To connect your calendar, first head to the Calendar Integration page in your Settings.

Click on your calendar of choice (yes, you have to pick just one here!).

Google Calendar

Click on the “Sign in with Google” button if this is your calendar. You’ll want to make sure that you approve all the permissions for Paperbell to access your calendar.

Once it’s hooked up, you’ll see a list of all the calendars that are synced to your Google calendar, and you can toggle them off or on, depending on whether they affect your Paperbell availability.

Google Calendar Error

If you try to create an appointment, and get this unsightly and semi-stressful error:

Signet::AuthorizationError: Authorization failed. Server message: { “error”: “invalid_grant”, “error_description”: “Bad Request” }

Don’t fear! It means Paperbell doesn’t have the access it needs to your Google calendar.

To fix this, you’ll just go back to the Calendar Integration page in your Settings, and click the button that says “Disconnect your calendar.”

Once you’ve done that, you’ll go through the connection step again of signing back into your Google account and authorizing Paperbell by selecting all the permissions.

If you want to sync up multiple Google calendar, from different Google accounts, you can do that. Check out our help page for other tricky Google calendar situations!

Microsoft Outlook Live Calendar

Click on the “Sign in with Microsoft” button, and sign into your Outlook Live account.

Once your calendar is hooked up, you’ll see a list of all the calendars that are synced to your Outlook calendar, and you can toggle them off or on, depending on whether they affect your Paperbell availability.

Connect your desktop Outlook calendar to your Outlook Live account

Paperbell syncs to your Outlook Live account (that’s the one that lives in the cloud! ) — so if you also use Outlook on your desktop, you need to make sure that calendar is synced up to your Outlook Live account (found when you log in at https://outlook.live.com/).

This is a little fiddly, but we found that a kind soul explained all the steps on this page.

If you run into trouble, just send us an email at hello@paperbell.com, and let us know where you hit a snag. We’ll be happy to help!

Apple iCloud Calendar

Before you dive in, please start by logging in to your iCloud account and going to your Calendars. Check to make sure all the calendars you’d want Paperbell to know about are listed there.

You can also add a new one specifically for Paperbell: later in the process you will be able to choose for your Paperbell-booked appointments to be added to that calendar.

If necessary, you can also add other types of calendars to your iCloud calendar here.

Now, you’ll set up an app-specific password that Apple requires when you connect your calendar to Paperbell.

Step 1 – Go to https://account.apple.com/ and log in with your current Apple ID and password.

Step 2 – When you log in, you should see your Sign-In and Security settings. Click on the tile that says App-Specific Passwords. A window will pop up to create a new app-specific password.

If this is your first app-specific password (yay!), this is the window that pops up:

Step 3 – Click the button that says “Generate an app-specific password.”

If you have already created one (or more) app-specific passwords to connect your iCloud account to other apps, your window will look a tad different:

Step 3 (alternate) – Click the ✚ sign to create your new app-specific password for Paperbell.

Step 4 – Create a label for this password so you know which app it’s for. May we suggest “Paperbell”? Has a nice ring to it.

Enter the label name, and click the Create button.

Step 5 – Apple will create a new app-specific password. It will pop up in that window. Copy it! Take a screenshot, do whatever you need to do not to lose this password.

Copy that password! Check that you have that password copied, OK?

Step 6 – Head on over to your Paperbell settings and click on Calendar integration. Scroll down to the Apple calendar option and click the button to add an app-specific password.

Step 7 – You’ll be prompted to enter your Apple ID and your brand-spankin-new app-specific password (that you diligently saved!):

Hit Save, and voilà! Paperbell should be connected to your iCloud Apple calendar.

Step 8 – Toggle calendars off or on to sync with Paperbell. Choose from the dropdown menu which calendar you’d like your Paperbell events added to.

Oops! I didn’t save my new app-specific password.

It happens! You’ll revoke the original app-specific password for Paperbell, and start from the top by creating a new app-specific password (and we know you will save it this time!).

