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Refer-a-Colleague: SimplePractice referral program

Refer-a-Colleague: SimplePractice referral program

With our referral program, you and your colleagues can earn a $200 credit toward subscription charges for your SimplePractice accounts. You can invite multiple people directly from your account, or share your unique referral link on your website or social media.

This credit will be applied to your account after your colleague makes their third subscription payment.

In this guide, we’ll cover:


Finding your referral link

Referrals are managed through the referral link in your account. For you and your referee to receive the credit, they must sign up using your unique link. To share your referral link:

  • Navigate to your calendar
  • Click Earn $200 in account credit
  • Click Email

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  • Enter your colleague's email address in the To field
    • Add multiple email addresses to share your link with multiple colleagues

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    • You can adjust the email message in the Note field
  • Click Send Email

You can also share your referral link to social media accounts like X, Facebook, or LinkedIn. To do this, click the Facebook, Facebook Messenger, LinkedIn, WhatsApp, or X icon to share your referral link on the associated platform.

If you’d prefer to copy and paste your link, select the copy icon.

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Signing up with the referral invite

When you refer a colleague to SimplePractice, they'll need to use your unique link when signing up to receive the credit. To use your referral link, your colleague can:

  • Click on your referral link
    • If they were invited via email, they’ll need to click Start My Free Trial in the email

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  • On the next page, select Start My Free Trial once more
  • Complete all required fields, then click Start For Free

Managing your referrals

You can manage your referrals from your Referral Stats page:

  • Navigate to your calendar
  • Select Earn $200 in account credit
  • Click View my stats

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On this page, you can keep track of:

  • Which colleagues you’ve invited
  • Which colleagues are currently in trial
  • Which colleagues have subscribed for a paid account

You’ll also see the total number of colleagues for each status at the top of the page.

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Important: The referral link is the only way we can track your referrals and credits.

If you’d like to reshare your referral code with a colleague, you can resend the link by clicking the Re-send Invite button next to their email.

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Important: Only recent referral information from after 9/4/24 will populate on your Referral Stats page at this time. For historic referral data, you can reach out to our Customer Success team

Still have questions?

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