Hi there, welcome to Paperbell!
Log in to your account at https://app.paperbell.com
Watch this video for a comprehensive step-by-step setup guide:
It’s jam-packed with info, so feel free to jump to the parts which are most relevant to you! You can use the timestamps below to skip ahead, and if you’re looking for more help resources, scroll down to our Brief Overview of The Entire App. Enjoy!
00:00 Welcome to Paperbell
02:54 Connect Stripe or PayPal and get paid
05:31 Integrate a Calendar so you aren’t double booked (optional)
07:48 Connect with Zoom or Google Meet for your video sessions
09:27 Fine-tune your Availability and Notification settings (optional)
10:09 Customise your beautiful Paperbell website
21:14 Set your Availability so clients can schedule with you
25:00 Create Packages to showcase your offerings
31:52 Launch a Group Coaching package (optional)
35:48 Add more Pricing options, Surveys, a Contract, Automated Emails and Content (optional)
45:21 See how it all comes together for a seamless Client Experience
There are three steps* that must be completed for your site to be live, and we’ve already done one of them for you!
1. Active packages
Great news: you already have two default packages ready to go:
- A Free Discovery package with 1 x 30 min session
- A $100 Breakthrough package with 1 x 60 min session
You can edit those packages and create new packages — or just stick with those first two packages and add as you go.
2. Add availability
You need to add availability, so clients can book time with you once they’ve got one of your packages.
3. Connect Stripe or PayPal (so you can get paid quickly & easily)
*One optional (but encouraged) step:
4. Connect your Google, Outlook, or Apple calendar (so you’ll never be double-booked)
That’s it! After you’ve completed these 3-4 steps, you can start sharing your homepage URL (you can find the link here) so that clients can buy packages and book time with you.
You know how you can buy a package of 10 yoga classes, then use their booking software to book the actual classes whenever you like? Your clients do the same with Paperbell! Your client pays for a package up-front, then goes into the system to book the actual sessions. It’s up to them if they’d like to go ahead and schedule everything ahead of time, or log back in and schedule when they’re ready for their next session. When they purchase through Paperbell they will create their own client account, just like you do at a yoga studio.
This ensures that you get paid up front, instead of chasing down invoices. If you prefer that your clients pay as they go, you can create single-session packages for your clients to keep re-purchasing whenever they’re ready.
Brief Overview of The Entire App
Appointments
You can check out your appointments page to see an upcoming list of all your appointments. If you choose a “publish” calendar on your calendar settings, these will also appear on your Google Calendar automatically.
🛎 Learn all about your appointments
Availability
This is where you tell Paperbell when you can be booked to work with your clients.
🛎 Learn all about your availability
Packages
Your packages are your offerings in Paperbell — go to your packages section to create new and modify existing packages. Your packages will all live in your Paperbell website!
Personalize your Paperbell website
You can share your site URL or you can share a link to an individual package by grabbing the URL from a package’s Sharing tab.
🛎 Learn all about your packages
Clients
You can click on a client’s name on the clients page to see all of their details – which packages they’ve purchased, how much they’ve spent, and how many sessions they have left. You can also add your own notes that only you can see, or that you can share with the client if you’d like.
🛎 Learn all about your clients
Sales
And your sales page is where you’ll find a list of all packages you’ve sold through your Paperbell site. It can be sorted by package to make it more easily digestible.
Settings
Finally, check out your settings page to change your time zone, or edit the meeting URL you give to your clients. This will automatically appear in your Google Calendar appointments, to end any confusion about which meeting room you’re using or who is calling who. (You can also enter your Skype handle or a conference line number here.)
🛎 Learn all about your settings
If you need any help, we’re here for you at hello@paperbell.com (or just hit “reply” to any email you receive from us).
We can’t wait to help you grow your business!