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Getting started with SimplePractice

Getting started with SimplePractice

This Getting Started page provides all the necessary resources to set up your SimplePractice account. Below, you can watch the "Getting started in 15 minutes or less" video, or scroll down to review resources one by one.

Click to watch the video and follow along in your account:


Tip: If you don't see something in the list below, use the search bar to conveniently search all 500+ of our guides.


Setting up your Client Portal

Intakes, forms, and templates

Important: It’s your responsibility to review these consent document templates and make sure that they reflect the legal requirements of your state, as well as the way you choose to run your practice. If you have any questions, we recommend consulting your regulatory body.

Calendar and scheduling

Notes and documentation

Client billing


Group practice


Switching and data imports



More classes

You can also watch our full-length Getting Started class below:

Still have questions?

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