{"id":643,"date":"2020-05-04T13:44:18","date_gmt":"2020-05-04T12:44:18","guid":{"rendered":"https:\/\/paperbell.io\/?page_id=643"},"modified":"2025-08-28T15:24:14","modified_gmt":"2025-08-28T14:24:14","slug":"client-management-coaching-software","status":"publish","type":"page","link":"https:\/\/paperbell.com\/client-management-coaching-software\/","title":{"rendered":"Coaching Client Management Software"},"content":{"rendered":"

[et_pb_section fb_built=”1″ _builder_version=”4.16″ custom_margin=”0px||0px||false|false” custom_padding=”0px||0px||false|false” locked=”off” global_colors_info=”{}”][et_pb_row column_structure=”1_2,1_2″ make_equal=”on” _builder_version=”4.16″ custom_margin=”0px||0px||false|false” custom_padding=”1%||64px||false|false” locked=”off” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”Kinda Sweet||||||||” header_font=”Neutra Demi||||||||” header_font_size=”58px” header_line_height=”1.1em” header_2_text_align=”left” header_2_text_color=”#232323″ header_2_font_size=”24px” header_2_line_height=”1.5em” header_5_font=”Neutra Book||||||||” header_5_text_color=”#666666″ header_5_font_size=”18px” header_5_letter_spacing=”1px” header_5_line_height=”1.8em” custom_margin=”0px||8%||false|false” custom_padding=”44px|0px||0px|false|false” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” header_font_size_tablet=”” header_font_size_phone=”28px” header_font_size_last_edited=”on|phone” locked=”off” inline_fonts=”Playfair Display” global_colors_info=”{}”]<\/p>\n

Client Management Software<\/h1>\n

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Designed just for coaches and consultants.<\/h5>\n

[\/et_pb_text][et_pb_button button_url=”https:\/\/app.paperbell.com\/providers\/sign_up” button_text=”Get Your Free Account” button_alignment=”left” _builder_version=”4.16″ custom_button=”on” button_text_size=”26px” button_text_color=”#ffffff” button_bg_color=”#BAC7C7″ button_border_width=”0px” button_border_color=”#ddbeaf” button_border_radius=”10px” button_font=”Neutra Demi||||||||” button_use_icon=”off” custom_margin=”||3px||false|false” animation_direction=”top” saved_tabs=”all” locked=”off” global_colors_info=”{}” button_bg_color__hover_enabled=”on|hover” button_bg_color__hover=”rgba(221,190,175,0.88)” button_bg_enable_color__hover=”on”][\/et_pb_button][et_pb_text _builder_version=”4.16″ text_font=”Neutra Light Italic||||||||” text_text_color=”#232323″ text_font_size=”14px” custom_margin=”0px|0px|0px|0px|true|true” custom_padding=”3px|0px|3px|0px|false|true” locked=”off” global_colors_info=”{}”]<\/p>\n

100% Free, No Credit Card Required<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_css_main_element=”margin: auto;” global_colors_info=”{}”][et_pb_image src=”https:\/\/paperbell.com\/wp-content\/uploads\/2021\/11\/client-management-software.png” alt=”client management for coaches and consultants” title_text=”client-management-software” _builder_version=”4.16″ custom_margin=”||0px||false|false” custom_padding=”||0px||false|false” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ use_background_color_gradient=”on” background_color_gradient_stops=”rgba(255,255,255,0.4) 0%|#ffffff 90%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(255,255,255,0.4)” background_color_gradient_end=”#ffffff” background_color_gradient_end_position=”90%” background_image=”https:\/\/paperbell.com\/wp-content\/uploads\/2020\/07\/glasses-pen-laptop-bg.jpg” background_position=”bottom_center” custom_margin=”||0px||false|false” custom_padding=”5vw||6vw||false|false” top_divider_style=”ramp” top_divider_color=”#ffffff” top_divider_height=”31px” locked=”off” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ custom_padding=”||0px||false|false” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”Neutra Book||||||||” text_font_size=”17px” header_letter_spacing=”1px” header_2_font=”Neutra Demi Italic|300|||||||” header_2_letter_spacing=”1px” custom_margin=”|20%||20%|false|true” global_colors_info=”{}”]<\/p>\n

