Paperbell Reviews

I love the ease of use. I love the newest updates, that have added capabilities like tracking email sent, uploading and sharing documents, and easy client login. I love how easy it is to management my clients and my appointments, as well as my service offerings.

Although easy to use, sometimes it is a bit too simplified, and I am not sure where to go to find what I need. The Customer Service is excellent though and always quickly responds with an answer to my questions.

Thanks for sharing Carolyn, we appreciate it! Love that you find Paperbell easy to use yet too easy (simplified) at the same time. I understand how sometimes there needs to be more complicated steps for some coaches - but we hope the ease of use keeps you here into the future. Samantha, Team Paperbell

It captures about 90% of all my needs as the owner of a coaching practice, is super user friendly with great customer support, receptive to feedback and has a minimalist and beautiful layout. The functionality is fabulous!

There isn't a specific option to have courses. Being able to add media and links is great but I would like to offer courses in the same platform.

We love that you shared with us, Paula! Hoping we can get that last 10% of the way there. Will add your vote to courses! Thanks for the review! Samantha, Team Paperbell

I was very much hoping to use Paperbell because so many of their features are helpful for this line of work.

When I asked support about data security, I was first given phrases like "industry standard" and "continuous protections". When I asked for clarification, like end to end encryption or how I might access my schedule if there was a disruption of service, I was told "We're a super small team serving thousands of customers, which means that we can't answer specific security questions like these.All we can do is point you towards our privacy policy. If that doesn't contain the kind of information you need, we totally understand if you go with another solution."This leads me to believe they have not made plans around service interruptions or for data security because those are not difficult questions to answer if you have.

Hi Meredith, We take security and privacy very seriously and publish our policies at https://paperbell.com/privacy-policy/ and https://paperbell.com/terms-and-conditions/ We do have practices for both data security and service interruptions, it sounds like we had a miscommunication on this one. Thanks for taking the time to check out Paperbell and welcome you back any time! - Laura, Team Paperbell

I have used several similar platforms and this one is the best by far. SO EASY to use. Everything's in one place. Client's have to read & sign your Agreement before purchase. It's just an awesome platform.

The only thing I think that would make Paperbell even better is to offer a teaching platform (e.g. Teachable) that way clients only need one platform to access sessions PLUS courses.

Thanks so much for your review Sandy, we appreciate it! Happy you found us and thank you for your feedback on courses. You can also upload course content to your packages. Did you know? Perhaps you can have everything in the same place! Samantha, Team Paperbell

I like that I can add my coaching agreement contract, manage both group and individual coaching packages, integrate my google calendars, zoom, and stripe all in one place.

There are just a couple of minor limitations I've discovered so far. One is that the recurring billing date cannot be changed. The other is that package cannot be edited once a client has purchased from that package.

Wonderful review Denise - delighted you chose us! We do have a few limitations for sure but we are always looking for ways to get around this. As we grow there will hopefully be a chance to change some of the limitations you mentioned. Samantha, Team Paperbell

Paperbell is easy and simple to use. The UI is not cluttered and it has the basic features covered. I like the ability to create a package with group sessions and 1:1s mixed in.

Some more features to improve reporting and statistics would be nice. More automated email triggers would be great as well as the ability to have smart fields in all types of emails. Tracking customer funnel might be great as well.

Thanks for sharing Priyanka! Great to hear that Paperbell has been useful for your business. Would love to hear more about specific reporting and stats that could help you with your business. Definitely reach out if you have a chance so we can add them to a feature request ticket! Samantha, Team Paperbell

I love that PaperBell is pretty. It looks pretty and is easy to navigate. The other client management services available are “clunky”. The screens aren’t overloaded with informations and I do not have to go to the help section every minute. PaperBell is very self explanatory.

I wish there was a one time purchase of pre made emails, contracts, and forms.

