# Paperbell Reviews **Vendor:** Paperbell **Category:** [Coaching Software](https://www.g2.com/categories/coaching) **Average Rating:** 4.7/5.0 **Total Reviews:** 63 ## About Paperbell The Easiest Way to Sell Coaching Online Your new coaching website has arrived! Everything you need to land and coach clients, in one platform. Here’s How It Works: 1️⃣ Launch Your Site With a few clicks, you’ll have a gorgeous website that sells any kind of coaching package you can dream up. All perfectly tailored to your brand, of course! 2️⃣ Share Your Offers with The World Get clients from Instagram, TikTok, Facebook & more. Just link your Paperbell site to wherever you hang out online. 3️⃣ Fill That Coaching Calendar Your clients and prospects pay and schedule right from your new site! Everything’s connected and easy to use. Click, click, coach! Turn Your Coaching Skills into Coaching Income Stop struggling with building a business from scratch – Paperbell handles all the tricky moving parts in one place, automatically. Stop the endless research and second-guessing, your answer has arrived! Just grab Paperbell to have everything you need in one easy, affordable place. ## Paperbell Pros & Cons **What users like:** - Users value the **high-quality coaching support** from Paperbell, significantly enhancing their learning and experience. (1 reviews) - Users rave about the **amazing customer support** of Paperbell, making their onboarding experience simple and effective. (1 reviews) - Users value the **ease of use** of Paperbell, especially with supportive sessions for beginners and excellent customer service. (1 reviews) **What users dislike:** - Users desire **payment flexibility** with Paperbell, specifically requesting support for both PayPal and Stripe. (1 reviews) ## Paperbell Reviews ### 1. Transformative for New Coaches with Easy Setup **Rating:** 5.0/5.0 stars **Reviewed by:** Breah K. **Reviewed Date:** January 09, 2026 **What do you like best about Paperbell?** I love how easy Paperbell is to use and the sessions they have for newbies like myself. Their customer service is amazing. I struggled for about two years to get my coaching website done with other companies, but with Paperbell and a session with James, I'm almost finished and ready to go live. It's priceless to me, and I'm very thankful I found them. **What do you dislike about Paperbell?** The only thing I wish Paperbell would change is allowing PayPal and Stripe to be used, because I need both. **What problems is Paperbell solving and how is that benefiting you?** I use Paperbell to set up my coaching website easily despite my tech handicap, solving a two-year struggle with other companies. Their user-friendly platform and excellent customer service, including sessions for newbies, are priceless to me. ### 2. Better than a virtual assistant **Rating:** 5.0/5.0 stars **Reviewed by:** Kat S. | Writer/Storyteller, Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about Paperbell?** Paperbell takes care of 80% of the administrative overhead of my coaching business. I do the accounting and pay the taxes and do a little setup tweaking here and there, but mostly I just show up and coach. Paperbell does the scheduling and rescheduling, most of the emailing, handles payments, holds all my packages, syncs up my calendars, sends reminders about sessions as they're coming up and session credits as they're coming up on expiration. All the things! On the rare occasions I've had issues their team is a delight to work with, and there's been a steady trickle of thoughtful improvements to the platform in the two years I've been using it. It's the most expensive software I use in my business, and the renewal charge I'm happiest to see. **What do you dislike about Paperbell?** I wish the built in contracting was a bit more customizable, for example requiring fillable fields from clients. My lawyer says my contracts aren't enforceable without the client's location in them, so I'm not able to use the built in contracting features, and I'm sad about it. That said, there's no upcharge for the contracting feature (or any other feature) and I think to use that aspect of pretty much any digital signature gathering platform would require Paperbell to pay more for API access, so it makes tons of sense to me that this limitation exists. **What problems is Paperbell solving and how is that benefiting you?** Coaching in real time has the potential to be a nightmare between calendar syncing, Zoom scheduling, time zones, collecting payments ahead of sessions... and I rarely have to think about any of that because Paperbell handles it all for me. It also has one of the nicer implementations of sliding scale/multi tier pricing I've come across, which was a deciding factor in my initial selection of the platform. ### 3. They offer many great features to help you automate your coaching business. **Rating:** 3.0/5.0 stars **Reviewed by:** Lydia G. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2023 **What do you like best about Paperbell?** Paperbell makes it easy to offer different packages and collect payments for them. They also make it easy to give out resources with your packages and you can make notes on your client's profile that only you can see. **What do you dislike about Paperbell?** Paperbell doesn't include any big marketing features to help you find clients. You have to find clients and then send them to Paperbell to purchase your packages. **What problems is Paperbell solving and how is that benefiting you?** They are helping me keep track of appointments, collect payments from customers, give out resources with my packages, keep notes on my clients, and they also have some nice analytics features. ### 4. No need to hire a VA--Paperbell takes care of it all in one platform! **Rating:** 5.0/5.0 stars **Reviewed by:** Meagan S. | Life Transitions Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** January 12, 2023 **What do you like best about Paperbell?** I love my Paperbell account. It simplifies so many things in my coaching business! It has everything you need: the ability for clients to access your calendar & schedule, integrate with stripe (or PayPal) to allow clients to pay in one sum or divided up over time (however you decide) using autopay, upload your client contract so they sign it as part of the check out process (hellosign is included as part of that--so convenient!), upload and save notes that you can make viewable to your client or not & they can send notes back, create a Shop Page with a variety of packages and offerings, keep track of your clients all in one place....there's more. But I'll stop for now. If you're on the fence, go for it. Totally worth the money. **What do you dislike about Paperbell?** The interface that you as the business owner see is very simple and basic. When you log in, the words "Appointments," "Availability," "Packages," "Clients," & "Sales" are across the top, along with your profile button in the top righthand corner. There's not a lot of pictures and such as it's mostly text. At first this threw me because I'm used to colors, arrows, buttons, etc. telling me where to go and what to do in our techy world filled w/ animation, gifs and jpgs. I share this to encourage you to stick with it especially in the beginning. It becomes like riding a bike as you figure out where all the records and the needed information is located. It becomes second nature. **What problems is Paperbell solving and how is that benefiting you?** Paperbell is making it possible for me to cut my costs by not having to hire certain things out right now. This is especially important as my coaching business is very young and still growing. **Official Response from Samantha PB:** > So amazing to have you here Meagan - we will be your VA, any day :-) I totally love that got over that hump. Whenever I chat with coaches there is this initial hesitation but after a couple hours playing around they definitely get the rewards. Sounds like you did, too! We appreciate you so much! Samantha, Team Paperbell ### 5. I. Love. Paperbell. Fullstop. **Rating:** 5.0/5.0 stars **Reviewed by:** Abby H. | Small-Business (50 or fewer emp.) **Reviewed Date:** June 03, 2023 **What do you like best about Paperbell?** I love the visual appeal of Paperbell - so much more elegant than other platforms I've used! And the customer support team is THE BEST there is, bar none. **What do you dislike about Paperbell?** It is on the pricier side, but when you see the simplicity and elegance of the platform,, and experience the world-class customer support service, you understand why. **What problems is Paperbell solving and how is that benefiting you?** Having a place to host packages that my clients can purchase, being able to send them automated emails and forms. ### 6. After 3 Yrs… Finally Found My All In One Coaching Client Platform. **Rating:** 5.0/5.0 stars **Reviewed by:** Connie O. | Life Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** November 08, 2022 **What do you like best about Paperbell?** As a coach with ADD I find it extremely helpful to be able to keep the majority of my coaching functions all in one spot! The fact that it has a client portal is another huge plus and helps me show up to my clients in a very organized way. Not to mention I love it for any of my clients who may also have organizational struggles. Although other systems have client portals, they don’t seem to have all the other functions and capabilities that Paperbell has, and they are definitely not as streamlined and easy to use. **What do you dislike about Paperbell?** The one thing I wish it had was a separate user email address. I like to keep my business functions on one email and my coaching notifications on a separate email. But now that Inthink about it... I might be able to create my own rule for that. **What problems is Paperbell solving and how is that benefiting you?