Paperbell is the coaching management software that runs your entire business: client admin, online payment, scheduling, contracts & more.<\/h2>\n

It’s hard to give your clients an amazing experience when the back-end of your business is messy and hacked together. You need one command central to manage your packages, clients, contracts, billing, and scheduling.
We saw that the system was broken, so we created a new kind of coaching client management software. Here\u2019s how it works . . .<\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ next_background_color=”#ffffff” admin_label=”Coaching” _builder_version=”4.16″ background_color=”#BAC7C7″ background_enable_image=”off” custom_margin=”-1px|||||” top_divider_style=”ramp” top_divider_color=”#ffffff” top_divider_height=”60px” bottom_divider_style=”ramp” bottom_divider_height=”59px” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_image src=”https:\/\/paperbell.com\/wp-content\/uploads\/2020\/11\/client-section.gif” alt=”client management coaching software demo” title_text=”client-section” show_in_lightbox=”on” align=”center” _builder_version=”4.17.4″ box_shadow_style=”preset1″ box_shadow_vertical=”10px” box_shadow_blur=”60px” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.2″ header_2_font=”Neutra Demi||||||||” header_2_text_color=”#373F4C” header_2_font_size=”40px” global_colors_info=”{}”]<\/p>\n

See At a Glance, for Every Client . . .<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.17.4″ global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”How Many Sessions Are Left” use_icon=”on” font_icon=”w||divi||400″ icon_color=”#ddbeaf” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.24.2″ header_level=”h2″ header_font=”Neutra Book||||||||” header_text_align=”left” header_text_color=”#373f4c” header_font_size=”22px” header_line_height=”1.7em” body_font=”||||||||” body_font_size=”13px” body_line_height=”2em” custom_padding=”16px|30px|9px|43px|false|false” animation_style=”none” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” border_radii_image=”on|0px|0px|0px|0px” locked=”off” global_colors_info=”{}” background_enable_color__hover=”off”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb 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header_text_align=”left” header_text_color=”#373f4c” header_font_size=”22px” header_line_height=”1.7em” body_font=”||||||||” body_font_size=”13px” body_line_height=”2em” custom_padding=”16px|30px|9px|43px|false|false” animation_style=”none” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” border_radii_image=”on|0px|0px|0px|0px” locked=”off” global_colors_info=”{}” background_enable_color__hover=”off”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Lifetime Spend” use_icon=”on” font_icon=”||divi||400″ icon_color=”#ddbeaf” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.17.4″ header_level=”h2″ header_font=”Neutra Book||||||||” header_text_align=”left” header_text_color=”#373f4c” header_font_size=”22px” header_line_height=”1.7em” body_font=”||||||||” body_font_size=”13px” body_line_height=”2em” custom_padding=”16px|30px|9px|43px|false|false” animation_style=”none” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” border_radii_image=”on|0px|0px|0px|0px” locked=”off” global_colors_info=”{}” background_enable_color__hover=”off”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Signed Contracts” use_icon=”on” font_icon=”||divi||400″ icon_color=”#ddbeaf” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.17.4″ header_level=”h2″ header_font=”Neutra Book||||||||” header_text_align=”left” header_text_color=”#373f4c” header_font_size=”22px” header_line_height=”1.7em” body_font=”||||||||” body_font_size=”13px” body_line_height=”2em” custom_padding=”16px|30px|9px|43px|false|false” animation_style=”none” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” border_radii_image=”on|0px|0px|0px|0px” locked=”off” global_colors_info=”{}” background_enable_color__hover=”off”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Your Private & Shared Notes ” use_icon=”on” font_icon=”h||divi||400″ icon_color=”#ddbeaf” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.24.2″ header_level=”h2″ header_font=”Neutra Book||||||||” header_text_align=”left” header_text_color=”#373f4c” header_font_size=”22px” header_line_height=”1.7em” body_font=”||||||||” body_font_size=”13px” body_line_height=”2em” custom_padding=”16px|30px|9px|43px|false|false” animation_style=”none” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” border_radii_image=”on|0px|0px|0px|0px” locked=”off” global_colors_info=”{}” background_enable_color__hover=”off”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_3,1_3,1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column 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header_level=”h2″ header_font=”Neutra Book||||||||” header_text_align=”left” header_text_color=”#373f4c” header_font_size=”22px” header_line_height=”1.7em” body_font=”||||||||” body_font_size=”13px” body_line_height=”2em” custom_padding=”16px|30px|9px|43px|false|false” animation_style=”none” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” border_radii_image=”on|0px|0px|0px|0px” locked=”off” global_colors_info=”{}” background_enable_color__hover=”off”][\/et_pb_blurb][\/et_pb_column][et_pb_column type=”1_3″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_blurb title=”Appointment History” use_icon=”on” font_icon=”||divi||400″ icon_color=”#ddbeaf” icon_placement=”left” image_icon_width=”50px” _builder_version=”4.17.4″ header_level=”h2″ header_font=”Neutra Book||||||||” header_text_align=”left” header_text_color=”#373f4c” header_font_size=”22px” header_line_height=”1.7em” body_font=”||||||||” body_font_size=”13px” body_line_height=”2em” custom_padding=”16px|30px|9px|43px|false|false” animation_style=”none” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” border_radii_image=”on|0px|0px|0px|0px” locked=”off” global_colors_info=”{}” background_enable_color__hover=”off”][\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” admin_label=”clients pay before they schedule” _builder_version=”4.16″ background_color=”#fafafa” custom_margin=”25px||0px||false|false” custom_padding=”5vw|0px|0vw|0px|false|false” custom_padding_tablet=”||10vw|” custom_padding_phone=”” top_divider_style=”curve” top_divider_color=”#ffffff” top_divider_height=”2vw” top_divider_flip=”vertical” bottom_divider_height=”1vw” bottom_divider_repeat=”0.5x” bottom_divider_flip=”vertical” global_colors_info=”{}”][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.16″ custom_margin=”||0px||false|false” custom_padding=”||5%||false|false” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”Neutra Book||||||||” text_text_color=”#373f4c” text_font_size=”17px” text_line_height=”1.8em” header_2_font=”Neutra Book|300|||||||” header_2_text_color=”#373f4c” header_2_line_height=”1.3em” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

