Optify vs Paperbell

Acuity Scheduling

Calendly

HoneyBook

ArboStar

charles

Coaching.com

Compare Optify and Paperbell based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

coaching.com is a cloud-based management system for coaches, coaching companies, and enterprises designed to help manage and enhance the impact of coaching initiatives.

Discover the ultimate solution for tree care businesses with ArboStar. Streamline your operations, grow your business and provide exceptional customer service with this intuitive and easy-to-use cloud-based management platform. ArboStar offers a range of management tools to optimize your processes.

charles assists companies in pioneering conversational commerce by integrating shop systems, chat apps, and bots in a single platform. Key features include lead distribution & qualification, analytics, human handover, one-to-one messaging, real-time conversations, multi-chat, automation, and more.

Optify is a streamlined coaching management tool designed to help coaches and clients to collaborate in an efficient and scalable way.

Access Controls/Permissions

Activity Dashboard

Activity Tracking

Alerts/Notifications

Appointment Management

Appointment Scheduling

Assignment Management

Automated Scheduling

Availability Management

Booking Management

Business Coaching

Business Process Automation

Calendar Management

Calendar Sync

Chat/Messaging

Class Scheduling

Client Management

Client Portal

Commenting/Notes

Communication Management

Content Library

Content Management

Curriculum Management

Customer Database

Customer History

Customizable Branding

Customizable Fields

Customizable Forms

Customizable Reports

Customizable Templates

Data Import/Export

Drag & Drop

Email Management

Email Reminders

Employee Management

Engagement Tracking

Event Calendar

Event Scheduling

Feedback Management

Goal Management

Goal Setting/Tracking

HR Management

Learning Management

Life Coaching

Live Chat

Mentor/Coach Matching

Mentoring Program Management

Mobile Access

Monitoring

Multi-Location

Participant Profiles

Performance Metrics

Program Evaluation

Program Management

Progress Tracking

Project Management

Real-Time Reporting

Recurring/Subscription Billing

Reminders

Reporting & Statistics

Scheduling

Self Service Portal

Session Notes

Single Sign On

Sport Coaching

Surveys & Feedback

Third-Party Integrations

Web Forms

Workflow Management

Optify

Linux

Web-based

Windows

Optify screenshot: Create and customize coaching programs, with 1:1 meetings, group meetings, surveys and assignments, and then track status of all events.  Keep everyone on the same page and gain visibility into coaching progress.

Optify screenshot: Coaches can either be assigned to a coachee, or the coachee can be provided options to select from with bios and audio recordings to get to know each coach.

Optify screenshot: Coaches and clients have a confidential container of information, including goals, notes, assignments, and scheduling,  enabling powerful coaching with clarity and focus.

Optify screenshot: Extensive dashboards that provide visibility into the non-confidential aspects of coaching to program managers and sponsors, including status of programs, engagements, events and coaches.

Optify screenshot: Library of over 200 learning resources to be assigned to coachees for personal and professional growth.

Freelancers

Large Enterprises

Mid Size Business

Small Business

Calendly is a scheduling automation platform that helps individuals, teams, and enterprises book meetings faster, eliminate back-and-forth emails, and connect their calendar, CRM, and video tools into one seamless scheduling workflow.

Acuity Scheduling is an online appointment scheduling solution that allows clients to self-schedule appointments or classes online, complete custom forms, receive confirmation notifications and reminders, and pay or donate with a credit card.

HoneyBook is a client management tool designed for small business owners and freelancers to help manage and process payments, bookings, contracts, and more and aid collaboration and communication.

Paperbell is the simple way to sell coaching online. Get your own gorgeous, social-friendly website with scheduling, payments, messaging and more built right in. The proof is in the profits: coaches have collectively earned over $24 million using Paperbell!

Billing & Invoicing

Credit Card Processing

Electronic Payments

Invoice Management

Website Integration

Paperbell

The whole setup was super easy and all their supporting documentation was brilliant and answered nearly every question I had. The integration with Stripe had me up and running in no time.

Ayurvedic Health Coach

This is the best coaching software. A colleague and fellow coach recommended it and I'm so pleased that I followed her suggestion.

Owner

I love the ability to have everything in one spot, and the ability to send me customers there.

coach

I love that it converts times zones for clients to see my availability and that there are ways to make certain offers private. I love the follow up emails and reminders for clients too.

Owner/Founder

Paperbell is very responsive to feedback and many things I have wondered about or asked about have eventually been added as features. The price point is perfect.

Founder

I like Paperbell in that it's a great way to host all of my packages in one place, and it guides me to fill out fields that I may not have thought of otherwise.

Coach

I like how Paperbell looks, it's ease of use, and the ease of use on the clients end.

Parenting and Stepfamily Coach

So far I'm happy with it. As a solopreneur who has tried the more involved CRMs, discovering Paperbell has saved me time.

Life Coach

I like the aesthetics of the Paperbell platform for myself and my clients using the portal. It is simple, clean, intuitive, and relatively user-friendly.

Owner, Executive Producer

It looks sleek and professional and is extremely easy to use. It's integrated seamlessly into my business and I rely on it for the work I do with my clients.

The client portal makes sending clients PDFs, worksheets, and other resources easy. Customer support has been very good so far.

Success Coach

It's new software so there are occasional glitches and it doesn't always work very smoothly. Some of my clients have had trouble using it.

Virtual Assistant 

I love the all-in-one integration because it saves me time from having to organize several programs together.

Professional Coach

Any missing features are probably “in the works.

Offering potential clients discounts based on attending my keynotes, buying books, and so on, is an integral part of onboarding. I appreciate the product and look forward to updates.

This lightens the lift on our customer service and tech teams while providing a better client experience.

I was expecting to be able to invoice current clients rather than making them go to the website, set up an account, choose their package, and pay for it.

Life coach/owner

It wasn't always user-friendly. I'm having a bit of a hard time trying to figure out to customize it a little more.

Paperbell screenshot: Share Digital Downloads & Resources As Part Of Your Coaching Package

Paperbell screenshot: Add a Pay-In-Full Discount, Or Create Different Pricing Options for a One-Time Payment vs a Payment Plan

Paperbell screenshot: A Detailed Client & Purchase History For Every Package You Offer

Paperbell screenshot: Automatically Create a Detailed Coaching Log Spreadsheet That Meets ICF Accreditation Requirements

Paperbell screenshot: Search Full, Detailed Client Records by Name, Email or Packages Purchased

Paperbell screenshot: Clients Can Self-Schedule According To Your Ideal Timeslots, Or Schedule For Them

Paperbell screenshot: Easily Create Different Availability for Different Offerings

Optify vs Paperbell Comparison (2026)

Optify vs Paperbell Comparison (2026)

Optify

Paperbell

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

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