{"id":1265,"date":"2022-07-21T13:14:33","date_gmt":"2022-07-21T13:14:33","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&p=1265"},"modified":"2023-11-21T20:33:14","modified_gmt":"2023-11-21T20:33:14","slug":"how-can-i-schedule-for-my-clients","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/how-can-i-schedule-for-my-clients\/","title":{"rendered":"How do I schedule for my clients?"},"content":{"rendered":"\n

You probably know that your clients can self-schedule using Paperbell.<\/p>\n\n\n\n

But did you know that you can also schedule for them?

Here\u2019s why you might find this useful.<\/strong><\/p>\n\n\n\n

When you schedule in Paperbell, everything is kept up-to-date in the system, like the number of remaining appointments. This is why you always want to schedule inside Paperbell<\/a>! <\/p>\n\n\n\n

Here are a few situations where we\u2019ve found it\u2019s really useful to handle the booking yourself:<\/p>\n\n\n\n

\ud83d\udc49 You\u2019re at the end of a coaching call and your client mentions they\u2019d like to chat again soon – just pull up your Paperbell booking calendar and get it on the calendar<\/p>\n\n\n\n

\ud83d\udc49 Your client is uncomfortable with tech and struggling with self-booking. No problem, just handle it for them!<\/p>\n\n\n\n

\ud83d\udc49 You want to offer a \u201cVIP slot\u201d that isn\u2019t available on your normal booking calendar. When you book yourself you aren\u2019t limited to your standard Paperbell availability.<\/p>\n\n\n\n

\ud83d\udc49 You text your client and ask if they can start an hour later than you had planned – just change the booking in Paperbell so that it\u2019s up-to-date for everyone<\/p>\n\n\n\n

\ud83d\udc49 You want to allow your client to book last-minute, but usually you require a 24-hour notice<\/a> so they are blocked from self-booking. It\u2019s OK, just schedule it for them.<\/p>\n\n\n\n

\ud83d\udc49 You have a specific but tricky cadence, like client calls every three weeks. Just put it on the calendar for them to make sure the timing is perfecto!<\/p>\n\n\n\n

How to Schedule for Your Client<\/h3>\n\n\n\n

As far as the how<\/strong>, the first step is to make sure they’re added as a client to your account. If they’re not already a client (by purchasing a package, for example), here’s how<\/a> you can add them. <\/p>\n\n\n\n

Once the client is added to your account, they will need a package in order to have sessions to book! <\/p>\n\n\n\n

You can send them the link to a package<\/a> so they can purchase it. Or, if they’re paying outside of Paperbell, you can gift them a package<\/a>. <\/p>\n\n\n\n

Once they have appointments available to book, click on your Appointments <\/strong><\/a>tab and click the +Book appointment<\/strong> button.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Or, click your Clients<\/a> tab, then your client’s name. On their page, click the +Book appointment<\/strong> button. <\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

When you book for your clients, they’ll receive an invite with a Zoom link (or whatever you have set up), just as they do when they book for themselves. \ud83d\ude42 <\/p>\n","protected":false},"excerpt":{"rendered":"

You probably know that your clients can self-schedule using Paperbell. But did you know that you can also schedule for them? Here\u2019s why you might find this useful. When you schedule in Paperbell, everything is kept up-to-date in the system, like the number of remaining appointments. This is why you…<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[26],"ht-kb-tag":[],"class_list":["post-1265","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-faqs"],"yoast_head":"\nHow do I schedule for my clients? - Paperbell Support<\/title>\n<meta name=\"description\" content=\"You probably know that your clients can self-schedule using Paperbell. 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