Under the Client Care category, you’ll find all account settings related to scheduling, documentation, client notifications, and messaging.

In this guide, we’ll cover the sections nested under Client Care:

• Scheduling and inquiries
  • Client Portal permissions
  • Calendar
  • Appointment request widget
  • Contact form
• Documentation
  • Template library
  • Shareable documents
• Client notifications
  • Email
  • Text
  • Voice
• Messaging
  • Secure messaging

Note: For more information on the entire SimplePractice settings experience, see Navigating your practice settings.

Scheduling

The Scheduling and inquiries section includes settings related to your Client Portal, calendar, cancellation policy, online appointment requests, and integrated contact form. 

Client Portal permissions

To view your Client Portal settings, navigate to Settings > Scheduling and inquiries > Client Portal permissions.

From the Client Portal permissions page, you can:

• Enable or disable the Client Portal
• Set the default domain for your Client Portal and Professional Website
  • To learn how to connect a custom domain to your Professional Website, see Setting a domain
• Enable or disable online appointment requests
  • You can adjust your practice’s scheduling settings when this feature is enabled
• Adjust your Client Portal File Upload preferences
• Edit the Client Portal Greeting message
  • This is the message clients see when they sign into the Client Portal for the first time

Calendar

To adjust your calendar settings, navigate to Settings > Scheduling and inquiries > Calendar.

The Calendar page includes the following:

• Calendar display
  • Choose the days and hours displayed on your practice’s calendar
• Cancellation policy
• Alerts
  • Choose to be prompted to notify clients when you schedule or reschedule an appointment
  • To learn more, see Setting up time of scheduling reminders 
• Calendar sync preferences
  • For more around syncing your SimplePractice calendar, see:
    • Getting started with calendar sync
    • Managing calendar sync for Apple Calendar
    • Managing calendar sync for Microsoft 365 Outlook Calendar
    • Managing calendar sync for Google Calendar

Appointment request widget

To access the appointment request widget code, navigate to Settings > Scheduling and inquiries > Appointment request widget.

You can add the appointment request widget code to your external practice website, so that prospective clients can seamlessly request appointments online.

For more information, see Adding the appointment request widget to your website.

Contact form

To access the contact form, navigate to Settings > Scheduling and inquiries > Contact form.

From the Contact form page, you can:

• Enable or disable the contact form for your practice
• Enable or disable the Monarch contact form for your personal Monarch profile
• Copy the contact form widget code to add it to your external practice website and begin receiving prospective client inquiries in your SimplePractice account

For more information, see Managing the integrated contact form.

Documentation

The Documentation section includes settings related to your practice’s documentation templates and shareable documents.

Template library

At Settings > Documentation > Template library, you'll find the templates you've created or saved.

You’ll find the option to view our available selection of pre-built templates or create your own from the navigational buttons in the upper right corner. 

To learn more, see Creating customized templates.  

Shareable documents

You can manage your consent forms, uploaded files, and intake documents at Settings > Documentation > Shareable documents.

From here, you can add and edit consent forms for your practice, upload PDFs to be shared through the Client Portal, and choose which forms are included by default when sending intake packages to new clients.

For more information, see Managing consent forms and intake documents.

Client notifications

The Client notifications section includes settings related to your client notifications, which can be sent by email, text, or voice. 

Note: For more information about client notifications, see Setting up appointment and time of scheduling reminders and Explaining client email and reminder macros.

Email

You can find all of your practice’s email templates, including automated emails, reminder emails, and billing document emails at Settings > Client notifications > Email.

Text

You can find text templates at Settings > Client notifications > Text, with tabs for:

• Appointment reminders
• Telehealth reminders
• Document reminders
• Cancellation message

Voice

You can navigate to Settings > Client notifications > Voice to adjust voice reminder templates for your practice.

Messaging

Under Messaging, you’ll find your Secure Messaging preferences for clients and clinicians. 

Secure messaging

Navigate to Settings > Messaging > Secure messaging to enable or disable Secure Messaging for clients and team members.

For more information, see Getting started with Secure Messaging.

Note: To learn more about the Billing and Operations settings sections, see Understanding the Billing settings experience and Understanding the Operations settings experience.