How to Use SimplePractice
A beginner-friendly guide to getting started with SimplePractice in 2026.
Getting Started: Step by Step
Create your SimplePractice account
Visit SimplePractice's website and sign up for a trial. You'll need an email address to get started.
Set up your workspace
Once signed in, configure your SimplePractice workspace. Set your preferences, invite team members if needed, and customize the interface to match your workflow.
Explore scheduling
One of SimplePractice's key features is scheduling. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore telehealth
One of SimplePractice's key features is telehealth. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Explore billing
One of SimplePractice's key features is billing. Navigate to this feature and experiment with it to understand how it fits into your workflow.
Integrate with your existing tools
Connect SimplePractice with the other tools you use daily. Most integrations can be set up in the settings or integrations panel.
Start using it for real work
Now that you're set up, start using SimplePractice for actual tasks. The best way to learn is by doing — don't worry about getting everything perfect right away.
Pro Tips
- Start with the free plan or trial to explore SimplePractice's capabilities before committing to a paid subscription.
- Use keyboard shortcuts to speed up your workflow — most tools have extensive shortcut systems.
- Check SimplePractice's official documentation and community forums for advanced tips and best practices.
- Review your workflow after 2 weeks of use and adjust your setup based on what's working and what isn't.
Key Features to Explore
Alternatives to Consider
If SimplePractice isn't the right fit, here are some similar tools:
Ready to Try SimplePractice?
Practice management software designed for health and wellness professionals including therapists, counselors, and dietitians with scheduling, billing, telehealth, and documentation.