Create a Clear Container for Your Work with Coaching Clients
<\/span><\/h2>\n

Keeping track of how many coaching sessions you have left is surprisingly time consuming! <\/span><\/p>\n

You find yourself searching your calendar then searching your emails, trying to piece together the history.<\/span><\/p>\n

This becomes a more serious problem when both you and your client don\u2019t know where you are in the process. There\u2019s a psychological safety in knowing exactly what\u2019s been agreed to and where you are in that agreement.<\/span><\/p>\n

That\u2019s why Paperbell shows both you and your client how many sessions you\u2019ve had together and how many remain in the package<\/strong>. <\/span><\/p>\n

Your client has their own special client platform to view this information as well as book any remaining sessions and make any changes.\u00a0<\/span><\/p>\n

There\u2019s only one thing worse than accidentally giving people free sessions – accidentally overcharging for sessions you never delivered! When you use the Paperbell coaching practice management platform you can always feel confident that will never happen. <\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/paperbell.com\/wp-content\/uploads\/2021\/04\/coaching-forms.jpg” alt=”coaching management software” title_text=”coaching-forms” _builder_version=”4.16″ animation_direction=”top” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}”][\/et_pb_image][et_pb_text _builder_version=”4.16″ text_font=”Neutra Book||||||||” text_text_color=”#373f4c” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Neutra Book|300|||||||” header_2_text_color=”#373f4c” header_2_line_height=”1.3em” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

Paperbell shows both you and your client how many sessions you\u2019ve had together and how many remain in the package.<\/span><\/h5>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.17.4″ custom_margin=”||40px||false|false” custom_padding=”|6%||6%|false|true” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/paperbell.com\/wp-content\/uploads\/2020\/05\/laptop-coffee-cup.jpg” _builder_version=”4.16″ global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”Neutra Book||||||||” text_text_color=”#373f4c” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Neutra Book|300|||||||” header_2_text_color=”#373f4c” header_2_line_height=”1.3em” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

