Hi there, welcome to Paperbell! <\/p>\n\n\n\n
Log in to your account at https:\/\/app.paperbell.com<\/a><\/p>\n\n\n\nWatch this video for a comprehensive step-by-step setup guide:<\/p>\n\n\n\n\n<\/iframe>\n<\/div><\/figure>\n\n\n\n<p>It’s jam-packed with info, so feel free to jump to the parts which are most relevant to you! You can use the timestamps below to skip ahead, and if you’re looking for more help resources, scroll down to our Brief Overview of The Entire App. Enjoy!<br><br><strong>00:00 Welcome to Paperbell <\/strong><br><strong>02:54 Connect Stripe or PayPal<\/strong> and get paid <br><strong>05:31 Integrate a Calendar<\/strong> so you aren’t double booked (optional) <br><strong>07:48 Connect with Zoom or Google Meet<\/strong> for your video sessions <br><strong>09:27 <\/strong>Fine-tune your <strong>Availability and Notification settings<\/strong> (optional) <br><strong>10:09 Customise your beautiful Paperbell website <\/strong><br><strong>21:14 Set your Availability<\/strong> so clients can schedule with you <br><strong>25:00 Create Packages<\/strong> to showcase your offerings <br><strong>35:26 Launch a Group Coaching package<\/strong> (optional) <br><strong>35:48<\/strong> Add more <strong>Pricing options, Surveys, a Contract, Automated Emails and Content<\/strong> (optional) <br><strong>45:21 <\/strong>See how it all comes together for a seamless <strong>Client Experience<\/strong><\/p>\n\n\n\n<p>There are three steps* that must be completed for your site to be live, and we’ve already done one of them for you!<\/p>\n\n\n\n<p>1. Active packages<\/p>\n\n\n\n<p>Great news: you already have two <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/packages\/#default-packages\">default packages<\/a> ready to go:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <strong>Free Discovery package<\/strong> with 1 x 30 min session<\/li>\n\n\n\n<li>A <strong>$100 Breakthrough package<\/strong> with 1 x 60 min session<\/li>\n<\/ul>\n\n\n\n<p>You can edit those packages and <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/packages\/#create-a-package\">create new packages<\/a> — or just stick with those first two packages and add as you go. <\/p>\n\n\n\n<p>2. Check availability<\/p>\n\n\n\n<p>Your account will already have default availability, but you may want to edit or <a href=\"https:\/\/app.paperbell.com\/provider\/shifts\" target=\"_blank\" rel=\"noreferrer noopener\">add availability<\/a>, so clients can book time with you once they’ve got one of your packages.<\/p>\n\n\n\n<p><strong>*Optional (but encouraged) steps:<\/strong><\/p>\n\n\n\n<p>3. <a href=\"https:\/\/app.paperbell.com\/provider\/account\/edit_payment\" target=\"_blank\" rel=\"noreferrer noopener\">Connect Stripe or PayPal <\/a>(so you can get paid quickly & easily)<\/p>\n\n\n\n<p>If you’re only selling free packages, you don’t need to hook up a payment processor. But once you’re ready to charge for your work with clients, you’ll need to connect Stripe or PayPal to your account. <\/p>\n\n\n\n<p>4. <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/calendar-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Connect your Google, Outlook, or Apple <\/a>calendar (so you\u2019ll never be double-booked)<\/p>\n\n\n\n<p>That\u2019s it! After you\u2019ve completed these 2-4 steps, you can start sharing your homepage URL (<a href=\"https:\/\/app.paperbell.com\/provider\/shop\" target=\"_blank\" rel=\"noreferrer noopener\">you can find the link here<\/a>) so that clients can buy packages and book time with you.<\/p>\n\n\n\n<p>You know how you can buy a package of 10 yoga classes, then use their booking software to book the actual classes whenever you like? Your clients do the same with Paperbell! Your client pays for a package up-front, then goes into the system to book the actual sessions. It\u2019s up to them if they\u2019d like to go ahead and schedule everything ahead of time, or log back in and schedule when they\u2019re ready for their next session. When they purchase through Paperbell they will create their own client account, just like you do at a yoga studio.<\/p>\n\n\n\n<p>This ensures that you get paid up front, instead of chasing down invoices. If you prefer that your clients pay as they go, you can create single-session packages for your clients to keep re-purchasing whenever they\u2019re ready.