Revoke them all with the button, or click the ⊖ symbol to revoke only the new Paperbell app-specific password.

Then click the ✚ sign to create a new one.

But I use another calendar AND Google Cal!

No problem! You’ll still only integrate one of them with Paperbell — but you can sync up the other to your main calendar, and Paperbell will reflect the events in both calendars.

Here’s how to do that.

The post Calendar Integration: Google, Outlook, Apple appeared first on Paperbell Support.

Click on the client’s name in your client list, and then click the Gift package button.

Choose the package you’re gifting from the package dropdown menu, and hit Save.

When you give a package, your client receives a gifting email from Paperbell with instructions to book appointments. Give your client a heads up so they know to look out for this email.

They will also receive all the automated emails you’ve created for that package.

Note: a gifted package will not include the contract-signing step. If you need your client to sign a contract, use the coupon code method instead.

The post Gift a Package appeared first on Paperbell Support.

Your Paperbell site is the shareable home to all of your active packages. (It does not include any packages you’ve marked invite-only or paused.) 

Here’s an example.

You can add your logo and beautiful images, and customize your site to match your brand colors.

Edit your site by clicking the Website Editor tab at the top of your screen.

Read on to learn about your options in each section of your Paperbell site.

Branding

Play around with themes, colors, and fonts by choosing from the dropdown menus.

Profile

Explain who you are, what your focus is, and everything you bring as a coach!

Enter your (or your business’s) Name in this section. You can also add a tagline that shares your mission.

About

In About , feel free to share your background, motivation, and details to inspire potential clients.

Profile Pic or Logo

You can add an image next to your business name and tagline — consider putting a profile pic or your company logo there.

To get the best results for your profile pic:

• Size it to a square 250px wide x 250px high
• Use our template in Canva
• Save as a PNG

Main Image or logo

Add an image or a video to your site header. Like with the profile pic, you could put your company logo in this spot, or another image or video that illustrates something essential about your coaching.

First choose the type from the dropdown menu:

For the best looking main image or logo:

• Resize it to 800px wide x 450 px high
• Use our Canva template
• Save it as a PNG file

If you’d like a video here, choose “Video” from the dropdown menu, and add the URL for your YouTube video.

If you want to embed a YouTube short, replace “shorts” in your URL with “embed,” like so: https://www.youtube.com/embed/abc123456

Content

Lots of good stuff in your Content tab!

• Rearrange how packages are ordered
• Brag on yourself by adding testimonials
• Anticipate and answer your clients’ questions with FAQs
• Add terms & conditions

Reorder Packages

Click the Reorder button to reorganize how your active packages display on your site.

Testimonials, FAQs, Terms & Conditions

Add all of the above by clicking the +Add button, and the pencil icon to edit what’s already there.

Social media links

Scroll down to pop in your social media links for LinkedIn, Facebook, TikTok, Instagram, X(Twitter), YouTube, Threads, Bluesky, and Substack.

Promoted Package

You can also spotlight a particular package on your site by choosing to show a Promoted Package:

You’ll be able to edit the button text, and link to whichever package you like.

(Psst — it’s a perfect way to highlight your Discovery Call package.)

Mailing List

Toggle on the mailing list to collect email addresses of prospects.

You can download your list of opt-in addresses in Paperbell, and use that file in the marketing or newsletter software you use.

Settings

Checkout URL

This is your website’s address!

Your Paperbell site URL is automatically created as https://paperbell.me/[your-name], but you can change that [your-name] part to whatever you like (as long as no one else has it already)!

Want to use your own domain? Learn how here.

Make sure to hit “Save” at the bottom of the page when modifying your site settings!

 When would you NOT want to use your Paperbell site?

Sometimes you don’t want clients to have a poke around — you want to direct them to one specific package. In that case, you can send them to the landing page for that package.

If you never want clients to be able to see everything you offer, make all of your packages invite-only. Or you may want to put only your free discovery call visible on your site, and set everything else as invite-only.

