To help you stay on top of your business, SimplePractice gives you the option of receiving two types of daily email notifications: the Daily Agenda Email and Evening Summary Email. In this guide, we'll cover:
- Managing email notification preferences
- Daily Agenda email content
- Evening Summary email content
- Email notification content for team members in a group practice
Managing email notification preferences
To manage your Daily Agenda email and Evening Summary email notifications, navigate to Settings > Profile > Notification preferences.
At the bottom, under Emails, click the toggle next to Daily agenda, Evening summary, or Secure messages to control which emails you receive.
If you turn on an email notification, you’ll begin receiving it the day. If you toggle it off, the email notification will no longer be sent starting from the next day.
Note: If you’re in a group practice, any emails you toggle won't affect whether other team members receive those emails. Each individual team member can enable or disable their own emails at Settings > Profile > Notification preferences.
Daily Agenda email
The Daily Agenda email is sent each morning to help you prepare for the day ahead. It contains the following information:
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Schedule information
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Upcoming client appointments for the day
- Confirmation/cancellation status of the day’s appointments
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Upcoming client appointments for the day
- Appointment requests
- Notifications (appears under Reminders)
- Payment updates, including:
- Invoices and balances due
Important: If no appointments are scheduled, no notifications are generated, and no billing changes occur within the last 24 hours, you won’t receive a Daily Agenda email. These emails are also disabled for the newest team members by default.
Note: The Daily Agenda Email only shows the Balance Due that accrued the day before. You can see all clients with outstanding balances in the Outstanding balances report. To learn more, see Outstanding balances snapshot.
Evening Summary email
The Evening Summary email is sent each evening, summarizing the events of the day. This email contains the following information:
- A summary of the appointments held that day
- A list of daily AutoPay amounts, if a client is enrolled
Important: If no appointments were held and no AutoPay payments were made overnight between 12 AM and 6 AM, you won’t receive an Evening Summary Email.
Email notification content for team members in a group practice
The information included in the Daily Agenda and Evening Summary emails varies by team member role. Here’s a breakdown of what each team member receives in their emails:
| Team member role | What’s included in each email |
| Account Owner | Account Owners receive information for clients they’re assigned to as the primary clinician. They have all the permissions of other roles, like practice billers and practice schedulers, but they don’t receive all emails for each role. |
| Clinician with entire practice access | Clinicians with entire practice access receive information for clients they’re assigned to as the primary clinician. |
| Clinician with full client list access | Clinicians with full client access will only receive their schedule and reminders. They’ll only see billing information for their clients. |
| Clinician with billing access | Clinicians with billing access will receive reminders and schedule information for their clients. They'll only see billing information for their clients. |
| Clinician with basic access | Clinicians with basic access only receive information about their schedule, and reminders related to their clients. They won’t be able to view their clients’ billing information. |
| Practice manager | Practice managers will see the team’s schedule, as well as billing information and reminders for the practice. |
| Practice scheduler | Practice schedulers will see the team’s schedule and their reminders, as well as billing information for the practice. |
| Practice biller | Practice billers will see the team’s schedule and reminders, along with everyone’s payments and invoice changes. |
| Supervisor | Supervisors will see information related to their supervisee’s schedule, and billing information for the supervisee’s clients. |