Packages

Packages are the offerings that you sell to your clients. Your packages can include

• One-on-one appointments
• Group appointments or live online classes
• Digital downloads
• Or any combination of the above!

You’ll send clients to your Paperbell package landing or booking page in order for them to schedule and purchase (or not purchase, in the case of free packages).

Default Packages

Your new Paperbell website comes with two existing packages, so you can hit the ground running 👟 👟

You’ll see:

• A Free Discovery package with 1 x 30 min session
• A $100 Breakthrough package with 1 x 60 min session

Check out the Summary and Landing Page tabs for those packages to get familiar with package setup.

Overview

Make changes to these packages before you sell them by clicking the Modify button while in the Overview section.

Archive a Package

If you don’t want a package to be available, archive it by clicking the 3-dot menu in the upper right corner. Choose “Archive” from the menu.

Create a Package

To create a package, click the Packages tab at the top of the home page, and then click the button that says +Add New.

Click on a package to edit it or see more detail, including how much revenue it has generated.

Here’s an overview of all the sections on your package:

Overview

At the top of this section you can see the total number of clients and total revenue generated since you signed up for Paperbell.

Name

The public name of your package, editable by clicking the icon next to the name. This will be visible to your client in several places.

Details

This section includes a brief overview with the package name, 1-1 appointments included in this package, the checkout flow you’ve chosen, and where (if anywhere) your clients are directed once they finish checkout.

Click the Modify button to make changes to these (and other) elements!

Status

“Active” means the package is buyable and appears on your homepage.

“Invite only” means the package is live and purchasable, but will not be listed on your homepage.

“Paused” means the package is currently unavailable.

Checkout Flow

Your checkout flow refers to what a client will see first during their checkout experience – scheduling or purchase. Generally we recommend a “book appointment first” checkout flow which allows the client to check if your availability works for them before purchasing.

Some coaches prefer to hide their availability until the purchase has been made. If this is you, choose the “Purchase -> Book appointment” flow. Note that this option means you cannot add a custom Thank You page URL.

Purchase limit

Use this option when you’d like to limit the number of times a package can be purchased. For example, if you create a group coaching program that you’d like to limit to no more than 8 clients, change this to 8.

Expiry date

Expiry dates make packages unavailable for purchase after a certain date or time. Use this when you want to automatically close an offering at a certain deadline.

Appointment Details

Appointments are 1-1 sessions with your client that they can schedule, not be confused with group sessions that you schedule and should not be counted toward the number of 1-1 sessions in Appointment details.

The number of appointments you set here is the number of appointments clients will be able to book with you. So if you’d like to sell a multi-session package, set more than one appointment.

You’ll also set the length of sessions here. You can mix these up, if you want to offer sessions of different lengths within the package.

📣Important! When you have appointments of different lengths in a package, clients will book them in the order they’re listed in your package. 

So if you have a package with appointments listed like this:

• ​2 x 90 min
• ​3 x 60 min

​The client will book the two 90 min sessions first; and then they’ll be able to book the 60 min sessions. 

​You can break them up when you list them, if you want to bookend with longer sessions, for example. That could look like this:

• ​1 x 90 min 
• ​3 x 60 min
• ​1 x 90 min

Your client will book that intro 90 session, and then the three 60 min sessions; then they’ll be able to book the final 90 min wrap-up session.

To edit the number of sessions you offer in this package (before you’ve got any clients with it), click the arrow:

Clients will schedule their appointments based on your availability in Paperbell.

If you’d like to sell a package in Paperbell that contains no appointments, make sure appointments are disabled.

Thank You URL

This option allows you to send your clients to any page on the web after their purchase. This is particularly useful for adding outside tracking codes to the Paperbell experience, such as a Facebook Pixel or Google Analytics Tag. Read about this option in-depth here.

Pricing

You can change existing prices if your package has zero clients.
If you need to modify a package with clients, clone the package to create a similar one instead.

Paperbell offers three ways to bill your clients:

One Time Payment

• This will charge one flat fee at the time of purchase with no future payments. You can use this to sell one session or to sell a package of sessions paid for upfront

Monthly Subscription (Stripe only)

• This is for ongoing subscriptions or “sessions per month” packages. In this billing type you choose how many sessions to grant your clients per month, and clients are automatically billed every month indefinitely until they cancel their subscription within Paperbell. This is for all recurring payments.

Payment Plan (Stripe only)

• Choose this option to break your total price up into multiple payments. Unlike monthly subscriptions, only a set amount of payments will be charged. If you want to give clients a set amount of sessions and allow them to pay over a set amount of time, use this option. This is also referred to as an installment plan, or using a deposit. You can choose from the following payment frequencies: weekly, every 2 weeks, monthly, every 2 months, every 3 months.

