Introduction

Paperbell is the go-to platform for selling coaching services online, catering to both seasoned professionals and those new to the coaching industry. By integrating IdentityCheck, coaches can elevate their service by ensuring secure and seamless ID verification, enhancing trust and compliance with minimal effort.

Why Connect IdentityCheck to Paperbell

Integrating IdentityCheck with Paperbell empowers coaches with a robust identity verification tool designed to streamline onboarding and bolster security. With IdentityCheck, coaches can confidently vet clients, ensuring each interaction is with verified individuals. This not only simplifies the onboarding process but also significantly reduces the risk of fraud and identity theft within the coaching community.

In one example, Guardian Tax Solutions slashed onboarding time by 90% using IdentityCheck, highlighting its efficiency and potential to transform identity verification processes for coaching businesses.

Setting Up the Integration

1. Log into your Paperbell account and navigate to the integrations settings.
2. Select IdentityCheck from the list of available integrations.
3. Follow the on-screen prompts to authorize the connection between Paperbell and IdentityCheck.
4. Configure your preferred verification settings, such as the level of detail required.
5. Complete the setup by testing the integration with a sample ID verification process.

How It Works in Paperbell

Once integrated, IdentityCheck operates seamlessly within Paperbell to handle identity verification needs. For example, a coach onboarding a new client can automatically initiate a KYC check. The client will receive a prompt to verify their identity securely before their first session, ensuring both parties are protected right from the start.

Frequently Asked Questions

• Where is my data stored?

  IdentityCheck securely stores data in compliance with global privacy standards.

• Can I customize the verification message?

  Yes, the verification message can be personalized to match your brand’s tone and style.

• What if someone doesn’t complete the ID check?

  You will be notified, and you can follow up directly with the client through Paperbell.

Wrapping Up

Integrating IdentityCheck with Paperbell is a strategic move for coaches who prioritize security and streamlined operations. Enjoy the benefits of efficient ID verification processes, enhanced client trust, and a sophisticated onboarding experience. Start today and see the difference it makes in your coaching practice.