{"id":1265,"date":"2022-07-21T13:14:33","date_gmt":"2022-07-21T13:14:33","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&p=1265"},"modified":"2026-01-21T15:06:52","modified_gmt":"2026-01-21T15:06:52","slug":"how-can-i-schedule-for-my-clients","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/how-can-i-schedule-for-my-clients\/","title":{"rendered":"How do I schedule for my clients?"},"content":{"rendered":"

You probably know that your clients can self-schedule using Paperbell.<\/p>\n

But did you know that you can also schedule for clients?<\/p>\n

Here’s why you might find this useful.<\/strong><\/p>\n

When you schedule in Paperbell, everything is kept up-to-date in the system, like the number of remaining appointments. This is why you always want to schedule inside Paperbell<\/a>!<\/p>\n

Here are a few situations where we’ve found it’s really useful to handle the booking yourself:<\/p>\n

\ud83d\udc49 You’re at the end of a coaching call and your client mentions they’d like to chat again soon \u2013 just pull up your Paperbell booking calendar and get it on the calendar<\/p>\n

\ud83d\udc49 Your client is uncomfortable with tech and struggling with self-booking. No problem, just handle it for them!<\/p>\n

\ud83d\udc49 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.<\/p>\n

\ud83d\udc49 You text your client and ask if they can start an hour later than you had planned \u2013 just change the booking in Paperbell so that it’s up-to-date for everyone<\/p>\n

\ud83d\udc49 You want to allow your client to book last-minute, but usually you require a 24-hour notice<\/a> so they are blocked from self-booking. It’s OK, just schedule it for them.<\/p>\n

\ud83d\udc49 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!<\/p>\n

How to schedule for clients<\/h3>\n

As far as the how<\/strong>, the first step is to make sure they’re added as a client to your account. If they’re not already a client (by purchasing a package, for example), here’s how<\/a> you can add them.<\/p>\n

Once the client is added to your account, they will need a package in order to have sessions to book!<\/p>\n

You can send them the link to a package<\/a> so they can purchase it. Or, if they’re paying outside of Paperbell, you can gift them a package<\/a>.<\/p>\n

Once they have appointments available to book, click on your Appointments<\/strong><\/a> tab and click the +Book appointment<\/strong> button.<\/p>\n

\"Paperbell<\/figure>\n

Or, click your Clients<\/a> tab, then your client’s name. On their page, click the +Book appointment<\/strong> button.<\/p>\n

\"Paperbell<\/figure>\n

When you book for your clients, they’ll receive an invite with a Zoom link (or whatever you have set up), just as they do when they book for themselves. \ud83d\ude42<\/p>\n","protected":false},"excerpt":{"rendered":"

You probably know that your clients can self-schedule using Paperbell. But did you know that you can also schedule for clients? Here’s why you might find this useful. When you schedule in Paperbell, everything is kept up-to-date in the system, like the number of remaining appointments. This is why you…<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"schedule for clients","_yoast_wpseo_title":"How do I schedule for my clients?","_yoast_wpseo_metadesc":"Need to book an appointment for your client? Here's how to schedule for clients in Paperbell \u2014 and when it's more useful than self-booking.","footnotes":""},"ht-kb-category":[26],"ht-kb-tag":[],"class_list":["post-1265","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faqs"],"yoast_head":"\nHow do I schedule for my clients?<\/title>\n<meta name=\"description\" content=\"Need to book an appointment for your client? 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