Community

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 Client Portal Address you'll see your Client Portal Web Address (Client Portal URL). If you haven't locked the web address you can easily change it by clicking in the text field and editing it.
  3. To lock your Client Portal Web Address, make sure you have edited the URL and then click Save & Lock.
    Lock your practice URL by clicking the blue Save & Lock button

Once you've locked your web address you will now see buttons to View Client Portal and Copy Link.

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

Buttons to View Client Portal and Copy Link will now be available

 Client Portal View

signin.simplepractice.clientportal.jpg

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.

requestappointment.simplepractice.clientportal.jpg

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. 

Important: State laws may vary. SimplePractice recommends you confirm the laws in your state before allowing a minor's parent/guardian to access the minor's portal.

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

Have more questions? Submit a request