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How to Find the Right Link to Send to Your Client (Product Update, April 2022)

This is an archived product update, and may not contain the most up-to-date information

After talking to a few amazing customers I’ve realized there might be some confusion about exactly which Paperbell link to send to your clients. That’s why we’ve updated things in-app to make this even easier, and I wanted to give you a run-down right here!

First FAQ (this one is not a QIKYATA because you have actually asked it already!) is . . .

Where do I send my existing clients who need to schedule more sessions?

If your client is scheduling sessions in a package they’ve ALREADY PURCHASED (as in they bought a 6-session package from you, and they need to get the last 2 on the calendar) send them to https://app.paperbell.com/client

Notice that’s a universal link (not specific to any one client or package). That will take your client to their own Paperbell portal which lets them schedule future sessions and access any content you’ve included in their package. So go ahead and save that link!

Paperbell is all centered around the idea of packages. Your packages are what you sell (or give away, in the case of a free discovery call). So there isn’t just one universal Paperbell link; it’s all about which package you want to link to.

SO, when you need to send a link to a client, you first need to start with the package.

  1. Find or create the right package in Paperbell
  2. Click on it, then navigate to the “sharing” tab

Once you’re there you’ll see a few different options. We have just changed what these are called, so I wanted to take a minute to explain what each one is!

This is the URL of your package landing page; this is what you share with the world! Here’s more info on integrating Paperbell into your website and other marketing.

This link takes your prospect right into your “checkout flow” whether that is payment first or scheduling first. Use this link if you want to skip the package overview page. For example, maybe you’ve created your own package overview on your site and you want to use a “Buy Now” button that links straight into the scheduling/booking process. This would be the link you use. Here’s more info on integrating Paperbell into your website and other marketing.

This links to your Paperbell shop, an overview page with all publicly available packages.

Looking for the link to send your clients so that they can access their downloads or schedule more appointments? This is it! Note that this is a universal link, not specific to any one package.

Embedded Calendar
(on the right side)

Copy and paste this into your website to embed the booking calendar for a specific package. Go here to learn exactly how to do this.

Hope this clears things up!! We are as always hard at work behind the scenes on more changes asked for by YOU!

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