{"id":761,"date":"2021-04-12T21:38:00","date_gmt":"2021-04-12T21:38:00","guid":{"rendered":"https:\/\/paperbell.com\/support\/?post_type=ht_kb&#038;p=761"},"modified":"2021-12-05T22:08:11","modified_gmt":"2021-12-05T22:08:11","slug":"client-flow-product-update-april-2021","status":"publish","type":"ht_kb","link":"https:\/\/paperbell.com\/support\/knowledge-base\/client-flow-product-update-april-2021\/","title":{"rendered":"Client flow (Product update, April 2021)"},"content":{"rendered":"\n<p class=\"wp-block-ht-blocks-messages wp-block-hb-message wp-block-hb-message--withicon is-style-alert\">This is an archived product update, and may not contain the most up-to-date information.<\/p>\n\n\n\n<p>We\u2019ve recently shipped a ton of improvements that you may not have seen . . . because they\u2019re not for you.<\/p>\n\n\n\n<p>Yup, they\u2019re for the other very important half of the Paperbell experience: your clients!<\/p>\n\n\n\n<p>You gave us some feedback on where your clients were getting tripped up and confused, so we\u2019ve optimized the process in a lot of small ways. These are those kinds of things that you often don\u2019t really notice, because they just work!<\/p>\n\n\n\n<p><strong>Improving the Client Login Process<\/strong><\/p>\n\n\n\n<p>Generally, your clients always stay logged into Paperbell. But if they switch browsers, switch to their phones, have cookies blocked, etc. we\u2019ll need them to login again.&nbsp;<\/p>\n\n\n\n<p>Also, if they\u2019re signing a contract with you they\u2019re required to confirm their email address to make sure it\u2019s really them.<\/p>\n\n\n\n<p>We have improved our process for this by using an emailed confirmation code. If your clients ever told you they were \u201cstuck in a loop\u201d this solves that issue!<\/p>\n\n\n\n<p><strong>Name Field Required<\/strong><\/p>\n\n\n\n<p>We had removed the client name requirement but you told us you want and need to know your clients names! So now all of your clients will be required to enter their full name in order to make an appointment.&nbsp;<\/p>\n\n\n\n<p><strong>Email Verification Required<\/strong><\/p>\n\n\n\n<p>Similar to the above, we had tried to eliminate a step by not requiring email confirmation for new clients. The problem? If they made a typo on their email address (which actually happens all the time) their Paperbell booking went into a wrong-email no mans\u2019 land! Not good. This is now impossible with the new system.&nbsp;<\/p>\n\n\n\n<p><strong>Improved Checkout Design<\/strong><\/p>\n\n\n\n<p>We made everything . . . better! The design is now cleaner, with more information about the package purchased and appointments scheduled throughout the process.<\/p>\n\n\n\n<p>In Case You Missed It<\/p>\n\n\n\n<p>Our Zoom and Google Meet integrations are now live! Check em out!<\/p>\n\n\n\n<p>And we\u2019re currently working on building improved integrations between Paperbell and your website. HINT: An embedded calendar has definitely been our number one request!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>We\u2019ve recently shipped a ton of improvements that you may not have seen . . . because they\u2019re not for you. Yup, they\u2019re for the other very important half of the Paperbell experience: your clients! You gave us some feedback on where your clients were getting tripped up and confused,&#8230;<\/p>\n","protected":false},"author":1,"template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[30],"ht-kb-tag":[],"class_list":["post-761","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-product-updates"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.4 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Client flow (Product update, April 2021) - Paperbell Support<\/title>\n<meta name=\"description\" content=\"This is an archived product update, and may not contain the most up-to-date information. 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