
that it combines marketing & sales activities for my service Review collected by and hosted on G2.com.
Marketing options are too simple - website is not very attractive Review collected by and hosted on G2.com.
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that it combines marketing & sales activities for my service Review collected by and hosted on G2.com.
Marketing options are too simple - website is not very attractive Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.
The only thing I wish Paperbell would change is allowing PayPal and Stripe to be used, because I need both. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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 I think about it... I might be able to create my own rule for that. Review collected by and hosted on G2.com.
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
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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
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. Review collected by and hosted on G2.com.
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. Review collected by and hosted on G2.com.
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

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! Review collected by and hosted on G2.com.
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! Review collected by and hosted on G2.com.
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.