Running an online coaching business can feel like juggling flaming swords. You're bound to drop something between keeping track of your client roster and managing your time. That’s why tools like Paperbell have become essential for managing coaching clients. But what happens when Paperbell doesn’t fit your needs? Maybe it’s too expensive or lacks the features you need. This post explores some of the best Paperbell alternatives for managing coaching clients.
From invoicing to scheduling, these alternatives cover everything Paperbell might miss—and then some. Whether you need better automation or a digital clone to scale your coaching business, you'll find the perfect fit here.
What Is Paperbell?
Paperbell is the growth hack coaches have been waiting for. It’s a web-based software that handles the admin chaos of running a coaching business. Imagine having a personal assistant that:
- Manages scheduling
- Payments
- Contracts
- Client communications
That’s Paperbell. Automating these tasks lets you focus on what you do best—working with clients. Paperbell is your command center for managing every detail of your coaching business, whether on a desktop or mobile device.
How Does Paperbell Work?
Paperbell simplifies your life by acting as an all-in-one tool to offer packages like:
- Coaching sessions
- Courses
- Consultations
Here’s how it works:
Setup
Create an account and set up your services. Define package types, pricing, session lengths, and other details.
Client Interaction
Share a link with clients so they can check out your offerings. This link takes them to a page where they can schedule appointments, sign contracts, make payments, and complete surveys. It’s all integrated, making it smooth for you and your clients.
Automation
Once a client books, Paperbell kicks into gear. It sends appointment confirmations, payment receipts, and reminders.
Client Management
To manage ongoing relationships effectively, keep tabs on client details, session histories, and billing info.
As the coaching industry booms, tools like Paperbell are essential. It helps you scale your business while keeping things personal and efficient.
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Best Features and Advantages of Using Paperbell
Streamlined Scheduling: No More Back and Forth
Paperbell has a knack for cutting out the hassle of appointment scheduling. Unlike traditional tools like Calendly, it lets coaching clients schedule themselves based on your availability. Sync it with Google Calendar, Outlook, or iCal, and forget about double bookings and time zone headaches. Clients pick their own times, so you spend less time playing email tag.
Payment Made Easy: No More Awkward Money Talks
With Paperbell, selling your coaching packages online is a breeze. Credit cards, PayPal, bank transfers—you name it. Clients pay when they book, so you don't have to bring up payments during sessions. Plus, it supports monthly subscriptions and package deals, letting you offer flexible pricing structures that suit your business model.
Contracts Done Right: Legal Stuff Without the Hassle
Paperbell integrates contracts right into the coaching process. With HelloSign, clients sign legally binding agreements before anything else happens. No more chasing down signatures or sending reminder emails. It's all stored securely within the platform, so you and your clients can access signed documents whenever needed.
All-in-One Client Management: Keep Everything in One Place
With Paperbell’s client management dashboard, you get a comprehensive view of each client. Purchase and appointment histories, survey responses, and notes are all in one place. No more juggling multiple tools or spreadsheets to keep track of client progress and interactions. Everything you need is right there.
Extra Revenue Streams: Sell Digital Downloads with Ease
Want to add digital downloads like PDFs to your coaching packages or sell them separately? Paperbell’s got you covered. It’s a simple way to create additional revenue streams while offering valuable resources to your clients—no need to mess around with third-party platforms.
Client Portal: Everything Your Clients Need in One Spot
Each client gets a custom portal to:
- Schedule appointments
- View contracts
- Purchase additional sessions
- Access digital downloads
It’s user-friendly, so clients won’t have to navigate complex systems to find their needs. It’s all about making their experience as smooth as possible.
Professional-Looking Landing Pages: Market Your Services with Style
Paperbell automatically creates custom-branded landing pages for each coaching offer. You can personalize them with text and images and link directly to your booking page. It’s a great way to market your services professionally without spending hours tweaking website settings.
Group Coaching: Master the Logistics
Are you considering using group coaching to increase your revenue? Paperbell helps you manage the logistics. No more endless emails trying to coordinate schedules with multiple people. It simplifies the process so you can focus on delivering impactful sessions.
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Why Others Consider Paperbell Alternatives
Seeking Contract Flexibility
Paperbell’s contract customization can feel restrictive. You might find yourself stuck if you need to include specific, fillable fields for legal compliance—like a client’s location. That’s a problem for users who want more sophisticated digital contracting solutions. It’s no wonder some coaches and service providers look elsewhere for more robust options.
Wanting Better Marketing Tools
Sure, Paperbell helps manage:
- Appointments
- Payments
- Contracts
But it doesn’t assist in finding new clients. You still have to rely on your marketing efforts to bring in business. This can be a dealbreaker for those seeking an all-in-one platform with marketing and lead-generation tools.
Price Matters
Paperbell has a higher price point than some alternatives. This can be a turn-off for those on a tight budget. If you’re paying more, you’d expect more features. But if you need extras like improved marketing tools or contract customization, the cost might not feel worth it.
Creating Engaging Landing Pages
The landing page builder in Paperbell is often criticized for needing to be more fundamental and more user-friendly. You might find the options limited if you’re trying to create eye-catching, conversion-focused pages to promote your services or courses. Other platforms offer more customizable and visually appealing designs that reflect your brand and engage clients.
Integrations and Customization Frustrations
Paperbell’s integration and visual customization limitations mean you’re stuck with a generic “Paperbell feel” on your client-facing pages. This lack of flexibility can frustrate businesses that want to maintain a unique brand identity. Users often seek alternatives that offer more integration options with third-party tools like:
- CRMs
- Email marketing platforms
- Payment systems
Invoicing Challenges
Paperbell doesn’t provide a way to invoice existing clients directly without routing them through its website. This extra step can be cumbersome, especially for those prioritizing efficiency in managing ongoing client relationships. This limitation can become a bottleneck if you already use other invoicing software.
Calendar Scheduling Limit
Paperbell integrates with only one calendar scheduling tool. If you already use another scheduling system you prefer, this can be a real headache. Coaches and service providers often have established workflows with specific tools, and being forced to switch can lead to unnecessary friction.
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17 Best Paperbell Alternatives for Managing Coaching Clients
1. Delphi: Your Digital Clone Awaits
Delphi is a digital cloning platform that allows users to capture their unique style, voice, and expertise, enabling them to scale personalized 1-1. Delphi enables content creators, coaches, influencers, CEOs, executives, and more to:
- Scale or clone their expertise
- Maximize their time
- Increase their availability
With Delphi, you can preserve your knowledge and personalize communications. Delphi's mentorship as a service allows knowledge-based professionals to clone themselves for:
- Texting
- Calling
- Video calling
Management features include:
- Mass messages
- Hop-in conversations
- Alerts
- Analytics
- Content strategy data
Get started, and create your own digital clone for free today!
2. Flowlance: Integrate, Automate, Dominate
Flowlance is tailored for solopreneurs like coaches, mentors, and consultants who rely heavily on Google Calendar. The platform's standout feature is the ability to automate payments directly from Google Calendar events, making invoicing seamless and saving time.
Flowlance provides valuable insights into business performance through revenue tracking and customizable invoice templates. This automation ensures coaches have a clear overview of their income and appointments without needing separate tools. Flowlance is ideal for knowledge-based professionals who want to automate invoicing and client management while deeply integrating with Google Calendar. Its pricing starts at a free tier for up to four clients, with paid plans available for those looking to scale their businesses.
3. CoachAccountable: Tracking Made Easy
CoachAccountable is explicitly designed for coaches, offering:
- Session tracking
- Goal-setting tools
- Client accountability features
It’s one of the more coaching-specific platforms, allowing users to manage:
- Client progress
- Assignments
- Communication in one place
The platform’s client portal also helps keep everything organized, from session notes to contracts and payments. With pricing starting at $20 per month, CoachAccountable offers a more tailored experience for coaches who want to track and manage their clients’ progress.
