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Monarch FAQs

Monarch FAQs

This guide covers the answers to commonly asked questions about Monarch

What is Monarch?

Monarch is an online directory that’s reimagining how therapists connect with therapy seekers. It simplifies how therapists connect with prospective clients, helps them maintain a cohesive online presence, and seamlessly integrates with SimplePractice. Monarch helps to emphasize what makes a therapist’s practice unique, so they can meet the clients that they can serve best. 

What does the name Monarch represent?

Butterflies have long been a symbol of transformation, and also of Psyche, the guardian of the soul in Greek mythology. Given that Monarch’s parent company, SimplePractice, has used the butterfly for its transformational connotations, we felt it important to reference both our roots and the beauty and power that the butterfly, and its unique lifecycle, represents. 

Across many cultures, the monarch’s bold, bright appearance has long signaled the return of a soul to its familial home. The monarch’s journey is ultimately a defining part of its existence. To us, the journey to improved mental health bears a resemblance to the monarch’s journey. Therapy can be a key to deep soul transformation and a reminder that brighter days are always ahead.

How does Monarch work?

Your Monarch profile is managed from your SimplePractice account. This is where you’ll enter your profile details—information like profile picture, bio, insurance and fees, clients served, and more—and is where you’ll set your availability if you choose to enable online appointment requests. Your SimplePractice account also allows you to take advantage of other helpful features like an easy-to-use Professional Website and HIPAA-compliant Telehealth.

Once your Monarch profile is live, therapy seekers will be able to discover you based on the filters they select, which will match with the information you’ve entered (i.e., specialties, insurances accepted, availability, etc.). This helps therapists connect with clients that are best suited for their practice.

To learn more about setting up your Monarch profile, see Updating your Public Information settings

For tips on writing your bio, see How to Write a Professional Bio

Why should I list on Monarch?

Monarch was designed for ease and simplicity—because it shouldn’t be expensive or difficult to enhance your online presence. What sets Monarch apart from other directory services is its integration with SimplePractice, which simplifies your practice’s needs by integrating your online presence with your SimplePractice account. It also allows prospective clients to look at your availability online, and request an appointment when they’re ready. This reduces a barrier they face to finding care, while leaving you in control of your schedule. 

This online directory doesn’t have any costly “membership fees” or an exclusive application process. Monarch is free for the rest of 2021, and all you have to do is set up an account to join. 

Who can list on Monarch?

Monarch supports behavioral health therapists—including social workers, marriage and family therapists, mental health counselors, psychologists—and substance use disorder counselors. Pre-licensed clinicians may also be listed. 

Our team is continuing to work on expanding Monarch’s reach and are looking at ways to support other specialties in the future.  

How much does it cost to list on Monarch?

Monarch is included in your SimplePractice Professional Plan subscription for no additional fee, for a limited time. 

We’ll definitely be sharing more information as it relates to pricing and timing in the coming months. 

In what order are profiles displayed?

Monarch aims to create an optimal experience for people seeking mental health resources and support, while giving every therapist a fair chance to attract new clients. 

We leverage an ever-evolving algorithm to ensure fairness in how therapist profiles are displayed on the Monarch directory. You can learn more about this here: How Monarch profiles are ranked 

How do I allow prospective clients to request appointments via Monarch?

First, you’ll want to enable online appointment requests for prospective clients. To do this:

  • Navigate to Settings > Client Portal 
  • Select Yes for Can new clients request appointments?
    • You’ll also want to select the type of new client that can request appointments online


  • Click Save Settings

Next, you’ll want to set up your services to allow new clients to request appointments online without having to call to book the appointment. To do this:

  • Navigate to Settings > Billing and Services > Services
  • Click a service code to edit it
  • Select the box for Allow for New Clients
    • Deselect Require Clients to call to request available appointment 


  • Click Save

You’ll want to do this for each service that you’d like new clients to be able to request appointments for.

How do I set up a phone screening service?

We’ve found that clinicians often set up a phone screening service specifically for therapy seekers on Monarch. These consultations allow you to get to know your prospective clients, and set expectations and guidelines. It also provides therapy seekers the ability to request an initial consultation rather than a full 60 minute appointment, directly on or your Professional Website.

To set up a new service for phone screening, follow these steps:

  • Navigate to Settings > Billing & Services > Services
  • Click Add New Service
  • Use the dropdown menu under Service to select 00000 - Initial Consultation - No Charge
    • You can customize your own service code and description as needed before saving
  • Set the Rate and adjust the Default Duration
    • Most clinicians set the Rate to $0 and the Default Duration to 15 minutes
  • Check the boxes for Available for online appointment requests and Allow for new clients


  • Click Save

You can find more information on how to do this here: Creating a new custom service code.

Once your phone screening service code is created, you’ll want to either add this service to your existing availability blocks or create new availability blocks specifically for this service. To do this:

  • Navigate to your Calendar homepage
  • Click Availability in the top right corner
  • Select an existing availability block to edit, or click anywhere on the calendar to add a new availability block
  • Choose the Title, Date, Time, Location, Clinician, and whether it Repeats
  • Under Services Offered, check the box for the new initial consultation service you just created


  • Click Done

For detailed steps on creating this phone screening service, you can refer to this video: How to set up a Phone Screening Service for Prospective Clients

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