{"id":107,"date":"2020-09-08T11:21:54","date_gmt":"2020-09-08T11:21:54","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&#038;p=107"},"modified":"2025-07-09T20:42:56","modified_gmt":"2025-07-09T20:42:56","slug":"clients","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/clients\/","title":{"rendered":"Clients"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"Paperbell Client Section Walk-Through\" width=\"643\" height=\"362\" src=\"https:\/\/www.youtube.com\/embed\/wJ_8Cw9rhyo?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>This section shows you a history of all clients. Click on an individual client to see a more detailed history including their total spend, how many appointments they have remaining, and a complete purchase history. <\/p>\n\n\n\n<p>Use the &#8220;notes&#8221; section to make notes about what happened during your sessions, notes about the client, or anything else you&#8217;d like. These notes are <em>not <\/em>visible to the client. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Summary<\/h3>\n\n\n\n<p>The summary includes: the next appointment, how many appointments remain, total spent, and client details. <\/p>\n\n\n\n<p>Click &#8220;Gift package&#8221; to grant access to a package for free (with no contract signing). <\/p>\n\n\n\n<p>Click the &#8220;Modify&#8221; button to change a client&#8217;s details, such as <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/how-do-i-invite-a-couple-or-family-to-the-same-package\/#add-additional-email-addresses-to-a-client-profile\">adding additional email addresses<\/a> for them. <\/p>\n\n\n\n<p>Click &#8220;Send email&#8221; to send them a 1:1 message. <\/p>\n\n\n\n<p>Click &#8220;Book appointment&#8221; to book their upcoming appointments for them.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Appointments<\/h3>\n\n\n\n<p>These are a summary of all past and future <strong>booked<\/strong> appointments.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Packages<\/h3>\n\n\n\n<p>These are all of the packages purchased by this client. You can click through to modify the package &#8212; including changing the number of appointments included &#8212; or you can remove access for that client.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Contracts<\/h3>\n\n\n\n<p>This is a downloadable history of all contracts signed.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Surveys<\/h3>\n\n\n\n<p>This is a history of all surveys completed. Click on Surveys to read the answers.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Private Content<\/h3>\n\n\n\n<p>Here&#8217;s where to upload documents to share with a single client. If you&#8217;d like to add resources that will automatically be available to everyone who purchases a package, use the <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/packages-and-package-updates\/\">package content feature instead.<\/a> <\/p>\n\n\n\n<p>If you&#8217;re sharing recorded Zoom sessions, you&#8217;ll need to convert those files from m4a to mp3 in order to upload them to the Private Content section. <a href=\"https:\/\/cloudconvert.com\/m4a-to-mp3\">Here&#8217;s an app to do that. <\/a><\/p>\n\n\n\n<p>Your clients will also be able to upload files and share video links with you in this section.<\/p>\n\n\n\n<p>Here&#8217;s how it looks from the coach&#8217;s view: <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"706\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-1024x706.png\" alt=\"\" class=\"wp-image-1556\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-1024x706.png 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-300x207.png 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-768x529.png 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-50x34.png 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-1536x1059.png 1536w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-2048x1412.png 2048w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-60x41.png 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Coach-View-Private-Content-100x69.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Clients will see notes you&#8217;ve shared with them, as well as any private or package-wide content. They can also upload content to share with you. <\/p>\n\n\n\n<p>Here&#8217;s how that <strong>shared content <\/strong>looks to a client (note that anything only for them is marked &#8220;private&#8221;):<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"566\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-1024x566.png\" alt=\"\" class=\"wp-image-1557\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-1024x566.png 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-300x166.png 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-768x424.png 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-50x28.png 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-1536x849.png 1536w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-2048x1132.png 2048w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-60x33.png 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-view-Shared-Content-Public-Private-Notes-100x55.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Client view of Shared Content<\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">Client-added Content<\/h3>\n\n\n\n<p>Clients can also add content for you. To share files or links with you, they&#8217;ll click into the Content section, and then the Uploads tab:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"470\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-1024x470.png\" alt=\"\" class=\"wp-image-1558\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-1024x470.png 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-300x138.png 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-768x353.png 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-50x23.png 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-1536x706.png 1536w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-2048x941.png 2048w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-60x28.png 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/11\/Client-View-Uploads-100x46.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Client view of uploads they&#8217;ve shared<\/figcaption><\/figure>\n\n\n\n<p>Content uploaded by clients will only be visible to the two of you, <strong>not<\/strong> to any other clients with that package. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Notes<\/h3>\n\n\n\n<p>Keep a log of notes for each client &#8212; either for yourself only, or shared with your client. <\/p>\n\n\n\n<p><br>Click into old notes to edit them, or create a new note for each session (timestamped for your reference).