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How to add team members that already have Simple Practice accounts?




  • Sara

    Hi there,

    SimplePractice requires that each user has a unique email address for their account. This means that if a new team member is already using SimplePractice with another group practice, they'll need a unique email address to be added to your team. Either the team member can use a completely different email or an email modifier. Here is a helpful Help Center guide on how to use an email modifier: Adding team members or clients using the same email address.

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  • Deb Litman

    Adding on to this question, how do I export the data/clients from a person who has had a solo practice account to a group practice account?

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  • Sara

    Hi Deb,

    A clinician can export their data by going to Settings > Data Export. If you would then like for them to upload that information into their group account, you can contact our Customer Success team to assist with the switching process.

    Here are some helpful Help Center guides on this process:

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