Client management

Managing existing clients

• Navigating the clients and contacts list
• Navigating the client Overview page
• Editing a client's information
• Deactivating and deleting a client profile
• Managing client contacts
• Managing and editing couple client profiles

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Managing new and potential clients

• Adding a new client
• Creating a new couple client
• Adding minor clients
• Setting up and managing your prescreener
• Managing the client waitlist
• Managing prospective clients on the Inquiries page

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Client Portal

• Setting up the Client Portal
• Inviting clients to the Client Portal
• Assisting clients with signing in to the Client Portal
• Offering the Client Portal in Spanish
• The SimplePractice Client Portal mobile app
• The SimplePractice Client Help Center

Communicating with clients

• Setting up appointment reminders
• Customizing appointment reminder templates
• Enabling appointment reminders for clients
• Understanding appointment reminder statuses
• Using telehealth appointment reminders
• Using macros in client emails and reminders

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