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. Review collected by and hosted on G2.com.

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

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

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

No dislikes, but very much looking forward to new features being added this year as the company grows. Review collected by and hosted on G2.com.

Everything in one place, killer automation Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I would just like there to be a better notes section for clients so you can add seperate notes with dates and times. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.

I haven't found anything. The team is always adding new features for our needs and requests. Review collected by and hosted on G2.com.

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! Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.

It delivers on it's core promises: a workflow that combines scheduling, contract signing & payments.

Even allows recurring payments & adding branding to the webpages. Review collected by and hosted on G2.com.

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. Review collected by and hosted on G2.com.