4. Dubsado: Automation and Customization
Dubsado is another alternative that combines key features for managing your coaching business, with a strong focus on automation:
- Client management
- Scheduling
It’s ideal for service-based businesses that want to:
- Create workflows
- Automate tasks
- Send proposals with minimal effort
Streamline Your Coaching with Dubsado's Client Portals
Dubsado’s client portals make it easy for coaches to manage communication and project updates in one place. Its visual customization options allow users to design forms and contracts that match their brand. Dubsado appeals to coaches who value automation and customization. The service costs $20 monthly, and a free trial is available.
5. Kajabi: Courses and More
The most popular use of Kajabi is as an online course platform. It enables authors to design landing pages and produce and host courses. One of Kajabi’s strengths is offering complete marketing tools and funnels to sell those courses, particularly useful for coaches hoping to profit from the course boom.
Occasionally, if you’re an online coach seeking the ideal platform, these marketing methods might aid client acquisition and revenue generation. With Kajabi, you can create comprehensive modules for your course-based coaching business, including:
- Text content for lessons and resources
- Files for downloadable materials
- Videos, hosted via third-party platform Wistia, for interactive learning
The platform has sophisticated marketing tools, including:
- Welcome flows
- Landing sites
- Email campaigns that are absent from most other online coaching platforms
Kajabi's drawback for instructors is that it is a business builder focusing on courses. There is a minimal community option, but it is essentially just a tag.
6. Hellobonsai: Freelancers Rejoice
Hellobonsai offers a comprehensive suite of tools for freelancers and solopreneurs, with features including:
- Proposal creation
- Invoicing
- Financial tracking
Financial Management for Freelancers
Built-in time tracking and expense management are ideal for professionals who need to monitor project progress and manage client communications efficiently. The platform also offers tax estimations and reporting, further simplifying the financial side of freelance work.
Freelancers, including coaches who need a broader array of business tools, find Hellobonsai a powerful alternative. Pricing starts at $25 per month, with a seven-day trial available.
7. Practice: Client-Centric Coaching
Practice is a client-focused platform that helps coaches manage their businesses efficiently. It provides a dedicated space for clients to access coaching materials and communicate with their coaches.
The platform supports various pricing models, allowing coaches to implement flexible payment structures that suit their clients' needs. Practice integrates with Google for scheduling and reminders, making it easier for coaches and clients to stay organized. The ability to collaborate on tasks and co-coach clients enhances the platform's utility for teams of coaches.
8. HoneyBook: Beautiful Efficiency
HoneyBook is a versatile business management tool that caters to creative professionals, including coaches. It offers:
- Project tracking
- Invoicing
- Contract management
Streamlined Client Onboarding and Management
HoneyBook allows coaches to create beautiful proposals and automate workflows, which can significantly streamline the onboarding process for new clients. The platform also provides a client portal where clients can view their project details and make payments easily. Its intuitive interface makes it easy for coaches to manage their business operations without getting bogged down in administrative tasks.
9. Simplero: All-in-One Solution
Simplero is an all-in-one platform designed for online business management that includes coaching functionalities. It allows coaches to:
- Manage memberships
- Conduct coaching sessions all within the same system
Simplero provides tools for:
- Email marketing Payment processing
- Client management
This makes it a comprehensive solution for those looking to grow their coaching business while providing educational content. The platform also supports community-building features that enable client interaction.
10. Mighty Networks: Community Powerhouse
Mighty Networks provides all you want to establish your tutoring business and build a fantastic clientele. It provides a versatile community platform that can also be used as a white-label solution, enabling you to handle almost all tasks mentioned earlier. Customization options within specific Spaces include:
- Asynchronous and synchronous courses for engaging learners
- Messaging for seamless communication
- Debates for interactive discussions
- Events to foster community engagement
Mighty Networks also includes a user-friendly app, giving your clients easy access to the platform. Additional features include:
- Live streaming
- Polls for gathering feedback
- Accessible forums for community discussions
- The option to create welcome sequences for new members
Group Coaching and Community Building
For group coaching, it’s fantastic since you can create and charge for a sub-community for each group you run, plan and conduct your sessions there, and provide value to your groups, whether they are working alone or together in the central community. It’s the ideal setting for anybody wishing to host group coaching sessions or create a community around their coaching.
