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Managing your Availability

Managing your Availability

In SimplePractice, you can easily indicate the times you're available so your existing clients and potential new clients can request appointments online. You can also specify the services offered during these times. Any appointments already on your calendar will block those times from appearing as available to clients in order to prevent double booking. This doesn't block you from scheduling multiple appointments at the same time if needed.

We’ve integrated a Call-to-Request feature as well, which allows you to designate services as bookable only by phone.

To get started with setting up your Availability, you’ll first want to make sure you’ve enabled online appointment requests at Settings > Client Portal > Settings. To learn more, see Enabling online appointment requests. 

In this guide, we'll cover: 


Setting Availability

For many clinicians, setting your Availability means setting your practice hours. For others, it might mean setting a few specific blocks during which clients can request appointments online. To get started:

  • Navigate to your Calendar homepage.
  • Click Availability in the upper right corner.
    • Note: The Availability button will only appear if online appointment requests are enabled and you have at least one office location listed in Settings > My Practice > Locations.

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  • Click anywhere on the calendar to add a new Availability block.
  • Enter a title for your Availability block.

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  • Adjust the start and end times for your block.
  • Check the box next to Repeats to set up recurring Availability blocks. 
    • For example, if your regular hours are from 8:00 AM to 5:00 PM, you can create an Availability block with these times that repeats for the days that you’re available each week.
    • Select the drop-down next to Every to set the frequency. If you want this block to repeat every week, leave it as 1. Your blocks can repeat up to every 8 weeks.
    • Select the drop-down next to Ends to choose when you want this repeating block to end. If this Availability is temporary, select After or On Date and specify your desired end point. Otherwise, you can select Never. You can edit or delete existing Availability blocks at any time.
  • Select the Location(s) where you want to offer this Availability.
  • If you want to offer several services during this block, click Add service to choose from your active service codes.
  • Click Done.

You can click anywhere on the calendar or select + Create > Add Availability to add another Availability block. If you’d like to create Availability for multiple office locations, you can also add overlapping Availability blocks. Follow the previous steps to create additional Availability blocks as needed.

overlappingavailabilityblocks.simplepractice.availabilitycalendar.png


Editing Availability

If you want to make any changes to your Availability:

  • Navigate to your Calendar homepage
  • Click Availability in the upper right corner
  • Select the Availability block you want to edit 
  • Adjust the title, Day(s) & hours, Location(s), and Service(s) offered

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  • Once you’ve made your changes, click Done

Deleting Availability

To delete an Availability block: 

  • Navigate to your Calendar homepage
  • Click Availability in the upper right corner
  • Select the Availability block you want to delete
  • Click the trash can icon

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  • If the Availability block is recurring, you can choose to delete:
    • Only this event 
      • This will only delete the selected Availability block
    • This and all future events
      • This will delete the selected Availability block and all future scheduled Availability blocks in this series
    • All events in the series
      • This will delete the selected Availability block, as well as all future and past blocks in this series 

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  • Click Delete

Scheduling time between appointments

If your online appointment request settings are set to allow client to request appointments by service duration, you can automatically schedule breaks in between sessions, or add extra buffer time for paperwork between clients. For example, if you have a 50-minute appointment and you'd like 10 minutes after to prepare for your next session, you can adjust your service duration so that the appointment will block off 60 minutes. 

Important: A service's Default Duration and buffer time need to be equal to or less than the Availability block’s total duration in order for a time slot to appear for online appointment requests.

To do this: 

  • Navigate to Settings > Billing and Services > Services
  • Select the service code you want to edit
  • Make sure Available for online appointment requests is selected to see all Booking Options 
  • Indicate how many minutes you'd like to block off before and/or after the appointment

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  • Click Save

Note: We recommend only blocking off time before or after a service, not both. This will help keep your Availability streamlined and will make troubleshooting easier if issues arise. 


Scheduling available appointments at the bottom of the hour

You have the flexibility to customize your hours of Availability as needed. This includes having clients schedule appointments on the half hour.

Note: Before proceeding, make sure that you've created Availability blocks that begin on the half hour and selected the services you'd like to offer.

