Paperbell

4.6 (128)
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Payments, contracts, scheduling, & admin – all in one place.

About Paperbell

Paperbell is a scheduling, payment, contract signing, and client management tool, designed just for coaches. Your clients can schedule their appointments, sign contracts, access digital downloads, and pay (including payment plans, ongoing subscriptions, group coaching, and multi-session packages), in one online hub.

Paperbell takes care of the gruntwork, so that you can spend your time doing the important work that you were put here to do.

Paperbell is designed specifically for coaches and consultants who work online. Basically, it’s the perfect fit for you, if your business includes a large component of one-on-one or small-group client work.

Looking for the coaching software platform that has everything? Here are some of our features:

Scheduling Software
Paperbell replaces scheduling tools like Calendly or Acuity. allowing your coaching clients to self-schedule their appointments based on your ideal availability.

Payment / Checkout / Billing Software
Call it what you will, Paperbell gives you an easy way to sell your coaching packages online.

Contract / E-Signature Software
Paperbell automatically ensures that your coaching client engagements aren’t finalised until they’ve signed your contract. (So you can stop all of those “friendly reminders” about contract signing!)

Client Management Dashboard
Keep an organised, complete profile on every client in your system. Your coaching client dashboard shows you the client's complete purchase history, total spend, appointment history, survey answers, and much more.


Digital Downloads
You can use Paperbell to add digital downloads (such as PDFs) to any coaching package, or you can sell them as stand-alone products.


Client Portal
Paperbell is as simple and elegant for clients as it is for coaches! Your clients will automatically have their own custom portal where they can self-schedule appointments, view contracts, purchase more sessions and more.

Offering Landing Pages
Paperbell automatically creates a custom-branded landing page for each of your offerings. You can add any text or images that you like. You can also link clients straight to your booking page, if you’d like to skip the landing page.


Extras
You’ll also find all the little extras that you need as a coach, including:
- Intake surveys
- Automated custom reminder emails
- Custom onboarding message
- Custom-branded landing pages to sell your offerings
- Custom-branded shop page listing your services
- Zapier integration
- Integrated Video calls (Zoom & Google Meet integration)
- Group coaching functionality


Key benefits of Paperbell

Paperbell is a scheduling, payment, contract signing, and client management tool, designed just for coaches. Your clients can schedule their appointments, sign contracts, access digital downloads, and pay (including payment plans, ongoing subscriptions, group coaching, and multi-session packages), in one online hub.

Paperbell takes care of the gruntwork, so that you can spend your time doing the important work that you were put here to do.

Paperbell is designed specifically for coaches and consultants who work online. Basically, it’s the perfect fit for you, if your business includes a large component of one-on-one or small-group client work.

Looking for the coaching software platform that has everything? Here are some of our features:

Scheduling Software
Paperbell replaces scheduling tools like Calendly or Acuity. allowing your coaching clients to self-schedule their appointments based on your ideal availability.

Payment / Checkout / Billing Software
Call it what you will, Paperbell gives you an easy way to sell your coaching packages online.

Contract / E-Signature Software
Paperbell automatically ensures that your coaching client engagements aren’t finalised until they’ve signed your contract. (So you can stop all of those “friendly reminders” about contract signing!)

Client Management Dashboard
Keep an organised, complete profile on every client in your system. Your coaching client dashboard shows you the client's complete purchase history, total spend, appointment history, survey answers, and much more.


Digital Downloads
You can use Paperbell to add digital downloads (such as PDFs) to any coaching package, or you can sell them as stand-alone products.


Client Portal
Paperbell is as simple and elegant for clients as it is for coaches! Your clients will automatically have their own custom portal where they can self-schedule appointments, view contracts, purchase more sessions and more.

Offering Landing Pages
Paperbell automatically creates a custom-branded landing page for each of your offerings. You can add any text or images that you like. You can also link clients straight to your booking page, if you’d like to skip the landing page.