Know Who & What Is Profitable<\/h2>\n

You\u2019ve probably heard the adage that 20% of your clients make up 80% of your revenue, but is it actually true? With Paperbell client management software, it\u2019s finally easy to find out!<\/span><\/p>\n

Our CRM for coaches shows you the complete revenue history of each client, as well as each package<\/strong>. This allows you instant clarity on what used to be some of the toughest decisions in a coaches business.\u00a0<\/span><\/p>\n

 <\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”3_5,2_5″ _builder_version=”4.17.4″ custom_margin=”||40px||false|false” custom_padding=”|6%||6%|false|true” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}”][et_pb_column type=”3_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”Neutra Book||||||||” text_text_color=”#373f4c” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Neutra Book|300|||||||” header_2_text_color=”#373f4c” header_2_line_height=”1.3em” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

Create Client Intake Forms<\/span><\/h2>\n

Coaching clients usually want to dig right into the work on the first call, but there\u2019s a lot of background information that\u2019s important to know before you can be helpful. <\/span><\/p>\n

That\u2019s why Paperbell has client questionnaires built right in. For every package you sell you can decide what information you\u2019d like to gather before your first session.\u00a0<\/span><\/p>\n

The best part is, their answers will always live in their client profile in Paperbell<\/strong> (not in email 3 of 27 of the thread called \u201cre intro\u201d). So it\u2019s easy to quickly review their answers before every coaching call.<\/span><\/p>\n

<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”2_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/paperbell.com\/wp-content\/uploads\/2020\/05\/survey-section.gif” show_in_lightbox=”on” _builder_version=”4.16″ animation_direction=”top” border_radii=”on|10px|10px|10px|10px” border_width_all=”2px” border_color_all=”rgba(0,0,0,0.1)” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.17.4″ custom_margin=”||0px||false|false” custom_padding=”|6%|80px|6%|false|true” border_radii=”on|10px|10px|10px|10px” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_image src=”https:\/\/paperbell.com\/wp-content\/uploads\/2020\/05\/client-notes.gif” show_in_lightbox=”on” _builder_version=”4.16″ animation_direction=”top” border_radii=”on|10px|10px|10px|10px” border_width_all=”2px” border_color_all=”rgba(0,0,0,0.1)” global_colors_info=”{}”][\/et_pb_image][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_text _builder_version=”4.16″ text_font=”Neutra Book||||||||” text_text_color=”#373f4c” text_font_size=”16px” text_line_height=”1.8em” header_2_font=”Neutra Book|300|||||||” header_2_text_color=”#373f4c” header_2_line_height=”1.3em” custom_padding=”0px|||||” global_colors_info=”{}”]<\/p>\n

Keep Private Client Notes<\/span><\/h2>\n

You know your client had a specific financial goal they wanted to reach, but you can\u2019t remember what it is. You know you wrote it down somewhere . . . but where? On your daily planner? On that random notepad that was sitting nearby? Or that Google Doc you told yourself you\u2019d use for exactly this purpose but never actually do?<\/span><\/p>\n

Our coaching platform has client notes built right into the software<\/strong>. So when you\u2019re prepping for your next call, all you have to do is log in to Paperbell to have everything you need.\u00a0<\/span><\/p>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ custom_padding_last_edited=”on|phone” admin_label=”shows up in google calendar” _builder_version=”4.16″ background_color=”#bac7c7″ custom_margin=”0px||||false|false” custom_padding=”5vw|0px|0vw|0px|false|false” custom_padding_tablet=”||10vw|” custom_padding_phone=”” top_divider_style=”curve” top_divider_color=”#fafafa” top_divider_height=”2vw” top_divider_flip=”vertical” global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ _module_preset=”0ab7e7e3-719e-4f74-aecc-9321f8048481″ text_font_size=”17px” header_2_font=”Neutra Demi Italic||||||||” header_2_text_color=”#FFFFFF” header_2_font_size=”36px” custom_padding=”0px|15%|14px|15%|false|true” custom_padding_tablet=”|10%||10%|false|true” custom_padding_phone=”|1%||1%|false|true” custom_padding_last_edited=”on|phone” animation_style=”zoom” animation_duration=”800ms” animation_intensity_zoom=”20%” header_2_font_size_tablet=”36px” locked=”off” global_colors_info=”{}”]<\/p>\n