Thank you SO much for your confidence in us - and delighted to hear you find Paperbell so easy to use :-) We are working on templates for you to be able to use so keep your eye out for it! Samantha, Team Paperbell

I love the way Paperbell is set up, from start to finish. It begins with having customers pay for packages and appointments before they book, streamlining the billing and invoicing process. The platform integrates with Stripe, so clients can pay monthly if they'd like. Paperbell also integrates with my Google calendar and Zoom, so when appointments are scheduled, clients and I have everything we need, including the meeting link. I also love the fact that Paperbell keeps and ICF Coaching Log for me; it makes it super easy to track the hours I've coached and whether they were paid or pro-bono. Love this software!!!

Some clients have been thrown off by receiving email such as appointment bookings and reminders from Paperbell; I think it would be easier for clients if those messages came from me.

We love that you've shared your experience using Paperbell! Thank you! Definitely some good feedback regarding emails to clients. I believe this is a bit limited because of where some of them come from (ie. Google) but will add this to the feature requests and see if there's something we can do to help improve the process. Samantha, Team Paperbell

Great customer service! New features added frequently. [SENSITIVE CONTENT HIDDEN] and her team are committed to excellence and are always improving it.

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. However, the customer service team addresses issues very quickly.

Thank you for being a customer, Whitney! It sounds like we've now resolved any glitches you mentioned here. :)

Paperbell is intuitive and easy to use. It has simplified my coaching experience and streamlined my systems.

Setting everything up was challenging, but this had nothing to do with Paperbell.

Super thankful for your response and to have you with us at Paperbell. We aim to improve our onboarding to make it easier for folks to get set up quickly and easily. Would love if you could reach out with a more detailed experience to ensure we can improve it for future coaches. Please drop us a line if you have time: hello@paperbell.com We would be super grateful! Samantha, Team Paperbell

I like that I can use the product for scheduling, calendaring, invoicing, and client management. I also appreciate that they update the features based on user feedback.

It feels a bit start-upy and it's not always easy to figure out work arounds for certain situations (e.g. multiple payers for one client, different appointment lengths in a sequence for a client, etc.)

Great to hear your feedback Rachel! We are still new in the game (but very feisty) and will always be adding new features and workarounds for you all to try out. Glad you've enjoyed us so far! Thanks again! Samantha, Team Paperbell

It was very easy to set up Paperbell compared to other pricier brands. It easily connected to my website and allows scheduling to happen without redirection from my site. I have a clean client facing interface.

I wish the store front could be more customizable because it just looks like a bunch of boxes just thrown on the screen without regard to make it look attractive. It would be nice to choose from a pre-existing template for how the store front will look or even the package landing/checkout pages. I wish clients could message me or email me directly in the app. A testimonial feature built in would be amazing.

Waneka, thank you so much for taking the time to leave this lovely review! I'm thrilled to hear that it's been easy to use and set up. And thank you for the suggestions, love the idea of having templates for the shop page!

I appreciate the setup guidance. Smooth!

No way to invoice current clients or to give discounts without creating a completely different SKU/product

Thanks for your review, Damon! We're pleased to share that we've released many new features since you published your review, including the ability to create coupon codes. :)

I think it's a great scheduler, payment processor and coaching admin tool in one. I have been very well supported by the creators of Paperbell since inception and feel that they are really responsive to questions.

I wasn't happy about it only working for individual coaching but now they've launched the group coaching option so I'm thrilled!

So nice to have a single system to manage everything vs. different systems spread all over the place. This tool is really ideal if you have a coaching business and I've already recommended it to several coaches I know who are doing things the manual way.

It's really focused on just coaches, not in having a full eCommerce store - not really a con, just that it's good at the primary use case of helping coaches automate their business which is what it's designed for.

Paperbell has been my go to for majority of my coaching business. Scheduling and managing clients is easy and seamless.

The survey questions drive me insane. There’s needs to be a feature where the questions are a requirement before a client can move forward with scheduling. Drafted auto emails feature is nice but would be better if there’s was the ability to have different one for the different packages we offer. Paperbell would be my ultimate favorite if it had an actual mobile app for both coaches and clients. Would be great if it had a chat or messaging feature. Also, would love to be able to offer courses or coaching program sequences as a stop shop .

