The SimplePractice Client Portal mobile app lets clients and contacts easily access their secure online portal while on the go. From the app, they can view and request appointments, make payments, send Secure Messages, and complete intake paperwork.
In this guide, we’ll provide an overview of the app, including:
- Minimum requirements for the client app
- Downloading the client app
- Login process
- App security
- Push notifications
- Navigating the dashboard
- Accessing the SimplePractice Client Help Center
Note: If you’re just getting started with the Client Portal, please see our guide to Setting up the Client Portal.
Minimum requirements for the client app
The SimplePractice Client Portal app requires an iPhone with iOS 13.0 or later. The app is not compatible with iPads. While our team is actively working to develop an Android app, we don’t have an ETA for this.
Note: Clients and contacts can access the web version of the Client Portal on the mobile browser of their iPad or Android device.
Downloading the client app
The SimplePractice Client Portal mobile app is available for clients and contacts to download on the App Store. To download the app:
- Open the App Store on their iPhone
- Search for “SimplePractice Client Portal”
- Tap Get
They can also tap the Download on the App Store badge in the footer of the automated Client Portal emails they receive:
Note: In order to use the app, Clients and contacts must have Client Portal access enabled. To learn more, see Inviting clients to the Client Portal.
After downloading the app, clients and contacts can request a sign-in link, in a process similar to Instant Sign In on the web version of the Client Portal. To do this, they can:
- Open the SimplePractice Client Portal mobile app
Enter the email address that’s associated with their Client Portal access
- This is the email address you have listed under Client Portal Access on their Overview page > Edit > Client Portal tab
- Tap Send link
- Select Go to email and check their email for a one-time sign-in link
- From the email, tap Sign In
- If clients don’t see this email in their inbox, they can search for an email from firstname.lastname@example.org in their Spam, Bulk Mail, and/or Updates folders
- If a client has multiple Client Portal profiles associated with their email address, they’ll be prompted to choose the one they'd like to view
Once they've signed in, clients can enable Face ID, Touch ID, or a four-digit passcode for an easier, secure login experience.
Note: When clients and contacts sign in to the app for the first time, they'll be prompted to accept an End User License Agreement (EULA). If they’ve already acknowledged this agreement on the web version of the Client Portal, they won’t need to accept it again.
Clients and contacts can expect the same level of security on the mobile app as on the web version of the Client Portal. They can also use their iPhone's built-in security features to securely and conveniently access the app. To enable a passcode, Face ID, or Touch ID, they can:
- Tap the three stacked lines in the top left
- Select App security
From here, clients can set a passcode and turn on Face ID or Touch ID.
Note: Clients will only see the option to enable Face ID/Touch ID if this feature is already set up on their iPhone. For guidance on this process, they can refer to Apple’s guides on Using Face ID and Using Touch ID.
To fully log out of the app, clients can tap the three stacked lines and select Sign out. Because we don’t store app preferences, signing out of the app will reset their security and notification settings.
Clients can opt to receive push notifications when you send them a new message, invoice, or document. When they log in to the app, they’ll be asked to allow notifications:
To change the types of notifications they receive or turn notifications off altogether, clients can:
- Tap the three stacked lines in the upper left
- Select Notification settings
- Choose which notifications they’d like to receive
Clients will be notified when they receive a new Secure Message. If the message remains unread, they'll also receive an email notification 10-20 minutes later.
Clients will receive push notifications when new invoices are manually or automatically emailed, not when they’re created. To learn how to manually email an invoice or how to automate this process, see How to share billing documents with clients.
Note: You can adjust a client’s Email Billing Notification settings from their Overview page > Edit > Billing and Insurance tab.
Clients will be notified when a new document is shared with them. See Sending intake forms and documents to clients to learn more.
Navigating the dashboard
Note: Clients and contacts will only have access to the features you’ve enabled on a practice-wide and individual level. For more information on enabling and disabling Client Portal features, see Setting up the Client Portal.
Clients and contacts can manage appointments, view and pay invoices, view and complete pending documents, and communicate with you via Secure Message from the app's dashboard.
In the Appointments section, clients can see details of their upcoming appointments. If you have online appointment requests enabled, they’ll be able to request new appointments.
Clients can also start a Telehealth appointment directly from the app. To do this, they can:
- Select the appointment
- Tap Join Appointment
- Enter their name
- Tap Join Appointment Now
Here, clients can view invoices and make payments, if Online Payments are enabled.
Under Documents, clients will see a list of their pending documents. To complete a document, they can:
- Select the document
- Follow the prompts to complete and submit each form
From here, clients can also upload files. Here's how:
- In the Documents section, tap View all
- Under My Uploads, select Upload Files
- Select an item from their Photo Library, take a photo or video, or choose a file
Note: To learn how to enable document uploads for the Client Portal, see Allowing clients to upload documents to the Client Portal.
Clients and contacts can also send and receive Secure Messages in the app. They can tap the chat bubble icon in the top right to access Secure Messaging:
If you have an away message for Secure Messaging enabled in your account, (Away) will be listed next to your name at the top of the chat. Additionally, your clients will see your away message as a banner at the bottom of the chat.
Note: Your clients can still send you a Secure Message while you have your away message enabled. The away message banner will remain at the bottom of the chat.
Accessing the SimplePractice Client Help Center
As part of our continued efforts to streamline your clients’ care experience, we’ve created a new SimplePractice Client Help Center. Here, clients can find resources that will help them get started with the Client Portal, Telehealth, and the mobile app.
To access the SimplePractice Client Help Center, they can:
- Tap the three stacked lines in the top left
- Select Help center