And the best part . . . you can throw out all<\/em> of those random scraps of paper.<\/strong><\/h2>\n

Without one central client management software, you end up with notes all over the place – how many sessions are left, who you need to invoice, what your client’s goals are. Now it’s all in one place: Paperbell.\u00a0<\/span><\/span><\/p>\n

<\/span><\/p>\n

<\/h4>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ global_colors_info=”{}”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}”][et_pb_text _builder_version=”4.24.2″ header_font=”Neutra Demi||||||||” header_2_font=”Neutra Demi||||||||” header_2_text_align=”center” header_2_text_color=”#373f4c” header_2_font_size=”40px” header_2_letter_spacing=”1px” custom_margin=”12px||||false|false” global_colors_info=”{%22gcid-dfb137ba-547d-46f0-b348-d87f9b24d23a%22:%91%93,%22gcid-38939b01-dcf6-4539-b578-3048d4a092d5%22:%91%93}”]<\/p>\n

Your Client Management Problems – Solved!<\/span><\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”1_2,1_2″ admin_label=”FAQ” _builder_version=”4.16″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_toggle title=”Know How Many Sessions Are Left” open=”on” icon_color=”#ddbeaf” open_icon_color=”#ddbeaf” _builder_version=”4.17.4″ title_text_color=”#373f4c” title_font=”Neutra Demi||||||||” title_font_size=”18px” closed_title_font=”Neutra Demi||||||||” closed_title_font_size=”18px” body_font=”Neutra Book||||||||” body_font_size=”18px” body_line_height=”1.8em” animation_style=”none” global_colors_info=”{}”]<\/p>\n

Get one-click clarity on exactly how many sessions you\u2019ve had and how many remain. And your client has the same information inside their client portal.<\/span><\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Know What’s Making You Money” open=”on” icon_color=”#ddbeaf” open_icon_color=”#ddbeaf” _builder_version=”4.17.4″ title_text_color=”#373f4c” title_font=”Neutra Demi||||||||” title_font_size=”18px” closed_title_font=”Neutra Demi||||||||” closed_title_font_size=”18px” body_font=”Neutra Book||||||||” body_font_size=”18px” body_line_height=”1.8em” animation_style=”none” global_colors_info=”{}”]<\/p>\n

Don’t know which types of coaching package are making you the most money? With Paperbell you have a complete breakdown of the lifetime revenue per client and per package.<\/span><\/p>\n

[\/et_pb_toggle][\/et_pb_column][et_pb_column type=”1_2″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_toggle title=”An Organized Client Database” open=”on” icon_color=”#ddbeaf” open_icon_color=”#ddbeaf” _builder_version=”4.17.4″ title_text_color=”#373f4c” title_font=”Neutra Demi||||||||” title_font_size=”18px” closed_title_font=”Neutra Demi||||||||” closed_title_font_size=”18px” body_font=”Neutra Book||||||||” body_font_size=”18px” body_line_height=”1.8em” animation_style=”none” global_colors_info=”{}”]<\/p>\n

Paperbell client management software gives you a searchable, organized database of all of your clients. Contact details, appointment history, notes, signed contracts and more: all in one place!<\/span><\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Easily Locate Signed Contracts” open=”on” icon_color=”#ddbeaf” open_icon_color=”#ddbeaf” _builder_version=”4.17.4″ title_text_color=”#373f4c” title_font=”Neutra Demi||||||||” title_font_size=”18px” closed_title_font=”Neutra Demi||||||||” closed_title_font_size=”18px” body_font=”Neutra Book||||||||” body_font_size=”18px” body_line_height=”1.8em” animation_style=”none” global_colors_info=”{}”]<\/p>\n

Not only does Paperbell handle your contract signing<\/a>, but both you and your client has a copy of the signed contract right inside their online file. No more searching through that “downloads” folder!<\/span><\/p>\n

