{"id":123,"date":"2020-09-08T11:46:29","date_gmt":"2020-09-08T11:46:29","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&p=123"},"modified":"2024-10-18T22:47:05","modified_gmt":"2024-10-18T22:47:05","slug":"account-settings","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/account-settings\/","title":{"rendered":"Account Settings"},"content":{"rendered":"\n

The keys to the castle! Your account settings live here<\/a>. <\/p>\n\n\n\n

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Find account settings such as your name, email address,<\/strong> profile pic,<\/strong> and time zone.<\/strong> Your first and last name will be used in emails to clients that are generated from Paperbell. <\/p>\n\n\n\n

If you’d rather have a business name display, change your name to your business name. For example: “You have a new appointment with Blueberry Coaching…” [instead of Marcia Smith].<\/p>\n\n\n\n

You can also find your API key here<\/a>.<\/p>\n\n\n\n

Change password<\/strong><\/h2>\n\n\n\n

In this section<\/a> you’ll be able to update your password to a new one. It’s a good idea to do this every so often. \ud83d\ude42<\/p>\n\n\n\n

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Screenshot<\/figcaption><\/figure>\n\n\n\n

Availability<\/h2>\n\n\n\n

Your appointment settings live here<\/a>. <\/p>\n\n\n\n

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Let’s dig in:<\/p>\n\n\n\n

Start time increments<\/strong> determines when appointments can begin. If you choose ‘1 hour’ your appointments will always begin at the top of the hour. ’30 minutes’ can begin at the top or half-hour, and 15 minutes can start at :00, :15, :30 or :45<\/p>\n\n\n\n

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The appointment gap<\/strong> setting tells Paperbell if you would like to schedule gaps before and after your appointments. (This is sometimes called a buffer.) Many customers like to have a 5 or 10 minute window in between appointments– use the gap setting on your package page to make that happen.<\/p>\n\n\n\n

“Appointment gap also applies to synced events” means that Paperbell will also add an automatic gap before and after events pulled from your synced Google Calendar. For example, if you have a meeting with your bookkeeper on your Google Calendar that ends at 3pm and you have a 15 minute appointment gap, Paperbell will not begin your next meeting until 3:15. <\/p>\n\n\n\n

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Minimum notice<\/strong> stops clients from making last-minute appointments that you might miss. If you choose “none,” clients will be able to make appointments at any available time, even if it’s 5 minutes from now.<\/p>\n\n\n\n

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Future limit<\/strong> determines the maximum amount of time into the future that clients can book appointments and “cancellation notice” defaults to 24 hours — the amount of notice that a client is required to give to cancel an appointment. <\/p>\n\n\n\n

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Appointment expiration<\/strong> determines when the appointments in a package will no longer be available to be booked. Read more about it here<\/a>. <\/p>\n\n\n\n

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Finally, you’ll see the Cancellation notice<\/strong>, set by default to 24 hours.<\/p>\n\n\n\n

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Notifications<\/h2>\n\n\n\n

Change up what kind of notifications you and your clients receive here. <\/a><\/p>\n\n\n\n

You can choose to be copied<\/strong> on every email Paperbell sends to your clients (but we don’t recommend it; if you want to check which emails your clients have gotten, you can find that in their client section<\/a>.) <\/p>\n\n\n\n

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Your calendar app will send event invitations to your clients. If you’d also like Paperbell to send confirmation emails, <\/strong>check the box: <\/p>\n\n\n\n

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You can also set up SMS (text message) appointment reminders<\/strong> to go out to your clients. Toggle on SMS reminders to go out 1 hour before and\/or 1 day before an appointment: <\/p>\n\n\n\n

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Your clients must opt in<\/strong> to receive SMS reminders and verify their phone number in their Client Portal<\/a> — coaches can’t do this for them. Share this page<\/a> with your clients to explain how they can verify their number and opt in to reminders. <\/p>\n\n\n\n

Please reach out to hello@paperbell.com if your country isn’t currently supported to send SMS reminders. We may be able to add your country! <\/p>\n\n\n\n

Check out the nitty gritty on SMS reminders here<\/a>. <\/p>\n\n\n\n

Plan<\/h2>\n\n\n\n

Look here <\/a>for all things related to your Paperbell subscription.<\/p>\n\n\n\n

Click the arrow where it says “Manage your plan, billing, and payment renewal” to see when your subscription renews, update your payment method, see past invoices, and upgrade or downgrade your Paperbell subscription. <\/p>\n\n\n\n

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This is also where you’ll find the option to cancel your plan<\/a> or after that, the option to close your account<\/a> (please<\/em> tread lightly here if you’ve been using Paperbell with clients).<\/p>\n\n\n\n

Calendar integration<\/h2>\n\n\n\n

This is the section where you’ll sync your external calendar (Google, Outlook, or Apple) with Paperbell<\/a>. <\/p>\n\n\n\n

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A reminder: Appointments from your synced calendars will overrule Paperbell availability. For example, if you set a Paperbell timeslot from 1-5pm, but your Outlook calendar shows a meeting from 2-3pm, that 2-3pm time slot will not be available to clients booking with Paperbell.<\/p>\n\n\n\n

Also, calendar invitations will go out from your synced calendar to your clients.
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Payment integration<\/h2>\n\n\n\n

Connect a Stripe or PayPal account here<\/a>. When using PayPal, double-check that the email address submitted is the same one on your PayPal account.<\/p>\n\n\n\n

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If you don’t currently have a payment account (also called a payment gateway, merchant account, or credit card processor) you can create one with just a few clicks via our partnership with Stripe. Simply choose Stripe then hit connect to create your account.

Currency can also be customized in this section. New packages will be priced in the currency you choose. Existing packages will not be modified. Here’s an easy workaround for creating packages in different currencies<\/a>.<\/p>\n\n\n\n

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Meeting Integration<\/h2>\n\n\n\n

Find your Meeting Room Settings here<\/a>. You have the option of automatically including a custom URL for all appointments to let you and your client know how you’re connecting. You can include the URL to a meeting room such as Zoom, your phone number, or conference line details.<\/p>\n\n\n\n

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Other options include a Zoom integration<\/a> that automatically creates a unique Zoom link for each meeting and a Google Meet<\/a> integration.<\/p>\n\n\n\n

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If you want to use Microsoft Teams, <\/strong>you <\/strong>won’t be able to integrate it directly like with Google Meet or Zoom, but you can set up your own Teams meeting link and enter it as the Custom URL that goes out with all<\/strong> your invitations. <\/p>\n\n\n\n

If you do this, we strongly suggest that you configure your meeting settings so that all participants have to use the lobby<\/strong>. This way, a client clicking their link at the wrong time does not end up in someone else’s session!<\/p>\n\n\n\n

Here’s how to find your meeting link in Microsoft Teams: <\/p>\n\n\n\n

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  1. Open Microsoft Teams.<\/li>\n\n\n\n
  2. Click on the Calendar<\/strong> icon on the left side of the Teams window.<\/li>\n\n\n\n
  3. Click the Meet Now<\/strong> button at the top right corner of the calendar to open the Start a meeting now<\/strong> overlay.<\/li>\n\n\n\n
  4. Click Get a link to share<\/strong> to open your personal meeting room overlay (Meeting with [Your Name]<\/strong>). From here, you can:\n