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"529\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-1024x529.png\" alt=\"\" class=\"wp-image-1548\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-1024x529.png 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-300x155.png 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-768x397.png 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-50x26.png 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-1536x794.png 1536w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-2048x1059.png 2048w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-60x31.png 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Create-note-or-modify-existing-100x52.png 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Create a note or modify an existing note<\/figcaption><\/figure>\n\n\n\n<p>You can also <strong>share notes with a client<\/strong> by clicking the box to share while you&#8217;re editing a note:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"325\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-1024x325.jpg\" alt=\"\" class=\"wp-image-1549\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-1024x325.jpg 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-300x95.jpg 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-768x244.jpg 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-50x16.jpg 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-1536x488.jpg 1536w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-2048x650.jpg 2048w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-60x19.jpg 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2022\/10\/Share-note-with-client-100x32.jpg 100w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Share this note <\/figcaption><\/figure>\n\n\n\n<p>When you share a note with a client, they&#8217;ll receive an email with a link to that note. They can also find notes via the Content tab when they log in at the <a href=\"https:\/\/PaperbellClient.com\/\" target=\"_blank\" rel=\"noreferrer noopener\">Client portal<\/a>. <\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Message Logs<\/h3>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" src=\"https:\/\/share.cleanshot.com\/rR97c4YD+\" alt=\"\"\/><\/figure>\n\n\n\n<p>This tab includes the history of all messages &#8212; both via <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/how-to-message-a-client-through-paperbell\/\">email<\/a> and <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/account-settings\/#notifications\">SMS\/text<\/a> sent from Paperbell to your client. <\/p>\n\n\n\n<p>Click &#8220;View&#8221; to see the full text of the message. <\/p>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon\">Note: calendar invites won&#8217;t be visible here, as those are sent directly from your calendar provider. <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">FAQs<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">How can I edit a client&#8217;s details or add more email addresses to their profile?<\/h3>\n\n\n\n<p>Go to the client&#8217;s profile and click the &#8220;modify&#8221; button at the top right of the screen. This will allow you to change their name, email address, phone number, and time zone. <\/p>\n\n\n\n<p>You can also <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/how-do-i-invite-a-couple-or-family-to-the-same-package\/#add-additional-email-addresses-to-a-client-profile\">add additional email addresses<\/a> for a client; those addresses will receive all the emails the main address receives. <\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"748\" src=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-1024x748.png\" alt=\"\" class=\"wp-image-3222\" srcset=\"https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-1024x748.png 1024w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-300x219.png 300w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-768x561.png 768w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-50x37.png 50w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-1536x1122.png 1536w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-60x44.png 60w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses-100x73.png 100w, https:\/\/paperbell.com\/support\/wp-content\/uploads\/2020\/09\/clients-addl-email-addresses.png 1848w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\">How can I change the number of appointments the client has?<\/h3>\n\n\n\n<p><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/how-do-i-add-or-remove-appointments-from-my-clients-package\/\" target=\"_blank\" rel=\"noreferrer noopener\">See this help doc.<\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Can clients upload files and share content with me? <\/h3>\n\n\n\n<p>Yes! <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/clients\/#client-added-content\">Here&#8217;s how<\/a>.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">How do I remove access to a package for a certain client?<\/h3>\n\n\n\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-danger\">This is a nuclear option and should be used only when <strong>absolutely<\/strong> necessary!<\/p>\n\n\n\n<p>On the package page for that client you&#8217;ll see a button in the bottom left that says &#8220;Delete purchase.&#8221; This will permanently delete this purchase from this client. All bookings (past and future) will be deleted. The client will be unable to book further appointments from this purchase and will no longer see it in their Paperbell client portal.<\/p>\n\n\n\n<p>If the client is currently on a payment plan or subscription, you&#8217;ll need to cancel that before you&#8217;re able to remove their access from the purchase.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>This section shows you a history of all clients. Click on an individual client to see a more detailed history including their total spend, how many appointments they have remaining, and a complete purchase history. Use the &#8220;notes&#8221; section to make notes about what happened during your sessions, notes about&#8230;<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[17],"ht-kb-tag":[],"class_list":["post-107","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-walkthrough"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clients - Paperbell Support<\/title>\n<meta name=\"description\" content=\"https:\/\/www.youtube.com\/watch?v=wJ_8Cw9rhyo This section shows you a history of all clients. 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