** I've been looking for a great all in one platform for a few years now. The fact that this platform had a scheduling tool that connected directly to my Google calendar and had the ability to create packages and take payments, while also having the organized client portal, meant I had one less tool to sign into and manage. **Official Response from Samantha PB:** > We're delighted that you found us, Connie - even if it took a few years. Having everything a coach needs in one spot is our aim and it sounds like we're the perfect match for you. Please reach out to us if you still need help working out how to separate out your email addresses. I agree, it sounds like it could be something that is worked out behind the scenes. Samantha, Team Paperbell ### 7. This is one of the best investments I've ever made. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User **Reviewed Date:** January 30, 2023 **What do you like best about Paperbell?** Paperbell is the answer to all of my coaching prayers - even the ones I didn't know about. It's beautifully designed, intuitive and ... this is the best part .. the customer service is amazing. **What do you dislike about Paperbell?** I do have to rely on customer support a lot. I'm so grateful it's there and I do know the fault is mine. I get confused because it's a lot of decisions and it's my first time. But with their generous support, I'm more and more confident. **What problems is Paperbell solving and how is that benefiting you?** Paperbell beautifully manages my calendar. It manages all of the information my clients share. And I love how supported I feel. In fcat, Paperbell doesn't just host this coaching site, they've taught me a ton about coaching and the business of being a coach. **Official Response from Samantha PB:** > Delighted to hear that we've been so supportive. Definitely want to make sure you have everything you need without us though :-) If there's ever anything you think could be improved for future coaches, you know where to find us. Aside from that we are so happy you found us and that you are learning. We also learn from you. Samantha, Team Paperbell ### 8. I love Paperbell **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about Paperbell?** I have been reading Paperbell blog post on Pinterest for at least a year. I started to notice that Paperbell was advertising a service of their own, but I have a very small business so the manual (Calendly, google, Evernote and Typeform) way of doing everything was fine for me. I realized, however, that taking on one or two more clients made the manual way a hassle, so I went back to Paperbell to look into what they offered. I figured the blogs were always useful, straight to the point and I liked the look and feel of the website, so I might like some of the services provided. To my delight, I saw the free trial, and to my surprise it gave access to everything. In one evening I set up all my packages and landing pages. No tutorials or demos were necessary. The sight was easy to navigate and flowed so well. Once I was done setting everything up I felt like I had something I would be proud to share with clients that was beautiful and easy to use. I'm excited to be able to provide a smooth and professional set up process that is less work for me at the same time. I love that the client profile keeps track of sessions remaining, documents shared and packages purchased. I love, literally, all of the features provided on my end and how easy it is to set everything up and keep track of everything in one place. Paperbell is a great solution for my company for a number of reasons and it combines many services that I was using into one simple tool. **What do you dislike about Paperbell?** One thing I would like to see added is the option for clients to log in without having to check their email for a confirmation code. It's not really an issue, but it would make the process one step easier for them. **What problems is Paperbell solving and how is that benefiting you?** Paperbell makes running my business more manageable by allowing me to customize my packages, easily link to my website, share files with clients, collect payments, allow clients to book, etc. It's basically the admin side of my business. **Official Response from Samantha PB:** > Delighted for your response - the blog is a favorite of many coaches out there! We get a lot of coaches that try the manual route and then try us - the winner is pretty clear ;-) Appreciate your feedback about getting the verification code. We thought verification codes over setting up a password would be an easier way since it's sometimes hard to remember a password, but easy to remember email! Will definitely share your feedback with the team though. Thanks again for sharing your review! Samantha, Team Paperbell ### 9. Loving Paperbell so Far! **Rating:** 4.0/5.0 stars **Reviewed by:** Diana T. | CEO at Diana Tyser Coaching, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Paperbell?** I like how everything is streamlined and easy. It's very self-explanatory and simple to use. There is no guesswork, no confusion and it's laid out step by step. It made the set-up process super easy to use. VERY user-friendly. I love that I can customize everything to match my brand so my clients aren't confused when they land on a new site. It feels like it is part of my website. I also love that everything is on one platform. I don't have to have a separate booking program, I don't have to log into zoom and copy and paste a link, and I don't have to invoice my clients - everything is in 1 place. Makes my life and running my business so much easier! **What do you dislike about Paperbell?** My only dislike so far is when you email a client directly from the Paperbell software, they receive the email from 'Paperbell' versus my name. This can cause confusion for my customers since they don't really know what Paperbell is. However, I emailed customer service about this and requested that this be changed and they responded very quickly stating that this request is already in the works and will be implemented in the next few months! Thank you for listening to us, Paperbell! **Recommendations to others considering Paperbell:** I would totally recommend Paperbell to other Coaches out there. It is so easy to use and I love that everything I need is all in one place! This makes your life and business so easy! **What problems is Paperbell solving and how is that benefiting you?** Paperbell helps keep me organized. Because everything I need is in one centralized location, I don't feel overwhelmed running my business, updating my packages, receiving payment from clients, sending communication, etc. It has been great so far! **Official Response from Laura Roeder:** > Diana I am so happy to hear that you're finding Paperbell so user-friendly. :) "My only dislike so far is when you email a client directly from the Paperbell software, they receive the email from 'Paperbell' versus my name. " Good news, we have now changed this! All emails come from your name. ### 10. Simple and elegant platform that is continually getting improved **Rating:** 5.0/5.0 stars **Reviewed by:** Kathy L. | executive coach, Small-Business (50 or fewer emp.) **Reviewed Date:** June 16, 2022 **What do you like best about Paperbell?** It is so nice to have in one place nearly everything that a coaching business would require. I like that the platform features provide a lot of room to grow and experiment as I consider how my business and offerings might evolve in the future. It also makes it so user-friendly for the client (they can sign their contract, pay, and schedule in one smooth process) and saves time, back-and-forth communication, and the mental burden of addressing undone administrative items for everyone. The biggest surprise for me is how nuanced you can be in controlling your calendar availability: e.g., you can automatically have it create 30min. buffers between meetings. I think I am now done with experimenting with Calendly as a result. **What do you dislike about Paperbell?** One thing I do appreciate is that the Paperbell team is continuing to roll out improvements that address specific user feedback -- so I encourage coaches who have ideas and desired features to contact Paperbell! They seem to keep a tally of requested items. I would love: (1) a way to schedule or customize the "payment plan" options so that they are not simply monthly, but can be aligned, for example, with the common policy of charging half upfront, and then half halfway through a coaching package. (2) a way for clients to click a button to download an automatically generated invoice for their own records or for the purposes of getting reimbursed by their company. (3) I haven't yet figured out how to use graphics and logos very well; when I try to insert my own coaching business logo, it ends up looking a little small or out of proportion to the page. (4) for some reason, editing packages ends up being very unwieldy and slightly unintuitive; I keep clicking in and out of various windows to get to the thing I'm trying to edit. (5) I wish unavailable times were simply not shown on the scheduling page. At the moment, they appear to be grayed out. (6) I wish there were an option for clients to pay via direct transfer (Stripe integration allows only credit card, which automatically charges a small fee). **What problems is Paperbell solving and how is that benefiting you?