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Managing your plan and subscription billing

Jazmine
Updated

You can manage your SimplePractice plan, update your payment method, and view your billing details and receipts from the Plan info settings page.

In this guide, we'll cover:

Changing your plan

To view the details of your current plan:

  1. Navigate to Settings > Practice > Plan info
  2. Under Plan and add-on details, review your plan details and add-ons

If you want to change your plan:

  1. From Settings > Practice > Plan info, select Change plan

Screenshot showing Change plan button in Plan info

  1. Click Select plan to choose the plan you'd like to move to

If you upgrade your plan, you'll be charged the prorated difference. If you downgrade or remove certain add-ons, you'll be credited the prorated difference.

For a comparison of the Starter, Essential, and Plus plans, see our Pricing page. To learn about what happens when you move from one plan to another, scroll down to What happens when you change plans.

Note: If you'd prefer to cancel your account, see Canceling your account.

Updating your payment method

To update the credit card on file for your subscription:

  1. Navigate to Settings > Practice > Plan info
  2. Next to Payment method, select Update
  3. Enter your credit card information
  4. Click Save

Screenshot of Update payment method workflow

Note: SimplePractice accepts Visa, Mastercard, American Express, Discover, JCB, and Diner’s Club for subscription fees.

Viewing your SimplePractice receipts

To view your subscription receipts:

  1. Navigate to Settings > Practice > Plan info
  2. Select SimplePractice receipts
  3. Click the eye icon next to the receipt you'd like to review

Screenshot of receipts list with eye icon

Tip: To view more receipt, click Load more receipts. You can also download older receipts.

Your receipts will show a detailed breakdown of all charges, including the insurance billing charges. To print or download a receipt, select the icons in the top-right corner.

Screenshot of a paid receipt with print and download icons

Tip: To view the details of your current subscription billing period, click View upcoming bill at the top of the Plan info settings page.

What happens when you change plans

Upgrading from Starter to Essential or Plus, or from Essential to Plus, automatically unlocks all features included in the new plan.

The Plus plan includes the full set of SimplePractice features. Downgrading to Starter or Essential removes access to certain features. To understand how plan changes feature availability, see the sections below.

Group appointments and group Telehealth

  • On the Starter plan, you’ll lose access to group appointments and group Telehealth
  • On the Essential plan, these features aren't included and require a $20 add-on

Secure Messaging

  • On the Starter plan, you’ll no longer be able to contact clients through Secure Messaging
  • If you return to the Plus or Essential plan, you’ll regain access to your previous messages

Client announcements

  • On the Starter or Essential plan, you’ll lose access to client announcements and won’t be able to view previous announcements
    • If you return to the Plus plan, you’ll regain access to previous announcements
    • Client announcements aren’t included in data exports

Adding team members

  • You must remove all team members before moving to the Starter or Essential plan
  • While team member activity and documentation are preserved for record keeping, team members must be re-added if you return to the Plus plan

Appointment reminders

  • Client reminders are only available on the Essential and Plus plans

  • While Telehealth reminders are included on the Starter plan, you can’t send other email, text, or voice reminders

Appointment request widget

  • The appointment request widget isn't available on the Starter or Essential plan
  • If the widget code remains on your website after downgrading, clients will see an error message instructing them to contact you directly

Advanced calendar sync

  • You’ll lose access to advanced calendar sync on the Starter or Essential plan, and events added to your personal Google calendars will no longer sync to SimplePractice

Other documents, customizable templates, snippets, administrative notes, and Wiley Treatment Planners

  • The Starter plan doesn’t include these features
  • You’ll lose access to most templates on the Starter plan
    • You'll still have access to Simple Progress Note, Simple Treatment Plan, and basic DAP and SOAP templates
    • You can continue to access previously created notes and documents
  • If you return to the Essential or Plus plan, you’ll regain access to your templates and customization features

Insurance billing

  • Automatic insurance status checks are deactivated on the Starter and Essential plans, and manual status checks aren't included
  • The number of free electronic claim submissions and claim filing pricing differs by plan

Premium phone support line

  • If you move to the Starter or Essential plan, you'll no longer have access to the premium phone support line

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