This is an archived product update, and may not contain the most up-to-date information.
You know that amazing clarity your clients have right after a coaching session?
And then . . . life happens. They get busy. The momentum fades.
What if you could keep that energy going without adding anything to your to-do list?
Send an automatic follow-up after every session that:
- Thanks them for showing up and doing the work
- Reminds them where to find their session notes (if you share them)
- Encourages them to take action on what you discussed
- Prompts them to schedule their next session if they haven’t already
You write it once. Paperbell sends it automatically after every single appointment. Your clients feel supported and stay connected to the work between calls.
Here’s how to set them up:
- Go to any package
- Click “Emails”
- Click “Add an email”
- Choose “After appointment”
- Write your follow-up message
- Save!
Want it even more personal? Use smart fields like {client_first_name} and {appointment_datetime} to customize each email. Here are all the smart fields you can use!
Your clients will love having session takeaways in writing, and you’ll love not having to manually send follow-ups every single time.Need inspiration to get started? Check out our email templates – just customize them in your voice and you’re good to go!
P.S. This works for other moments too! You can send automated emails when someone purchases a package, when they haven’t scheduled in a while, or any other trigger you want. See all the options here!