(Invite-only just means you need to send someone the link in order for them to be able to find the page. It isn’t password-protected.)

 Other Useful Links

  Want to use your own domain? Here’s how.
  Want to add images to your site? Here’s how.
  Want an overview of all your account-wide settings? Click here.

Website FAQs

What’s the best way to share my Paperbell website?

• Link Paperbell to your site navigation under an “Offerings” or “My Services” link
• Link to Paperbell from an Offerings/Services page on your site
• Link to Paperbell in your social media profiles as an easy way for clients to book your services

Can I customize my site link?

Yes! Your Paperbell URL will be automatically created as paperbell.me/your-name, but you can change it to paperbell.me/whatever-you-want, as long as someone else hasn’t gotten there first.

To edit your URL, click on the Website Editor tab at the top of your screen when you log in:

Click the Settings tab and you’ll be able to edit your URL as your heart desires!

How can I check how my site looks on a phone?

Click the little mobile phone icon to preview your site on mobile.

How do I remove a package from my Paperbell site?

Make the package status paused or invite-only.

Where does the “Contact me” link on my package landing page go?

That’s a “mailto” link that automatically plugs in the email address you use for Paperbell.

If clients have a default email program set up on their device, when they click the link, their email program opens and a new email draft addressed to you pops up. Pretty snazzy!

How do I find my website URL again?

Click the Share button at the top of your screen. Click “copy link” in the box that pops up and you’re good to go!

Can I see an example Paperbell website?

Absolutely! Explore a live site here.

The post All About Your Paperbell Site appeared first on Paperbell Support.

They’ve already paid for it, but they can’t pin down a date or maybe they ghost you entirely. You don’t want that session just hanging over your head forever!

That’s why Paperbell allows you to set automatic expiration dates on your packages, so clients have a specific window in which to schedule appointments.

How To Set Your Appointment Expiration Window

This option lives in your Availability settings. The countdown starts when the package is purchased, and refers to how far in the future clients have the ability to schedule an appointment.

So if your client has only 15 days before their package expires, they can still book the appointment for 30 days from now (as long as that’s within your future limit setting). They have 15 days to get the appointment on the calendar, but the appointment does not have to happen within 15 days.

Your client will receive an automated email 30 days before the expiration, reminding them to book their appointments.

How to Change the Expiration Date for an Individual Package Purchase

Sometimes you want to “override” your account setting for individual packages. Some examples:

• A client who pulled a disappearing act has now come back around, and you want them to be able to use all of their appointments that are about to expire.
• You usually give people a year, but you ran a discounted offer for a first session for new clients and you want to make sure all of them get booked this month.
  

Here’s how to modify the settings of an individual purchase (note that this will apply to just ONE client, there is not a way to universally change this setting for everyone in a certain package):

• Search for the client in your client list and click on their name
• Click the “packages” tab, then click “view” for the package you want to modify
• Click the black “modify” button at the top of the screen
• Select the new expiration date in the “appointment expiration” box and click “save”

How to Let Clients Know About Your Expiration Policy

Make sure that your clients know how long they have to book before their appointments disappear! We suggest adding your policy to your terms and conditions. We also suggest including it in your contract if you use one.

You can use this language:
All appointments must be booked within one year of the purchase date. Any remaining appointments that have not been scheduled within one year from purchase will expire and no longer be included in this contract.

FAQs

How is this different from the “Expiry date” setting on my package?

Your package expiry date refers to when the package is no longer available for purchase. For example, if you are running a group coaching program that can only be purchased until May 5, you would set that as the expiry date. After May 5 the package will automatically no longer work for your clients.

Appointment expiration refers to when the appointments within your client’s package expire.

How can I set a different expiration policy for each package?

You cannot, this setting applies to your whole Paperbell account. However, see above for instructions on how to override this setting for individual clients.

I just changed my expiration settings, what happens to packages purchased before I changed it?