Extras
You’ll also find all the little extras that you need as a coach, including:
- Intake surveys
- Automated custom reminder emails
- Custom onboarding message
- Custom-branded landing pages to sell your offerings
- Custom-branded shop page listing your services
- Zapier integration
- Integrated Video calls (Zoom & Google Meet integration)
- Group coaching functionality


Images

Paperbell Software - Share Digital Downloads & Resources As Part Of Your Coaching Package
Paperbell Software - Add a Pay-In-Full Discount, Or Create Different Pricing Options for a One-Time Payment vs a Payment Plan
Paperbell Software - A Detailed Client & Purchase History For Every Package You Offer
Paperbell Software - Automatically Create a Detailed Coaching Log Spreadsheet That Meets ICF Accreditation Requirements
Paperbell Software - Search Full, Detailed Client Records by Name, Email or Packages Purchased
Paperbell Software - Clients Can Self-Schedule According To Your Ideal Timeslots, Or Schedule For Them
Paperbell Software - Easily Create Different Availability for Different Offerings
View 8 more
Paperbell video
Paperbell Software - Share Digital Downloads & Resources As Part Of Your Coaching Package
Paperbell Software - Add a Pay-In-Full Discount, Or Create Different Pricing Options for a One-Time Payment vs a Payment Plan
Paperbell Software - A Detailed Client & Purchase History For Every Package You Offer
Paperbell Software - Automatically Create a Detailed Coaching Log Spreadsheet That Meets ICF Accreditation Requirements
Paperbell Software - Search Full, Detailed Client Records by Name, Email or Packages Purchased
Paperbell Software - Clients Can Self-Schedule According To Your Ideal Timeslots, Or Schedule For Them
Paperbell Software - Easily Create Different Availability for Different Offerings

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Reviews

Overall rating

4.6 /5
(128)
Value for Money
4.6/5
Features
4.2/5
Ease of Use
4.6/5
Customer Support
4.8/5

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Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 128
Kurly
Kurly
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: 2–10 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Suits my needs, but have yet to maximize

Reviewed on 2022/08/15

Overall, the benefits of paperbell continue to outweigh its benefits so I am happy with it. I still...

Overall, the benefits of paperbell continue to outweigh its benefits so I am happy with it. I still do look forward to seeing improvements especially in the areas I like least.

Pros

What made me choose Paperbell over other software are: (1) ability to get clients to sign contracts as part of the workflow; (2) Scheduling features (flexibility); (3) Great customer service (very responsive and friendly)

Cons

There are still certain things that don't work quite well such as contracts not being sent when packages are gifted, pricing options being unavailable due to its limitation to stripe and lack of flexibility when it comes to reporting - downloading data/reports.

Response from Paperbell

Kurly, we appreciate you sharing your experience with us. I've added your vote to these features. Keep an eye out for an email from our team in the future as we are always adding new features.

Samantha, Team Paperbell

Debbi
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Likelihood to recommend 10.0 /10

Love the Ease!

Reviewed on 2022/08/11

So far my overall experience with Paperbell has been really positive!

So far my overall experience with Paperbell has been really positive!

Pros

•Very intuitive and easy to use. Most everything a coach would need.
•Invoices/Billing,Contacts, & Payments all seamlessly integrated
•Built-in client survey customization as part of your onboarding process without having to do any additional learning curves!
•Easy links to your video session that make it effortless for your client!
•the ability to sell group coaching easily
•a private portal for clients to make know you take their privacy seriously

Cons

•No color coding abilities
•No additional fonts or colors for text
•That emails read [SENSITIVE CONTENT] (though in all fairness - clients can respond straight from the email to the Coach/and the email shows that it's from the Coach)
•That emails can't 'live' in the client portal: there should be a way for the client and coach to interact in a way that doesn't rely on an outside provider, while having notifications to both client/coach a 'new' message awaits them
• The email customizations are very restrictive
• An inability to customize the signature on the email template

Response from Paperbell

Love that you shared with us, Debbi!

Some of these are things we are already working on and the others will have your vote added to them!

Samantha, Team Paperbell

Kimberly
Overall rating
  • Industry: Individual & Family Services
  • Company size: Self Employed
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Paperbell is on the right path, but still needs improvements

Reviewed on 2022/08/09

Overall, I think Paperbell is on the right path and is experiencing some growing pains. Their...

