To help you get the most out of your SimplePractice account, we offer live Q&As on a variety of topics, as well as free on-demand video classes. Click below to learn more and register for an upcoming session.
Live onboarding training series
Our onboarding training series provides a live, guided walkthrough of the core setup and essential workflows you’ll use to run your practice. Each session includes a live Q&A portion where a specialist can answer your questions.
Sessions are offered weekly. After clicking a session below, you’ll complete registration on Zoom and select the next available date.
Step 1: Getting started training and live Q&A - Learn more
Register for Monday sessions
9:30 AM PT / 12:30 PM ET
Register for Wednesday sessions
1:00 PM PT / 4:00 PM ET
Register for Friday sessions
10:00 AM PT / 1:00 PM ET
Step 2: Account setup training and live Q&A - Learn more
Register for Tuesday sessions
1:30 PM PT / 4:30 PM ET
Register for Thursday sessions
9:30 AM PT / 12:30 PM ET
Group Practices: Getting Started for Clinicians in a Group Practice
Register for Wednesday sessions
11:00 AM PT / 2:00 PM ET
Once you've completed registration on Zoom, you'll immediately receive an email with "Q&A Confirmation" in the subject. In the body of the email, you can click Join Webinar to join the live session at its scheduled time.
Tip: If the Join Webinar button isn't working, you can use the link under it to join the live session.
Live Q&As
Our live Q&As give you access to a specialist who can answer your questions related to the topic of the class. To learn more and register for a live Q&A, choose a topic below.
- Documentation & Note Taker – Live Q&A
- Insurance billing – Live Q&A
- Saving time in SimplePractice – Live demo
Like the live onboarding training series, you can click the relevant live Q&A above, complete registration on Zoom, then join the live session via an confirmation email for the live Q&A.
On-demand classes
Our free on-demand video classes walk you through how to use each feature in detail.
Getting started
- Account setup for solo practices
- Account setup for group practice owners and managers
- Account setup for Occupational Therapists
- Account setup for SLPs
Popular workflows
- Client Management
- Paperless Intakes
- Online Appointment Requests
- Marketing your Practice
- Billing and Payments
- Online Payments
- Client billing and automation
- Insurance billing
- Advanced insurance billing
- Accounting best practices
Expert-led classes
- Learn SimplePractice in a weekend
- The clinician's guide to using Note Taker
- 7 steps to start a private practice
- The clinician's guide to online scheduling and appointment requests
Webinars and live events
The SimplePractice events team puts on inspiring and educational webinars featuring industry experts. To register for upcoming events, or watch on-demand webinar recordings, visit SimplePractice.com/events.
On a regular basis our product team hosts feature release webinars, so you can get an in-depth look at our newest functionalities. To watch the webinar recordings, visit EHR features & updates.
Product demo
The Product demo video provides an overview of SimplePractice and our most popular features.