[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ background_color=”#fafafa” use_background_color_gradient=”on” background_color_gradient_direction=”269deg” background_color_gradient_stops=”rgba(255,255,255,0.51) 0%|#ffffff 100%” background_color_gradient_overlays_image=”on” background_color_gradient_start=”rgba(255,255,255,0.51)” background_color_gradient_end=”#ffffff” background_enable_image=”off” global_colors_info=”{}”][et_pb_row column_structure=”2_5,3_5″ admin_label=”FAQ” _builder_version=”4.16″ saved_tabs=”all” global_colors_info=”{}”][et_pb_column type=”2_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”Neutra Demi Italic||||||||” header_2_font_size=”47px” header_2_letter_spacing=”2px” locked=”off” global_colors_info=”{}”]<\/p>\n

Client Management Tool FAQs<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_toggle title=”How much does it cost?” closed_toggle_text_color=”#4f4f4f” icon_color=”#0f0000″ open_icon_color=”#0f0000″ _builder_version=”4.17.4″ title_font=”Neutra Demi||||||||” title_font_size=”20px” closed_title_font=”Neutra Demi|500|||||||” closed_title_font_size=”22px” animation_style=”none” box_shadow_style=”none” global_colors_info=”{}”]<\/p>\n

Every Paperbell subscription includes every coaching client management feature you see here as well as full access to all of our other features! See our pricing page<\/a> for details. <\/span><\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Do my clients have their own login?” closed_toggle_text_color=”#4f4f4f” icon_color=”#0f0000″ open_icon_color=”#0f0000″ _builder_version=”4.17.4″ title_font=”Neutra Demi||||||||” title_font_size=”20px” closed_title_font=”Neutra Demi|500|||||||” closed_title_font_size=”22px” animation_style=”none” box_shadow_style=”none” global_colors_info=”{}”]<\/p>\n

Yes, Paperbell also includes a complete login portal for your client to access all of their information. Your clients can see every package they have purchased, appointments, survey answers, etc.\u00a0<\/span><\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Do you have a free plan?” closed_toggle_text_color=”#4f4f4f” icon_color=”#0f0000″ open_icon_color=”#0f0000″ _builder_version=”4.17.4″ title_font=”Neutra Demi||||||||” title_font_size=”20px” closed_title_font=”Neutra Demi|500|||||||” closed_title_font_size=”22px” animation_style=”none” box_shadow_style=”none” global_colors_info=”{}”]<\/p>\n

Yes we do, you can get a completely free Paperbell account, no credit card required, right here<\/a>.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Can this manage my client notes?” closed_toggle_text_color=”#4f4f4f” icon_color=”#0f0000″ open_icon_color=”#0f0000″ _builder_version=”4.17.4″ title_font=”Neutra Demi||||||||” title_font_size=”20px” closed_title_font=”Neutra Demi|500|||||||” closed_title_font_size=”22px” animation_style=”none” box_shadow_style=”none” global_colors_info=”{}”]<\/p>\n

Yes! Paperbell includes a notes area for every client which is completely private. It gives you one easy, central place to go back to whenever you’re taking notes during client calls.\u00a0<\/span><\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Does this integrate with my other tools?” closed_toggle_text_color=”#4f4f4f” icon_color=”#0f0000″ open_icon_color=”#0f0000″ _builder_version=”4.17.4″ title_font=”Neutra Demi||||||||” title_font_size=”20px” closed_title_font=”Neutra Demi|500|||||||” closed_title_font_size=”22px” animation_style=”none” box_shadow_style=”none” global_colors_info=”{}”]<\/p>\n

Yes, our super-robust Zapier integration means you can automatically share data from Paperbell to all of your other tools.<\/p>\n

You can also download your sales data directly from Stripe or Paypal directly into the accounting software of your choice like Quickbooks or Xero.<\/p>\n

[\/et_pb_toggle][et_pb_toggle title=”Where can I see everything that Paperbell does?” closed_toggle_text_color=”#4f4f4f” icon_color=”#0f0000″ open_icon_color=”#0f0000″ _builder_version=”4.17.4″ title_font=”Neutra Demi||||||||” title_font_size=”20px” closed_title_font=”Neutra Demi|500|||||||” closed_title_font_size=”22px” animation_style=”none” box_shadow_style=”none” global_colors_info=”{}”]<\/p>\n