11. TrueCoach: Fitness and Accountability
With the ability to connect remotely with customers and exchange exercises and workout videos, TrueCoach is designed for personal trainers and fitness organizations to launch remote coaching and training services. While platforms like Satori and CoachAccountable focus more on the fundamentals of running a coaching business such as:
- Payments
- Programs
- Notes, etc.)
TrueCoach shares the Nudge platform’s emphasis on client management and program delivery. Using TrueCoach’s tools for targeted communication and health monitoring, you may increase continuous accountability and engagement for more significant outcomes. Nothing is more crucial in remote coaching interactions than a platform that can encourage client participation.
Like most coaching and personal training systems, TrueCoach’s price structure depends on the number of clients. It features a 14-day free trial and a basic tier starting at $19/month, which includes all functionality except payments.
12. Thinkific: Courses Made Simple
Thinkific is a user-friendly course development tool incorporating Zoom to assist coaching sessions. It allows coaches to create their white-label website and sell digital items and courses. Though Thinkific has no marketing automation tools, it has many sales choices and easy checkout with order bump prompts.
With the Calendly integration, coaches can easily schedule appointments. Thinkific benefits include:
- User-friendly interface
- Strong community features
- Free plan available (with limited features)
- Multiple sales opportunities
- White-label option for branding
13. Awarenow (Profi): One-Stop Professional Shop
Awarenow, formerly known as Profi, is another one-stop platform designed for professionals such as:
- Coaches
- Consultants
- Trainers
- Therapists
With Awarenow, you can do everything you’d expect from a full-featured coaching app, including:
- Setting up appointments
- Keeping track of client data
- Making intake forms
- Hosting video chats
Speed and discoverability have been fine-tuned on this platform, and users have given it rave reviews.
14. Quenza: Intuitive Design for Growth
Quenza is a popular and intuitive design engineered to empower coaches and clients. Its top feature allows you to create personalized activities and pathways that fit your client’s needs. This coursework feature is beneficial because it creates a sense of active involvement and ownership in clients’ health and wellness journeys.
Quenza’s platform has engaging content delivery systems that ensure clients stay on track with their programs by seamlessly integrating care plans, reflective practices, and habit-forming activities essential for sustained behavior change.
15. SimplePractice: Wellness and Privacy
SimplePractice caters predominantly to wellness and mental health professionals. It streamlines client management by offering features like:
- Telehealth capabilities
- A secure client portal
- Online booking
- Billing and invoicing
It also provides health documentation tools, including customizable note templates and data storage for client records. The platform’s emphasis on privacy and compliance with industry standards like HIPAA makes it a trustworthy choice for practitioners.
16. Acuity Scheduling: Appointments Made Easy
Acuity Scheduling is a well-known tool for appointment booking and client scheduling. While it doesn’t offer as many invoicing or contract management features as Paperbell, its strength lies in its user-friendly interface and customizable scheduling options.
Flexible Scheduling and Integrations
Acuity allows coaches to offer clients a variety of scheduling preferences, including time zones, and integrates with other platforms for added functionality. For coaches who focus primarily on appointment scheduling and don’t need extensive client management tools, Acuity’s monthly pricing starts at $15.
17. Calendly: Integration Focused Scheduling
Calendly focuses on appointment scheduling, similar to Acuity, but with more emphasis on integrations with other tools such as:
- Zoom
- Google Calendar
- CRM systems
Simplified Scheduling for Coaches
It is perfect for coaches who need a flexible, client-friendly scheduling solution. While it doesn’t handle contracts or payments directly, it can be used alongside other tools for a comprehensive workflow. Calendly’s simplicity makes it an attractive choice for coaches looking to streamline client scheduling. Its free plan is available, with paid plans starting at $8 monthly.
What To Look Out for When Choosing a Paperbell Alternative
When you're in the coaching game, time is your most valuable asset. While essentials like appointment scheduling and task management are important, why settle for just the basics? Look for features that can elevate your business, such as:
- Intake forms
- Proposals
- Accounting tools
Integration with other apps, directly or through platforms like Zapier, can be a game changer. The more advanced features a platform offers, the better it can support your growth and streamline operations.