Your appointment expiration setting will only apply to packages purchased AFTER you made the change. You can individually modify any purchases made before the setting change using the process above for individual clients.

The post Package or Appointment Expiration appeared first on Paperbell Support.

1. Go to your Clients page
2. Use the search bar to search for the client you want to message, or leave it empty to message all clients
3. Click the “send email” button at the top of the page
4. Compose your email and hit send! The email will come from the address you have registered with Paperbell, and any replies will go directly to your inbox, not Paperbell

If you want to email all of your clients at once (or all the clients who purchased a particular package), you can do that!

Or, if you’re looking to set up automated messaging that goes out to multiple clients, have a look at our automated emails feature.

In the Message Logs for a client, you can see a history of all the messages sent to your client from Paperbell.

(Remember, your calendar invites won’t be listed here, as they are sent directly from your calendar provider.)

How to Send an Attachment / Share a File

If you’d like to share a resource with just one client, go to the “Shared Files” tab on their client profile. This allows you to upload a document that will appear in their Paperbell Client portal.

keywords: message, email, direct messaging, e-mail

The post Message Your Clients appeared first on Paperbell Support.

No clue what to put in your automated emails? Just copy and paste our templates below. We recommend signing them off with your name/email signature. (Although the “from” name will show as the Paperbell software, any replies will be sent to you directly.)

And remember, you don’t need to create an automated email for every trigger. Not sure where to start? We’d suggest:

• 1 day before appointment (reminder)
• 1 hour after appointment (if there’s any regular follow-up stuff you want to remind your clients of, or remind them to book the next session in the package)
• Immediately upon purchase
• Reminder to book
• Final appointment

Appointment

Ideas for this email:

• before: logistical “your appointment starts at this time” very short reminders (include a GIF or quote to give them more personality)
• before: a homework assignment to complete before the session
• before: a reminder of the purpose of each session
• before: an inspirational quote or words of wisdom from you, to offer guidance inbetween sessions
• after: journal suggestion to help process the session
• after: follow-up action they can take to stay on track
• after: link to a survey for feedback
• after: link to a survey to rate themselves on their goal progress

Template for appointment reminder:

• Trigger: Appointment
• Timing: 1 day before

Purchase

Ideas for this email:

• an overview of what they have purchased
• affirmation that they have made the right choice
• the kind of changes they can look forward to from your work together
• housekeeping stuff, like your policies on rescheduling, being late, etc.
• use days and weeks after purchase to deliver additional content (you can store the content in Paperbell)
• use days/weeks after purchase to ask for referrals to other clients

Template:

• Trigger: Purchase
• Timing: Immediately

Reminder to Book

Ideas for this email:

Remind them of your terms and conditions. For example, do they only have a certain amount of time before the package they’ve purchased expires?

Template:

Final Appointment

Ideas for this email:

• ask for a testimonial
• ask for referrals
• link to a feedback survey
• ask them to reflect on what has changed since you started your work together

Template:

The post Automated Email Templates appeared first on Paperbell Support.

Any package with the “active” setting will be shown on your Paperbell website homepage.

How do I create a landing page?

Go to packages and click “Create New.” A landing page is automatically created for every package in Paperbell. (A “package” is an offering from your business, something that you sell.)

How do I change the content on my landing page?

Go to the Landing Page tab in your package to add content, images, testimonials, and FAQs.

To edit the package’s headline, click the Overview tab. You can add a cover image to your package that will show up on the landing page and on your site’s homepage.

You’ll also add a short description of this package that will appear on your homepage, so clients have an idea about each of your offerings before clicking into the details.

The description area is where you can put all the nitty gritty details of this package, along with additional images or video.

To embed a video, click the play icon. You can embed a Youtube, Loom, or Vimeo video:

The Features tab allows you to edit the list of features in the package.

Remember, if you edit this list (by adding more sessions, for example), you will also need to change that in your package summary page — that is what controls how many sessions clients receive when they purchase a package. This spot is only descriptive!

Click on the Content tab to add testimonials to your package and FAQs.