** As noted above, I love relieving myself and my clients of the burden of managing multiple, separate steps. I like knowing that I'm providing a very user-friendly experience. **Official Response from Samantha PB:** > Thanks so much for your trust and review of us, Kathy! In terms of your feature requests: Hear you for the payment plan. It is something that sounds like it may be a Stripe limitation as I have seen this elsewhere but I am going to add your vote! Since the billing is all done in Stripe or PayPal at the moment, we won't be able to add the downloadable invoice at this time but I will definitely add your vote to this as well. Please reach out to us and we would be delighted to help you make your logo look stunning - same with if you have any trouble building your packages and to chat about the availability issue! We don't allow for bank transfer within Paperbell but you can take payments any way you like and then simply gift the package :-) Again, we're here for you so just reach out whenever you need anything at all! Samantha, Team Paperbell ### 11. Paperbell is one-stop and you can eliminate other platforms **Rating:** 4.5/5.0 stars **Reviewed by:** Valerie M. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Paperbell?** Paperbell includes scheduling, client CRM, and payment solutions all in one. Not only does it save me money from "piecemealing" several other apps, but it saves me brain space as every app has a different system to learn to operate! I also love the package feature that gives a lot of flexibility (for example, I host an all-inclusive retreat that includes group coaching and also a 1:1 coaching session with each client post-retreat). **What do you dislike about Paperbell?** The Survey option has only paragraph-style answers instead of multiple-choice or checkboxes. There is an option to use a link to a Google Form. Emails sent through the portal show sender as Paperbell which is confusing to client if you don't give them a head's up. **What problems is Paperbell solving and how is that benefiting you?** Easy integration into your website, lots of features that eliminate the need for multiple business apps. This saves me time, money, and frustration having it all in one place. **Official Response from Laura Roeder:** > Thank you for your review Valerie, so glad to hear we are saving you money AND brainspace! "Emails sent through the portal show sender as Paperbell which is confusing to client if you don't give them a head's up." We have actually changed this based on customer feedback, emails now come from your name. :) And thanks for the further feedback about surveys, makes sense. ### 12. Awesome User Friendly All-in-One Client Management! **Rating:** 5.0/5.0 stars **Reviewed by:** Suzy P. | Dog Trainer, Small-Business (50 or fewer emp.) **Reviewed Date:** July 03, 2022 **What do you like best about Paperbell?** I love that Paperbell is all-in-one. It's allowed me to simplify and streamline everything. The software is user friendly and new features are always being added. Did I mention that customer service is outstanding? I love having everything in one place and the ease of use. **What do you dislike about Paperbell?** There's nothing I truely dislike. They are always adding new features, so by the time I realize there's something I want they're already adding it. The only things on my wishlist still are a way to structure courses and a newsletter option. **What problems is Paperbell solving and how is that benefiting you?** I'm able to have everything in one place: packages, contracts, client management, email, appointments. I left the other CRM platforms I was using to only use Paperbell! It's introduced flexibility and simplified my business processes. **Official Response from Samantha PB:** > We love that you shared your experience with Paperbell, Suzy. I've added your votes for more structured courses as well as a newsletter option. Thanks for sharing and putting your trust in us. Samantha, Team Paperbell ### 13. Paperbell has streamlined the chaos in my business creating simplicity and ease! **Rating:** 5.0/5.0 stars **Reviewed by:** Amy S. | Energy Healer, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Paperbell?** Paperbell has allowed me to streamline parts of my business that were not always connected, making it easier for me. **What do you dislike about Paperbell?** So far, so good! I'm finding it all very easy to use. **Recommendations to others considering Paperbell:** The best part about Paperbell is you can set it up, give it a try to see if it meets your needs, without the pressure of a deadline. It exceeded all of my expectations in my trial, so when I started using it live, once set up, it was super easy and streamlined! **What problems is Paperbell solving and how is that benefiting you?** Paperbell is organizing the parts of my business that have always felt like a hot mess and disorganized because they weren't all in one place. Paperbell brings them together so I don't feel disorganized. To have contracts, payments, scheduler all together make it so much easier to handle. **Official Response from Samantha PB:** > That is awesome to hear that Paperbell has helped you to streamline your business. If you ever have any feedback or need any help, you know where we are! Thanks so much for your review :-) Samantha, Team Paperbell ### 14. Indispensable coaching software **Rating:** 5.0/5.0 stars **Reviewed by:** Barbara B. | Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** June 13, 2022 **What do you like best about Paperbell?** It provides a clean, slick, functional shop front with lots of flexibility in creating coaching packages. I use the Stripe and Paypal integrations currently for payment. This is really helpful as I do not now have to chase payments. **What do you dislike about Paperbell?** Nothing really - maybe a way of directly selling ebooks would be good, but there is a good enough work around for that. I have also suggested that packages be grouped into folders, such as different sorts of coaching, and ebooks. Paperbell is very responsive to feature requests. **Recommendations to others considering Paperbell:** It is the best system I have used. **What problems is Paperbell solving and how is that benefiting you?** Not having to chase clients for payments and go back and forward arranging appointments. This certainly saves me time, so I am moreproductive. **Official Response from Samantha PB:** > We appreciate you, Barbara! Did you know that you can create a package just for your ebooks? You would simply turn off the appointments and then you'd be able to add the ebook to the content section. Give it a try and if you get stuck, let us know! We're here for you :-) Samantha, Team Paperbell ### 15. I tell all my coaching friends to switch to Paperbell! **Rating:** 5.0/5.0 stars **Reviewed by:** Angie L. | Mental Health Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** April 24, 2022 **What do you like best about Paperbell?** User-friendly, great customer support, easy to integrate, edit and share. I also like how I get frequent resources and help in how to utilize the site better. Paperbell has everything I need in one stop, unlike it's competitors. **What do you dislike about Paperbell?** That I've gone so long without it. I wasted a lot of time and money on other platforms. I may have missed this part completely, but I would love a tutorial video explaining exactly how to use each feature and what to do in one-off situations. **Recommendations to others considering Paperbell:** The free trial offered with Paperbell makes this a no-brainer if you are still on the fence. You have nothing to lose but much to gain! **What problems is Paperbell solving and how is that benefiting you?** It's a one-stop-shop for all my coaching to client needs. Customer service is quick to respond when I have questions. I can set up all my automated emails, surveys and calendar reminders before I ever book the client! **Official Response from Samantha PB:** > Thanks for your support, Angie - we really love when we get recommended! Just a quick pointer, we offer a free plan until your second client. So if you are letting people know about Paperbell they should know that it's not just free trial but a free until you get results ;-) Great having you here! Samantha, Team Paperbell ### 16. Simple, easy to use, covers all the basics! **Rating:** 4.5/5.0 stars **Reviewed by:** Piper W. | Distinguished Fellow, Small-Business (50 or fewer emp.) **Reviewed Date:** June 21, 2022 **What do you like best about Paperbell?** I've tried a few software services to manage my coaching business and Paperbell covers the most important basics really well like easy scheduling, sending contracts, handling payments and payment plans, automated emails and appointment reminders - that's my favorite! The user experience on my end is really simple and the client-facing design is clean and modern which I love! You can also attach documents to coaching packages like pdfs or workbooks - bonus! **What do you dislike about Paperbell?** The only thing I didn't like was - my coaching packages are 1x 90 minute assessment and then 12x 60 minute sessions. I didn't know you had to add the 90 minute one first in order for the client to schedule that appointment first and both my clients and I were super confused. In the future I'd love to see a drop down add where clients can choose which appointment type to schedule. **Recommendations to others considering Paperbell:** If you're looking for a simple and affordable way to manage your coaching packages, payments, contracts, onboarding, and scheduling - this really is the best solution! **What problems is Paperbell solving and how is that benefiting you?