Thanks for sharing, Danelle! It sounds like an intake form. Totally something that I will add your vote to for future builds. Samantha, Team Paperbell

Quick and easy to get started immediately

Doesn’t link to email marketing software easily

Great to hear about your experience with Paperbell! Would love to hear more about how we could integrate better with your email marketing. Please send us an email: hello@paperbell.com Samantha, Team Paperbell

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. I and my clients have been pleased with this software.

I would like client email logs to have a toggle function to view the most recent email first, rather than scrolling allllllll the way down for the most recent email. I would also like to have the option for multiple contracts and documents to be e-signed by client; for instance if they start off as an individual coaching client but then join a group, there is no way currently to add an additional contract for them to sign electronically through the system.

Thanks for sharing, Jennifer! Going to add your votes to these feature requests. Samantha, Team Paperbell

The Paperbell platform eliminated the need for a separate scheduling, billing and CRM for my coaching packages. That also means a coach doesn't have to learn many different platform operating systems and the cost is much lower.

The survey feature doesn't have as many options as I'd like (such as drop downs/ multiple choice/ checklists); but it is very easy to integrate Google Forms if a detailed survey is needed.

Thank you for sharing your review of Paperbell! This is great feedback about surveys. We may be improving this in the future but it's great to know you have a workaround in place! Thanks again! Samantha, Team Paperbell

I was up and running in under an hour. I love how easy it was for me as a non techy person to set up. My favorite features are not only the calendar, booking but how I can create a drip campaign to anyone that purchases a package.

I recently started to use the group package feature. Would love to be able to manually select a date to do group emails.

Great to hear that you were up and running so quickly Hannah! That's what we like to hear :-) I think you are referring to choosing a date instead of a trigger. Will add your vote for this feature! Please reach out in case there's anything else you'd like to see in Paperbell. Thanks so much! Samantha, Team Paperbell

It’s so simple and the clients can do everything themselves

I wish it partnered with Gravity Payments or gocardless because having only stripe is such an expensive platform and unaligned to my values.

Thanks for sharing Stephanie, we appreciate it! I will definitely add these two payment options to a feature request ticket! Not making any promises but I definitely can understand how having alternative options could be a big win! Samantha, Team Paperbell

I LOVE LOVE LOVE the fact that I don't get charged per amount of customers I have. It's a flat fee for all the features. It's a little more if you're just starting, but honestly for the most important part of your business -- scheduling and payment-- it works excellent.

there are some things that I'd like more of. Like I think it'd be nice to make a note for each separate time you meet with a client.

We LOVE that you've shared a review about us, Toni! Thank you :-) I am definitely going to add your vote about notes to the feature request we've already got running. Thanks again! Samantha, Team Paperbell

I love that Paperbell have a complete break down of the sections that clients can view to help them with the scheduling, purchasing and emailing the clients invoices, and I also love that I can automatically send reminders to my clients.

Honestly nothing so far, I’m just starting out as a coach. In fact, I learned that I needed a contract for clients to sign, before a purchase is made. Again I didn’t know that in the beginning, so Paperbell is a thumbs up for me.

Antonese, thank you so much for taking the time to leave this lovely review! So thrilled to hear that your experience has been excellent. :) Samantha, Team Paperbell

I love that my clients have the ease of choosing times that work for them. Paperbell eliminates the need for back and forth emails or texts or calls to find a date and time that work.

Nothing comes to mind right now that I can think of

Thank you for sharing how Paperbell helps you save time Dana! This is what we love to hear :-) We're always listening so if anything comes up just reach out. Samantha, Team Paperbell

It's clear and easy to use to set clients up, create my packages, and as well they are always adding great features such as the recent adding more options for payment plans!

Mainly when adding my own clients in when I'm on the phone with them I am unable to choose the package on their behalf without it being a gift so need them to do it themselves to be able to add the payment plan they want (unless there is a way around it?)

Thanks for sharing your review! I understand how frustrating it must be to not be able to easily book for your clients. You are right that they would already have needed to purchase a package or you'd need to gift them. You could set up a package that has no availability inside but the ability to purchase. This way your clients would be able to purchase sessions and then when you're on the phone, you'd be able to easily book those in! In case you need any help setting this up, drop us a line: hello@paperbell.com See you soon and again, thanks so much for your review! Samantha, Team Paperbell