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Getting Started with Online Appointment Requests on-demand class

Getting Started with Online Appointment Requests on-demand class

About the class

The Getting Started with Online Appointment Requests class is 4 part video tutorial covering the information in the guides Enabling online appointment requests and Managing your Availability.

In this guide, we’ll cover:

Helpful links

  • Daily live Q&A sessions
    • This live 30-minute Q&A gives you the opportunity to ask a live specialist questions you have about getting started in your SimplePractice account.

Video player controls

Hover your mouse over the video to access the following options. 

  • To view the video in full screen mode, click wistia, and to exit, click it again or press esc
  • To display the chapter list, click bulletedlines.simplepractice.video.png and select a chapter
  • To change the speed or quality of the video, click gear.simplepractice.video.png, and choose the option you prefer
  • To change the volume, click speaker.simplepractice.video.png, and drag the circle up or down
  • To enable or disable closed captioning and search the transcript, click cc.simplepractice.video.png

 

Part 1. General settings

In part 1, we'll review the general settings available to control how clients can request appointments.

These settings are available at: Settings > Scheduling > Client portal permissions


 

Part 2. Service settings

In part 2, we'll review the service settings available at Settings > Billing > Services and Products > Services.


 

Part 3. Availability

In part 3, we'll review how to add and manage your availability.

To access the availability schedule:

Note: For answers to commonly asked questions about Availability, see Managing your Availability FAQs.


 

Part 4. Practicing how to accept or decline requests

In part 4, we'll test the controls and review how to accept or decline requests. 

 

Helpful links

  • Daily live Q&A sessions
    • This live 30-minute Q&A gives you the opportunity to ask a live specialist questions you have about getting started in your SimplePractice account.

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