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:

• Daily Agenda Email
• Evening Summary Email

To adjust which emails you receive, go to My Account > Settings > Notifications and click the checkbox next to the email(s) you would like to receive:

Note: Both the Daily Agenda Email and the Evening Summary Email are automatically enabled when you start your SimplePractice account.

Daily Agenda Email

The Daily Agenda Email is sent each morning and contains:

• Today's Schedule
• Reminders
  
  • New Insurance Adjustment
  • Create a Progress Note
  • Balance Due
• Payments
• Invoices

Evening Summary Email

The Evening Summary Email is sent each evening and contains:

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