How do I customize the look of my page?

Edit your Homepage to customize the look of your package landing pages: add your logo, and edit colors, themes, and fonts.

How do I find the URL for my landing page?

It’s in the sharing tab of the individual package.

What content should I put on my page?

Here are some content ideas for the page:

• Overview of your professional background
• The problem that this package solves
• Your background in helping others solve this problem
• Exactly who this package is designed for
• What is included in the package
• The outcomes your client can expect from this package
• What they will need to commit to in order to ensure success
• Common questions and answers
• Common objections to signing up for this package and answers

The post Landing Pages appeared first on Paperbell Support.

This is normally used to send people back to your own website. This allows you to do many things:

• Send people to a “Here’s what to expect” page explaining more about the package they’ve just purchased. (This page would also be handy to include in a post-purchase automated email)
• Add a tracking code to the thank you page so you can track successful leads or purchases in Google Analytics, Facebook Ads tracking, etc.
• Create upsell opportunities: you may want to use this page to suggest additional packages that would complement the one they’ve just purchased (maybe additional coaching hours or resources).
• Let the client know about other resources you offer, how to follow you on social media, etc. This is particularly relevant for a free discovery call.

Here’s how to set it up:

1. In your list of packages, click on the package for which you’d like to add a custom page
2. Click the “Modify” button in the details section on the first Summary tab of your package
3. In the “Checkout flow” section make sure to choose the “Book appointment” first checkout flow
4. Slide to Enable the Thank You Page option
5. Enter your thank you page URL (can be any page on the internet)

Don’t forget to click Save at the bottom of the page!

FAQ

Can I create a universal Thank You page that applies to every package?

Thank You pages are package-specific so that you’re able to modify them for different packages. There is not a universal setting across all packages, but you can use the same URL for as many packages as you like.

How do I set up my Thank You page as a goal in Google Analytics (GA)?

Using your Thank You page as a GA goal allows you to use GA’s goal features to successfully track leads from site visitor to purchase. To do this, make sure you have your GA code installed on the Thank You page. If you’re using WordPress, Squarespace, Wix, Showit or another site builder for the page you can do this universally across your site.

Then, add the Thank You page URL as a Google Analytics goal. Here’s how to do that.

Will my Thank You page reliably show to every single customer?

There are a few reasons why your Thank You page may not “fire” or be tracked. One is that the client simply closed the window too soon, before the page loaded.

Another common reason is if your client didn’t complete the survey: if a survey is part of your checkout flow, your Thank You page will appear only after the client hits “save” on the survey.

How do I track successful bookings and purchases from my Facebook ads?

You’ll need to create a custom web page with your Facebook tracking pixel installed, and then set that URL as your custom Thank You page within Paperbell. The page can contain anything as long as it has the FB pixel installed. (So if you aren’t sure what to create, just make a new page that literally says the words “Thank you!”)

You’ll want to this to be a specific page that isn’t linked anywhere on your website or used for anything else, so that you can be sure it’s only tracking successful Paperbell purchases. (For example, you wouldn’t want to use the same URL as the “thank you page” that you use for your email subscribers.)

Why don’t I see the option to enable a Thank You page?

It’s probably because you are using a “purchase first” checkout flow. Change this setting to “Book appointment” first and the option will appear:

Why can’t I use a Thank You page with a “purchase first” checkout flow?

If your client purchases before scheduling, they finish their session by scheduling in the Paperbell client portal. Since they may schedule several appointments there’s no clear “end point” to send them to the Thank You page.

keywords: cookies, tracking, GA, GTM, tracking pixel, TY page

The post Send Clients to a Custom “Thank You” Page After Purchase appeared first on Paperbell Support.

Here’s how to do it!

1. Create a new package or modify an existing one

Go to https://app.paperbell.com/provider/packages and click “Create New” or click on an existing package in your list.

2. Click on the Content tab within your package

3. Click +Add

In the tab that opens, you’ll choose between adding a link or a video link.