** My new client onboarding process felt like a hot mess and Paperbell makes it nice, tidy, and mostly automated so I can rest easy knowing new clients have everything they need to start off successfully. The other bonus is automated reminders for appointments has totally curbed missed sessions so now my own time isn't wasted waiting around! **Official Response from Samantha PB:** > We appreciate you taking the time to leave a review, truly! :-) I totally feel you with the booking appointment order and how it could be confusing. I am going to add your vote to that request. Please do reach out whenever you have any questions at all. Samantha, Team Paperbell ### 17. Paperbell is one of the most flexible coaching platforms out there **Rating:** 4.5/5.0 stars **Reviewed by:** Jossie H. | VP of Software Engineering; Head of DEI, Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Paperbell?** Paperbell aligns with how I run my business. I am able to offer coaching packages with a certain number of sessions at either a one time price (with a discount if desired) or a monthly fee. Of all the coaching platforms I've checked out, it has the greatest flexibility to do what I need. **What do you dislike about Paperbell?** The one feature that is lacking is in-app messaging between the coach and client. I'd love to have a central private area where I can asynchronously message my clients, share links and notes with them. **What problems is Paperbell solving and how is that benefiting you?** Paperbell simplifies managing clients, customer bookings, and scheduling so I can focus on my zone of genius. **Official Response from Samantha PB:** > Great news Jossie! You are now able to share notes with clients as well as content with them. I am going to add your vote for having them share notes with you! We appreciate you reaching out to us about this and for your review. Samantha, Team Paperbell ### 18. My business just opened on May 13th, so I have limited experience with it but.... **Rating:** 5.0/5.0 stars **Reviewed by:** Amy J. | Owner and Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** May 23, 2022 **What do you like best about Paperbell?** I love that this is a scheduling and payment software; including zoom links is fantastic and takes so many steps out of the process. You can also personalize everything you do, offer, etc. **What do you dislike about Paperbell?** It cannot add sales tax, and I am still struggling with how to deal with this issue. In the state of Connecticut, our services are taxable. I would also like more access options to see what the client sees. The only feedback I got from paperbell is that most coaches just add it into the price. My prices have already been established and published so that would mean I am taking a hit. I should have planned better, yes but I was surprised that was the only resolution. **What problems is Paperbell solving and how is that benefiting you?** This is the same as my "what do you dislike," and I disliked the resolution. I need some out-of-the-box thinking for my resolution so I am not taking the big hit of paying 6.35% of my sales to the state. That is a cost I should be able to have the client pay. And I can't combine the price with sales tax, the sales tax needs its own line. Someone must have figured out a way. **Official Response from Samantha PB:** > Thanks so much for sharing your feedback with us, Amy! I feel for you with the tax situation - taxes are never fun to deal with. We don't have a way to add taxes in the exclusive way that the US adds tax after the sale. I know that you don't want to change your prices but I find that if you explain to your clients that you now need to pay tax and this is where the price increase comes from, (bearing in mind it would also increase if the taxes were added separately) people are generally understanding. I am going to add your vote to incorporating taxes into Paperbell. For now though this would be the best option. We thank you again for your review :-) Samantha, Team Paperbell ### 19. <3 Paperbell! **Rating:** 5.0/5.0 stars **Reviewed by:** Ellen R. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Paperbell?** There are so many platforms claiming to be perfect for coaching businesses. Paperbell is the first platform I found that was made FOR COACHES! I love how easy it is to get up and running on Paperbell. No worries about how features work because you'll get walked through step by step plus there are even video tutorials! I also appreciate the ICF client coaching log feature that automatically tracks hours...one less thing to manage! **What do you dislike about Paperbell?** It's been a great experience and I'm still learning the platform; so no dislikes at this point. However, given the responsiveness of the team, should I run into any difficulties, they'll be on deck to help me figure it out! **What problems is Paperbell solving and how is that benefiting you?** Paperbell is an extremely user-friendly platform that's taken the "scary" out of setting up the business side of my coaching business. **Official Response from Samantha PB:** > We <3 that you shared your review and hearing that Paperbell is so easy to use for you! Thanks so much :-) We definitely had coaches in mind when we created the platform and it sounds like we were right on the money. Samantha, Team Paperbell ### 20. The customer experience in unparalleled! **Rating:** 5.0/5.0 stars **Reviewed by:** Simone T. | Embodiment Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** March 15, 2022 **What do you like best about Paperbell?** I love how they actually take our suggestions to heart and implement as many of them as possible and as much as they can prioritize them. I've never experienced a company who will keep your suggestions and once it's implemented, contact you a WHOLE YEAR LATER to let you know it's now available. That's how they got me to come back and be a loyal client. **What do you dislike about Paperbell?** It's not all that visual appealing on the front-end. Pretty vanilla. However, I understand that functionality is more important. **Recommendations to others considering Paperbell:** I love the ease of how I can manage my business. It's like having an assistant right in your back pocket. This is especially great for those solopreneurs or those who run a small firm with a handful of people. **What problems is Paperbell solving and how is that benefiting you?** That I can have billing and managing my offers along with scheduling appointments all in one place. **Official Response from Samantha PB:** > Thanks for sharing your review - delighted you are enjoying Paperbell so much! I am going to add your vote for a more beautiful front end ;-) But you are totally right in that we want to get the features in before getting to the front aesthetics. Love that you're here with us. Samantha, Team Paperbell ### 21. Offloads the admin for coaching businesses (scheduling, billing, contract signing) **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** June 22, 2022 **What do you like best about Paperbell?** Best is a combination of 1. scheduling by the client (which is integrated with my Google calendar so I see all appointments immediately, and I can easily block out time (or make available) for no appointments by merely adding something to my Google calendar) 2. client signing the contract before scheduling 3. (my choice) client having to pay before scheduling 4. client can cancel and reschedule without any input from me and many more conveniences. It was what I needed as a new coach because most of the coaching admin was taken care of by the app. **What do you dislike about Paperbell?** I would like it to be easier to send out group emails via template, but not to everybody. I would like to be able to alter times for sessions that have current clients. I would like to be able to easily send surveys to clients of various (but not all) packages when I want to (not just after a trigger). **What problems is Paperbell solving and how is that benefiting you?** Scheduling, billing, legal contract signature all solved...three major stumbling blocks for those starting out in a coaching business **Official Response from Samantha PB:** > We appreciate you taking the time to share your feedback about Paperbell :-) I've added your vote to all of these feature requests! Keep an eye out for if (when) we implement some of them. Wishing you a wonderful day! Samantha, Team Paperbell ### 22. Loving Paperbell so far **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Health, Wellness and Fitness | Small-Business (50 or fewer emp.) **Reviewed Date:** June 11, 2022 **What do you like best about Paperbell?** I'm loving Paperbell so far. It's super streamlined and does exactly what I need it to do. I tried Practice Better multiple times and just found it complicated. But Paperbell is the opposite, it does everything I need in a digestible and simple way and it's all right there for you. I don't have to search around for what I need. Paperbell lays it all out for you and pretty much walks you through everything that should be checked off your client onboarding and client management lists as a coach. Well done on an awesome product that's making my life SO much easier. 👏🏼 **What do you dislike about Paperbell?** No dislikes! But there are a few things that I'd love to see added to the platform like an automated option to "gift" clients an add-on package after they purchase the primary package (Ie. bonus healing sessions for example that are denoted as such.) Even better would be to see this as an option that's somehow integrated into the package all as one. Would also love a place for clients to access their session notes written by their coach. Maybe I've overlooked this but haven't seen this option for the client yet. **What problems is Paperbell solving and how is that benefiting you?