Client Portal overview

The SimplePractice Client Portal is an easy and secure way to engage with your clients online so that you don't have to rely on email when sharing sensitive information.

With our Client Portal, you have flexibility to: 

  • Send intake forms to clients (both new and existing)
  • Share documents and files with a client
  • Request the client's demographic information
  • Collect or update credit card info
  • Send Statements, Superbills, or Invoices 
  • Allow clients to make credit card payments through the portal (Stripe Account required)
  • Allow clients to request appointments through SimplePractice Online Booking (Professional Plan)

You'll get a unique URL that links to your unique Client Portal. You can edit this link to match your name, practice name, or whatever you'd like to display to your clients.

Note: The Client Portal is enabled by default.

View your practice's Client Portal 

  1. Go to My Account > Settings > Client Portal
  2. Under the section Practice URL you'll see your Practice URL. If you haven't locked the URL you can easily change it by clicking in the text field and editing it.
  3. To lock your practice URL, make sure you have edited the URL and then click Save & Lock.

Once you've locked your practice URL you will now see buttons to View Client Portal and Copy URL.

  • View Client Portal opens a new tab and takes you to your Client Portal page.
  • Copy Link copies your practice URL so you can paste it into an email or add it to your website. For help adding the URL to your own website, contact your website administrator.


 Client Portal View

Existing clients will receive the link to your Client Portal when you invite them or if you provide them with the practice link elsewhere.

Once your client signs in, they'll be able to:

  1. View documents you have shared 
  2. See their statements, superbills, and invoices
  3. Book/cancel their appointments online with Online Booking if you enable it (Professional Plan)
  4. Pay for their appointments via Stripe

Note: You can adjust your client's access to the Client Portal and the features available to them in it by going to the client's Overview page > View/edit client info > Client Portal tab.

What do my clients see?

Depending on whether Online Booking is enabled within your account, clients will be presented upon sign on with a homepage navigating to Appointments, Documents, and Billing & Payments.

Client Portal

Note: You can create a test client using your contact information to try out sharing documents and preview the intake forms you plan to send. 

For more information about Online Booking, billing automation, and sharing documents, please see these guides:

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