Add link or video: this is used for either embedded videos (from YouTube, Vimeo or Loom) or for links to anywhere on the web. For example you could link to a Google Doc, a hidden page on your website, or any web pages or blog posts owned by yourself or anyone else.

Upload file: This is used for content that your client will be able to download like PDFs, spreadsheets, or audio files like mp3. Note that you cannot upload an m4a or video file (use the add video link instead) or a zip file. Max file size is 256MB.

4. Choose when the content is available

The Available setting lets you deliver the content over time.

Immediately means that as soon as your client purchases, the content will be available in their Paperbell client portal.

After Purchase lets you choose when after purchase the content appears in the client’s portal. You can set any number of days or weeks after purchase.

Fixed Date means the content will be delivered on a certain date (at midnight in the coach’s time zone, to be exact!)

FAQs

How does my client find the content?

Your client will see the content inside their Paperbell client portal at https://app.paperbell.com/client

Read on for more detailed info . . .

How can I share the link to this content?

Direct your clients to https://app.paperbell.com/customer/purchases

Once they click on the package they’ve purchased, they’ll see a “Content” tab where they can access whatever you’ve shared.

Here’s an example of how it looks:

They can also log in and go directly to their Content tab at https://app.paperbell.com/customer/shared_items.

That will show clients all the content currently available to them, with the associated package name.

Will my client get an email letting them know the new content is there?

Not automatically. If you would like them to know you’ll need to send an email that is triggered after purchase alongside the release of the content. You can read how to do that here.

How much content can I add?

As much as you like! In the unlikely event you crash our servers we will send you a very polite email, but it hasn’t happened yet.

What file types and sizes are allowed?

Max file size is 256MB. All files types are allowed except for m4a, zip, and video files (for videos use the “Add link or video” button instead, see above).

How do I make the files show up in a certain order?

Files are shown in alphanumeric order. So the easiest way is to number them. For example:

1. Welcome video
2. First week’s assignments
3. Watch this video if you’re feeling stuck

How do I upload a video straight from my phone or computer?

You can’t upload a video file straight into Paperbell: you’ll need to use a video platform. Video URLs from Youtube, Vimeo, or Loom will automatically show up as embedded videos for your client.

Will clients who have purchased in the past also receive the content?

Yes! Anyone who has purchased the package any time will receive all content. If you don’t want this to happen, create a new package.

Can I do cohorts, quizzes, certifications, or a forum?

Nope. We like to keep things simple! Paperbell was designed for delivering content as part of a holistic coaching or consulting package. If your entire business is courses and you need more advanced functionality we’d suggest checking out Teachable or Podia. You can also include access to an outside course within your Paperbell package by including a link or access explanation as a part of your Paperbell content.

Can clients upload files or content to share with me?

They sure can! Here’s how.

keywords: course, downloads, webinar, class

The post Share Files, Content, or Build an Online Course appeared first on Paperbell Support.

1. Go to the package that your video is associated with and click the “Content” tab
2. Click “Add link or video”
3. Enter the title of your video (this will show to clients) and the URL from your YouTube, Loom or Vimeo video

FAQs

Can I link from platforms other than YouTube, Vimeo or Loom?

Nope, but please send us an email and let us know if there’s another platform you use that you’d like to embed from!

How can I link to a video that I don’t want to be public?

Use YouTube’s “unlisted” setting. This will mean that there’s no way to discover your video on YouTube.

If you’re using Vimeo, you can password-protect the video and share the password with clients; if you have a Vimeo Plus account, you can make that video unlisted to keep it from being searchable.

How can I change the order that my videos appear?

Videos appear in alphanumerical order. So the easiest way to display them in a certain order is to put a number in front of each title. For example:

1. Start here! Introduction to Luna Coaching
2. What is emotional intelligence?
3. How to train your brain

Can I share a video with just one client?

Yes! Use the Private Content feature in the client section.

The post Share Video Content appeared first on Paperbell Support.