** The time-consuming and overwhelming organizational side of coaching! **Official Response from Samantha PB:** > Great to hear that you're loving Paperbell so far. Thanks so much for your review. Going to add your ideas to our feature requests list! No promises but we're always adding new features. BTW, since you wrote this you can now share notes with your clients. See, that easy ;-) Thanks again and we wish you a great experience with us. Samantha, Team Paperbell ### 23. Works great. Keeps improving features, too! **Rating:** 5.0/5.0 stars **Reviewed by:** Theresa D. | Small Business Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 14, 2022 **What do you like best about Paperbell?** It's seamless for clients. Easy to create packages, easy to set up subscriptions, easy to create surveys, sign contracts, and auto email reminders. Integrates perfectly with google calendar. Have had no issues, and it makes me look professional. **What do you dislike about Paperbell?** I have no complaints. If I was to ask for anything, it would be able to create different store front landing pages - one for my personal coaching, one for my marketing coaching, one for my nutrition coaching. **What problems is Paperbell solving and how is that benefiting you?** It keeps me from having to hire someone to assist my clients. They can schedule and cancel on their own. All-in-one solution for me. Less time managing my client upkeep. All in one place. **Official Response from Samantha PB:** > Theresa, we appreciate you leaving us a review. I am going to add your vote to having different storefronts! Hopefully we'll be able to make this a reality for you in the years to come. Thanks again! Samantha, Team Paperbell ### 24. Filling the gap for coaches **Rating:** 5.0/5.0 stars **Reviewed by:** Rae T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2021 **What do you like best about Paperbell?** Most CRM tools out there are missing features coaches and consultants really need. Paperbell understands the importance of combining the number of sessions included to packages, making it super easy for service providers to track how many sessions they have left with clients. Plus, there's a feature that will remind your clients to book appointments if you haven't seen them in 30 days! You can automate sending forms before / after each session, making things a breeze for you! Paperbell recently released the option to add discounts on pay-in-full packages and I can't think of any other app that does this! **What do you dislike about Paperbell?** No dislikes, but very much looking forward to new features being added this year as the company grows. **What problems is Paperbell solving and how is that benefiting you?** - Number of sessions in package are automatically tracked - Reminding clients to book their next appointment if you haven't seen them in awhile and they have unused packages - Really simple booking and onboarding - Pay-in-full discounts! **Official Response from Samantha PB:** > Thrilled to have you with us! It's words like this that keep us doing what we do :-) Appreciate your kind words so much and we will keep on adding features for ya! Samantha, Team Paperbell ### 25. Lots of clever, time-saving features (and more on the way) **Rating:** 5.0/5.0 stars **Reviewed by:** Erin L. | Small-Business (50 or fewer emp.) **Reviewed Date:** January 06, 2021 **What do you like best about Paperbell?** Everything in one place, killer automation **What do you dislike about Paperbell?** I'd love it if there were more features for client communication (post-session surveys, a summary of emails) and a way to track communication with prospective clients. **Recommendations to others considering Paperbell:** If you're a coach or service provider who's sick of scrambling to put out proposals, settle on a mutually agreeable meeting time with customers, or locate the same three onboarding docs every time you get a new client, Paperbell is for you. Paperbell automates many of the time consuming, nitty gritty tasks that are central to running your own business so that you can focus on doing what you love: helping clients get results. **What problems is Paperbell solving and how is that benefiting you?** Paperbell helps automate a lot of pre-sale and onboarding tasks and reduces my time from inquiry to booking (not to mention helping me focus on the actual WORK I do and not just admin). I love the fact that Paperbell is so customizable in terms of the kinds of packages you can offer, payments, and scheduling. Laura and the team are super responsive and keep rolling out new features that make the software even better. **Official Response from Samantha PB:** > How times flies! It's been just over a year since your review and I think we have created all the asks! We now have different types of surveys and you can see the log of emails sent :-) We thank you so much for your review! Samantha, Team Paperbell ### 26. Paperbell **Rating:** 5.0/5.0 stars **Reviewed by:** Nikki H. | ADHD Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about Paperbell?** I love having everything in one place, clients, emails, contracts, resources. It's simple to use and takes the stress out of trying to remember everything. **What do you dislike about Paperbell?** I would just like there to be a better notes section for clients so you can add seperate notes with dates and times. **What problems is Paperbell solving and how is that benefiting you?** Booking of appointments, automated emails, list of all clients and appointments all in one place. Leaves me more time to be a coach. **Official Response from Samantha PB:** > Thanks so much for your review Nikki! We love hearing how stress free your experience with us has been. Did you know you can also add separate notes now? Pretty good, right? Samantha, Team Paperbell ### 27. Excellent software, especially if you coach groups **Rating:** 5.0/5.0 stars **Reviewed by:** Paul W. | Executive Coach, Coach Supervisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Paperbell?** It's an intuitive interface that takes very little time to understand. I had it up and running within a few hours with the basic functions, and have continued to experiment since, with positive results. The interfaces to Google Calendar and Stripe have worked seamlessly. Laura and team have actively solicited feedback about their product, and have been active in implementing changes recommended by users. They seem to genuinely understand how a coach practices, and what administrative functions they can benefit from, which differentiates them from some of the competition. **What do you dislike about Paperbell?** There's not much I can point to which I don't like. If I was looking for areas of improvement, it's probably in the integration of images into packages to display in your shopfront, which is one of the few parts of the package which didn't feel intuitive, at least to me as a non techie user. **What problems is Paperbell solving and how is that benefiting you?** I provide services to multiple audiences: coaching packages to individuals (self-pay and corporate pay), for coaches (supervision, mentor coaching) and to groups (group supervision). Paperbell allows me to create as many packages as I want, and share them privately through a link, which my clients appreciate. Without this function, I think there'd be mass confusion about which package to purchase. The ability to put contract signing (via Hellosign integration) into the enrollment workflow has saved me a ton of time, and prevents the need to pay for an account with DocuSign or similar. And perhaps most valuable of all is the ability for my clients to self-schedule and re-schedule: it's a game changer. If you're playing email ping-pong with your clients to create or change appointments, you're likely irritating them and wasting your own time and attention. **Official Response from Samantha PB:** > Thank you so much for your review and feedback. Definitely going to be passing this along to the team. Hope you're still enjoying us (if not more) still :-) Samantha, Team Paperbell ### 28. A wonderful tool for coaches **Rating:** 5.0/5.0 stars **Reviewed by:** Liz A. | Professional Certified Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** June 08, 2022 **What do you like best about Paperbell?** One platform to manage my clients, abilility to sell my programs, schedule my sessions plus keeping track of my ICF hours? Yes, please! I also love how the team listens to suggestions and requests to make the platform even more effective. **What do you dislike about Paperbell?** I haven't found anything. The team is always adding new features for our needs and requests. **What problems is Paperbell solving and how is that benefiting you?** One platform for my CRM, scheduling, selling. **Official Response from Samantha PB:** > Happy to hear we're ticking all the boxes, Liz! Thanks for the review. See you around :-) Samantha, Team Paperbell ### 29. New coach alert! **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha W. | Owner and Coach **Reviewed Date:** June 13, 2022 **What do you like best about Paperbell?** I like that the owner/creator is present and real with her communication. I feel like as a new coach I can ask her questions. And the set up process is simple! **What do you dislike about Paperbell?** I would like a discount button for the payments that included a dollar amount off, not just the percentages. So I can discount all my payment plans at once and not worry about the weird % with promo pricing **What problems is Paperbell solving and how is that benefiting you?** Keeping everything in one place. I enjoy that it is easy to use and I don't feel overwhelmed as a new coach. **Official Response from Laura Roeder:** > Thanks for your review Samantha! We love hearing that it's been an easy set up process and that you feel so comfortable reaching out, we love to hear from customers! ### 30. Best, all around solution for coaches **Rating:** 5.0/5.0 stars **Reviewed by:** Kim V. | Owner & Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** November 28, 2021 **What do you like best about Paperbell?