Add Prices

You can add multiple prices to the same package in order to create payment options such as a pay-in-full discount, or extended payment terms. Read more about multiple prices here.

You can also create an additional set up fee that will be added to the initial purchase.

Coupons

Use coupon codes to offer a percentage discount to your clients. Or create a 100%-off coupon as a way to grant access for free.

Landing Page

This is where you tell the world about your offering! Check out this blog post for advice about what to write on your Paperbell landing pages.

Click on the Landing Page tab to jump right into the editor for that package’s landing page:

Overview

Add a Cover Image to augment your package description. This image will also show up on your homepage, where all your live packages are visible.

We recommend making your image 800 pixels wide x 450 pixels high. And we made you a template!

Capture the essence of this offering in the Short description: It pairs with your cover image to represent this package on your homepage.

Use the Description section to go into depth on the details of this package.

Some ideas of what to include:

• The goal of this package
• The outcomes your client can expect from working together
• Your bio
• Case studies of other clients
• Your unique philosophy
• Add images and embed YouTube videos

Features

The features tab is where you can edit the short, punchy list of what’s included in this package.

Please note! The content here is automatically created when you design your package (number of sessions, etc.), but it doesn’t automatically update if you change the package details.

Similarly, if you make changes here, it doesn’t change what the clients will actually receive. To change what the client gets, you’ll need to change the package details in the Summary tab.

Below the feature area, you’ll see the price for your package and the button clients click to begin checkout.

Curious about whether “Book Now” can be changed? Read all about here.

Content

Share the love, and answer questions you anticipate by adding Testimonials and FAQs from the Content tab.

Group Sessions

If you’d like to add group coaching sessions or live online classes to your package, create group sessions. Those are entirely scheduled by you, and everyone with your package is automatically invited to those sessions.

Do *not* include these in your session count when you add 1-1s. Group sessions are their own special thing (found in the Appointments section).

Here’s more detailed information.

Surveys

Create surveys/intake forms/questionnaires, and decide at what point clients receive those surveys. Add as many questions as you like, and the answers will appear on your individual client profile pages.

Surveys are package-specific: they only appear for clients of the package you’re currently editing. If you’d like to copy over a survey from one package to another, click “Import survey.”

Learn all about surveys here!

Contract

When you add a contract, your clients will be required to sign before they can complete their purchase.

Our contract integration, DropBox Sign, inserts a signatures page at the end of your contract that your client signs electronically.

Learn more about how it works here.

Emails

You can have Paperbell can send customized email reminders based on certain triggers:

• Appointment
• Group Session
• Purchase
• Reminder To Book
• Final Appointment

Click into the Emails section and then the +Add button to create a new automated email.

To edit existing automated emails, click the arrow for that email:

Automated mails are package-specific: they only apply to clients of the package you’re currently editing.

Here’s our in-depth walk-through of automated emails and how to use them.

Need more advice on what to say in the emails? Check out this article.

Content

Want to share handouts, worksheets, or other resources with your clients? This is the place!

Upload as many files as you like, and clients will access them inside the Client Portal (https://PaperbellClient.com/).

You can use this feature to sell standalone digital downloads, or to include them in your coaching packages. Learn more about selling digital downloads on Paperbell here.

Sharing

Access all of your package-specific links (plus client login and website URL, which always stay the same) from this tab. You’ll also find your embedded calendar code.

• Package Landing Page

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

• Schedule Link

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. Use this link. Here’s more info on integrating Paperbell into your website and other marketing.

• Homepage

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

• Existing Client Login

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, as it’s not specific to any single 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.

Clone a Package

It’s only one step to recreate an existing package. This is handy if you want to change the appointment length or price of an existing package, but you already have clients signed up for that package.

When you’re in the Overview area of your package, click the three dot menu in the upper right corner. Click “Clone” and now you’ve got two of this package!

Archive a Package

You can pause a package that you don’t need listed on your homepage now, but might bring back one day.

Or, if you want to remove it from your active packages, archive it by clicking into the Overview, then the three dot menu, then choose “Archive” from the menu.

Find all your archived packages by clicking the toggle from your Packages page:

Unarchive a Package

Find the package from the Archived tab of your packages, and click the three dot menu in the upper right corner.

Click “Restore” and it will be back with your active packages.

If your archived package doesn’t have any clients, you can also delete it completely. But we can’t bring it back once it’s deleted, so please make sure this is your goal before clicking that button: