Simple practice has a great help desk of tutorials that will assist you with this. 

Here is a link to their availability update process document: Click here which is summarized below (for specific questions, the linked tutorial is a great resource.


Purpose:

To provide clear, step-by-step instructions for providers on how to update their availability in SimplePractice, ensuring accurate scheduling and optimal client care.


Please note: We will book clients into your calendar, so please make sure you keep this up to date!

Who This Is For:

All providers using SimplePractice to manage their schedule and client appointments.

When to Update Availability:

  • When starting with SimplePractice.

  • When taking planned time off (vacation, leave, etc.).

  • When changing regular working hours.

  • When adding new availability for specific days or time slots.

Step-by-Step Instructions:

Step 1: Log In

  1. Go to simplepractice.com

  2. Click Login in the top-right corner.

  3. Enter your email address and password.

Step 2: Access Calendar Settings

  1. Once logged in, navigate to the Calendar view on the left sidebar.

  2. In the top-right corner, click on the gear icon (⚙️) or choose Settings.

  3. Select Availability Schedule from the dropdown or sidebar menu.



Step 3: Set Your Availability

  1. Click anywhere on your calendar to start adding availability

  2. Choose the day(s) of the week and set the time range(s) you are available.

  3. Select the location for your availability (e.g., Telehealth, Office, etc.).

  4. Choose the appointment types you want to offer during that time block (e.g., Individual Therapy, Initial Assessment).

  5. Set the title of your availability "I.e. Jen Monday/Tuesday Availability" 

  6. Click Done to save the block.

Tip: You can set multiple time blocks per day if needed.

Step 4: Edit or Remove Existing Availability

  1. Click on an existing availability block in your calendar

  2. Edit the information or  select the trash icon to delete.

  3. Make any necessary changes and click Save.

Step 5: Add Time Off (Optional)

  1. From the Calendar, click on the date or time that you would like to block as Out of Office

  2. Select "All Day" or enter the time frame that you would like blocked

  3. Click Save – clients will not be able to book during this time.

  4. If you cannot see the time off displayed on your calendar, make sure that under the "Locations" drop down you have selected "Unassigned"

  5. This can also be used to book off time for events (i.e. lunches, conferences etc if you would like them to show up with a title and not just out of office in your calendar.



Best Practices:

  • Review your availability weekly to ensure it reflects your current schedule.

  • Use the Time Off feature for holidays, vacations, or personal days.

  • Notify your team or admin of any major changes to your regular schedule.

Need Help?

If you encounter any issues: