Paperbell Review: The Best Coaching Software Platform?

Are you looking for the best coaching software platform to support your coaching business? If so, you’re in the right place to learn about one of the top options for coaches out there.

Before we go any further, we’re Cass + Tee, the partners that created this very blog that you are reading here on Lovely Impact! Together we have 20+ years of experience as coaches and web designers. 

It’s safe to say that we are obsessed with all things coaching, so much that we love to test out software options for coaches to find out what they’re all about.

This leads us to today’s review: Paperbell, a coaching software platform that handles all the details, downloads, and duties a coach needs running smoothly for their business to thrive.

In this article, we’re going to cover everything you need to know about Paperbell, including a complete breakdown of its features, the pros and cons, pricing, and alternative options in case this one isn’t the perfect fit for you.

Ready to get started? Let’s dive right in!

What Is Paperbell?

Paperbell is a business that is dedicated to helping coaches spend less time on the administration side of their coaching business. It works on improving your organization, streamlining and automating processes, and ensuring that everything runs smoothly.

Instead of needing a dozen different tools to do the various jobs you need, you can use Paperbell to handle all kinds of administrative tasks, including paperwork, scheduling, invoicing, and more. We love it because it lets coaches re-focus on the part of the work that they care the most about, and prevents them from having to spend hours just making the business run.

Paperbell Features Breakdown

Paperbell includes some amazing features, so let’s take a look at the top seven.

1. Appointment Scheduling

Appointment scheduling is a task that can make anyone want to tear their hair out, and some coaches feel like all they ever do with their lives is send off lists of times and dates, and then send more to overcome conflicts. You probably know the sinking feeling of nicely packing in your calendar, only to have a client ask to reschedule.

If you’re a virtual coach, you may also find yourself juggling different time zones. Alternatively, if one meeting runs over, will it throw off your whole day because you forgot to create a buffer between sessions? Not with Paperbell.

Paperbell wipes out these headaches completely and does all the scheduling work for you. You can let clients self-schedule according to your calendar, or use the coaching software to send times that suit you.

2. Note-keeping

Lots of coaches struggle to keep their notes in one place and end up hunting through books, online documents, scraps of paper, and emails in an attempt to find the things they need. It’s a major time sink and it can be very frustrating.

Paperbell brings all your notes together, organizing them by client, and gives you a central place in which to store them. This alone can massively reduce the amount of time you spend on admin because everything you need will be right in front of you when you are handling that specific client.

3. Online Checkout

Payments can get complicated, especially if you offer lots of different packages and payment plans. Paperbell makes this easy with online checkout software that ensures it’s super simple both from your end and the client’s end.

This encourages clients to pay promptly because they don’t have to wait for you to manually put together an invoice and send it off to them. It also cuts down on your admin time since you can use Paperbell to build what you need and send it to the client automatically.

Since getting paid is one of the most critical parts of the admin tasks you need to handle, having software to make the whole process more straightforward is ideal.

4. Contract Signing

If you spend a lot of time writing out contracts and sending them off whenever a client signs up for a package – stop. Paperbell will send out contracts automatically as part of the sign-up process, reducing the amount of work you need to do and eliminating any delay between sign-up and signature.

This also makes things easier from the client’s perspective. They immediately have the contract they need and can look at it before they finish, while everything is still fresh in their mind and it’s an active task for them – rather than another email they need to get around to dealing with.

5. Client Overview

It’s really handy to have a full history of everything you have done with a client, especially the clients that you work with long term. If you find yourself constantly digging through your emails, searching through old contracts, and trying to remember what you have and haven’t covered with certain clients, Paperbell is the way forward.

It consolidates all of your client notes into one handy overview, alongside information about past purchases, completed appointments, and remaining appointments. You’ll look super efficient and there is no risk of covering old ground or losing track of appointments with this coaching software supporting you and your clients.

6. Automated Messaging

Although copy-and-paste saves a lot of time when it comes to sending messages, automated messaging is a much better option. You can create customized emails that are automatically sent when a client makes a purchase, has an appointment, or needs a reminder of any sort.

This ensures that your clients get the information they need promptly, but stops you from having to do the work. If you do this, you can reclaim a lot of time that is usually spent on these messages, and you won’t run the risk of forgetting to send one.

7. Group Coaching

Coaching groups is a great way to make more money, but it comes with some drawbacks – with logistics being one of the biggest. You end up playing the scheduling game again, but with many more people.

Fortunately, Paperbell can help here too; it lets you set a date and time, create a billing plan, and choose the maximum number of signups. Clients that can make that session will be able to sign up through the site, pay, and attend, without you needing to email back and forth with a dozen different people, trying to find a schedule that suits everyone.

Paperbell Pros

As a coaching software, Paperbell has some major advantages, like minimizing your admin when it comes to call scheduling, and making the experience pleasanter on both sides. It has a personal feel that many coaches love and feel engaged by, and it standardizes the visual process your clients experience.

It is also easy to navigate, so you don’t need to be a computer whiz to get it working or spend hours watching tutorials. It has all the core features you could need, and the support is excellent.

Paperbell Cons

The tool lacks some integration that would be helpful, and it is not particularly visually customizable, so you end up with a “Paperbell feel” on your products. There is no way to invoice existing clients without sending them through the website, which can cause some hiccups when you initially get started with Paperbell.

There is also only one calendar scheduling tool, which is limiting for coaches who would prefer to use one they are familiar with and already operating. There’s no way to test what a client sees, either.

Paperbell Pricing

Paperbell keeps things simple with just one pricing band; you will get access to all of their features for $40 per month, based on yearly billing, or $50 per month if you wish to pay monthly. 

This is handy in that you don’t have to mess around choosing a package, but it does mean that if you only want the basic functions, you will end up paying over the odds for them. You can’t choose a low-cost package or downgrade, or remove features that you don’t use.

Paperbell Alternatives: Other Coaching Software Options

If Paperbell isn’t quite for you, there are plenty of alternatives that you can try. Most of these offer similar features, with slightly different advantages and disadvantages, so you might find one that suits your needs better.

For example, you could try CouchAccountable, which focuses on helping with client engagement as well as admin work, or Delenta.

Alternatively, if your focus is on health coaching, you may find TrueCoach is the coaching software you need. Check out these various options and see if any of them fit your requirements.

Another alternative to explore is Profi. This comprehensive platform is designed to simplify the coaching process, handling administrative tasks and enhancing the client experience. It’s a practical, user-friendly tool that could be a great fit for your coaching business. 

The newest coaching management tool on the market is Practice. It has everything you need in one place from a backend office perspective, and it gives your clients a well-designed client portal that streamlines any client communication and documentation. Did we mention that it has apps on iOS and Android? 

Final Thoughts – Best Software For Coaches

So there you have it, our comprehensive review of Paperbell. We hope this article has helped you decide if this coaching software platform is the right fit for you and your business. 

If not, no worries! There are plenty of other great options out there, so be sure to do your research before making a final decision. 

Having a powerful coaching software platform at your fingertips can make all the difference in your coaching business. With its robust features, ease of use, and affordable pricing, it’s hard to beat and is no wonder that it’s considered one of the best coaching software options to choose from.

Have you tried Paperbell for your coaching business? We would love to hear about your experience in the comments below.