Overall, I think Paperbell is on the right path and is experiencing some growing pains. Their customer service has been responsive, and they are always accepting feedback and what could be improved - and most importantly, seek to implement changes based on that feedback.

Pros

I like the aesthetics of the Paperbell platform for myself and my clients using the portal. It is simple, clean, intuitive, and relatively user-friendly. I also like that was developed with coaches in mind, and is woman-owned.

Cons

There have been some bugs I've contacted customer-service about, one being that my phone consultations were never showing up in my list of "upcoming appointments." I would also like for Paperbell to address some website mapping issues that create unnecessary clicks and time spent on tasks like scheduling client sessions. I'm often bumped back to the main page and have to repeatedly go back into a client file to reschedule or cancel more than one session at a time.

Response from Paperbell

Hi Kimberly, thank you for taking the time to leave this review! I'm so happy Paperbell is working for you overall.

It sounds like we were able to resolve the issues you submitted? I hope so and please keep letting us know if you bump into any future problems! We're always looking to improve.

Marvita
Overall rating
  • Industry: Professional Training & Coaching
  • Company size: Self Employed
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Paperbell is a must have for my Coaching business!

Reviewed on 2022/08/09

I'm an ICF-Certified Coach. I use Paperbell for client management and tracking my coaching hours...

I'm an ICF-Certified Coach. I use Paperbell for client management and tracking my coaching hours for credentialing and certification. Paperbell functions as a "low-maintenance virtual assistant". I can set it and forget it; it works unsupervised, and I love it.

Pros

It's quick to set up and easy to use. I was already a user of Laura Roeder's MeetEdgar program. I love that program so much. I was willing to trust that the same excellence would be present in Paperbell. I've been pleased to see that the same (maybe higher) level of quality and thoughtfulness that went into Paperbell.

Cons

I would like a toggle switch that let you create calendar links that are not attached to packages. This way I can use it for package scheduling and meeting scheduling. The benefit is that it's all in the same place when it syncs with my Gmail calendar.

Alternatives Considered

Dubsado, Calendly and Coaching.com

Reasons for Switching to Paperbell

I appreciated that the software was created with coaches in mind. For that reason, it supports client management, scheduling, and my records for credentialing.

Response from Paperbell

Super happy for your review, Marvita - and that you've used a tool by our founder before. Great to hear we've kept it up!

Samantha, Team Paperbell

Laura
Overall rating
  • Industry: Health, Wellness & Fitness
  • Company size: Self Employed
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Perfect for clients and coaches/therapists!

Reviewed on 2022/08/09

I love this platform. I can cut costs by paying one flat fee for CRM, booking, payment processing,...

I love this platform. I can cut costs by paying one flat fee for CRM, booking, payment processing, and contract signing and booting all the other platforms! I was a bit skeptical after finding other semi all in one platforms too complicated and often WAY to expensive but Paperbell takes the cake!

Pros

I love that I have client management, scheduling and billing all in one. Honestly the entire platform is a must to stay on track rather than jumping from and having to set up multiple different platforms for each!

Cons

I would love to see more options for subscriptions such as biweekly or weekly billing. I have clients who prefer to pay for their subscriptions differently and while you can manage that in plans, it requires setting how many appointments etc. That can be a hassle for me.

Response from Paperbell

Thanks for sharing, Laura! Totally feel you and we will be looking at these options in the future. Will add your vote to them!

Samantha, Team Paperbell

Showing 5 reviews of 128 Read all reviews

Paperbell FAQs

Below are some frequently asked questions for Paperbell.

Paperbell offers the following pricing plans:

  • Starting from: US$40.00/month
  • Pricing model: Free Version, Subscription
  • Free Trial: Available

See pricing details and sign up for a free plan

Paperbell has the following typical customers:

Self Employed, 2–10

Paperbell supports the following languages:

English

Paperbell supports the following devices:

Paperbell integrates with the following applications:

Dropbox Sign, Google Calendar, Google Meet, Zapier, Zoom Events and Webinars, Zoom Phone, Zoom Rooms, Zoom Workplace

Paperbell offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base

Related categories

See all software categories found for Paperbell.