for them?

Here’s how, and why you might find this useful.

So let’s talk about WHY – when you schedule in Paperbell, everything is kept up-to-date in the system like the number of remaining appointments. Which is why you always want to schedule inside Paperbell. Just click the book appointment button!

Here are a few situations where we’ve found it’s really useful to handle the booking yourself:

👉 You’re at the end of a coaching call and your client mentions they’d like to chat again soon – just pull up your Paperbell booking calendar and get it on the calendar

👉 Your client is a technophobe and can’t figure out how to do self-booking. No problem, just handle it for them!

👉 You want to offer a “VIP slot” that isn’t available on your normal booking calendar. When you book yourself you aren’t limited to your standard Paperbell availability.

👉 You text your client and ask if they can start an hour later than you had planned – just change the booking in Paperbell so that it’s up-to-date for everyone

👉 You want to allow your client to book last-minute, but usually you require a 24-hour notice so they are blocked from self-booking. It’s OK, just schedule it for them.

👉 You have a specific but tricky cadence, like client calls every three weeks. Just put it on the calendar for them to make sure the timing is perfecto!

As far as the how, it couldn’t be more simple! Just go to the appointments section and click “Book appointment” (or add group session for group sessions).

Was this article helpful?

Related Articles