Next, follow these steps:

  • Navigate to Settings > Client Portal > Settings
  • Select According to service duration under How do you want to display start times?

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  • Click Save Settings

Next, confirm that the appointment duration works for your setup. To do this: 

  • Navigate to Settings > Billing and Services > Services
  • Select the service you want to offer at the bottom of the hour
  • Change the Default Duration to 60 minutes

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    • If the duration is already set to 60 minutes, you don’t need to make any changes
    • If the duration is set to 50 minutes, you can block off 10 minutes before or after the appointment instead of adjusting the Default Duration, so as not to affect the billable duration
  • Click Save
  • Repeat these steps for your other services as needed

You can customize the buffer times between services if you’d like your appointments to be bookable every 1.5 hours or at other custom times.


Displaying Availability without enabling online appointment requests

You can create Availability blocks to display your availability for yourself or your team members without making this time available for clients to book online. To do this:

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  • Click anywhere in the calendar to add Availability
  • Uncheck Available for online appointment requests

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  • Enter a title for your Availability block and adjust the Day(s) & hours and Location(s) as needed
  • Click Done

FAQs


How do I set up my Availability if I offer packages?

If your practice offers packages with a specific number of appointments to prospective clients, you can make these available for online appointment requests. Once you accept the appointment request from the client, you have the flexibility to update the services or price of each session included in the package. 

To list a package as part of your online appointment request options, first you’ll want to create a service code for packages. To do this:

  • Navigate to Settings > Billing & Services > Services
  • Click Add New Service
  • For Service, you can enter Package or your own custom service code
    • Note: This code won’t appear on your online appointment request page to client
  • Click Add new code

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  • For Description, enter the title you’d like clients to see

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  • Set the Rate and adjust the Default Duration
    • If you charge a deposit or have variable pricing for packages, you can set the Rate to $0 
  • Check the boxes for Available for online appointment requests and Allow for New Clients
  • Click Save

Once you've created the new service code for packages, you can add it to your existing Availability blocks or create a new one. To do this:

  • Navigate to your Calendar homepage
  • Click Availability
  • Click anywhere on the calendar to create a new Availability block or select an existing Availability block to edit
  • Click Add service

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  • Select the custom service code you created
  • Click Done

Once you’ve accepted a package that a client has requested, you can edit the appointment directly from the calendar to update the service code, as well as make it a recurring appointment. To do this:

  • Navigate to Calendar homepage 
  • Click the appointment that was requested
  • Check the box for Repeat if the appointment will be recurring and select the desired frequency
  • Update the service code from the drop-down menu

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  • Click Done

Note: To learn more about billing packages, see How do I bill for a package?


How do I set up my Availability so that new clients can book an initial consultation?

Initial consultations allow you to get to know prospective clients and set expectations, and gives prospective clients the chance to request an introductory consultation instead of a full appointment. To set up this initial consultation:

  • Navigate to Settings > Billing & Services > Services
  • Click Add New Service
  • Under Service, select 00000 - Initial Consultation - No Charge
    • You can customize your own service code and description as needed before saving
  • Set the Rate and adjust the Default Duration
    • Most clinicians set the Rate to $0 and the Default Duration to 15 minutes
  • Check the boxes for Available for online appointment requests and Allow for New Clients

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  • Click Save

You can find more information on how to do this here: Creating a new custom service code.

Once you've created this service, you’ll want to add it to your existing Availability blocks or create new Availability blocks specifically for initial consultations. To do this:

  • Navigate to your Calendar homepage
  • Click Availability
  • Select an existing Availability block to edit, or click anywhere on the calendar to create a new Availability block
  • Adjust the Availability title, Day(s) & hours, and Location(s) as needed
  • Under Service(s), click Add service and select the new initial consultation service

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  • Click Done

For detailed steps on creating a phone screening service, see How to set up a phone screening service for prospective clients.


I offer appointments across multiple locations (e.g., Telehealth, in-home, in-office). How can I make sure my clients choose the correct location?

