About this class
In this on-demand video class, Matt Ryan, LCSW and founder of PRGRS Therapy, walks through a step-by-step guide to start offering online scheduling for current and prospective clients. He covers the benefits and time savings of online scheduling and previews the appointment request process from both the client and provider perspectives. Matt also reviews how to respond to an appointment request by confirming or declining them and sending follow-up emails.
The class summarizes the next steps to set up availability, creating services, and test the online scheduling feature on your website.
Example: How to set up appointment requests for phone consults
In this video, Matt demonstrates how to set the appointment request feature for a specific scenario: new client consult calls. He shows how to create four 30-minute sessions within a short two-hour time block every week, allowing new clients to request a phone consult without requiring any scheduling work or coordination from you. The tutorial covers three main areas of customization: appointment request settings, creating a new service for phone consultations, and setting up calendar availability. Matt walks through each step in detail, showing how to navigate the SimplePractice interface and ensure the setup works properly from the client's perspective.
Guided set up
To access a guided set up tool for online appointment requests:
- Navigate to the Calendar
- In the upper right, select the gear icon > Set up appointment requests
- The guided flow presents all the required settings for you to customize