Paperbell Pros and Cons

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.

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

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.

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.

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.

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. Review collected by and hosted on G2.com.

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

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

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. Review collected by and hosted on G2.com.