You can streamline how you connect with prospective clients with our secure, integrated contact form. Instead of relying on email, you can receive prospective client inquiries in your SimplePractice account. You can display the contact form directly on your Client Portal, Professional Website, and Monarch profile, or add the contact form widget to your external website. All prospective client inquiries can be managed conveniently from the Inquiries page.
In this guide, we’ll cover:
- Enabling the contact form
- Adding the contact form widget to your external website
- Previewing the contact form
- Managing contact form inquiries
- FAQs
Note: The integrated contact form is available on the Essential and Plus plans. The contact form widget for external websites is available on the Plus plan only. This is part of a phased rollout, and may not be available yet in your account.
Enabling the contact form
To turn on the contact form for your practice:
- Navigate to Settings > Scheduling and inquiries > Contact form
- Toggle the Contact form on
Note: Only Account Owners, practice managers, and clinicians with entire practice access can manage contact form settings for a group practice. For more information, see Team members roles and access levels.
Once enabled, the contact form will appear on your Client Portal and Professional Website.
If you use the Monarch Directory, you can also toggle the Monarch contact form on for your profile.
Note: You can also manage your Monarch contact form at Marketing > Profile, and your practice’s Professional Website contact form from the website builder. For more information, see Updating your Public Information settings and Setting up your Professional Website.
Adding the contact form widget to your external website
If you have an external website for your practice, you can add the contact form widget to your website. This way, when prospective clients reach out to you through the form on your website, you’ll receive these submissions within your SimplePractice account.
To locate the code for the contact form widget:
- Navigate to Settings > Scheduling and inquiries > Contact form
- Under Contact form widget, click Copy code
Next, you can add the code to your external website. For instructions on adding this code, select the website builder you use below:
Note: If you edit your Client Portal default domain, you’ll need to update your contact form widget. You can do this by removing code for the contact form widget from your external website, then re-adding it.
The contact form widget is meant to be used for external websites only. If you use the SimplePractice Professional Website, you can turn the contact form on/off by following the steps in Enabling contact form.
Important: Our Customer Success Team can’t help with troubleshooting non-SimplePractice products. If you have questions about adding the widget to your external website, please reach out to their support team directly.
Previewing the contact form
Note: The contact form is intended for prospective clients only. Existing clients will be redirected to sign in to the Client Portal, where they can send you a Secure Message.
To preview your contact form:
- Navigate to Settings > Scheduling and inquiries > Contact form
- Click the link under Share your practice’s contact form
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- Alternatively, scroll down to the Contact form widget section and click Preview Widget
The contact form collects the following information from prospective clients:
- Legal first and last name
- Name they go by (optional)
- Date of birth
- Phone
- Gender (optional)
- State
It also includes an optional free text field which prospective clients can use to share additional information, such as what they’d like to focus on, insurance or payment questions, etc.
Note: There’s no way to edit the content of the contact form at this time.
Managing contact form inquiries
When a prospective client submits an inquiry through the contact form, you'll receive an email alert. You’ll also see a notification in your account next to Inquiries in the left navigation menu.
To view your contact form inquiries:
Tip: Prospective client profiles created from a contact form inquiry will say via contact form in the Created at column. Entries on the Inquiries page are sorted by newest at the bottom.
- Under Actions, click the three horizontal dots > View profile
- The submission will appear on the client’s Overview page as a prescreener
After reviewing this message, you can return to the Inquiries page and click the three horizontal dots next to the prospective client to take a follow-up action:
- Share intake documents
- You can share intake documents with the prospective client through the Client Portal
- Schedule an appointment
- You can schedule an appointment for the prospective client on your end
- To learn how to set up an initial consultation service for prospective clients, see How do I set up my Availability so that new clients can book an initial consultation?
- Send a link to schedule
- If you have online appointment requests enabled for new clients, you can send a send the prospective client a link where they can schedule an appointment based on your availability
- Make the client active
- You can move the client to your active Clients list
- Archive the client
- If a prospective client isn’t a good fit or is no longer interested in receiving services, you can archive their profile
- View their profile
- You can navigate to the prospective client’s profile to review their contact form submission, documents they’ve completed, or send them a Secure Message through the Client Portal
Note: To learn how you can use the Inquiries page to track prospective clients, see Navigating the Inquiries page.
FAQs
- Can I customize the contact form?
- Can my existing clients use the contact form?
- Who can view contact form inquiries in a group practice?
- Is there a way to share the contact form on social media or other platforms?
Can I customize the contact form?
You can’t edit the information that's captured through the contact form. However, if you’re adding the contact form widget to your external website, you can customize the look of it to better match your website’s design. To learn more, see Customizing your widget.
Note: We don’t recommend customizing your contact form widget unless you're comfortable with HTML and CSS.
Can my existing clients use the contact form?
The contact form is intended for prospective client inquiries. When an inquiry is submitted, a prospective client profile will be created in your SimplePractice with the details captured through the form.
If an existing client tries to send you a message through the form, they’ll be directed to sign in to the Client Portal. From here, they can send a Secure Message or request an appointment.
Tip: For information you can share with your clients, see our client-facing guide to Getting started with the Client Portal.
Who can view contact form inquiries in a group practice?
Account Owners, practice managers, practice schedulers, clinicians with entire practice access, and clinicians with full client list access will be able to view all contact form submissions and manage prospective clients from the Inquiries page.
Clinicians with billing access and clinicians with basic access can view their own prospective client inquiries only. This includes:
- Prospective clients for whom they’re listed as the primary clinician
- Prospective clients who requested an appointment with them
- Contact form inquiries submitted through their Monarch profile
Note: To learn more, see Team member roles and access levels.
Is there a way to share the contact form on social media or other platforms?
Yes, you can copy a contact form link to share directly with prospective clients and referral sources. To locate this:
- Navigate to Settings > Scheduling and inquiries > Contact form
- Next to the shareable contact form link, click Copy
You can then paste this link to social media or any other platforms where prospective clients may find you.