SimplePractice email notifications: Daily Agenda Email and Evening Summary Email

To help you stay on top of your business, SimplePractice gives you the option of receiving two different email notifications. In this guide, we'll cover:

Daily Agenda Email
Evening Summary Email
Daily Agenda Email and Evening Summary Email for group practices

To opt in to receive the Daily Agenda Email and the Evening Summary Email:

Navigate to Settings > Notifications
Check the box for Daily Agenda Email and/or Evening Summary Email
Click Save Notification Settings

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Note: You'll need to wait until the following day to receive this email.

Daily Agenda Email

The Daily Agenda Email is sent each morning and contains the following information:

Today's schedule
- Confirmation/cancelation statuses of upcoming client appointments
Reminders
New insurance adjustments
Missing Progress Notes
Balances due
Pending appointment requests
Payments, including:
- Client payments
- Insurance payments
- Invoices

Note: If there are no active clients with appointments, no reminders generated or invoices created within the last 24 hours, or no updated payments that day, you won’t receive a Daily Agenda email. These are also disabled for new team members by default.

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Note: The Daily Agenda Email only shows the Balance Due that accrued the day before. You can see all clients with outstanding balances on the Reminders page in your account, as well as in the Outstanding balances report. To learn more, see Using practice reminders and Understanding your Analytics dashboard and reports.

Evening Summary Email

The Evening Summary Email is sent each evening and contains:

A summary of the appointments held that day
A list of daily AutoPay amounts, if a client is enrolled

Note: If no appointments were held that day and no AutoPay payments were made, you won’t receive an Evening Summary Email.

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Daily Agenda Email and Evening Summary Email for group practices

Here’s a breakdown of what each team member receives in their Daily Agenda and Evening Summary emails:

Team member role	What’s included in each email
Account Owner	Account Owners receive information for the entire practice. This includes their team’s schedule and any billing information for their team. They’ll also see their own reminders and reminders for the group practice.
Clinician with Administrative Access	Clinicians with Administrative Access will receive the same information as the Account Owner. They’ll only see reminders related to them and their clients.
Clinician with Full Client List Access	Clinicians with Full Client List Access will only receive their schedule and reminders. They will only see payments and invoices for their clients.
Clinician with Basic Access + Billing	Clinicians with Basic Access + Billing will only receive information for their clients’ sessions that are scheduled. They'll only see their clients’ invoices and payment information.
Clinician with Basic Access	Clinicians with Basic Access only receive information about their schedule. They won’t be able to view their clients’ billing or invoice information.
Practice Manager	Practice Managers will see the team’s schedule, as well as any payments and invoice changes for the practice.
Scheduler	Schedulers will see the team’s schedule and their reminders. They can view any payments or invoice changes for the practice in these emails.
Biller	Billers will see the team’s schedule, and everyone’s payments and invoice changes.
Supervisor	Supervisor will see information related to their Supervisee’s schedule. This includes their clients’ billing information.

Note: In group practices, only each individual team member can enable or disable these notifications at Settings > Notifications.

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