** It delivers on it's core promises: a workflow that combines scheduling, contract signing & payments. Even allows recurring payments & adding branding to the webpages. **What do you dislike about Paperbell?** That you can only have 1 "shop". I'd rather that different groups of customers only see certain clusters of packages. Paperbell does allow you to send someone a link to a specific pkg. But...the client always see an option to view the provider's (the coach's) full shop. So, you have to be mindful of which packages are visible in the shop. **What problems is Paperbell solving and how is that benefiting you?** The HEADACHE of using 3 systems. The best stack I used was Pandadoc for contracts & initial payment + Oncehub for scheduling. The best free option I used was Square. They have a scheduler, contract, payment workflow, but you had to set each customer's contract & invoice up. That took time. Now with Paperbell - I literally do nothing else. I just send the client a link & no other intervention is needed from me. One "vanity" thing I didn't like about Square was that the customer saw what number they were. Square put it in the email subject line. So - it was basically announced. If you just switched, your customer will see they are only the 3rd or 8th customer ...and this just adds something for people to wonder about/react to. **Official Response from Samantha PB:** > I know you reached out a while ago so things have most definitely changed. Either way, I'd like to thank you for your awesome feedback, Kim! QQ: Did you ever think of setting the packages to Invite only? The reason I say this is that you could then share the links to the completely different packages on your different websites. In case you ever have questions or concerns, please reach out to us! Samantha, Team Paperbell ### 31. I can't recommend it enough. It makes my business run so much smoother! **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah L. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** March 26, 2021 **What do you like best about Paperbell?** It's so easy to use! And I love that it's beautiful too! I subscribed to Paperbell because I was expanding my consulting business to include coaching, and I am so happy I chose Paperbell. It's so quick and easy to set up. You can do individual or group coaching or even a combo of the two (you can have a group program that includes one or more private sessions per client). It's easy to link to from your website, and intuitive and easy for clients to use. I love that the scheduling tool for group programs sends invitations as soon as someone makes the purchase. And I use workbooks and surveys, which I can also very easily include in each package. You literally just have to set your programs and services in once, and then it's done! Also, the team are absolutely amazing. They are quick to respond to email, and are always open to suggestions and feedback. **What do you dislike about Paperbell?** Honestly, nothing. The team are constantly looking to include new features, which is what all customers want! **Recommendations to others considering Paperbell:** You won't regret it. If you have a coaching, consulting or group coaching business, I highly recommend this product. **What problems is Paperbell solving and how is that benefiting you?** Scheduling is so easy. I love that I can get payments in before sessions start, so I know I won't have to be chasing payments later. I also love that I can cap my group programs to the number I'm willing to take. **Official Response from Samantha PB:** > Thanks so much for your review Sarah, we really appreciate it! Whenever you need us, you know where to find us! Have a stellar day and keep on rockin' it! Samantha, Team Paperbell ### 32. So great even an ADHD Life Coach can be more effective! **Rating:** 5.0/5.0 stars **Reviewed by:** Brandon M. | Retail Store Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** May 16, 2022 **What do you like best about Paperbell?** Easy to use, everything is taken care of and you feel as though you have a virtual assistant. Aside from ease of use the menus are attractive. Thought out well! **What do you dislike about Paperbell?** I dislike that I didn't find it sooner. I also feel like there could be more options for scheduling. That is just a preference of mine. **Recommendations to others considering Paperbell:** Look nowhere else if you want immediate solutions to get your business up and going. A professional interface with a feel-good design, give it an honest chance and you won't regret it. **What problems is Paperbell solving and how is that benefiting you?** Workflow, scheduling and missed paperwork like contracts. The benefit is saving time with easy streamlining. **Official Response from Samantha PB:** > Brandon, we love having you here and love your review even more! Thanks so much for it :-) Will definitely pop a vote on more scheduling options. Would love if you could send us an email so we can get even more details in there. Samantha, Team Paperbell ### 33. Wonderful platform made for coaches **Rating:** 5.0/5.0 stars **Reviewed by:** Franda G. | Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** July 01, 2022 **What do you like best about Paperbell?** Paperbell is extremely user-friendly. Also, it is always being updated with new and better features. Love it! **What do you dislike about Paperbell?** There is nothing that I dislike. The platform is great **What problems is Paperbell solving and how is that benefiting you?** Great client management system which saves time and increases client interaction **Official Response from Samantha PB:** > 5 out of 5 stars for your review, Franda!! - no comments other than, you're great ;-) Samantha, Team Paperbell ### 34. Three platforms in one! **Rating:** 5.0/5.0 stars **Reviewed by:** Candin P. | Licensed professional counselor and coach, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2022 **What do you like best about Paperbell?** I can sell courses and coaching at the same time. I can offer one time payment or payment plans. I love it! **What do you dislike about Paperbell?** I don't have anything I dislike......... **What problems is Paperbell solving and how is that benefiting you?** I was trying to piece together three platforms to sell courses, sell coaching, schedule coaching, and the ability to pay at once or in a payment plan. I was stuck in my ability to move forward with my business until I found this. It's like it read my mind and was able to do everything I needed! **Official Response from Samantha PB:** > Yes! Love hearing that you were able to limit the amount of tools you use and find all of the wins. Thank you so much for your review, we truly appreciate it! Samantha, Team Paperbell ### 35. such a lifesaver! and big timesaver.. and most importantly, a HUGE head-space saver **Rating:** 5.0/5.0 stars **Reviewed by:** Daksha M. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2020 **What do you like best about Paperbell?** It's really simple and intuitive to use. Product support is super helpful and responsive. The team is really great. It's so easy to use and feature roll-out is 100% in line with what coaches need... I didn't realize how much of a relief it would be to have all my client info in one place... one easy dashboard to see upcoming appointments, go through my notes... I really love paperbell, thank you so much! Honestly, it solves a problem I didn't even know I had... and now that it's solved, I can't imagine living the way I used to. **What do you dislike about Paperbell?** Mmm the only drawback I can think of was that initially I didn't know I could schedule appointments for clients (e.g. while on the phone with them, to say, when would you like your next appointment). So initially my less tech-savvy clients had a few extra hoops to jump through. But this saved me so much head space and... and then lo-and-behold, I realized hey, I can actually schedule these directly in paperbell for them too! **Recommendations to others considering Paperbell:** 100%. It's easy to use. They're 500% going in the right direction. And they're INCREDIBLY RESPONSIVE. If you want a feature that isn't in there, they will listen and integrate it. **What problems is Paperbell solving and how is that benefiting you?** 1) I appear a lot more professional even to people who are new to me (i.e. my 'discovery call' people) 2) i'm not losing revenue by not knowing how long has elapsed since a last appointment, following up, reminding people, getting them to schedule etc. I'm also not losing revenue by a 'retainer package' being spread out longer than intended by a client. Paperbell makes my coaching packages very clear. 3) I have 20% less clutter on my desktop and in my mind 4) I'm saving time since the number of clicks (and mental barrier) to locate reference documents (waiver, intake survey, next appointment, notes etc.) has dramatically reduced! 5) I feel more comfortable and LESS AWKWARD around the whole "sale" and money issue, because it's now "if you're ready to work with me, go pay here :). I use this software, the package is set up as a [recurring plan or monthly payment] " ### 36. Clean modern interface but still lacking in functionality **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Professional Training & Coaching | Small-Business (50 or fewer emp.) **Reviewed Date:** November 11, 2021 **What do you like best about Paperbell?** The client interface is clean and modern, which I like as compared with other solutions I researched. It is easy to set up the packages I need and integrate with my google calendar and stripe account for payment. Implementation was much shorter than the other solutions I was considering, which for a small shop (me and my VA) was so important. **What do you dislike about Paperbell?