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview\">Brief Overview of The Entire App<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Appointments<\/h3>\n\n\n\n<p>You can check out your <a href=\"https:\/\/app.paperbell.com\/provider\/bookings\" target=\"_blank\" rel=\"noreferrer noopener\">appointments page<\/a> to see an upcoming list of all your appointments. If you choose a \u201cpublish\u201d calendar on your <a href=\"https:\/\/app.paperbell.com\/provider\/calendar_accounts\/new\" target=\"_blank\" rel=\"noreferrer noopener\">calendar settings<\/a>, these will also appear on your Google Calendar automatically.<\/p>\n\n\n\n<p>\ud83d\udece <strong><em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/appointments\/\">Learn all about your appointments<\/a><\/em><\/strong><\/p>\n\n\n\n<p><strong>Availability<\/strong><\/p>\n\n\n\n<p>This is where you tell Paperbell when you can be booked to work with your clients.<\/p>\n\n\n\n<p>\ud83d\udece <strong><em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/availability\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn all about your availability<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Packages<\/h3>\n\n\n\n<p>Your <a href=\"https:\/\/app.paperbell.com\/provider\/packages\" target=\"_blank\" rel=\"noreferrer noopener\">packages<\/a> are your offerings in Paperbell — go to your packages section to create new and modify existing packages. Your packages will all live in your Paperbell website!<\/p>\n\n\n\n<p><a href=\"https:\/\/app.paperbell.com\/provider\/shop\"><strong><em>Personalize your Paperbell website<\/em><\/strong><\/a><\/p>\n\n\n\n<p>You can share your site URL or you can share a link to an individual package by grabbing the URL from a package’s Sharing tab.<\/p>\n\n\n\n<p>\ud83d\udece <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/packages-and-package-updates\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong><em>Learn all about your packages <\/em><\/strong><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Clients<\/h3>\n\n\n\n<p>You can click on a client\u2019s name on the <a href=\"https:\/\/app.paperbell.com\/provider\/customers\" target=\"_blank\" rel=\"noreferrer noopener\">clients page<\/a> to see all of their details – which packages they\u2019ve purchased, how much they\u2019ve spent, and how many sessions they have left. You can also add your own notes that only you can see, or that you can share with the client if you’d like. <\/p>\n\n\n\n<p>\ud83d\udece <em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/clients\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Learn all about your clients <\/strong><\/a><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sales<\/h3>\n\n\n\n<p>And your <a href=\"https:\/\/app.paperbell.com\/provider\/purchases\" target=\"_blank\" rel=\"noreferrer noopener\">sales page<\/a> is where you’ll find a list of all packages you’ve sold through your Paperbell site. It can be sorted by package to make it more easily digestible.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Settings<\/h3>\n\n\n\n<p>Finally, check out your <a href=\"https:\/\/app.paperbell.com\/provider\/account\/edit\" target=\"_blank\" rel=\"noreferrer noopener\">settings page<\/a> to change your time zone, or edit the meeting URL you give to your clients. This will automatically appear in your Google Calendar appointments, to end any confusion about which meeting room you\u2019re using or who is calling who. (You can also enter your Skype handle or a conference line number here.)<\/p>\n\n\n\n<p>\ud83d\udece <strong><em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/account-settings\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn all about your settings <\/a><\/em><\/strong><\/p>\n\n\n\n<p>If you need any help, we\u2019re here for you at <a rel=\"noreferrer noopener\" href=\"mailto:hello@paperbell.com\" target=\"_blank\">hello@paperbell.com<\/a> (or just hit \u201creply\u201d to any email you receive from us).<\/p>\n\n\n\n<p>We can\u2019t wait to help you grow your business!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi there, welcome to Paperbell! Log in to your account at https:\/\/app.paperbell.com Watch this video for a comprehensive step-by-step setup guide: It’s jam-packed with info, so feel free to jump to the parts which are most relevant to you! You can use the timestamps below to skip ahead, and if…<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[2],"ht-kb-tag":[],"class_list":["post-66","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-quickstart"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Paperbell Quickstart Guide (Onboarding) - Paperbell Support<\/title>\n<meta name=\"description\" content=\"There are four essential steps to getting up and running with Paperbell. Let\u2019s knock them out right now! 