Your SimplePractice account settings are organized into 3 main categories: Operations, Billing, and Client Care. These categories group related settings together to simplify the account setup process and make it easier to find the settings you're looking for.
To navigate to your account settings, click Settings from the left navigation menu.
In this guide, we’ll cover:
Resources for navigating the main categories
The 3 Help Center guides below can help you navigate your SimplePractice account settings experience:
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Understanding the Operations settings experience
- This covers your Profile, Practice, and Team settings
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Understanding the Billing settings experience
- This covers your Client billing and insurance, Payment processing, and Services and product settings
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Understanding the Client Care settings experience
- This covers your Scheduling and inquiries, Documentation, Client notifications, and Messaging settings
Note: A team member's role will determine which settings they can access in their account. See Team member roles and access levels to learn more about the settings pages each role is permitted to access.
FAQs
- Why isn’t the previous setting closing when I go to another settings section?
- Where can I give feedback on the SimplePractice settings?
- What do I do if a Help Center guide doesn’t match what I see in my account?
- What are the small question mark icons throughout my account?
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 SimplePractice settings?
We redesigned the SimplePractice account settings in March 2024 based on customer feedback and to make the platform easier to navigate. If you have additional feedback, 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.
What do I do if a Help Center guide doesn't match what I see in my account?
While our team works hard to keep our Help Center up to date, you may come across a guide that doesn’t reflect the new settings experience. If you have any questions that can’t be answered using a Help Center guide, you can contact our Customer Success team.
What are the small question mark icons throughout my account?
Anytime you see the question mark icon in your SimplePractice account, you can hover your cursor over it to learn more about the section or topic.
Note: For more information about getting help from our team, see Getting support directly in your SimplePractice account.