Paperbell manages everything you need to run your coaching business from top to bottom. You can see the full list here<\/a>.\u00a0<\/span><\/p>\n

[\/et_pb_toggle][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ _builder_version=”4.16″ _module_preset=”default” locked=”off” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_row _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”4_4″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”Neutra Demi Italic||||||||” header_2_font_size=”47px” header_2_letter_spacing=”2px” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

What else can Paperbell take off my plate?<\/h2>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.17.4″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”Neutra Demi||||||||” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

\"payment Online Payments<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”24fc0273-675e-466c-9c18-4e4adb4fda21″ text_line_height=”1.75em” header_4_font=”Neutra Demi||||||||” header_4_text_color=”#000000″ header_4_letter_spacing=”1px” header_4_line_height=”2.8em” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Payment and booking is one seamless process for your clients. Plus, you can create subscription, group coaching, and multi-session packages. You can even sell digital downloads!<\/p>\n

> Learn More<\/span><\/a><\/h4>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”Neutra Demi||||||||” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

\"\"\u00a0Contract Signing<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”24fc0273-675e-466c-9c18-4e4adb4fda21″ text_line_height=”1.75em” header_4_font=”Neutra Demi||||||||” header_4_text_color=”#000000″ header_4_letter_spacing=”1px” header_4_line_height=”2.8em” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Cancel your contract-signing expense, because HelloSign is included right in your Paperbell subscription! E-signatures are integrated right into the booking process.<\/p>\n

> Learn More<\/span><\/a><\/h4>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”default” header_2_font=”Neutra Demi||||||||” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

\"\"\u00a0Group Coaching<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.16″ _module_preset=”24fc0273-675e-466c-9c18-4e4adb4fda21″ text_line_height=”1.75em” header_4_font=”Neutra Demi||||||||” header_4_text_color=”#000000″ header_4_letter_spacing=”1px” header_4_line_height=”2.8em” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Paperbell handles scheduling and communication with groups. You can even create custom packages that include both group and 1:1 sessions.<\/p>\n

> Learn More<\/span><\/a><\/h4>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Neutra Demi||||||||” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

\"\"\u00a0Scheduling<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”24fc0273-675e-466c-9c18-4e4adb4fda21″ text_line_height=”1.75em” header_4_font=”Neutra Demi||||||||” header_4_text_color=”#000000″ header_4_letter_spacing=”1px” header_4_line_height=”2.8em” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Paperbell also includes a complete scheduling\/booking system for your clients to get onto your calendar.<\/p>\n

> Learn More<\/span><\/a><\/h4>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=”2_5,3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_column type=”2_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”default” header_2_font=”Neutra Demi||||||||” hover_enabled=”0″ global_colors_info=”{}” theme_builder_area=”post_content” sticky_enabled=”0″]<\/p>\n

\"\"\u00a0Website Builder<\/h2>\n

[\/et_pb_text][\/et_pb_column][et_pb_column type=”3_5″ _builder_version=”4.16″ _module_preset=”default” global_colors_info=”{}” theme_builder_area=”post_content”][et_pb_text _builder_version=”4.27.4″ _module_preset=”24fc0273-675e-466c-9c18-4e4adb4fda21″ text_line_height=”1.75em” header_4_font=”Neutra Demi||||||||” header_4_text_color=”#000000″ header_4_letter_spacing=”1px” header_4_line_height=”2.8em” global_colors_info=”{}” theme_builder_area=”post_content”]<\/p>\n

Paperbell gives you a beautifully designed site that tells the world about you and your coaching!<\/p>\n