** I knew when I signed on with Paperbell that it was still a newer solution, but I would have liked to understand better what was and wasn't available yet in the system. I assumed that certain functionality like personalization in email notifications to include client names and appointment dates/times, different email trigger options, survey question types (right now only open text), and other small things would be available, but unfortunately they are not. I may still have moved forward with Paperbell because I trust the products that Laura puts out into the world, but knowing these limitations up front would have helped manage my expectations and helped me prepare for work-around solutions until these items are released. **What problems is Paperbell solving and how is that benefiting you?** The biggest benefit has been the automatic payment for my customers. I was manually charging them for monthly payments before moving to PB. Also, the client portal where they can always log in and manage, schedule, and update appointments has been a big time-saver as well. **Official Response from Laura Roeder:** > Thanks for taking the time to leave this review! I'm happy to report that since you initially wrote this we've added many of the features you asked for including different email trigger options and custom fields in emails. Our free accounts have full access to every feature which makes it easy to see exactly what is and is not included. ### 37. Simple to use but highly effective. **Rating:** 5.0/5.0 stars **Reviewed by:** 🔴 Melissa D. | Menstruation, Motherhood, and Money, Small-Business (50 or fewer emp.) **Reviewed Date:** August 25, 2020 **What do you like best about Paperbell?** I like how easy it is to create an offer and set the calendar to my specific scheduling needs. I also like that I can include both private and group appointments in the same booking. I create my schedule around my menstrual cycle and family needs. Being able to set availability beyond syncing my calendar is the best feature for me, as I can create blocks of time in addition to alternating availability. **What do you dislike about Paperbell?** I haven't come across anything I don't like about it yet. Laura is incredibly receptive and responsive to any feedback and her team is actively working on improvements and implementing new features. **Recommendations to others considering Paperbell:** Great for new coaches getting started and experienced coaches looking to simplify their booking and payment systems. **What problems is Paperbell solving and how is that benefiting you?** I don't have to toggle between too many systems to organize scheduling, payments, and communication. I like that I can create a client profile and automation to follow up with clients after booking. ### 38. Loving it **Rating:** 5.0/5.0 stars **Reviewed by:** Michelle P. | Coach **Reviewed Date:** June 22, 2022 **What do you like best about Paperbell?** Immediate responses from the owner and so helpful! I love this product. **What do you dislike about Paperbell?** I wish there was a way for users to vote on functionality ideas. **What problems is Paperbell solving and how is that benefiting you?** All of the problems! I love having my coaching business operations on 1 platform. **Official Response from Samantha PB:** > Thanks for sharing, Michelle! While we still don't have a public voting system we do have one behind the scenes. If there's anything you ever need from us, just sent an email and we'll be sure to add your votes to requests. Samantha, Team Paperbell ### 39. No Response to Emails/Inquiries **Rating:** 1.5/5.0 stars **Reviewed by:** Mary P. | Life and Divorce Coach for Women, Small-Business (50 or fewer emp.) **Reviewed Date:** August 07, 2021 **What do you like best about Paperbell?** I recently purchased it, and it seems there is everything I need. **What do you dislike about Paperbell?** I just purchased Paperbell, and I liked it up to the point where some links aren't showing my availability. When I check "client view" in account," it shows, but not in the links I need to use. I have other concerns, but I can't get anyone to respond to my emails. They also don't have a chat feature to ask. It indicates they take up to 12 hours to respond M-F. It's been three days and no response. I don't know another way to try to get a hold of them. Very frustrating. I can't use a broken system. Unfortunately, I'll need to cancel and find another platform—all this work into setting it up because there are glitches. I'm very disappointed. **Recommendations to others considering Paperbell:** If you run into a glitch, like I did, you're going to hit a brick wall as you're not going to get responses to your emails. They also have no chat feature. **What problems is Paperbell solving and how is that benefiting you?** There's nothing to solve as the issue is on Paperbell's end and there's no response from them regarding these issues. **Official Response from Laura Roeder:** > Hi Mary, just wanted to post here that we have now sorted this out with you. :) We do pride ourselves on being very responsive to customers! ### 40. Paperbell brings beauty to business **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Individual & Family Services | Small-Business (50 or fewer emp.) **Reviewed Date:** January 18, 2022 **What do you like best about Paperbell?** The aesthetic and ease of use. The response time of support. The way I can personalize everything and the toolbag for when I don't want to :) **What do you dislike about Paperbell?** I want to see more reports for sales, a fuller account profile for clients. I trust that all of this is in development as the platform is brand new. Leading edge. **What problems is Paperbell solving and how is that benefiting you?** Empowering my clients to schedule themselves, instant linkage to zoom platform (takes away a step I used to have to do each time). I love how the "package" system encourages me to innovate and keep creating content of value for my clients. **Official Response from Samantha PB:** > Great to hear your thoughts and thank you for sharing!! Fantastic you feel supported with us. I am going to add your vote to more comprehensive reports. Thanks again for supporting us! Samantha, Team Paperbell ### 41. Streamlined my workflow and created a better experience. **Rating:** 4.0/5.0 stars **Reviewed by:** Pradyumna B. | Lead Researcher, Mid-Market (51-1000 emp.) **Reviewed Date:** January 18, 2022 **What do you like best about Paperbell?** Paperbell is the perfect platform for coaching,we can schedule one on one calls and clients have complete control of the experience.This uplifts customer service and tech team while providing a better experience. **What do you dislike about Paperbell?** Sometimes the software doesn't work smoothly, would like to be able to preview and test clients experience end to end before signing up a client and having them get random e mails from me. **What problems is Paperbell solving and how is that benefiting you?** Payment, contract s, scheduling and admin all in one platform.Managing packages client billing and scheduling Business coaching is also used,Life coaching and program management is regular used features. **Official Response from Laura Roeder:** > Hi Pradyumna, so happy to hear that you've had a great experience with Paperbell! Thanks for your suggestions for improving the experience. You can see your scheduling calendar from a client's perspective as well as a complete log of all emails sent. Hope this helps a bit with visibility! ### 42. It's the perfect solution **Rating:** 4.5/5.0 stars **Reviewed by:** Sandra K. | Life Reinvention + Mental Fitness Coach, Small-Business (50 or fewer emp.) **Reviewed Date:** May 15, 2021 **What do you like best about Paperbell?** I am a new coach and became overwhelmed with all the various necessities to run my practice and the lack of cohesion. It felt like I had to subscribe to 10+ different applications to incorporate everything I needed until I found Paperbell. The fact that it just has everything in one place and that it is designed specifically for coaching is unbeatable. I find it encouraging that since it is specific to coaching industry so the continued improvements will only enhance my ability to focus on being a coach and not the administrative distractions. **What do you dislike about Paperbell?** It's not perfect but I honestly don't feel like there's anything I would say I dislike at the moment. I can see on a regular basis that there is continued work and improvements so I'm really happy with everything. **What problems is Paperbell solving and how is that benefiting you?** Invoicing, payment plans, packages, contracts, scheduling, client notes - having this all in one place is just heavenly. ### 43. Superb software **Rating:** 5.0/5.0 stars **Reviewed by:** Rachael M. | L, Small-Business (50 or fewer emp.) **Reviewed Date:** June 09, 2021 **What do you like best about Paperbell?** Paperbell is built by people who know what coaches need. It's intuitive and covers the areas that a coach needs covering fully. **What do you dislike about Paperbell?** That it's a 'one fee for all' price plan. For a coach starting out with tight finances the pricing is pretty hefty. However it's understandable for the level of service the software provides. You can't reduce the price without reducing the product, else its not fair for others paying more. **Recommendations to others considering Paperbell:** If you are a coach starting out or established don't bother looking elsewhere this is the software to use. **What problems is Paperbell solving and how is that benefiting you?