If your practice offers appointments across multiple locations (Telehealth, in-home, in-office, and/or mobile sessions), you’ll want to add each location at Settings > My Practice > Locations. Then, you’ll want to add each location to existing Availability blocks, or create new ones. 

To create additional locations:

  • Navigate to Settings > My Practice > Locations 
  • Click Add a location

addalocation.simplepractice.locations.png

  • Enter an Office Name
    • Note: Clients will see this when requesting appointments via the Client Portal.
  • Enter the location details
      • Note: If you provide in-home or mobile sessions, you can enter In-home/mobile appointment for the Street. While this field is required to save a location, you can choose to Hide Address from prospective clients.

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  • Click Save

Once you've created each location, you can set up your Availability for each location. To do this:

  • Navigate to your Calendar homepage
  • Click Availability
  • Click anywhere on the calendar to create a new Availability block or select an existing Availability block to edit
  • Select the Location(s) you'd like to add Availability for from the drop-down menu(s)

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  • Click Done

After clients select a service in the Client Portal, they’ll have the option to choose an office location:

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If a client requests an appointment for the incorrect location, you can update this from your Calendar homepage. To do this:

  • Accept the appointment request
  • Click the appointment
  • Update the location from the drop-down menu
  • Click Done

How can I limit the number of appointment requests I receive each day?

You can set a maximum number of appointments that clients can request each day. To do this: 

  • Navigate to your Calendar homepage
  • Click Availability
  • If you’re in a group practice, select the clinician who you’d like to set an appointment limit for from the Clinician drop-down menu

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  • Click + Appt limit for the day in question
    • You can only set an appointment limit while on the Day or Week view

Note: When you set an appointment limit for a day of the week, such as Monday, it'll apply to all Mondays.

  • Select the maximum number of appointments you’d like for that day of the week
    • You can set an appointment limit of 1 through 20

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  • Continue for each day of the week you’d like to set a limit for

Note: This feature will default to No appt limit. If you don’t set a maximum appointment limit, clients will be able to request appointments regardless of how many appointments you already have scheduled for that day. You can also accept or decline these requests as needed. 

Pending appointment requests aren’t included in the appointment limit. For example, if your appointment limit per day is 6 and you have 5 confirmed appointments and 1 pending appointment, clients will still be able to request an appointment. 

Once the day's appointment limit has been reached, clients won’t see any available time slots for that day when requesting online. 

On your end, you can schedule as many appointments as you’d like per day, regardless of the set limit. When creating an appointment, you’ll see a notification if that appointment exceeds the limit for that day. To move forward, click Done.

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Note: If you’re scheduling a recurring appointment, you’ll only see this notification for the first appointment in the series. This notification will appear for all team members who can schedule on behalf of a clinician. See Team member roles and access levels to learn more.


I’m part of a group practice, but only some of our clinicians are available for online appointment requests. Why?

Each clinician will need to establish their own Availability blocks for online appointment requests. To do this, follow the instructions in Setting Availability to create Availability blocks for the clinician(s) in question. 


I have an Other appointment scheduled. Will this affect my available times for online appointment requests?

If you schedule a non-client Other appointment on your calendar, that time slot will no longer be available for online appointment requests. 

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Note: If a client reports that they’re unable to request a certain appointment slot, be sure to review your calendar for any conflicting appointments or all-day Other events. 


Why aren't my available times showing up for clients trying to schedule through the Appointment-request widget?

To allow prospective clients to request appointments through the Appointment-request widget on your external website, you’ll need to have Availability blocks set up for services that you’ve set as bookable by new clients. To make a service available for new clients online:

  • Navigate to Settings > Billing and Services > Services 
  • Click the service code you’d like to make available to new clients
  • Check the box next to Allow for New Clients

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  • Click Save
  • Navigate to your Calendar homepage
  • Click Availability
  • Select the Availability block you'd like to add this service to
  • Click Add service

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  • Select the service you'd like to add
  • Click Done

Note: The Appointment-request widget is intended for new clients. Only services that are available to new clients will appear in the widget. Existing clients should log into their Client Portal to request appointments. For detailed steps you can share with your existing clients, see Getting started guides for clients: How to request appointments.

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