> Learn More<\/span><\/a><\/h4>\n

[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=”1″ admin_label=”bottom optin” _builder_version=”4.27.4″ background_image=”https:\/\/paperbell.com\/wp-content\/uploads\/2022\/09\/holding-laptop-background-scaled.jpg” custom_margin=”||||false|false” custom_padding=”5vw||6vw||false|false” background_color_tablet=”#f8f8f8″ background_color_phone=”#f8f8f8″ background_last_edited=”on|phone” background_enable_color_tablet=”on” background_enable_color_phone=”on” use_background_color_gradient_tablet=”off” use_background_color_gradient_phone=”off” background_color_gradient_stops_tablet=”#2b87da 48%|rgba(0,0,0,0) 100%” background_color_gradient_stops_phone=”#2b87da 27%|rgba(0,0,0,0) 100%” background_color_gradient_overlays_image_tablet=”on” background_color_gradient_overlays_image_phone=”on” background_color_gradient_start_position_tablet=”48%” background_color_gradient_start_position_phone=”27%” background_color_gradient_end_tablet=”rgba(0,0,0,0)” background_color_gradient_end_phone=”rgba(0,0,0,0)” background_enable_image_tablet=”off” background_enable_image_phone=”off” background_size_phone=”cover” background_position_tablet=”bottom_left” global_module=”249835″ saved_tabs=”all” locked=”off” global_colors_info=”{}” title_text_phone=”homepage-bottom-new-thinner2″ title_text_tablet=”homepage-bottom-new-thinner2″ background__hover_enabled=”on|desktop”][et_pb_row custom_padding_last_edited=”on|phone” admin_label=”Optin text” _builder_version=”4.18.0″ custom_padding=”0px|13%|0px|13%|true|true” custom_padding_tablet=”” custom_padding_phone=”30px|4%|30px|4%|true|true” global_colors_info=”{}” custom_padding__hover_enabled=”on|desktop” custom_padding__hover=”0px|13%|0px|13%|true|true”][et_pb_column type=”4_4″ _builder_version=”4.16″ custom_padding=”|||” global_colors_info=”{}” custom_padding__hover=”|||”][et_pb_text content_tablet=”<\/p>\n

Get Your Free Account Today<\/h2>\n

Get your coaching business live with Paperbell!!
\nA fully-featured Paperbell account for free, no credit card required.” content_phone=”<\/p>\n

Get Your Free
Account Today<\/h1>\n

Get your coaching business live with Paperbell!!
A fully-featured Paperbell account for free, no credit card required.<\/p>\n

” content_last_edited=”on|phone” _builder_version=”4.27.4″ text_font=”Neutra Book||||||||” text_font_size=”20px” header_font=”Neutra Demi||||||||” header_font_size=”58px” header_line_height=”1.1em” header_2_text_align=”left” header_2_text_color=”#232323″ header_2_font_size=”24px” header_2_line_height=”1.5em” header_3_font=”Neutra Demi||||||||” header_3_font_size=”44px” header_5_font=”Neutra Book||||||||” header_5_text_color=”#666666″ header_5_font_size=”18px” header_5_letter_spacing=”1px” header_5_line_height=”1.8em” text_orientation=”center” custom_margin=”0px||8%||false|false” custom_padding=”44px|0px||0px|false|false” header_font_tablet=”” header_font_phone=”” header_font_last_edited=”on|desktop” header_font_size_tablet=”” header_font_size_phone=”28px” header_font_size_last_edited=”on|phone” locked=”off” global_colors_info=”{}”]<\/p>\n

Get Your Free Account Today<\/span><\/h3>\n

Get your coaching business live with Paperbell!!
A fully-featured Paperbell account for free, no credit card required.<\/p>\n

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Client Management Software Designed just for coaches and consultants. 100% Free, No Credit Card RequiredPaperbell is the coaching management software that runs your entire business: client admin, online payment, scheduling, contracts & more. It’s hard to give your clients an amazing experience when the back-end of your business is messy and hacked together. You need […]<\/p>\n","protected":false},"author":2,"featured_media":233157,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"_et_pb_use_builder":"on","_et_pb_old_content":"","_et_gb_content_width":"","om_disable_all_campaigns":false,"footnotes":""},"class_list":["post-643","page","type-page","status-publish","has-post-thumbnail","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/pages\/643","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/comments?post=643"}],"version-history":[{"count":73,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/pages\/643\/revisions"}],"predecessor-version":[{"id":249937,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/pages\/643\/revisions\/249937"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/media\/233157"}],"wp:attachment":[{"href":"https:\/\/paperbell.com\/wp-json\/wp\/v2\/media?parent=643"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}