To help you stay on top of your business, SimplePractice gives you the option of receiving two different email notifications:
To update the emails you receive, go to My Account > Settings > Notifications, make your selection, and click Save Notification Settings.
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
- Confirmation/cancellation statuses of upcoming client appointments
- New Insurance Adjustment
- Create a Progress Note
- Balance Due
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