Automation: Letting Technology Do the Heavy Lifting
A solid CRM will cover basic automation, like scheduling. A great one will do much more. Seek out systems that:
- Send reminders
- Nudge clients about payments
- Sync your calendar
The more a platform can automate, the more time you can spend on what truly matters—your clients.
Pricing: Balancing Budget and Value
Budget matters, but so does getting the features you need. Most coaching platforms require subscriptions. Some offer discounts for annual payments. Many provide free trials, often ranging from 7 to 30 days. Use these to test the waters before committing. A free trial can be a lifesaver, allowing you to explore the platform without financial risk.
Interface Design: Keep It Simple, Keep It Efficient
A platform should work for you, not make you work for it. Even the most feature-rich system is useless if it's a pain to navigate. Consider how intuitive the interface is for both you and your clients. The goal is to enhance, not hinder, your workflow and client interactions.
Customer Service: Your Safety Net When Things Go Sideways
Most platforms offer customer service, but the quality can vary. Look for options like live chat, email, and phone support. Check if they have a comprehensive Help Center with tutorials and articles. These resources can be invaluable, especially if you need help outside business hours.
FAQs on Paperbell
What Does Paperbell Do for Coaches?
Paperbell is a game-changer for coaches. It’s an all-in-one software that handles all the nitty-gritty details of your coaching business. Think of it as your silent partner. With Paperbell, clients can schedule their appointments without the back-and-forth emails.
Paperbell handles payments, so you’re not chasing invoices. Contracts? Done as part of scheduling. It even gives you a dashboard to keep track of client details, from appointments to payments. Plus, you can offer digital downloads and get custom-branded landing pages for each package. It’s like having an assistant who never takes a day off.
Is Paperbell a CRM? Absolutely
In the coaching world, Paperbell is a CRM tailored just for you. It organizes everything about your clients in one place. You can see:
- Appointments
- Payments
- Client history with a few clicks
This isn’t just about keeping track; it’s about understanding your clients better and providing them with a top-notch experience. Having this kind of organized client database means you’re always on top of your game.
Is There Something Better Than Paperbell?
The answer is it depends. Paperbell is excellent for many coaches, but you may need something different. Platforms like Delphi offer digital clones to handle client interactions.
If scheduling is your main concern, Calendly or Acuity might be your pick. Teachable or Kajabi could be more up your alley for those wanting to build extensive courses. The best choice depends on what you need for your coaching business.
Yes, Paperbell Has Landing Pages
Paperbell doesn’t just help you run your business; it enables you to market it, too. It automatically creates custom-branded landing pages for each of your coaching packages. These pages let you showcase your offerings in detail and link directly to booking. It’s a seamless way to present your services professionally and attractively.
Create Your Own Digital Clone With Delphi Today
Unleash Your Potential with Delphi’s Digital Cloning
Imagine being able to capture your unique style, voice, and expertise in a digital format. Delphi is a groundbreaking platform that allows coaches, content creators, and influencers to do just that.
Creating a digital clone will enable you to scale your personalized one-on-one interactions without sacrificing authenticity or quality. Delphi empowers you to mass-personalize your communications while preserving your:
- Knowledge
- Wisdom
- Style
This isn’t just about convenience but maximizing your impact and reach.
Scale Your Expertise with Delphi’s Mentorship as a Service
Delphi’s mentorship as a service lets you clone yourself in ways you never thought possible. Whether texting, calling, or video calling, your digital clone can handle it all, freeing up your time and availability. With audience management features like:
- Mass messaging
- Alerts
- Analytics
This is about more than just efficiency; it’s about scaling your expertise and making a bigger impact on those you serve.
Preserve Your Knowledge and Wisdom with Delphi
Delphi isn’t just about scaling your business; it’s about preserving your knowledge and wisdom for future generations. Creating a digital clone captures your unique style, voice, expertise, and insights. This allows you to pass down your knowledge to others, ensuring that your legacy lives on long after you’re gone. This is about more than just business; it’s about leaving a lasting impact on the world.