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Watch this video for a comprehensive step-by-step setup guide:<\/p>\n\n\n\n\n<\/iframe>\n<\/div><\/figure>\n\n\n\n<p>It’s jam-packed with info, so feel free to jump to the parts which are most relevant to you! You can use the timestamps below to skip ahead, and if you’re looking for more help resources, scroll down to our Brief Overview of The Entire App. Enjoy!<br><br><strong>00:00 Welcome to Paperbell <\/strong><br><strong>02:54 Connect Stripe or PayPal<\/strong> and get paid <br><strong>05:31 Integrate a Calendar<\/strong> so you aren’t double booked (optional) <br><strong>07:48 Connect with Zoom or Google Meet<\/strong> for your video sessions <br><strong>09:27 <\/strong>Fine-tune your <strong>Availability and Notification settings<\/strong> (optional) <br><strong>10:09 Customise your beautiful Paperbell website <\/strong><br><strong>21:14 Set your Availability<\/strong> so clients can schedule with you <br><strong>25:00 Create Packages<\/strong> to showcase your offerings <br><strong>35:26 Launch a Group Coaching package<\/strong> (optional) <br><strong>35:48<\/strong> Add more <strong>Pricing options, Surveys, a Contract, Automated Emails and Content<\/strong> (optional) <br><strong>45:21 <\/strong>See how it all comes together for a seamless <strong>Client Experience<\/strong><\/p>\n\n\n\n<p>There are three steps* that must be completed for your site to be live, and we’ve already done one of them for you!<\/p>\n\n\n\n<p>1. Active packages<\/p>\n\n\n\n<p>Great news: you already have two <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/packages\/#default-packages\">default packages<\/a> ready to go:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A <strong>Free Discovery package<\/strong> with 1 x 30 min session<\/li>\n\n\n\n<li>A <strong>$100 Breakthrough package<\/strong> with 1 x 60 min session<\/li>\n<\/ul>\n\n\n\n<p>You can edit those packages and <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/packages\/#create-a-package\">create new packages<\/a> — or just stick with those first two packages and add as you go. <\/p>\n\n\n\n<p>2. Check availability<\/p>\n\n\n\n<p>Your account will already have default availability, but you may want to edit or <a href=\"https:\/\/app.paperbell.com\/provider\/shifts\" target=\"_blank\" rel=\"noreferrer noopener\">add availability<\/a>, so clients can book time with you once they’ve got one of your packages.<\/p>\n\n\n\n<p><strong>*Optional (but encouraged) steps:<\/strong><\/p>\n\n\n\n<p>3. <a href=\"https:\/\/app.paperbell.com\/provider\/account\/edit_payment\" target=\"_blank\" rel=\"noreferrer noopener\">Connect Stripe or PayPal <\/a>(so you can get paid quickly & easily)<\/p>\n\n\n\n<p>If you’re only selling free packages, you don’t need to hook up a payment processor. But once you’re ready to charge for your work with clients, you’ll need to connect Stripe or PayPal to your account. <\/p>\n\n\n\n<p>4. <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/calendar-integration\/\" target=\"_blank\" rel=\"noreferrer noopener\">Connect your Google, Outlook, or Apple <\/a>calendar (so you\u2019ll never be double-booked)<\/p>\n\n\n\n<p>That\u2019s it! After you\u2019ve completed these 2-4 steps, you can start sharing your homepage URL (<a href=\"https:\/\/app.paperbell.com\/provider\/shop\" target=\"_blank\" rel=\"noreferrer noopener\">you can find the link here<\/a>) so that clients can buy packages and book time with you.<\/p>\n\n\n\n<p>You know how you can buy a package of 10 yoga classes, then use their booking software to book the actual classes whenever you like? Your clients do the same with Paperbell! Your client pays for a package up-front, then goes into the system to book the actual sessions. It\u2019s up to them if they\u2019d like to go ahead and schedule everything ahead of time, or log back in and schedule when they\u2019re ready for their next session. When they purchase through Paperbell they will create their own client account, just like you do at a yoga studio.<\/p>\n\n\n\n<p>This ensures that you get paid up front, instead of chasing down invoices. If you prefer that your clients pay as they go, you can create single-session packages for your clients to keep re-purchasing whenever they\u2019re ready.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"overview\">Brief Overview of The Entire App<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Appointments<\/h3>\n\n\n\n<p>You can check out your <a href=\"https:\/\/app.paperbell.com\/provider\/bookings\" target=\"_blank\" rel=\"noreferrer noopener\">appointments page<\/a> to see an upcoming list of all your appointments. If you choose a \u201cpublish\u201d calendar on your <a href=\"https:\/\/app.paperbell.com\/provider\/calendar_accounts\/new\" target=\"_blank\" rel=\"noreferrer noopener\">calendar settings<\/a>, these will also appear on your Google Calendar automatically.