Skip to main content

Getting started with SimplePractice

Getting started with SimplePractice

This Getting Started section will provide all the necessary resources to help build the foundations for running a successful private practice. By familiarizing yourself with the many features we offer, you'll be able to efficiently flow through our platform. Setting yourself up for success now can ultimately mean that you have more time to spend with clients.

Below you'll see the recommended walkthrough for a new SimplePractice user experience, starting from the trial and ending with a fully-fledged account that you've customized to best meet your needs.

Tip: If you do not see something on this list, use the search bar to conveniently search all 500+ of our guides.

Switching and Data Imports

Clients and their Portal

Intakes, Forms, and Templates

Calendar and Scheduling

Client Billing



Group Practice





Tip: You can also visit SimplePractice Learning, our Continuing Education marketplace, by going to My Account > Continuing Education. SimplePractice Learning is focused on offering high quality, on-demand video courses for behavioral health professionals.

Still have questions?

Get more help