** Paperbell takes care of contract signing, appointment booking and note collating. So everything is in one place. Organisation is top. Its also great that I can link straight to my packages or shop front on my website so potential clients don't get lost. The list is endless as I know there is more to the software than I've already experienced. ### 44. I am completely wowed by it! **Rating:** 5.0/5.0 stars **Reviewed by:** Georgia M. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about Paperbell?** All of it! The shop window is awesome - seriously, do I need a website? The easy way I can create and edit packages on my phone. How I can build a group program and have zoom calls integrated, How it auto emails reminders and zoom links and the survey and contracts are awesome! How I can add a booking slot to a client. I love that I can have a package active but not on the sales page **What do you dislike about Paperbell?** Nothing - it is literally amazing. And the team are adding features all the time. **Recommendations to others considering Paperbell:** You should absolutely do it - you have nothing to lose, **What problems is Paperbell solving and how is that benefiting you?** I run several sides of an online biz. I host a networking community, so I want to have discovery calls. I run an MLM biz, so I want to hold sales calls I run a coaching biz, so I want for clients to be able to pay and book in one swoop. I don't need calandly anymore, I don't think I need a website apart from to hold blogs and gather an audience. ### 45. Remarkably simple, intuitive and perfect! **Rating:** 5.0/5.0 stars **Reviewed by:** Kevin B. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** June 17, 2021 **What do you like best about Paperbell?** Absolutely the most simple and most comprehensive one-stop shop for everything a coach needs. Full Disclosure - I am not YET a paying customer, so I have only used the Free version. But, even so, the features it has ALREADY allowed me to use are jaw-dropping and awesome. Rescheduling client meetings, sending and sharing files with clients, creating and selling packages - it's awesome! **What do you dislike about Paperbell?** A bit of a learning curve if you are familiar with other software. But, if you have patience and follow a lot of the help documentation. (Which is excellent.) You will be up and running in no time. **What problems is Paperbell solving and how is that benefiting you?** Centralizing scheduling, document management, contract management and client management is an ABSOLUTE GAME CHANGER. It has literally become THE dashboard for working on admin tasks in my business. ### 46. Exceptional tool to jumpstart my coaching business! **Rating:** 5.0/5.0 stars **Reviewed by:** Alexandra G. | Founder & Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** July 06, 2021 **What do you like best about Paperbell?** It was easy to navigate, and the interface is user-friendly. Paperbell helped me schedule and sell packages quickly and connect with clients fast. It super intuitive to make changes and new packages - it's also incredibly convenient that you can offer different payment options/prices for each package. **What do you dislike about Paperbell?** I wish there were more CRM opportunities to enter client data (like phone number). Though I technically can't count this as a dislike because I've already submitted this as a request and Paperbell's founder is exceptionally responsive to user recommendations. **What problems is Paperbell solving and how is that benefiting you?** Using Paperbell saves me an infinite amount of time since I don't have to email clients back and forth about scheduling and processing payments. The seamless integration with my Google calendar is priceless. ### 47. Simplicity + Ease **Rating:** 5.0/5.0 stars **Reviewed by:** Christy K. | Coach and Consultant, Small-Business (50 or fewer emp.) **Reviewed Date:** April 08, 2021 **What do you like best about Paperbell?** I have used a number of client management apps and tools in the past, but I was looking for something that was simpler than the increasingly complex platforms I was using. Beyond keeping things streamlined and efficient, my favorite feature of Paperbell is to track the number of hours used against what was paid for by a client. **What do you dislike about Paperbell?** At this point, they continue to provide improvements that have actually addressed my challenges, the only thing I think I would like more is to integrate my own branding into the "Shop" and landing pages and to be able to put together simple workflows. **What problems is Paperbell solving and how is that benefiting you?** I was looking for a tool that allowed clients to easily purchase a package and then book against their available hours. I actually love that I don't need to create proposals or send invoices but that this provides simple packages (that I can adjust per client if/when needed). ### 48. Easy, streamlined & affordable coaching software **Rating:** 5.0/5.0 stars **Reviewed by:** Amber H. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2021 **What do you like best about Paperbell?** Paperbell gives you what you need to run the coaching practice side of your business without the bloat of features you nor your client will ever use, nor does it have the price tag attached to all of these unused features. It's super simple to set up and get going, and my clients all love the experience, too! **What do you dislike about Paperbell?** As a very seasoned coach, I would love to store files for individual clients in their unique portal. That said, Paperbell is always improving the experience with the customer top of mind. I look forward to growing with the product! **What problems is Paperbell solving and how is that benefiting you?** I need a simple way to track where clients are in their packages, a central place to review and add to their coaching notes, and ensure their experience is consistent. Paperbell does all of that and more. ### 49. Exceptional customer service **Rating:** 4.0/5.0 stars **Reviewed by:** Dr. Stephanie B. | Chief Executive Officer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2021 **What do you like best about Paperbell?** I really love how responsive they are to concerns and suggestions. I was trying it out after switching from another platform and the things that made me commit was how responsive they were to concerns. They even improved one of my major pet peeves. I feel like they "get me" as a coach **What do you dislike about Paperbell?** I would like it a little but more personalization as to how my individual site looks but I'm sure they will work on that. **What problems is Paperbell solving and how is that benefiting you?** They solved the problem of having my clients pay with PayPal or credit card which was huge. They solved the problem of having my documents included with my packages so I am not sending a ton of email attachments. They made it really easy to have a group coaching program that also included a one-on-one appointment. **Official Response from Laura Roeder:** > Thank you Dr. Stephanie for taking the time to leave this amazing review! Being responsive to customers is super important to us, so I'm really happy to hear that was reflected in your experience. Happy to report that we have added more personalization since you wrote this :) ### 50. Paperbell allows me to focus on the things in my business that make the most impact. **Rating:** 5.0/5.0 stars **Reviewed by:** Sara T. | Founder, Small-Business (50 or fewer emp.) **Reviewed Date:** April 20, 2021 **What do you like best about Paperbell?** I love how Paperbell automates and integrates everything I need to operate my coaching business. Once I set it up, I've been able to let it work for me. I used to use 5 separate systems for scheduling, invoicing, contracts, surveys and client communications. Now all of those things happen automatically within the Paperbell platform. I also love the flexibility to create different package types and keep it as general or custom as I need to. And the customer service is fantastic. **What do you dislike about Paperbell?** I can't think of anything I dislike so far. **What problems is Paperbell solving and how is that benefiting you?** As above, Paperbell has helped me to simplify my business operations. And I have way more time to spend on other things. It has also saved me money as I don't have to pay for 5 separate systems! ## Paperbell Discussions - [Membership](https://www.g2.com/discussions/membership) - 1 comment, 2 upvotes - [How can I add a client to a package, if the client has paid me through an outside source such as venmo or cash?](https://www.g2.com/discussions/how-can-i-add-a-client-to-a-package-if-the-client-has-paid-me-through-an-outside-source-such-as-venmo-or-cash) - 4 comments, 1 upvote - [What is Paperbell used for?](https://www.g2.com/discussions/what-is-paperbell-used-for) - 1 comment - [View Paperbell pricing details and edition comparison](https://www.g2.com/products/paperbell/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-02+21%3A38%3A09+-0500&secure%5Bsession_id%5D=3fe11c48-148e-456a-b042-115e73b5b1e2&secure%5Btoken%5D=a473d0da0c6e0e2108c96c7b1908f6e68cbad9a33da1cef240af14bd8436341b&format=llm_user) ## Paperbell Features **Administration** - Scheduling - Payment Processing - Invoicing **Coaching** - Client Plans - Notekeeping - Session History - Messaging - Goal Tracking - Resource Library **Business Management** - Client History - Promotions - Surveying - Marketing Tools **Generative AI** - AI Text Generation - AI Text Summarization - AI Text-to-Speech **Agentic AI - Coaching** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Proactive Assistance - Decision Making ## Top Paperbell Alternatives - [Profi](https://www.g2.com/products/profi/reviews) - 4.7/5.0 (74 reviews) - [Practice](https://www.g2.com/products/practice/reviews) - 4.8/5.0 (64 reviews) - [Delenta](https://www.g2.com/products/delenta/reviews) - 4.9/5.0 (31 reviews)