Tap the three stacked lines in the upper left.To change the types of notifications they receive or turn notifications off altogether, clients can: When they log in to the app, they’ll be asked to allow notifications: Because we don’t store app preferences, signing out of the app will reset the security and notification settings.Ĭlients can opt to receive push notifications when you send them a new message, invoice, or document. To fully log out of the app, clients can tap the three stacked lines and select Sign out. Note: Clients will only see the option to enable Face ID/Touch ID if this feature is already set up on their iPhone. Tap the three stacked lines in the top leftįrom here, clients can set a passcode/PIN and turn on Face ID/Touch ID, or biometrics.To enable a passcode/PIN, Face ID, Touch ID, or biometrics, they can: They can also use their iPhone or Android’s built-in security features to securely and conveniently access the app. If they’ve already acknowledged this agreement on the web version of the Client Portal, they won’t need to accept it again.Ĭlients and contacts can expect the same level of security on the mobile app as on the web version of the Client Portal. Note: When clients and contacts sign in to the app for the first time, they'll be prompted to accept an End User License Agreement (EULA). Once they've signed in, clients can enable their phone’s built-in security features for an easier, secure login experience. Tip: For a guide on managing multiple profiles that you can share with clients, see Switching profiles. If a client has multiple Client Portal profiles associated with their email address, they can choose the one they'd like to view.If clients don’t see this email in their inbox, they can search for an email from in their Spam, Bulk Mail, and/or Updates folders.Select Go to email and check their email for a one-time sign-in link.This is the email address listed under Client Portal Access on their Overview page > Edit > Client Portal tab.Enter the email address that’s associated with their Client Portal access.Open the SimplePractice Client Portal mobile app.To learn more, see Inviting clients to the Client Portal.Īfter downloading the app, clients and contacts can request a sign-in link, in a process similar to Instant Sign In on the web version of the Client Portal. Note: In order to use the app, clients and contacts must have Client Portal access enabled. They can also tap the Download on the App Store or Get it on Google Play badge in the footer of the automated Client Portal emails they receive: Search for “SimplePractice Client Portal”. Open the App Store on their iPhone or Google Play Store on their Android.The SimplePractice Client Portal mobile app is available for clients and contacts to download on the App Store and Google Play Store. Note: Clients and contacts can access the web version of the Client Portal on the mobile browser of their iPad. The SimplePractice Client Portal app requires an iPhone with iOS 13.0 or later or an Android with version 7.0 or later. Note: If you’re just getting started with the Client Portal, please see our guide to Setting up the Client Portal.
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