In March 2024, we redesigned the SimplePractice account settings into 3 main categories: Operations, Billing, and Client Care. With this redesign, we’ve relocated and grouped together related settings to simplify the account setup process, and make it easier to find the settings you're looking for.
In this guide, we’ll cover:
Resources for navigating the new settings experience
We’ve created three Help Center guides to help you navigate the new settings experience, and to understand how it compares to your original settings.
-
Understanding the new Operations settings experience
- This covers your Profile, Practice, and Team pages
-
Understanding the new Billing settings experience
- This covers your Client billing and insurance, Payment processing, and Services and product pages
-
Understanding the new Client Care settings experience
- This covers your Scheduling, Documentation, Client notifications, and Messaging pages
Note: Our team will be updating the rest of the Help Center throughout the next few months.
FAQs
- Why isn’t the previous setting closing when I go to another settings section?
- Where can I give feedback on the new settings experience?
- When is the Help Center going to reflect the new settings experience?
Why isn’t the previous setting closing when I go to another settings section?
When you open another settings section dropdown (ex: Profile), the settings section you're currently viewing won't collapse until you select a page within the new section.
Where can I give feedback on the new settings experience?
We love feedback and ideas for ways to advance the platform. We encourage you to add your feedback to our Ideas and Suggestions board.
This board is one of our most important resources for understanding which features will have the most value for our community. Posting on our Ideas and Suggestions board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. Other members can vote and comment on your suggestion, and you can vote and comment on their suggestions as well.
For more information on how our team uses this board to collect feedback, see Customer feedback: How a customer idea can become a feature in SimplePractice.
When is the Help Center going to reflect the new settings experience?
We’ll be updating our Help Center guides over the coming months to reflect the new settings experience. Until then, if you have any questions that can’t be answered using a Help Center guide, you can contact our Customer Success team.