SimplePractice Quick Start Guide for Therapists

SimplePractice is an incredible platform for running your private practice. From documentation and billing to scheduling and Telehealth, it’s packed with features that can help you streamline your workflow and support your clients effectively.

That said, some people don’t know where to start when it comes to seeing their first client. So I put together this no-frills video and blog to walk you through just the essentials—what you need today to start seeing clients. You can always learn the advanced stuff later, but let’s focus on getting you up and running.

I like to think about it backwards: what do I actually need in place to be able to see a client? And how do I set that up inside SimplePractice? That’s the framework we’ll follow in this walkthrough.

Check out the video below, and feel free to follow along as we go

In This Quick Start Guide, We’ll Cover:

1. Setting Up Your Practice Details

We’ll go over how to enter your basic info—like your name, license, location, and other practice details—so it all shows up correctly in your forms and documents.

2. Adding a Client

Step-by-step on how to enter a new client into the system and get their profile set up.

3. Sending Intake Forms

How to send out your intake packet with everything a client needs to review and sign before your first session.

4. Scheduling Sessions & Telehealth

We’ll walk through scheduling your first session and enabling Telehealth, so you’re ready to meet with clients virtually if needed.

5. Billing Basics

We’ll cover how to add your fees, create invoices, and collect payments so you're not chasing down payments later.

Ready to dive in?

👉🏻 Watch the full video and follow along

Also If you’re looking for more help setting up systems in your private practice, I would love to chat with you. You can book a free 10 minute call below