In SimplePractice, each client is a unique client and needs a unique email address to access the Client Portal. This means that if one parent wants to access the Client Portal for two siblings, or for a child and themselves, they will need unique email addresses for each client. We're actually working to add more functionality for families in SimplePractice but for now each client needs a unique contact email.
Multiple email addresses
When accessing the Client Portal for their children or spouse, the parent will need to have a unique contact email address for each client.
If it is possible, it's best to use one parent's email for one child and the other parent's email for the other child when there are two siblings. This is usually the best resolution. If there are more members, unique emails will need to be used.
Optional email workflow
We know that clients can use the same email address in our system if the client has a Gmail email address. However, you will need to set up each client a little differently.
Here's an example:
- Let's say John Simple is the father of Bobby Simple and Jenny Simple. John's email address is firstname.lastname@example.org. When you enter in the email address for the first child, let's say Bobby in this case, you can enter the email address as it reads. When you enter in the email for the second child you can enter the email as email@example.com. You want to make sure that everything before the @ symbol remains the same, then insert: +text between the beginning of the email and the @ symbol (text = any letters or numbers).
- Another example would be firstname.lastname@example.org becoming email@example.com for the second child, and firstname.lastname@example.org for the third child and so on.
You don't need to set up anything special to do this. You'll simply enter the clients alternative email address just as illustrated above in the clients account and the emails will be sent to the primary email addresses inbox.
Note: If you choose to use this workflow, make sure that you let the client know what modifier you added so that they can sign in to SimplePractice/Client Portal with that email.