<\/p>\n\n\n\n<p>\ud83d\udece <strong><em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/appointments\/\">Learn all about your appointments<\/a><\/em><\/strong><\/p>\n\n\n\n<p><strong>Availability<\/strong><\/p>\n\n\n\n<p>This is where you tell Paperbell when you can be booked to work with your clients.<\/p>\n\n\n\n<p>\ud83d\udece <strong><em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/availability\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn all about your availability<\/a><\/em><\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Packages<\/h3>\n\n\n\n<p>Your <a href=\"https:\/\/app.paperbell.com\/provider\/packages\" target=\"_blank\" rel=\"noreferrer noopener\">packages<\/a> are your offerings in Paperbell — go to your packages section to create new and modify existing packages. Your packages will all live in your Paperbell website!<\/p>\n\n\n\n<p><a href=\"https:\/\/app.paperbell.com\/provider\/shop\"><strong><em>Personalize your Paperbell website<\/em><\/strong><\/a><\/p>\n\n\n\n<p>You can share your site URL or you can share a link to an individual package by grabbing the URL from a package’s Sharing tab.<\/p>\n\n\n\n<p>\ud83d\udece <a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/packages-and-package-updates\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong><em>Learn all about your packages <\/em><\/strong><\/a><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Clients<\/h3>\n\n\n\n<p>You can click on a client\u2019s name on the <a href=\"https:\/\/app.paperbell.com\/provider\/customers\" target=\"_blank\" rel=\"noreferrer noopener\">clients page<\/a> to see all of their details – which packages they\u2019ve purchased, how much they\u2019ve spent, and how many sessions they have left. You can also add your own notes that only you can see, or that you can share with the client if you’d like. <\/p>\n\n\n\n<p>\ud83d\udece <em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/clients\/\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Learn all about your clients <\/strong><\/a><\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Sales<\/h3>\n\n\n\n<p>And your <a href=\"https:\/\/app.paperbell.com\/provider\/purchases\" target=\"_blank\" rel=\"noreferrer noopener\">sales page<\/a> is where you’ll find a list of all packages you’ve sold through your Paperbell site. It can be sorted by package to make it more easily digestible.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Settings<\/h3>\n\n\n\n<p>Finally, check out your <a href=\"https:\/\/app.paperbell.com\/provider\/account\/edit\" target=\"_blank\" rel=\"noreferrer noopener\">settings page<\/a> to change your time zone, or edit the meeting URL you give to your clients. This will automatically appear in your Google Calendar appointments, to end any confusion about which meeting room you\u2019re using or who is calling who. (You can also enter your Skype handle or a conference line number here.)<\/p>\n\n\n\n<p>\ud83d\udece <strong><em><a href=\"https:\/\/paperbell.com\/support\/knowledge-base\/account-settings\/\" target=\"_blank\" rel=\"noreferrer noopener\">Learn all about your settings <\/a><\/em><\/strong><\/p>\n\n\n\n<p>If you need any help, we\u2019re here for you at <a rel=\"noreferrer noopener\" href=\"mailto:hello@paperbell.com\" target=\"_blank\">hello@paperbell.com<\/a> (or just hit \u201creply\u201d to any email you receive from us).<\/p>\n\n\n\n<p>We can\u2019t wait to help you grow your business!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Hi there, welcome to Paperbell! Log in to your account at https:\/\/app.paperbell.com Watch this video for a comprehensive step-by-step setup guide: It’s jam-packed with info, so feel free to jump to the parts which are most relevant to you! You can use the timestamps below to skip ahead, and if…<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[2],"ht-kb-tag":[],"class_list":["post-66","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-quickstart"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Paperbell Quickstart Guide (Onboarding) - Paperbell Support<\/title>\n<meta name=\"description\" content=\"There are four essential steps to getting up and running with Paperbell. Let\u2019s knock them out right now! 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